中文翻译
$TSM 可以随时提价以获得更高利润率（他们预测增长 3%），而 $NVDA 无论如何都将被迫使用其服务。此外，盈利预测如预期般大幅超预期，整个 AI 建设都建立在 $TSM 之上，它并不关心 $AMD 与 $NVDA 谁胜谁负。纯粹的垄断。
· 个股论点
TSM凭借AI基建垄断地位可随意提价，无视下游竞争。
英文原文
$TSM can raise their prices anytime for higher margins (which they projected 3% increase) and $NVDA will be forced to use them anyway. Also earning projections were a blowout as expected, whole AI buildout is on top of TSM, it doesn’t care about who wins like $AMD vs $NVDA. Pure monopoly.