台积电台股市值触及1万亿美元因对AI需求的乐观态度

环球市场播报2025-07-21

台积电台股市值上周首次触及1万亿美元，受展望上调及对强劲AI需求前景的乐观情绪所推动。　　这家为苹果和英伟达代工生产芯片的公司股价上周五升至纪录高点，较4月低点上涨近50%。该公司市值目前可与伯克希尔哈撒韦公司比肩，如果进一步上涨，或使其跻身全球市值最大的10家公司之列。　　台积电股价飙升，反映出投资者越来越有信心这家全球顶级芯片制造商将乘着AI热潮进一步占据主导地位。该公司上周上调今年全年...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2553428433?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-21 11:19","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2553428433","market":"us","top_or_hot":-1,"title":"台积电台股市值触及1万亿美元 因对AI需求的乐观态度","media":"环球市场播报","content":"<div>\n<p>台积电台股市值上周首次触及1万亿美元，受展望上调及对强劲AI需求前景的乐观情绪所推动。\n　　这家为苹果和英伟达代工生产芯片的公司股价上周五升至纪录高点，较4月低点上涨近50%。该公司市值目前可与伯克希尔哈撒韦公司比肩，如果进一步上涨，或使其跻身全球市值最大的10家公司之列。\n　　台积电股价飙升，反映出投资者越来越有信心这家全球顶级芯片制造商将乘着AI热潮进一步占据主导地位。该公司上周上调今年全年...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-07-21/doc-infheytt3428992.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电台股市值触及1万亿美元 因对AI需求的乐观态度</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电台股市值触及1万亿美元 因对AI需求的乐观态度\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-21 11:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-07-21/doc-infheytt3428992.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>台积电台股市值上周首次触及1万亿美元，受展望上调及对强劲AI需求前景的乐观情绪所推动。\n　　这家为苹果和英伟达代工生产芯片的公司股价上周五升至纪录高点，较4月低点上涨近50%。该公司市值目前可与伯克希尔哈撒韦公司比肩，如果进一步上涨，或使其跻身全球市值最大的10家公司之列。\n　　台积电股价飙升，反映出投资者越来越有信心这家全球顶级芯片制造商将乘着AI热潮进一步占据主导地位。该公司上周上调今年全年...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-07-21/doc-infheytt3428992.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2023251221.USD","symbol_name":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-07-21/doc-infheytt3428992.shtml","article_id":"2553428433","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2553428433","pubTimestamp":1753067940,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"台积电台股市值上周首次触及1万亿美元，受展望上调及对强劲AI需求前景的乐观情绪所推动。　　台积电股价飙升，反映出投资者越来越有信心这家全球顶级芯片制造商将乘着AI热潮进一步占据主导地位。该公司上周上调今年全年营收增长展望，料增长约30%，表明台积电可能在AI制造产能的激烈竞争中受益。　　台积电季度财报公布后，高盛的Bruce Lu等分析师写道，台积电对先进制程需求的态度更加积极，AI客户的需求没有放缓迹象。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","EWT":"台湾ETF-iShares MSCI","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","03145":"华夏亚洲高息股","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4588":"碎股","BK4550":"红杉资本持仓","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4512":"苹果概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","BK4141":"半导体产品","TSM":"台积电","LU0109392836.USD":"富兰克林科技股A"},"translate_title":"TSMC's stock market value hits $1 trillion on optimism about AI demand","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EWT":0.6,"03145":0.6,"TSM":1,"TWmain":1},"content_text":"台积电台股市值上周首次触及1万亿美元，受展望上调及对强劲AI需求前景的乐观情绪所推动。\n　　这家为苹果和英伟达代工生产芯片的公司股价上周五升至纪录高点，较4月低点上涨近50%。该公司市值目前可与伯克希尔哈撒韦公司比肩，如果进一步上涨，或使其跻身全球市值最大的10家公司之列。\n　　台积电股价飙升，反映出投资者越来越有信心这家全球顶级芯片制造商将乘着AI热潮进一步占据主导地位。该公司上周上调今年全年营收增长展望，料增长约30%，表明台积电可能在AI制造产能的激烈竞争中受益。\n　　台积电季度财报公布后，高盛的Bruce Lu等分析师写道，台积电对先进制程需求的态度更加积极，AI客户的需求没有放缓迹象。他们预计，2026年的价格涨幅将更大。\n　　摩根大通分析师Gokul Hariharan等人上周晚些时候在一份报告中写道，台积电客户在AI方面的强劲支出以及晶圆价格的上涨，将有助于缓解台币走强带来的负面影响，并有助于增强该公司毛利率的韧性。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2553428433","isCrawlerRequest":true}

台积电台股市值触及1万亿美元 因对AI需求的乐观态度

精彩评论

台积电台股市值触及1万亿美元因对AI需求的乐观态度