华尔街坚定看好台积电“砸钱”：AI需求能见度延伸至2030年芯片设备股迎来利好

智通财经07-17

【华尔街坚定看好台积电“砸钱”：AI需求能见度延伸至2030年芯片设备股迎来利好】智通财经APP获悉，7月16日，全球晶圆代工龙头台积电(TSM.US)在法说会上投下一枚重磅炸弹——将2026年资本支出指引从520亿至560亿美元大幅上调至600亿至640亿美元。与此同时，台积电宣布将在美国亚利桑那州追加1000亿美元投资，使美国总投资承诺达到2650亿美元。全年美元营收增速指引也从"超过30%"进一步上调至"略高于40%"。这一远超市场预期的资本支出上调，被华尔街视为对AI半导体供应链的"强心针"，但对短期盈利能力和自由现金流的担忧却引发半导体板块集体大跌。

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芯片设备股迎来利好】</b>智通财经APP获悉，7月16日，全球晶圆代工龙头台积电(TSM.US)在法说会上投下一枚重磅炸弹——将2026年资本支出指引从520亿至560亿美元大幅上调至600亿至640亿美元。 \n\n与此同时，台积电宣布将在美国亚利桑那州追加1000亿美元投资，使美国总投资承诺达到2650亿美元。全年美元营收增速指引也从\"超过30%\"进一步上调至\"略高于40%\"。这一远超市场预期的资本支出上调，被华尔街视为对AI半导体供应链的\"强心针\"，但对短期盈利能力和自由现金流的担忧却引发半导体板块集体大跌。                </div>\n</div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">智通财经</a> </p>\n\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2211815571.USD","symbol_name":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) 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华尔街坚定看好台积电“砸钱”：AI需求能见度延伸至2030年 芯片设备股迎来利好

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华尔街坚定看好台积电“砸钱”：AI需求能见度延伸至2030年芯片设备股迎来利好