台积电Q4营收激增20%超预期预示2026年AI支出韧性

智通财经01-09

智通财经APP获悉，全球最大芯片代工商台积电(TSM.US)最新季度营收表现优于市场预期，尽管市场对行业存在泡沫的担忧持续，但此举强化了2026年全球人工智能支出将保持强劲的乐观预期。作为英伟达公司(NVDA.US)的核心芯片制造商，台积电根据月度数据计算得出的第四季度营收跃升约20%，达到1.05万亿元新台币(约合331亿美元)。这一数字高于市场平均预估的1.02万亿元新台币。在数据中心芯片需求...

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Inc.等全球科技巨头，正计划合计投入逾万亿美元用于数据中心项目，以把握AI普及的机遇。然而，投资者担忧正在规划中的产能可能最终会超过实际需求。此外，许多数据中心投资安排中存在的循环性也令华尔街感到不安，即投资和资金在OpenAI与少数几家上市科技巨头之间来回流动。台积电将于下周发布完整的季度财报，并公布2026年的资本开支指引。去年，在美国关税生效前客户争相囤积芯片，台积电曾因此获得紧急订单。该公司已为2025年的扩张和升级计划拨出400亿至420亿美元的资本支出。随着台积电股价创纪录飙升，研究分析师正争相上调这家芯片制造巨头的目标价，显示出市场对其持续的看涨情绪。自今年初以来，包括摩根大通在内的多家券商已上调了对台积电的目标股价，理由是对其强劲营收增长和盈利能力改善的预期。摩根大通分析师戈库尔·哈里哈兰在报告中写道：\"我们预计2026年将是台积电又一个强劲增长年\"，原因是对该公司最先进芯片制造技术的需求扩大以及定价提升。\"毛利率亦有望上行。\"","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","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; 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台积电Q4营收激增20%超预期 预示2026年AI支出韧性

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台积电Q4营收激增20%超预期预示2026年AI支出韧性