$台积电(TSM)$_老虎社区_美港股上老虎

$台积电(TSM)$原本7姐妹赚到的钱和能借的钱都花给英伟达和台积电这些硬件了，议价权的转移带来的市值的变化。当AI逐渐成熟后，我们应该就会看到七姐妹的营业性现金流就会又慢慢地成倍数地覆盖资本支出，1+1大于2的效果就出来了。

台积电夜盘拉升涨近2%！Q1营业收入净额11341.03亿新台币，同比增长35.1%，市场预期1.12万亿新台币；营业利润6589.66亿元台币，同比增长61.9%，市场预期6238.2亿元台币；税后纯益5724.8亿新台币，同比增长58.3%，市场预期5423.8亿元新台币，并创下历史新高。台积电第一季度资本支出为111亿美元。【已经逼近历史新高的台积电，股价能否顺势突破？大家本次财报有何操作策略？】

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