$台积电(TSM)$_老虎社区_美港股上老虎

省心省力

2025-05-21

$台积电(TSM)$ 市场对台积电成长逻辑重新定价。木头姐在当前点位重仓也说明Smart Money开始回归。美债利率继续下行的情况下本周起飞概率不低，突破后或将步入新一轮主升浪。

台积电财报超预期！能否继续持有？

台积电第四季度利润增长了35%，超出预期并创下新高。营收、毛利率、利润率都是暴涨之势，台积电绩后大涨。但仍面临着内存短缺&涨价，以及全球关税政策的风险。【大家对台积电有何看法？当前高位，你会继续持有吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

只要不死总会出头
2025-05-21
只要不死总会出头
没毛病么

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":437425510920352,"tweetId":"437425510920352","gmtCreate":1747815963376,"gmtModify":1747815965466,"author":{"id":10000000000010478,"idStr":"10000000000010478","authorId":10000000000010478,"authorIdStr":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","vip":8,"userType":8,"introduction":".\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":58,"starInvestorFlag":false},"themes":[{"themeId":"08a3d9ce2c4f4715847f11adf9ff26c4","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"台积电财报超预期！能否继续持有？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":08a3d9ce2c4f4715847f11adf9ff26c4}&rnconfig={\"headerBarHidden\": true}","description":"台积电第四季度利润增长了35%，超出预期并创下新高。营收、毛利率、利润率都是暴涨之势，台积电绩后大涨。但仍面临着内存短缺&涨价，以及全球关税政策的风险。【大家对台积电有何看法？当前高位，你会继续持有吗？】","image":"https://static.tigerbbs.com/f832fe5f7a7fab82f6fb92baf2087d56"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p style=\"text-align: left\"> <a data-mention-id=\"TSM\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"台积电\" target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 市场对台积电成长逻辑重新定价。木头姐在当前点位重仓也说明Smart Money开始回归。美债利率继续下行的情况下本周起飞概率不低，突破后或将步入新一轮主升浪。</p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left\"> <a data-mention-id=\"TSM\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"台积电\" target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 市场对台积电成长逻辑重新定价。木头姐在当前点位重仓也说明Smart Money开始回归。美债利率继续下行的情况下本周起飞概率不低，突破后或将步入新一轮主升浪。</p></body></html>","text":"$台积电(TSM)$ 市场对台积电成长逻辑重新定价。木头姐在当前点位重仓也说明Smart Money开始回归。美债利率继续下行的情况下本周起飞概率不低，突破后或将步入新一轮主升浪。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/437425510920352","repostId":0,"isVote":1,"tweetType":1,"viewCount":2776,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":155,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":437416197857528,"commentId":"437416197857528","gmtCreate":1747818861618,"gmtModify":1747818865308,"authorId":3462411791122107,"author":{"id":3462411791122107,"idStr":"3462411791122107","authorId":3462411791122107,"name":"只要不死总会出头","avatar":"https://static.tigerbbs.com/7c237d9b35d3d010840c791aaedd41a8","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.27","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":437425510920352,"objectIdStr":"437425510920352","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"没毛病么","text":"没毛病么","html":"没毛病么","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/437425510920352"}