台积电同日公布10月_老虎社区_美港股上老虎

台积电同日公布10月营收新台币5868.9亿元，环比增长14.7%、同比增长59.7%。这给代工需求提供了实际收入支撑，却不能单凭一个月数字推算AI业务利润。两家公司面对的风险不同：英伟达需要消除治理疑虑，台积电需要证明增长能持续转成盈利。

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