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在鋪天蓋地的川普關稅衝擊下，台積電如何迎接挑戰？台積電在4月17日的今年第一場法說會上，以一張亮麗的成績單回應外界疑問。趨勢觀點專家林宏文認為，5年來台積電股價的波動，重點其實不在EPS，而是市場願意給的本益比。決定台積電本益比的因素很多，但最重要的不外乎景氣、地緣以及技術。 - 撰文｜林宏文 文章連結｜https://reurl.cc/8D6bd7 - ★立即加入Podcast專屬交流社群 | https://lihi.cc/cL6aH -- Hosting provided by SoundOn
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