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TSM 台积电
交易中 04-02 13:07:44 EDT
338.14
-3.35
-0.98%
最高
342.07
最低
326.84
成交量
619.60万
今开
327.15
昨收
341.49
日振幅
4.46%
总市值
1.75万亿
流通市值
1.58万亿
总股本
51.87亿
成交额
20.82亿
换手率
0.13%
流通股本
46.71亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
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市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
大行评级丨小摩：上调台积电目标价至2400元新台币，上调今明两年盈利预测
中金财经 · 04-02 14:27
大行评级丨小摩：上调台积电目标价至2400元新台币，上调今明两年盈利预测
半导体早参 | DRAM价格预计Q2继续上涨；韩国3月份半导体出口额同比猛增151.4%
每日经济新闻 · 04-02 09:17
半导体早参 | DRAM价格预计Q2继续上涨；韩国3月份半导体出口额同比猛增151.4%
美股盘前要点 | 美伊释放停战信号，欧股大涨！据报苹果测试Siri新功能
格隆汇 · 04-01 20:28
美股盘前要点 | 美伊释放停战信号，欧股大涨！据报苹果测试Siri新功能
台积电拟于2028年在日量产3nm芯片
格隆汇 · 04-01 16:55
台积电拟于2028年在日量产3nm芯片
台积电计划2028年开始在日本生产3纳米芯片
华尔街见闻 · 04-01 12:31
台积电计划2028年开始在日本生产3纳米芯片
台积电计划于2028年在日本启动3纳米芯片量产。
格隆汇 · 04-01 11:04
台积电计划于2028年在日本启动3纳米芯片量产。
台积电硅光整合平台今年量产 或成为光通信关键底座
格隆汇 · 04-01 10:07
台积电硅光整合平台今年量产 或成为光通信关键底座
台积电：旗下硅光整合平台COUPE预计今年进入量产
格隆汇 · 04-01 08:43
台积电：旗下硅光整合平台COUPE预计今年进入量产
Counterpoint Research：2025年全球晶圆代工2.0市场营收达3200亿美元 同比增长16%
智通财经 · 03-31 21:20
Counterpoint Research：2025年全球晶圆代工2.0市场营收达3200亿美元 同比增长16%
追赶台积电！Rapidus提速1nm研发 力争差距仅6个月
快科技 · 03-31 10:23
追赶台积电！Rapidus提速1nm研发 力争差距仅6个月
黄仁勋与台积电双向奔赴：合作30年 从未签过合同
快科技 · 03-30
黄仁勋与台积电双向奔赴：合作30年 从未签过合同
花旗：台积电未来两年收入增长料将更为强劲
环球市场播报 · 03-30
花旗：台积电未来两年收入增长料将更为强劲
据报SK海力士正在考虑采用台积电的3nm工艺制造HBM4E逻辑芯片
金吾财讯 · 03-26
据报SK海力士正在考虑采用台积电的3nm工艺制造HBM4E逻辑芯片
中东战火之下“逻辑最硬”投资主题浮现! 业绩跑赢96%同行的基金经理押注亚洲芯片股
智通财经 · 03-26
中东战火之下“逻辑最硬”投资主题浮现! 业绩跑赢96%同行的基金经理押注亚洲芯片股
博通高管坦言：台积电产能已从"近乎无限"走向"触及极限"
华尔街见闻 · 03-24
博通高管坦言：台积电产能已从"近乎无限"走向"触及极限"
台积电投资者十大问题解析：AI需求、产能扩张与竞争格局
华尔街见闻 · 03-24
台积电投资者十大问题解析：AI需求、产能扩张与竞争格局
博通警告供应链受限 称台积电产能成为瓶颈
格隆汇 · 03-24
博通警告供应链受限 称台积电产能成为瓶颈
直指台积电(TSM.US)产能“触顶”！博通(AVGO.US)公开警示芯片供应链危机 AI军备竞赛遭遇最大掣肘
智通财经 · 03-24
直指台积电(TSM.US)产能“触顶”！博通(AVGO.US)公开警示芯片供应链危机 AI军备竞赛遭遇最大掣肘
AI与机器人盘前速递丨台积电 2nm 产能紧缺订单已排至2028，人形机器人马拉松官宣
每日经济新闻 · 03-24
AI与机器人盘前速递丨台积电 2nm 产能紧缺订单已排至2028，人形机器人马拉松官宣
台积电(TSM)涨超4% 2纳米制程产能严重供不应求
金吾财讯 · 03-23
台积电(TSM)涨超4% 2纳米制程产能严重供不应求
暂无数据
公司概况
公司名称：
台积电
所属市场：
NYSE
上市日期：
--
主营业务：
台湾积体电路制造股份有限公司是中国台湾省政府、飞利浦公司和其他私人投资者的合资企业，于1987年2月21日在中国台湾省注册成立。公司是目前全球半导体行业最大的LED晶圆代工厂。作为一家代工厂，该公司根据客户自己或第三方的专有集成电路设计，使用其制造工艺为其制造半导体。该公司提供全面的晶圆制造工艺，包括制造CMOS逻辑、混合信号、射频、嵌入式存储器、BiCMOS混合信号和其他半导体的工艺。该公司还提供设计、掩模制作、探测、测试和组装服务。
发行价格：
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年有望保持双位数增长。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1423326.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1803068979.SGD","SGXZ81163826.USD","LU0889566641.SGD","688981","LU0143863784.USD","LU2471134523.USD","BK4512","LU2357125470.USD","LU2237443978.SGD","LU0124676726.USD","LU1623119135.USD","LU1989772840.SGD","LU1934455863.HKD","LU2458330169.SGD","LU2063271972.USD","LU0541502299.USD","IE0004445239.USD","LU0359201612.USD","LU1282649067.USD","LU2360108059.USD","LU2041044095.USD","LU2491050154.USD","LU2247934214.USD","LU1211504680.USD","LU0889565833.HKD","LU0572940350.SGD","LU2089284900.SGD","LU2750360997.AUD","IE00B3M56506.USD","LU0572939691.SGD","LU2237443549.SGD","LU0823421333.USD","LU0792757196.USD","LU1023057109.AUD","LU1934455194.USD","LU0541501648.USD","SOXQ","AIYY","BK4526","BK4503","LU0158827781.USD","LU1323610961.USD","STSM","LU2211814178.USD","TSM","BK4528","LU2663582299.SGD","LU1989772923.USD","LU0289960550.SGD","IE00BFXG0V08.USD","LU0965509283.SGD","LU0316494557.USD","LU0882747503.HKD","LU1267930813.SGD","LU2271345857.HKD","LU1064131003.USD","LU2750360641.GBP","LU0109392836.USD","LU0965509101.SGD","LU0384037296.USD","AI","LU0488056044.USD","LU0198837287.USD","LU2471134796.USD","LU2106854487.HKD","LU1989764748.USD","LU0056508442.USD","BK4581","LU1852331112.SGD","BK4585","LU1934455277.USD","BK4023","LU2491049909.HKD","LU2458330243.SGD","SG9999000418.SGD","LU2360032135.SGD","LU1037948897.HKD","LU0353189763.USD","LU0353189680.USD","BK4527","LU2092937221.SGD","LU0175139822.USD","LU0878005551.USD","LU2294711713.HKD","SGXZ51526630.SGD","LU2087625088.SGD","LU1974910355.USD","LU1868837565.USD","IE00BD6J9T35.USD","LU1316542783.SGD","LU2471134952.CNY","LU2211815571.USD","LU0348723411.USD","SGXZ49509284.SGD","LU2023250504.SGD","LU1282649810.SGD","LU2125154778.USD","IE0004086264.USD","BK4550","BK4534","SG9999004220.SGD","LU2089283258.USD","LU0719512351.SGD","BK4554","LU0823421416.USD","LU2860962120.EUR","LU0965509010.AUD","LU0323591593.USD","LU0878004406.USD","USD","LU1064130708.USD","BK4591","LU2028103732.USD","LU2250418816.HKD","LU0359201885.HKD","BK4588","LU0642271901.SGD","LU2298321311.HKD","LU2237443622.USD","LU2471134879.HKD","BK4504","BK4141","BK4535","XSD","LU2054465674.USD","LU2543165471.USD","IE0004091025.USD","LU2125154935.USD","LU1989764664.SGD","LU0689626769.HKD","LU0238689110.USD","03145","IE00BQXX3F31.USD","IE00BYQQ9H92.USD","LU1917777945.USD","SOXX","TSMY","BK4532","AIPO","BK4602","IE00BQXX3D17.EUR","BK4533","LU0823414478.USD","IE00BKPKM429.USD","LU0965508806.USD","LU0345770308.USD","LU2491050071.SGD","BK4505","LU0094547139.USD","LU1868838027.USD","IE00B5TLWC47.USD","LU0823414551.USD","LU1037948541.HKD","BK4587","LU2506951792.HKD","SGXZ99366536.SGD","SMHX","TSMU","TSMX","TSMZ","LU0082616367.USD","IE00BHPRN162.USD","LU1508157978.USD","BK4107","SGXZ81514606.USD","LU0345770993.USD","LU2249611893.SGD","BK4548","LU1868837722.USD","TSMG","688249","BK0214","LU2023251221.USD","BK4612","IE00BQXX3C00.GBP","LU2133065610.SGD","LU0158827948.USD","IE00BZ199S13.USD","LU2360106780.USD","LU0143863198.USD","LU0264606111.USD","LU1712237335.SGD","LU2237443382.USD","00981","LU2111349929.HKD","BK4551","BK4543","LU0861579265.USD","LU2148510915.USD","LU0359202008.SGD","BK4605"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2623937972","title":"追赶台积电！Rapidus提速1nm研发 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从未签过合同","url":"https://stock-news.laohu8.com/highlight/detail?id=2623392489","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623392489?lang=zh_cn&edition=full","pubTime":"2026-03-30 15:21","pubTimestamp":1774855305,"startTime":"0","endTime":"0","summary":"快科技3月30日消息，据媒体报道，英伟达CEO黄仁勋在出席《Lex Fridman》视频播客节目中，抛出了一个另大家惊讶的消息，英伟达与台积电合作超30年，却从未签署过任何正式合约。黄仁勋透露，英伟达与台积电已携手合作三十余年，合作业务规模达数百亿至数千亿美元，双方长期以来从未签署任何商业合约，依托高度互信实现深度协同。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8rutfCHgHC8","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0541502299.USD","BK4588","NVIW.SI","NVDX","LU1989764664.SGD","IE00BJTD4V19.USD","LU2023250330.USD","LU0820562030.AUD","LU1548497426.USD","IE00BMPRXR70.SGD","LU2023250504.SGD","LU2125909759.SGD","LU1923622291.USD","LU0069063385.USD","IE000W1ABFV2.USD","LU2413666699.HKD","LU2106854487.HKD","LU1435385759.SGD","LU1815333072.USD","LU2041044095.USD","LU0823434583.USD","LU0943347566.SGD","IE00BYQQ9H92.USD","LU0096364046.USD","LU1923622614.USD","LU2413666426.HKD","LU0061474705.USD","NVDA","LU1815336760.USD","LU0265550359.USD","LU2213496289.HKD","LU1868837300.USD","IE00B7KXQ091.USD","IE00BMPRXN33.USD","LU0683600562.USD","LU2168563687.JPY","LU2458330169.SGD","LU2242650005.HKD","LU2272731782.SGD","LU2756315664.SGD","LU1629891620.HKD","LU2272731865.HKD","LU1803068979.SGD","LU0708994859.HKD","LU1935043536.SGD","NVD","LU1989772923.USD","LU2290526834.HKD","LU0158827948.USD","LU0234572021.USD","LU1242518931.SGD","IE00BDRTCR15.USD","LU0203201768.USD","LU0109392836.USD","LU2125154935.USD","LU1064131342.USD","BK4505","LU1861215975.USD","LU1934455277.USD","LU1861220033.SGD","LU0868494708.USD","LU1429558221.USD","LU1244550221.USD","LU2931357623.SGD","LU0572939691.SGD","LU0127658192.USD","LU0724617625.USD","LU1508157978.USD","LU1839511570.USD","IE00BJTD4N35.SGD","LU1917777945.USD","LU0494093205.USD","LU1623119135.USD","LU2750360997.AUD","LU1116320901.HKD","LU2168564495.EUR","LU2097344357.USD","LU1935042215.USD","LU1282649067.USD","LU1066051225.USD","LU2168564222.USD","LU0353189680.USD","LU2249611893.SGD","LU2552382132.HKD","IE0004445239.USD","IE00B775H168.HKD","LU0345770993.USD","LU2456880835.USD","IE0004091025.USD","LU2433249047.HKD","LU1261432733.SGD","LU1935042488.USD","LU0079474960.USD","BK4534","LU0345769631.USD","ANV","LU0965508806.USD","LU2191332357.HKD","LU2271345857.HKD","LU2491050154.USD","SG9999014575.USD","LU0106261372.USD","LU2168564065.EUR","LU0390134368.USD","LU2242649171.HKD","HK0000914686.HKD","LU1211504680.USD","NVD2.UK","LU0080751232.USD","SG9999014542.SGD","SG9999015358.SGD","HK0000320223.HKD","LU1934455194.USD","LU2322448791.USD","LU0528227936.USD","IE00BDCRKT87.USD","LU0289960550.SGD","TSMU","LU2089985449.USD","LU2462157665.USD","IE00BKPKM429.USD","LU2237443549.SGD","LU0048584097.USD","LU2065171402.SGD","BK4551","IE0034235188.USD","LU2247934214.USD","LU0354030511.USD","LU2326559502.SGD","HK0000320264.USD","LU0444971666.USD","LU2065171311.SGD","LU0157215616.USD","LU0882747503.HKD","BK4598","LU1861127337.USD","IE00BJJMRY28.SGD","LU0274383776.USD","IE00BFXG0V08.USD","GB00BDT5M118.USD","LU2092937148.SGD","LU0081259029.USD","LU0820561909.HKD","IE000KEQY171.SGD","SGXZ81514606.USD","LU1496350171.SGD","SG9999015952.SGD","LU1202635105.USD","SNVD.UK","LU0345769128.USD","LU0572940350.SGD","LU0957808578.USD","LU0979878070.USD","LU2463028550.USD","LU1923623000.USD","SG9999014559.SGD","BK4549","SG9999002232.USD","LU0070217475.USD","LU1868837136.USD","BK4608","LU2077746001.SGD","SG9999015945.SGD","TSM","LU0878004406.USD","HK0000306701.USD","SG9999017495.SGD","IE00B5TLWC47.USD","LU0276348264.USD","IE00BKDWB100.SGD","LU0061475181.USD","LU1934455863.HKD","LU2054465674.USD","LU2265009873.SGD","LU2860962120.EUR","BK4535","LU0077335932.USD","LU2089284900.SGD","LU1267930813.SGD","LU0029864427.USD","IE00BK4W5M84.HKD","LU0823434740.USD","LU2420271590.USD","IE00B19Z8W00.USD","LU2505996509.AUD","LU2471134796.USD","IE00B1XK9C88.USD","LU2108987350.USD","3NVD.UK","LU2250418816.HKD","BK4503","IE00BZ1G4Q59.USD","LU1721428933.USD","IE0003U64NQ7.SGD","LU2471134523.USD","LU1400636657.SGD","LU0011850046.USD","NVDS.UK","LU1116320737.USD","LU1267930730.SGD","LU2065170008.USD","LU0823414478.USD","LU0642271901.SGD","NVDB","SGXZ51526630.SGD","LU0878005551.USD","IE00BHPRN162.USD","IE00BD6J9T35.USD","LU1868836914.USD","LU0264606111.USD","LU0267386448.USD","LU0094547139.USD","LU2360032135.SGD","LU1989764748.USD","SG9999015978.USD","LU0187121727.USD","LU1720051017.SGD","LU2357305700.SGD","LU2458330243.SGD","LU2491049909.HKD","BK4567","LU0719512351.SGD","IE0009G5SDU7.USD","BK4548","IE00B19Z9505.USD","LU0957791311.USD","LU1868837565.USD","LU1153585028.USD","LU1983260115.SGD","LU2473716301.USD","LU0256863902.USD","LU0057025933.USD","LU0466842654.USD","LU1989772840.SGD","LU1280957306.USD","SG9999014880.SGD","LU1267930490.SGD","LU1242518857.USD","LU0107464264.USD","03145","IE00BK4W5L77.USD","LU1674673428.USD","LU0347712357.USD","SG9999018865.SGD","LU0787776722.HKD","IE00B3SWFQ91.USD","LU18688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11:57","pubTimestamp":1774843020,"startTime":"0","endTime":"0","summary":"花旗分析师在一份报告中称，台积电未来两年可能会实现更强劲的收入增长。他们指出，得益于对尺寸更大、更先进制程芯片的需求，台积电的人工智能相关收入可能会增长逾一倍。 他们补充说，花旗预计2纳米芯片将成为台积电最大的收入来源，且至少在未来三年内订单可见度清晰。 花旗将台积电的目标价从新台币2600元上调至新台币2800元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-30/doc-inhsttra9803144.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2023250504.SGD","LU1989764664.SGD","LU0348723411.USD","BK4512","LU1037948897.HKD","LU0642271901.SGD","LU0175139822.USD","LU2041044095.USD","IE0004091025.USD","LU0353189680.USD","LU0170899867.USD","BK4503","LU2458330243.SGD","LU2211814178.USD","LU0359201612.USD","LU1934455194.USD","LU0889566641.SGD","LU2054465674.USD","LU0541502299.USD","LU0143863784.USD","LU0314106906.USD","LU0130102774.USD","LU0128525689.USD","BK4602","LU2111349929.HKD","LU2237443549.SGD","LU2543165471.USD","LU0198837287.USD","LU1868837722.USD","BK4535","LU0289960550.SGD","LU1316542783.SGD","LU0082616367.USD","LU0094547139.USD","LU1244550494.USD","LU0052756011.USD","03145","LU0310800965.SGD","LU1852331112.SGD","LU1282649810.SGD","BK4527","SGXZ51526630.SGD","LU0965509283.SGD","LU1623119135.USD","LU0541501648.USD","BK4554","LU1989772840.SGD","TSMY","IE00B3M56506.USD","LU1162221912.USD","LU2298321311.HKD","SG9999000418.SGD","TSMX","LU0345770993.USD","LU0158827948.USD","LU0158827781.USD","IE00BYQQ9H92.USD","STSM","IE00BHPRN162.USD","LU0488056044.USD","LU1917777945.USD","LU1201861249.SGD","LU2211815571.USD","LU0056508442.USD","LU2125154935.USD","IE00BFXG0V08.USD","BK4550","LU2250418816.HKD","LU0323591593.USD","LU1803068979.SGD","LU1989772923.USD","LU1267930813.SGD","LU1791807156.HKD","BK4505","LU2462157665.USD","SGXZ81514606.USD","BK4526","IE00B5TLWC47.USD","LU0878005551.USD","IE0004445239.USD","LU1868838027.USD","LU1868837565.USD","LU2471134523.USD","SG9999004220.SGD","LU0882747503.HKD","LU2023251221.USD","LU1282649067.USD","LU0572940350.SGD","LU2237443978.SGD","LU0345770308.USD","TSM","LU0823421416.USD","LU1934455277.USD","IE00BQXX3C00.GBP","BK4581","BK4548","LU2087625088.SGD","BK4534","LU2089284900.SGD","LU0106831901.USD","LU2028103732.USD","LU2092937221.SGD","LU0965508806.USD","LU2491050071.SGD","LU2491049909.HKD","LU0648001328.SGD","LU0980610538.SGD","LU2458330169.SGD","LU0264606111.USD","LU0477156953.USD","LU2471134879.HKD","LU1323610961.USD","BK4533","LU2506951792.HKD","LU1023057109.AUD","LU0098860793.USD","BK4588","LU2237443622.USD","LU1366192091.USD","BK4141","LU0384037296.USD","IE00BD6J9T35.USD","LU0823414478.USD","BK4207","LU1267930227.SGD","LU2750360641.GBP","LU0316494557.USD","BK4566","LU0124676726.USD","LU2294711713.HKD","LU0965509010.AUD","LU2271345857.HKD","LU2247934214.USD","TSMZ","LU0889565833.HKD","LU0878004406.USD","LU0238689110.USD","BK4612","LU2357125470.USD","LU1668664300.SGD","BK4585","IE00BKPKM429.USD","LU1934455863.HKD","IE00BQXX3F31.USD","LU0072461881.USD","BK4504","LU0719512351.SGD","IE00BQXX3D17.EUR","LU2491050154.USD","LU2125154778.USD","LU0572939691.SGD","LU0109392836.USD","LU2663582299.SGD","IE00BZ199S13.USD","LU0823414551.USD","LU1506573853.SGD","LU1974910355.USD","LU2063271972.USD","BK4532","LU1244550221.USD","LU1508157978.USD","BK4543","LU0353189763.USD","LU0359201885.HKD","LU2249611893.SGD","BK4559","IE0004086264.USD","LU2417539215.USD","LU2456880835.USD","LU0143863198.USD","LU0320765646.SGD","LU0359202008.SGD","LU0823421333.USD","LU2360108059.USD","LU2360032135.SGD","LU2860962120.EUR","TSMG","LU2471134796.USD","LU0130517989.USD","LU1211504680.USD","TSMU","LU2133065610.SGD","LU1244550577.SGD","LU1037948541.HKD","LU2106854487.HKD","IE00BSNM7G36.USD","LU0792757196.USD","LU1989764748.USD","LU2236285917.USD","LU0861579265.USD","LU0965509101.SGD","LU2360106780.USD","LU2750360997.AUD","SGXZ99366536.SGD","LU2089283258.USD","LU0689626769.HKD","LU1712237335.SGD","BK4591","LU2471134952.CNY","LU0162691827.USD","BK4605","LU2237443382.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622587864","title":"据报SK海力士正在考虑采用台积电的3nm工艺制造HBM4E逻辑芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2622587864","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622587864?lang=zh_cn&edition=full","pubTime":"2026-03-26 23:29","pubTimestamp":1774538952,"startTime":"0","endTime":"0","summary":"金吾财讯 | SK海力士正在积极评估是否在其第七代高带宽存储（HBM4E）的逻辑芯片上采用台积电的3nm制程，希望借此缩小与三星电子的性能差距。然而，业内分析师警告称，量产时程与成本问题可能对SK海力士的3nm计划带来不小风险。","market":"sh","thumbnail":"https://static.szfiu.com/news/20210810/NTA4OTM0NjA2MTc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NTA4OTM0NjA2MTc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"298436","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1989772840.SGD","IE00BYQQ9H92.USD","IE00BZ199S13.USD","LU1917777945.USD","LU1989764748.USD","LU2106854487.HKD","LU1282649810.SGD","LU2471134523.USD","LU2471134879.HKD","LU0143863198.USD","LU2089284900.SGD","LU1974910355.USD","LU0823414551.USD","LU2491050071.SGD","LU2357125470.USD","LU0056508442.USD","LU0323591593.USD","LU0965509101.SGD","LU0965509283.SGD","SGXZ51526630.SGD","LU2471134796.USD","LU1803068979.SGD","BK4534","LU0384037296.USD","LU0878005551.USD","LU2294711713.HKD","LU2663582299.SGD","LU1316542783.SGD","SGXZ99366536.SGD","LU2506951792.HKD","LU1712237335.SGD","LU0792757196.USD","LU2458330243.SGD","LU1623119135.USD","LU2750360997.AUD","LU0882747503.HKD","BK4526","LU2125154935.USD","LU0109392836.USD","BK4527","BK4588","IE00BQXX3F31.USD","LU0889566641.SGD","LU2211814178.USD","LU0719512351.SGD","LU1211504680.USD","LU0823414478.USD","LU0861579265.USD","LU0198837287.USD","IE00BKPKM429.USD","SGXZ81514606.USD","LU1023057109.AUD","LU0175139822.USD","IE00BQXX3D17.EUR","BK4581","TSMG","LU2092937221.SGD","BK4605","LU0316494557.USD","LU2063271972.USD","LU2125154778.USD","LU1868838027.USD","LU0094547139.USD","SG9999000418.SGD","LU2471134952.CNY","BK4554","LU2087625088.SGD","IE0004086264.USD","LU2133065610.SGD","LU0345770993.USD","BK4503","LU1868837565.USD","LU0238689110.USD","LU0348723411.USD","TSM","LU2237443382.USD","LU0158827948.USD","LU0359202008.SGD","LU1989764664.SGD","LU0889565833.HKD","LU2298321311.HKD","LU0878004406.USD","TSMZ","LU1267930813.SGD","03145","SG9999004220.SGD","BK4612","LU0572940350.SGD","LU2028103732.USD","BK4533","LU0143863784.USD","LU0572939691.SGD","LU2211815571.USD","LU2750360641.GBP","LU0359201612.USD","BK4548","LU2237443549.SGD","LU0353189680.USD","LU2360108059.USD","TSMY","LU2543165471.USD","LU2491050154.USD","STSM","LU2111349929.HKD","LU0359201885.HKD","IE00BD6J9T35.USD","LU2360106780.USD","LU1934455863.HKD","LU0541502299.USD","LU2237443978.SGD","LU0264606111.USD","LU2041044095.USD","IE00BFXG0V08.USD","IE00BHPRN162.USD","LU1037948541.HKD","TSMX","LU0823421416.USD","LU2023251221.USD","LU0823421333.USD","TSMU","BK4532","IE0004091025.USD","BK4602","LU2271345857.HKD","LU1282649067.USD","LU1037948897.HKD","IE00B3M56506.USD","LU2458330169.SGD","BK4535","LU0289960550.SGD","LU1323610961.USD","LU2360032135.SGD","LU1934455277.USD","LU0124676726.USD","LU2491049909.HKD","LU0689626769.HKD","LU2089283258.USD","LU0488056044.USD","LU1508157978.USD","LU2237443622.USD","IE00B5TLWC47.USD","LU0353189763.USD","LU0965509010.AUD","LU2249611893.SGD","LU2860962120.EUR","LU0345770308.USD","LU0642271901.SGD","LU2250418816.HKD","BK4141","BK4550","BK4504","LU0965508806.USD","LU2054465674.USD","BK4505","BK4543","LU2023250504.SGD","LU0082616367.USD","BK4591","IE00BQXX3C00.GBP","LU0541501648.USD","LU1868837722.USD","LU0158827781.USD","LU2247934214.USD","LU1934455194.USD","IE0004445239.USD","BK4512","LU1852331112.SGD","LU1989772923.USD","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622538168","title":"中东战火之下“逻辑最硬”投资主题浮现! 业绩跑赢96%同行的基金经理押注亚洲芯片股","url":"https://stock-news.laohu8.com/highlight/detail?id=2622538168","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622538168?lang=zh_cn&edition=full","pubTime":"2026-03-26 17:26","pubTimestamp":1774517183,"startTime":"0","endTime":"0","summary":"一位在过去一年跑赢96%股票投资同行的新兴市场股票基金的掌舵者表示，亚洲地区聚焦于人工智能的高性能与高端先进制程的芯片股为应对伊朗战争持久化前景提供了最佳对冲。然而，包括发布这份反乌托邦报告的作者，以及跑赢96%同行的基金经理Jan de Bruijn，都无比看好包括台积电、三星以及SK海力士在内的亚洲芯片巨头们。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1419508.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0873338254.USD","SG9999006597.SGD","SG9999014898.SGD","BK1526","IE0001KFT4U8.USD","LU0819123356.HKD","LU0396098781.USD","BK1586","LU1956131251.USD","LU0823397285.USD","LU1251922891.USD","LU0431992006.USD","LU1226288170.HKD","LU1917777945.USD","LU0370786039.SGD","IE00B5MMRT66.SGD","LU1196710864.SGD","LU0320764243.SGD","LU0823039010.USD","IE00B29SXG58.USD","LU3063872942.SGD","LU0348816934.USD","LU1226287529.USD","LU1720050803.USD","LU1044876610.USD","LU0890818403.SGD","LU0516422440.USD","LU2177674079.SGD","LU0329678337.USD","BK4535","LU0516423174.USD","LU1785774172.SGD","LU0128522157.USD","LU0456846285.SGD","LU1974910355.USD","LU0188438112.USD","LU0314109678.HKD","LU0737861772.HKD","LU0828237510.HKD","LU0269904917.USD","LU1960683339.HKD","SG9999002562.SGD","LU0456842615.SGD","LU0326948709.USD","LU0117841782.USD","LU0823426308.USD","LU0871576103.HKD","LU1804176565.USD","LU0348723411.USD","LU0784639295.USD","BK1521","LU0072462343.USD","LU0651947912.USD","TCHmain","SG9999007991.SGD","LU0499858602.USD","LU2045819591.USD","LU0345775950.USD","HK0000352291.HKD","LU1568876335.HKD","IE0032834883.USD","LU0594300419.USD","LU0061477393.USD","IE00B031HY20.USD","LU0164872284.USD","HK0000306685.HKD","LU1733274473.HKD","LU1366334651.USD","LU0043850808.USD","LU1046422090.SGD","SG9999001689.USD","LU0029875118.USD","BK1095","SGXZ81514606.USD","LU0540923850.HKD","LU0169518387.USD","LU0786609619.USD","LU1224444064.USD","IE00BGV7N243.SGD","SG9999015986.USD","SGXZ99366536.SGD","LU0287142896.SGD","LU0588545730.USD","SGXZ31699556.SGD","LU2125910849.SGD","LU0173614495.USD","LU0541502299.USD","LU0348827113.USD","LU0634319403.HKD","LU0607220059.USD","SG9999015945.SGD","IE00B0169N27.USD","HTCD.SI","LU0214875030.USD","LU0051755006.USD","HK0000320264.USD","LU0231483743.USD","IE0009570106.USD","LU0675040207.SGD","LU1235295612.USD","IE00BPRC5H50.USD","SG9999018865.SGD","LU2023250504.SGD","LU2237443622.USD","LU0918141705.HKD","IE00B97KM107.HKD","LU0650527681.SGD","LU1282651048.USD","LU0164880469.USD","LU0823397103.USD","LU0862451753.SGD","LU2251237306.USD","LU0417516738.SGD","LU0192582467.USD","LU1734074674.USD","LU0823413587.USD","LU2279701549.SGD","LU0708995153.HKD","LU0348814723.USD","LU0345769631.USD","LU0672654166.SGD","LU1675838814.USD","LU0577902371.SGD","LU1769817096.USD","SG9999014906.USD","LU0605514214.HKD","LU0210526637.USD","LU1044874839.SGD","LU0244354667.USD","LU0828238088.HKD","IE0008368742.USD","LU2476274720.SGD","LU1993786604.SGD","LU0985320562.USD","LU0455707207.USD","SG9999014914.USD","LU0449515922.USD","LU0572940350.SGD","LU1226288097.SGD","LU0633140727.USD","LU0359201612.USD","LU0106259558.USD","BK1608","LU0862451837.USD","LU0499858438.USD","LU0210527791.USD","LU0326950275.SGD","LU1439103000.SGD","LU1051768304.USD","SG9999017495.SGD","IE00BZ08YS42.EUR","LU0577902611.USD","HK0000914660.USD","LU1044875133.USD","LU0261950983.USD","LU0828237940.HKD","LU2226246903.HKD","LU0080751232.USD","LU1813983027.USD","LU0175139822.USD","LU2265009873.SGD","LU0868486357.SGD","LU0488056044.USD","LU0463099449.HKD","LU2133065610.SGD","LU1810669033.SGD","IE0008368411.USD","LU1769817179.HKD","LU1282648689.USD","LU1328615791.USD","LU0196878994.USD","SG9999000418.SGD","LU1481107354.HKD","LU0531971595.HKD","SG9999000327.SGD","SG9999018857.SGD","LU1688375341.USD","LU0264606111.USD","LU0737861699.HKD","LU1951186391.HKD","IE00B031HW06.USD","LU1048484197.HKD","LU0048580855.USD","LU0072913022.USD","BK1589","LU0048597586.USD","SG9999001093.SGD","TSM","LU0608807433.USD","LU1725190679.HKD","LU0791591158.USD","LU0143863198.USD","IE00BF5LJ272.USD","SG9999003461.SGD","LU0345769128.USD","LU0261947096.USD","LU0345776255.USD","LU0642271901.SGD","LU1880383366.USD","LU0128522744.USD","LU0456827905.SGD","LU0084288322.USD","LU0259732245.USD","LU0329678170.USD","LU1048588211.SGD","LU0880133367.SGD","LU1008478684.HKD","IE00B031J352.USD","LU1439102457.SGD","SG9999001069.SGD","LU0127658192.USD","LU1323998911.USD","SG9999014880.SGD","IE00B0169L03.USD","LU2237443465.HKD","LU2362540622.SGD","LU1102505762.USD","LU0543330483.HKD","LU0117844026.USD","LU1515016050.SGD","LU0070217475.USD","LU1642822792.SGD","LU0054450605.USD","HK0000914686.HKD","LU0359202008.SGD","SG9999006514.SGD","LU2237443895.HKD","IE00BQXX3F31.USD","LU1655091459.SGD","LU0543330566.HKD","LU1196710351.USD","LU0572944931.SGD","LU0441854154.USD","IE00BQXX3C00.GBP","LU0588546209.SGD","IE0008369823.USD","LU0293314216.USD","LU0327786744.USD","LU0235996351.USD","LU1102505929.USD","LU0502904849.HKD","LU0384037296.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