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总结
MarketWatch等多家财经媒体在展望未来数年科技股走势时，将非美国公司台湾积体电路制造（台积电，TSM）作为可能在2026年“定调”的核心标的之一。报道强调其在先进制程代工领域的关键地位，以及AI与高性能计算、智能手机等需求对晶圆代工景气的支撑，并结合估值与长期增长逻辑给出持有或价格预测观点。同时也提示其面临周期波动、资本开支与地缘政治等不确定因素，影响投资者风险评估。
正文
Here's the tech stock that could set the pace for 2026, and it's not in the U.S. MarketWatch What Is One of the Best Tech Stocks to Hold for the Next 5 Years? The Motley Fool Taiwan Semiconductor (NYSE: TSM) Price Prediction and Forecast (Jan 2025) 24/7 Wall St. The Truth About Taiwan Semiconductor (ADR): Is This Chip Giant Still Worth the Hype? AD HOC NEWS If I Could Only Buy and Hold a Single Stock, This Would Be It. Yahoo Finance
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