超超_6103
2025-07-17
中华之光啊
台积电Q2净利润同比暴增近61%，超出市场预期并创历史新高
台积电Q2净利润3983亿元新台币，增长60.7%，创历史新高
台积电第二季度净利润3983亿元新台币，同比增长60.7%，创历史新高，超过市场预期，主要受益于人工智能领域对半导体需求的激增。公司财报显示，净收入增长60.7%，达到3982.7亿台币，股价涨超2%。营收表现强劲，毛利率略有下降但展望仍然乐观。公司预计第三季度业绩继续强劲，全年营收增长30%。
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src=\"https://static.tigerbbs.com/43a7f05aea4b40b9901182c528acc2a8\" title=\"\" tg-width=\"1302\" tg-height=\"601\"/></p><p>第二季度，3纳米出货量占晶圆总收入的24%，5纳米占36%，7纳米占14%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的74%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4391846804ed6cde95dc74092efd345e\" title=\"\" tg-width=\"1333\" tg-height=\"561\"/></p><h2 id=\"id_3264540865\">业绩电话会要点：</h2><p>台积电预计第三季度销售额318亿美元至330亿美元，市场预估317.2亿美元；</p><p style=\"text-align: start;\">预计第三季度毛利率55.5％至57.5％，市场预估57.2％；</p><p style=\"text-align: start;\">预计第三季度营业利益率45.5％至47.5％，市场预估46.9％；</p><p style=\"text-align: start;\">仍然预测全年资本支出380亿美元至420亿美元；</p><p>预计2025年以美元计算的销售额将增长30%左右，高于此前“接近20%中段”的增长预期。</p><p>财报发布后，台积电美股夜盘拉升，现涨幅扩大至逾4%，待开盘股价势将再创历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d9cff74264cd4a274a0daa156827e73\" title=\"\" tg-width=\"864\" tg-height=\"831\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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Q2净利润同比暴增近61%，超出市场预期并创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-17 13:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>【直播】<a href=\"https://www.laohu8.com/m/live/1837262338804345/?name=RNLive&rndata=%7B%22liveId%22%3A%221837262338804345%22%2C%22type%22%3A2%7D\" title=\"台积电2025 Q2业绩电话会议\" target=\"_blank\" class=\"\">台积电2025 Q2业绩电话会议</a></strong></p><p>7月17日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2025年第二季度业绩。财报显示，第二季度营收9337.9亿新台币，去年同期6735.1亿新台币；净利润3983亿元台币，市场预估3764.2亿新台币，去年同期2478.45亿新台币；第二季毛利率58.6%，市场预估57.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d7304bce88d8d154615518098737492\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>第二季度收入同比增长38.6%，净利润和稀释每股收益均增长60.7%；与2025年第一季度相比，第二季度收入增长11.3%，净利润增长10.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43a7f05aea4b40b9901182c528acc2a8\" title=\"\" tg-width=\"1302\" tg-height=\"601\"/></p><p>第二季度，3纳米出货量占晶圆总收入的24%，5纳米占36%，7纳米占14%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的74%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4391846804ed6cde95dc74092efd345e\" title=\"\" tg-width=\"1333\" tg-height=\"561\"/></p><h2 id=\"id_3264540865\">业绩电话会要点：</h2><p>台积电预计第三季度销售额318亿美元至330亿美元，市场预估317.2亿美元；</p><p style=\"text-align: start;\">预计第三季度毛利率55.5％至57.5％，市场预估57.2％；</p><p style=\"text-align: start;\">预计第三季度营业利益率45.5％至47.5％，市场预估46.9％；</p><p style=\"text-align: start;\">仍然预测全年资本支出380亿美元至420亿美元；</p><p>预计2025年以美元计算的销售额将增长30%左右，高于此前“接近20%中段”的增长预期。</p><p>财报发布后，台积电美股夜盘拉升，现涨幅扩大至逾4%，待开盘股价势将再创历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d9cff74264cd4a274a0daa156827e73\" title=\"\" tg-width=\"864\" tg-height=\"831\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"LU0541501648.USD":"ALLSPRING EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4527":"明星科技股","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","TSM":"台积电","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4548":"巴美列捷福持仓","BK4605":"半导体精选","BK4554":"元宇宙及AR概念","IE00BQXX3D17.EUR":"GUINNESS 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Q2业绩电话会议7月17日，台积电发布2025年第二季度业绩。财报显示，第二季度营收9337.9亿新台币，去年同期6735.1亿新台币；净利润3983亿元台币，市场预估3764.2亿新台币，去年同期2478.45亿新台币；第二季毛利率58.6%，市场预估57.9%。第二季度收入同比增长38.6%，净利润和稀释每股收益均增长60.7%；与2025年第一季度相比，第二季度收入增长11.3%，净利润增长10.2%。第二季度，3纳米出货量占晶圆总收入的24%，5纳米占36%，7纳米占14%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的74%。业绩电话会要点：台积电预计第三季度销售额318亿美元至330亿美元，市场预估317.2亿美元；预计第三季度毛利率55.5％至57.5％，市场预估57.2％；预计第三季度营业利益率45.5％至47.5％，市场预估46.9％；仍然预测全年资本支出380亿美元至420亿美元；预计2025年以美元计算的销售额将增长30%左右，高于此前“接近20%中段”的增长预期。财报发布后，台积电美股夜盘拉升，现涨幅扩大至逾4%，待开盘股价势将再创历史新高。","news_type":1,"symbols_score_info":{"TSM":1}},"isVote":1,"tweetType":1,"viewCount":1823,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/457505926488904"}
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