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TSMU 2倍做多TSM ETF-GraniteShares
盘前交易 05-12 07:48:55 EDT
69.61
-2.29
-3.18%
盘前
67.07
-2.54
-3.65%
07:42 EDT
最高
70.50
最低
67.50
成交量
22.45万
今开
70.38
昨收
71.90
日振幅
4.17%
总市值
4,385万
流通市值
4,385万
总股本
63.00万
成交额
1,557万
换手率
35.64%
流通股本
63.00万
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
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
AI的大瓶颈始终是：台积电
华尔街见闻 · 08:19
AI的大瓶颈始终是：台积电
台积电封装垄断格局悄然松动：SK海力士联手英特尔测试EMIB技术，AI芯片供应链或迎重大变局
华尔街见闻 · 05-11 20:01
台积电封装垄断格局悄然松动：SK海力士联手英特尔测试EMIB技术，AI芯片供应链或迎重大变局
AI下半场，最大的赢家依然是台积电？
华尔街见闻 · 05-11 19:31
AI下半场，最大的赢家依然是台积电？
美股异动丨索尼盘前涨近7% 携手台积电成立芯片合资企业 瞄准下一代图像传感器
格隆汇 · 05-11 16:38
美股异动丨索尼盘前涨近7% 携手台积电成立芯片合资企业 瞄准下一代图像传感器
巨头股价“暴涨”！一则消息引爆
央视财经 · 05-10 17:47
巨头股价“暴涨”！一则消息引爆
“AI牛市叙事”再扩容！台积电强强联手索尼押注“AI之眼”
智通财经 · 05-08
“AI牛市叙事”再扩容！台积电强强联手索尼押注“AI之眼”
AI巨头疯狂烧钱，台积电(TSM.US)却“踩刹车”：4月营收增幅创近半年新低
智通财经 · 05-08
AI巨头疯狂烧钱，台积电(TSM.US)却“踩刹车”：4月营收增幅创近半年新低
索尼、台积电拟建立战略合作，将在日本成立图像传感器合资企业、探索物理AI
IT之家 · 05-08
索尼、台积电拟建立战略合作，将在日本成立图像传感器合资企业、探索物理AI
AI热潮持续“狂飙”，台积电4月营收增长17.5%！
格隆汇 · 05-08
AI热潮持续“狂飙”，台积电4月营收增长17.5%！
建霖家居：截至目前，公司与台积电无相关业务合作
每日经济新闻 · 05-08
建霖家居：截至目前，公司与台积电无相关业务合作
台积电4月营收同比增17.5%，AI需求支撑全年扩张势头
华尔街见闻 · 05-08
台积电4月营收同比增17.5%，AI需求支撑全年扩张势头
CoWoS之后，下一代先进封装会是CoPoS？
华尔街见闻 · 05-07
CoWoS之后，下一代先进封装会是CoPoS？
成熟制程涨价潮来了！台积电减产、AI抢货、晶合爆单：大陆晶圆厂狂揽转单红利
快科技 · 05-07
成熟制程涨价潮来了！台积电减产、AI抢货、晶合爆单：大陆晶圆厂狂揽转单红利
美股异动丨格隆汇“四芯国际”——台积电涨近6%再创新高，总市值突破2.1万亿美元
中金财经 · 05-06
美股异动丨格隆汇“四芯国际”——台积电涨近6%再创新高，总市值突破2.1万亿美元
人类最伟大的投资方向
格隆汇 · 05-06
人类最伟大的投资方向
光刻胶全球老二坐不住了！直接搬到台积电门口
快科技 · 05-06
光刻胶全球老二坐不住了！直接搬到台积电门口
三星电子市值达万亿美元 成台积电之后第二家达到该规模的亚洲公司
环球市场播报 · 05-06
三星电子市值达万亿美元 成台积电之后第二家达到该规模的亚洲公司
谷歌新TPU订单会流向英特尔吗？郭明錤：谷歌连联发科的利润也想省，台积电良率优势显著
华尔街见闻 · 05-04
谷歌新TPU订单会流向英特尔吗？郭明錤：谷歌连联发科的利润也想省，台积电良率优势显著
谷歌新TPU订单会流向英特尔吗？郭明𫓹：谷歌连联发科的利润也想省，台积电良率优势显著
华尔街见闻 · 05-04
谷歌新TPU订单会流向英特尔吗？郭明𫓹：谷歌连联发科的利润也想省，台积电良率优势显著
SemiAnalysis：下游大模型公司已经爆赚，英伟达、台积电还能赚更多
华尔街见闻 · 05-02
SemiAnalysis：下游大模型公司已经爆赚，英伟达、台积电还能赚更多
公司概况
公司名称：
2倍做多TSM ETF-GraniteShares
所属市场：
NASDAQ
上市日期：
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发行价格：
--
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携手台积电成立芯片合资企业 瞄准下一代图像传感器","url":"https://stock-news.laohu8.com/highlight/detail?id=2634401516","media":"格隆汇","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634401516?lang=zh_cn&edition=full","pubTime":"2026-05-11 16:38","pubTimestamp":1778488703,"startTime":"0","endTime":"0","summary":"上周五(8日)收涨1.31%的索尼(SONY.US)今日美股盘前续涨6.95%，报21.55美元。消息面上，索尼称，与台积电将在熊本成立芯片合资企业，将与台积电合作探索物理人工智能应用。半导体部门与台积电签署谅解备忘录，建立战略合作关系。合作旨在开发和制造下一代图像传感器。还将与台积电合作探索在汽车和机器人领域的物理人工智能应用。(格隆汇)\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\r\n 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15:09","pubTimestamp":1778224193,"startTime":"0","endTime":"0","summary":"台积电4月营收新台币4107亿元，环比微降1.1%，同比增速由3月的45.2%骤降至17.5%。但前四月累计营收达1.5448万亿元新台币，同比仍劲增29.9%。背靠Alphabet、亚马逊等科技巨头高达7250亿美元的AI资本开支浪潮，台积电全年资本支出指引上限高达560亿美元。","market":"hk","thumbnail":"https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"85bcde0d87a3ac0084e301d19c643f57","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771823","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSMU","LU0642271901.SGD","BK4543","LU2360106780.USD","LU0965509283.SGD","LU0572940350.SGD","LU0198837287.USD","IE0004086264.USD","LU0143863784.USD","IE0004091025.USD","LU0823414478.USD","LU1316542783.SGD","LU2663582299.SGD","LU2028103732.USD","LU0965508806.USD","LU2237443978.SGD","LU2860962120.EUR","TSMX","LU2237443382.USD","BK4527","IE00BKPKM429.USD","LU0541502299.USD","BK4141","LU0359201612.USD","LU0823421416.USD","BK4503","BK4588","LU0353189680.USD","BK4554","LU2023250504.SGD","LU0353189763.USD","LU1852331112.SGD","LU0882747503.HKD","SGXZ99366536.SGD","LU2125154935.USD","STSM","LU0348723411.USD","IE00BQXX3F31.USD","BK4585","LU0109392836.USD","LU2471134796.USD","LU0158827948.USD","SGXZ51526630.SGD","LU0792757196.USD","LU0323591593.USD","IE00BQXX3D17.EUR","LU1934455277.USD","BK4581","LU1868837722.USD","LU0878005551.USD","TSM","LU2054465674.USD","LU2458330243.SGD","LU2491049909.HKD","IE00BFXG0V08.USD","LU0823414551.USD","LU2087625088.SGD","LU0488056044.USD","LU1023057109.AUD","LU2298321311.HKD","LU2089284900.SGD","LU1934455863.HKD","IE00BQXX3C00.GBP","IE0004445239.USD","BK4605","LU2357125470.USD","IE00BD6J9T35.USD","LU0359201885.HKD","LU1712237335.SGD","LU0264606111.USD","LU2471134952.CNY","LU1267930813.SGD","LU2211815571.USD","LU0359202008.SGD","IE00B5TLWC47.USD","LU2360108059.USD","LU1803068979.SGD","LU1508157978.USD","BK4612","LU1934455194.USD","LU1282649810.SGD","BK4504","LU2111349929.HKD","BK4512","LU2360032135.SGD","IE00B3M56506.USD","LU2471134523.USD","LU1974910355.USD","LU1989764664.SGD","BK4548","TSMY","LU2092937221.SGD","03145","LU0878004406.USD","LU2063271972.USD","LU2491050071.SGD","LU2271345857.HKD","LU1282649067.USD","LU0082616367.USD","TSMG","LU2750360641.GBP","LU1037948897.HKD","LU2023251221.USD","LU0175139822.USD","LU0965509101.SGD","LU0965509010.AUD","LU1211504680.USD","LU2294711713.HKD","BK4534","LU0094547139.USD","LU1623119135.USD","LU1868837565.USD","LU2249611893.SGD","BK4535","LU2089283258.USD","LU0541501648.USD","LU1917777945.USD","LU0861579265.USD","IE00BZ199S13.USD","LU1989772923.USD","LU2750360997.AUD","LU0345770993.USD","LU2250418816.HKD","LU0345770308.USD","SG9999000418.SGD","BK4550","LU0889565833.HKD","LU2506951792.HKD","LU0124676726.USD","BK4533","LU0238689110.USD","LU1989764748.USD","TSMZ","SG9999004220.SGD","IE00BHPRN162.USD","BK4602","BK4505","LU0823421333.USD","LU0316494557.USD","LU2458330169.SGD","LU2133065610.SGD","BK4526","LU0889566641.SGD","LU2106854487.HKD","LU0719512351.SGD","BK4591","LU0056508442.USD","LU2125154778.USD","LU0143863198.USD","LU2211814178.USD","LU0289960550.SGD","LU2237443549.SGD","LU2247934214.USD","LU2237443622.USD","LU1989772840.SGD","LU2471134879.HKD","LU0158827781.USD","LU0384037296.USD","LU1037948541.HKD","BK4532","LU0689626769.HKD","IE00BYQQ9H92.USD","LU2041044095.USD","LU2491050154.USD","LU1323610961.USD","SGXZ81514606.USD","LU0572939691.SGD","LU2543165471.USD","LU1868838027.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633144465","title":"CoWoS之后，下一代先进封装会是CoPoS？","url":"https://stock-news.laohu8.com/highlight/detail?id=2633144465","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633144465?lang=zh_cn&edition=full","pubTime":"2026-05-07 20:10","pubTimestamp":1778155816,"startTime":"0","endTime":"0","summary":"华泰证券报告表示，随着AI芯片面积持续扩大，传统CoWoS封装已接近物理极限。以台积电为代表的龙头厂商正加速推动CoPoS技术——用方形玻璃基板替代圆形硅中介层。玻璃基板尺寸更大、信号损耗更低、不易翘曲。台积电已启动试产线，大规模量产预计2028年，产业链迁移已实质性启动。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771756","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":["TSMZ","XSD","LU0889566641.SGD","CHPY","LU0689626769.HKD","LU0345770993.USD","LU0345770308.USD","SG9999004220.SGD","LU2491050071.SGD","BK4585","FLTW","EWT","LU2106854487.HKD","LU0965509010.AUD","IE00BQXX3D17.EUR","LU2089283258.USD","SMH","FTXL","IEMG","SGXZ81514606.USD","LU2211815571.USD","LU0158827948.USD","LU0572940350.SGD","LU2041044095.USD","SMHX","LU2087625088.SGD","LU0316494557.USD","LU1868838027.USD","LU1917777945.USD","LU2663582299.SGD","USD","LU1282649067.USD","BK4534","LU0158827781.USD","LU2271345857.HKD","SOXY","LU2360108059.USD","LU1508157978.USD","LU2543165471.USD","LU1868837565.USD","LU0861579265.USD","LU1868837722.USD","BK4504","BK4581","LU0823421333.USD","LU2750360641.GBP","BK4554","SOXS","BK4602","LU1623119135.USD","LU0882747503.HKD","LU2237443622.USD","LU0264606111.USD","LU2237443978.SGD","IE0004086264.USD","LU0384037296.USD","LU1037948541.HKD","BK4612","BK4505","LU0541501648.USD","LU0289960550.SGD","BK4591","SOXQ","LU2125154935.USD","IE0004445239.USD","TSMX","LU2360106780.USD","LU2237443382.USD","TWN","LU1316542783.SGD","LU0642271901.SGD","TSM","LU2471134796.USD","LU0124676726.USD","LU0175139822.USD","LU2063271972.USD","LU0792757196.USD","LU0823414551.USD","LU2491050154.USD","LU2023251221.USD","LU2089284900.SGD","IE00BYQQ9H92.USD","LU2133065610.SGD","BK4535","LU1852331112.SGD","SOXL","LU2471134879.HKD","LU1037948897.HKD","AAPL","LU2360032135.SGD","BK4543","STSM","LU0353189763.USD","LU2860962120.EUR","BK4526","BK4588","LU1989764664.SGD","BK4141","LU1974910355.USD","TEKX","IE00BD6J9T35.USD","LU0541502299.USD","LU2458330169.SGD","IE00BKPKM429.USD","BK4532","LU0238689110.USD","LU0056508442.USD","LU2491049909.HKD","IE00B3M56506.USD","LU0878004406.USD","LU1803068979.SGD","SGXZ51526630.SGD","LU1267930813.SGD","LU0359201612.USD","LU0572939691.SGD","LU0823414478.USD","LU0965509283.SGD","IE00BQXX3C00.GBP","LU0823421416.USD","LU2028103732.USD","LU0082616367.USD","LU1712237335.SGD","LU2357125470.USD","SOX","LU1211504680.USD","LU2125154778.USD","NVDA","BK4550","SG9999000418.SGD","LU0965508806.USD","LU2750360997.AUD","LU0719512351.SGD","LU1989772923.USD","IE00BZ199S13.USD","IE00B5TLWC47.USD","LU2471134952.CNY","PSI","TSMU","LU0109392836.USD","LU2250418816.HKD","03145","LU2111349929.HKD","LU0488056044.USD","LU0198837287.USD","LU2054465674.USD","IE0004091025.USD","LU2023250504.SGD","SOXX","BK4512","LU2458330243.SGD","LU0359201885.HKD","SSG","LU1282649810.SGD","LU0878005551.USD","LU0143863198.USD","LU1323610961.USD","LU2249611893.SGD","LU0348723411.USD","LU1989764748.USD","IE00BHPRN162.USD","LU2506951792.HKD","LU2298321311.HKD","LU2092937221.SGD","CHPS","IE00BFXG0V08.USD","LU2294711713.HKD","IE00BQXX3F31.USD","LU1934455277.USD","LU1989772840.SGD","LU2211814178.USD","LU0359202008.SGD","LU0143863784.USD","EMXC","LU0323591593.USD","BK4503","BK4533","LU0353189680.USD","LU2471134523.USD","LU2237443549.SGD","LU0889565833.HKD","TSMG","BK4548","SGXZ99366536.SGD","LU0965509101.SGD","BK4605","TSMY","LU1934455863.HKD","LU1023057109.AUD","LU1934455194.USD","BK4527","LU2247934214.USD","LU0094547139.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633114508","title":"成熟制程涨价潮来了！台积电减产、AI抢货、晶合爆单：大陆晶圆厂狂揽转单红利","url":"https://stock-news.laohu8.com/highlight/detail?id=2633114508","media":"快科技","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633114508?lang=zh_cn&edition=full","pubTime":"2026-05-07 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22:37","pubTimestamp":1778078222,"startTime":"0","endTime":"0","summary":"格隆汇“四芯国际”之一的台积电(TSM.US)一度涨近6%，最高触及417.68美元，再创历史新高，总市值突破2.1万亿美元。\r\n\r\n 消息面上，台积电近日在硅谷举办的2026年技术研讨会上宣布，公司正加速推进2nm制程的生产规模，以满足人工智能及高性能计算领域不断增长的芯片需求。台积电高级副总经理侯永清表示，2nm制程已正式进入量产阶段，且其良率提升速度优于此前的3nm制程。(格隆汇)","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://sc.stock.cnfol.com/gushizhibo/20260506/32204165.shtml","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":"zhongjincaijing_highlight","symbols":["LU0353189680.USD","LU0348723411.USD","LU2125154778.USD","LU2471134523.USD","LU0264606111.USD","BK4512","LU2543165471.USD","LU1323610961.USD","BK4543","LU0488056044.USD","LU2458330169.SGD","LU1868837565.USD","LU1316542783.SGD","LU0345770308.USD","LU0572940350.SGD","TSMX","LU1803068979.SGD","LU2471134796.USD","BK4605","LU2271345857.HKD","LU1934455277.USD","LU2063271972.USD","LU2106854487.HKD","IE0004091025.USD","LU0572939691.SGD","LU0792757196.USD","LU0359201885.HKD","LU2054465674.USD","LU0861579265.USD","LU1037948897.HKD","LU0109392836.USD","LU2023250504.SGD","LU2237443978.SGD","LU0359202008.SGD","LU1282649810.SGD","LU0124676726.USD","LU1917777945.USD","BK4527","LU2750360997.AUD","BK4505","LU0965509010.AUD","LU0175139822.USD","LU1868837722.USD","LU0353189763.USD","SGXZ81514606.USD","BK4585","TSMY","LU0889566641.SGD","LU0889565833.HKD","BK4504","SG9999004220.SGD","TSMG","LU0158827781.USD","IE00B3M56506.USD","LU2087625088.SGD","LU2211814178.USD","IE00B5TLWC47.USD","LU2089284900.SGD","LU0289960550.SGD","BK4612","LU0878004406.USD","LU1037948541.HKD","LU2458330243.SGD","LU2491050154.USD","LU0082616367.USD","BK4591","BK4141","LU0882747503.HKD","LU0878005551.USD","LU1989772840.SGD","BK4503","IE0004086264.USD","03145","BK4554","LU0094547139.USD","LU0823414478.USD","TSM","LU0384037296.USD","LU0158827948.USD","LU0965509101.SGD","LU2125154935.USD","LU1211504680.USD","LU2211815571.USD","BK4533","TSMU","BK4581","LU0823421333.USD","LU0143863198.USD","LU2360106780.USD","LU2491050071.SGD","STSM","LU2237443549.SGD","LU1989764664.SGD","LU2111349929.HKD","LU2357125470.USD","LU1989772923.USD","LU2663582299.SGD","LU0238689110.USD","LU0823421416.USD","LU2360032135.SGD","SGXZ99366536.SGD","LU1282649067.USD","LU0323591593.USD","LU1974910355.USD","LU1623119135.USD","LU2133065610.SGD","LU2028103732.USD","SGXZ51526630.SGD","LU0965509283.SGD","LU1934455194.USD","BK4588","LU2092937221.SGD","LU2294711713.HKD","LU0056508442.USD","BK4548","LU2860962120.EUR","IE00BZ199S13.USD","LU2506951792.HKD","LU0541502299.USD","LU2023251221.USD","BK4602","BK4534","LU1267930813.SGD","LU1852331112.SGD","LU0642271901.SGD","BK4532","SG9999000418.SGD","LU2491049909.HKD","BK4535","LU1023057109.AUD","IE00BQXX3F31.USD","LU2250418816.HKD","LU0541501648.USD","BK4550","LU2237443382.USD","LU2360108059.USD","IE0004445239.USD","LU2471134952.CNY","LU1989764748.USD","IE00BD6J9T35.USD","LU2750360641.GBP","LU2089283258.USD","IE00BFXG0V08.USD","IE00BYQQ9H92.USD","LU1934455863.HKD","LU2041044095.USD","LU0719512351.SGD","LU0823414551.USD","IE00BQXX3D17.EUR","LU0316494557.USD","LU0198837287.USD","LU0345770993.USD","BK4526","LU2249611893.SGD","LU1868838027.USD","LU0359201612.USD","LU1712237335.SGD","LU2298321311.HKD","LU0965508806.USD","TSMZ","LU2237443622.USD","IE00BKPKM429.USD","LU0689626769.HKD","IE00BQXX3C00.GBP","LU1508157978.USD","IE00BHPRN162.USD","LU0143863784.USD","LU2471134879.HKD","LU2247934214.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633362180","title":"人类最伟大的投资方向","url":"https://stock-news.laohu8.com/highlight/detail?id=2633362180","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633362180?lang=zh_cn&edition=full","pubTime":"2026-05-06 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成台积电之后第二家达到该规模的亚洲公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2633976524","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633976524?lang=zh_cn&edition=full","pubTime":"2026-05-06 08:22","pubTimestamp":1778026920,"startTime":"0","endTime":"0","summary":"三星电子市值达到1万亿美元，随着人工智能AI芯片的需求激增，这家全球最大的存储器制造商股价在过去一年里上涨了三倍多。 周三早盘这家韩国公司的股价一度上涨11%，使其成为继台积电之后第二家达到万亿美元里程碑的亚洲公司。 三星电子和同行SK海力士、台积电处于一场变革的核心，在这期间亚洲成为全球AI生态系统的基石。 “万亿美元门槛除了象征意义之外，还具有实质性的意义。”","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1fbf64108aaaaa96cec74955cd70ec7b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-06/doc-inhwxhnt5997408.shtml","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":"sina","symbols":["LU1037948897.HKD","LU0878005551.USD","LU2357125470.USD","LU1508157978.USD","LU2237443622.USD","LU0143863198.USD","TSMU","LU1623119135.USD","BK4554","LU0889566641.SGD","LU2211814178.USD","LU1037948541.HKD","LU2023250504.SGD","BK4512","LU2294711713.HKD","LU2237443382.USD","IE00BKPKM429.USD","LU2298321311.HKD","LU0384037296.USD","EEMO","LU0082616367.USD","LU2491049909.HKD","LU2750360997.AUD","BK4535","LU0488056044.USD","BK4526","BK4581","LU0094547139.USD","IE00BQXX3D17.EUR","LU1917777945.USD","LU0792757196.USD","LU1934455863.HKD","LU2089284900.SGD","TSM","IE00BFXG0V08.USD","LU0823421416.USD","LU0158827948.USD","IE00B5TLWC47.USD","LU2237443978.SGD","LU0719512351.SGD","LU1989764664.SGD","LU2063271972.USD","LU1989772840.SGD","LU0359202008.SGD","LU2111349929.HKD","LU2360032135.SGD","LU1282649067.USD","LU1316542783.SGD","BK4612","BK4533","LU0889565833.HKD","LU0572939691.SGD","BK4605","LU0289960550.SGD","LU0158827781.USD","LU0965509283.SGD","LU0823414551.USD","LU1267930813.SGD","LU1712237335.SGD","BK4503","IE00BHPRN162.USD","LU0198837287.USD","TSMY","BK4527","LU2360108059.USD","LU2133065610.SGD","LU2491050071.SGD","IE00B3M56506.USD","LU0238689110.USD","LU1974910355.USD","BK4504","LU0642271901.SGD","LU2271345857.HKD","LU0861579265.USD","LU2023251221.USD","LU2663582299.SGD","BK4548","BK4585","LU0965509010.AUD","LU2750360641.GBP","IE00BZ199S13.USD","LU2125154778.USD","BK4602","LU2106854487.HKD","IE0004445239.USD","LU2247934214.USD","IE0004086264.USD","BK4550","TSMG","LU0965508806.USD","LU1868837565.USD","SSNLF","LU1282649810.SGD","BK4543","LU1868837722.USD","TSMZ","LU0109392836.USD","LU0965509101.SGD","LU0345770308.USD","03145","LU2249611893.SGD","LU2471134879.HKD","BK4141","LU2471134523.USD","LU0689626769.HKD","BK4532","LU2237443549.SGD","LU0359201885.HKD","LU2092937221.SGD","LU0353189680.USD","SGXZ51526630.SGD","SGXZ81514606.USD","LU2028103732.USD","IE00BD6J9T35.USD","LU0359201612.USD","LU0823414478.USD","LU0878004406.USD","LU2860962120.EUR","LU2054465674.USD","BK4170","LU2360106780.USD","STSM","LU0882747503.HKD","LU2125154935.USD","LU2041044095.USD","LU2471134796.USD","LU1852331112.SGD","TSMX","IE00BQXX3F31.USD","LU2506951792.HKD","IE0004091025.USD","LU1803068979.SGD","LU0348723411.USD","IE00BQXX3C00.GBP","BK4534","LU1211504680.USD","BK4505","LU0345770993.USD","LU0541501648.USD","LU1989772923.USD","BK4591","LU0264606111.USD","BK4588","LU0823421333.USD","SG9999000418.SGD","LU0353189763.USD","LU0316494557.USD","LU0056508442.USD","LU2211815571.USD","LU2087625088.SGD","SGXZ99366536.SGD","SG9999004220.SGD","LU1868838027.USD","LU1323610961.USD","LU2491050154.USD","LU2089283258.USD","LU0572940350.SGD","LU1934455194.USD","LU2458330169.SGD","LU2458330243.SGD","LU1989764748.USD","LU0175139822.USD","LU2543165471.USD","LU2471134952.CNY","LU0323591593.USD","IE00BYQQ9H92.USD","LU0143863784.USD","LU1023057109.AUD","LU2250418816.HKD","LU0541502299.USD","LU0124676726.USD","LU1934455277.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1127479558","title":"谷歌新TPU订单会流向英特尔吗？郭明錤：谷歌连联发科的利润也想省，台积电良率优势显著","url":"https://stock-news.laohu8.com/highlight/detail?id=1127479558","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1127479558?lang=zh_cn&edition=full","pubTime":"2026-05-04 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13:20","pubTimestamp":1777872038,"startTime":"0","endTime":"0","summary":"郭明𫓹指出，英特尔EMIB-T先进封装当前验证良率约90%，但距量产所需98%仍有明显差距，成为关键风险点。与此同时，谷歌为压缩AI芯片成本、对标英伟达，正尝试绕开联发科并直接向台积电采购晶圆，推动供应链重构。台积电则在产能分配与合作路径上谨慎平衡多方利益。整体来看，封装良率与成本控制正共同决定谷歌AI芯片战略成败。","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771528","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":["LU0061475181.USD","IE00BQXX3C00.GBP","LU0052756011.USD","LU1032955483.USD","META","LU2360032135.SGD","LU2491049909.HKD","LU0949170426.SGD","LU2362540622.SGD","BK4526","LU0820561909.HKD","LU2420271590.USD","LU0943347566.SGD","BK4538","LU0069063385.USD","LU0784385840.USD","TSMZ","LU2471134879.HKD","LU0354030438.USD","LU0472753341.HKD","LU2954938101.SGD","LU1211504680.USD","LU0572939691.SGD","IE00B5949003.HKD","LU2063271972.USD","LU1778281490.HKD","LU1496350171.SGD","LU0878005551.USD","IE00B7KXQ091.USD","GOOW","LU2244417387.USD","IE0034235295.USD","LU0784385170.HKD","IE00B775SV38.USD","LU1400636657.SGD","LU2125154778.USD","LU1267930813.SGD","BK4591","LU0786609619.USD","LU0302445910.USD","LU0792757196.USD","LU1400636491.USD","LU1868836591.USD","LU0878004406.USD","IE00BFSS8Q28.SGD","LU1119994496.HKD","LU2089283258.USD","LU2023250504.SGD","LU0029864427.USD","LU1267930573.SGD","LU1323610961.USD","LU2087625088.SGD","HK0000532082.HKD","IE00BKPKM429.USD","LU2458330169.SGD","LU1508157978.USD","IE00B19Z9505.USD","BK4575","LU2298321311.HKD","SG9999015986.USD","LU0124676726.USD","LU1880398554.USD","SG9999000418.SGD","TSMX","LU2237443622.USD","IE00B1BXHZ80.USD","LU0672654240.SGD","LU0289941410.SGD","IE00BFSS7M15.SGD","LU0276348264.USD","LU1235294995.USD","IE00BMPRXQ63.HKD","GOOP","LU2242649171.HKD","LU2168563687.JPY","IE00B7SZLL34.SGD","IE00BFXG0V08.USD","LU0433182093.SGD","LU1720051108.HKD","LU0157215616.USD","LU0130517989.USD","LU0251142724.SGD","LU2471134952.CNY","IE0004091025.USD","LU0312595415.SGD","IE0001KFT4U8.USD","LU1066051811.HKD","LU1791710582.SGD","LU1988902786.USD","LU0061474705.USD","BK4141","BK4588","LU2999663052.SGD","LU0640476718.USD","LU1043141123.HKD","LU2168564149.EUR","LU1280957306.USD","LU1815333072.USD","IE0034235303.USD","INTC","LU2211814178.USD","LU0310799852.SGD","LU0477156797.USD","SG9999018857.SGD","LU2271345857.HKD","LU2275660780.HKD","TSMU","LU1852331112.SGD","LU1244550221.USD","LU1934455277.USD","SG9999001077.SGD","LU2430703178.SGD","BK4612","LU0077335932.USD","LU0203347892.USD","LU1201861165.SGD","IE000M9KFDE8.USD","LU1868836757.USD","SG9999015952.SGD","LU1934455194.USD","LU0823434740.USD","LU2491050154.USD","HK0000304797.USD","LU1046421795.USD","LU0708994859.HKD","LU0211326839.USD","LU2168564065.EUR","LU0444973449.USD","LU1691799644.USD","LU0314106906.USD","LU0251132253.USD","LU2361044865.SGD","LU0823421416.USD","LU2247934214.USD","LU1066051498.USD","LU1153585028.USD","LU0980610538.SGD","IE00B3S45H60.SGD","LU0187121727.USD","LU2097344357.USD","LU0158827781.USD","IE00BYQQ9H92.USD","LU2357125470.USD","HK0000819398.USD","LU2404859667.USD","LU1585245621.USD","IE0000B7K699.USD","LU2430703095.HKD","BK4077","LU0417517546.SGD","LU2125909247.SGD","LU0788109477.HKD","LU0310800379.SGD","LU1282649067.USD","LU1803068979.SGD","GOOY","LU2065170008.USD","BK4581","LU2125154935.USD","IE000F7OJYX1.SGD","IE00BKVL7J92.USD","LU1430594728.SGD","IE0004445015.USD","LU2237443895.HKD","BK4602","LU1267930730.SGD","LU2360108059.USD","BK4592","LU0342679015.USD","LU1282649810.SGD","LINT","IE00BQXX3F31.USD","LU0345770993.USD","LU0211327993.USD","LU2764262908.HKD","LU1196500208.SGD","LU1803068623.USD","LU0965509101.SGD","LU2357305700.SGD","LU1674673428.USD","STSM","LU0198837287.USD","LU1815336760.USD","BK4566","BK4605","LU2433249047.HKD","GOU","LU0210528500.USD","LU1645745479.HKD","LU0203201768.USD","LU2023251221.USD","IE00BZ199S13.USD","LU0234570918.USD","LU2065171402.SGD","BK4512","IE00BBT3K403.USD","IE000SO60NU8.SGD","LU0097036916.USD","IE00BWXC8680.SGD","LU0889565833.HKD","IE00B19Z3B42.SGD","LU2462591277.SGD","IE0005OL40V9.USD","IE00B1XK9C88.USD","LU1623119135.USD","BK4550","LU2092937221.SGD","LU0426412945.USD","LU2237443978.SGD","IE00BMPRXN33.USD","SGXZ31699556.SGD","IE00BJTD4N35.SGD","LU0072462426.USD","LU0096362180.USD","LU2461242641.AUD","LU2505996681.GBP","IE00B775H168.HKD","LU1489326972.SGD","LU1670756490.USD","LU1814569148.SGD","LU0496365809.HKD","LU1201861249.SGD","BK4503","LU2168564222.USD","IE00B5TLWC47.USD","LU0359201885.HKD","LU2381873111.SGD","BK4576","BK4527","LU0130518102.USD","INTW","LU0965509283.SGD","LU2265009873.SGD","IE00B3M56506.USD","LU0444971666.USD","IE00BKDWB100.SGD","LU0094547139.USD","LU2133065610.SGD","LU0868494708.USD","LU1035773651.USD","LU1127390331.HKD","AAPL","LU1551013342.USD","IE00BFMHRM44.USD","L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