台积电看好前景，因人工智能热潮第三季度利润超预期_老虎社区_美港股上老虎

台积电看好前景，因人工智能热潮第三季度利润超预期

金融界2024-10-18

全球最大的合同芯片制造商台积电周四报告称，由于人工智能（AI）芯片需求飙升，季度利润增长超过54%，预计将保持强劲增长。台积电估计，其本季度的资本支出将增加一倍以上，达到约115亿美元，明年的预算可能会进一步增加，因为它预计对其产品的需求将保持健康。以美元计算，2024年全年收入将增长近30%，而此前的指导略高于20%左右。台积电表示，人工智能处理器的收入将占其今年总收入的15%左右，并表示...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2476464620?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-10-18 07:57","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2476464620","market":"sh","top_or_hot":-1,"title":"台积电看好前景，因人工智能热潮 第三季度利润超预期","media":"金融界","content":"<div>\n<p>全球最大的合同芯片制造商台积电周四报告称，由于人工智能（AI）芯片需求飙升，季度利润增长超过54%，预计将保持强劲增长。台积电估计，其本季度的资本支出将增加一倍以上，达到约115亿美元，明年的预算可能会进一步增加，因为它预计对其产品的需求将保持健康。以美元计算，2024年全年收入将增长近30%，而此前的指导略高于20%左右。台积电表示，人工智能处理器的收入将占其今年总收入的15%左右，并表示...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/10/18075744138254.shtml\">网页链接</a>\n\n</div>\n","source":"jinrongjie_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电看好前景，因人工智能热潮 第三季度利润超预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { 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台积电看好前景，因人工智能热潮 第三季度利润超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-18 07:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2024/10/18075744138254.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球最大的合同芯片制造商台积电周四报告称，由于人工智能（AI）芯片需求飙升，季度利润增长超过54%，预计将保持强劲增长。台积电估计，其本季度的资本支出将增加一倍以上，达到约115亿美元，明年的预算可能会进一步增加，因为它预计对其产品的需求将保持健康。以美元计算，2024年全年收入将增长近30%，而此前的指导略高于20%左右。台积电表示，人工智能处理器的收入将占其今年总收入的15%左右，并表示...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/10/18075744138254.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"161631","symbol_name":"人工智能","start_time":0,"source_url":"https://usstock.jrj.com.cn/2024/10/18075744138254.shtml","article_id":"2476464620","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2476464620","pubTimestamp":1729209426,"columns":[],"sourceInfo":{"source_id":"jinrongjie_highlight","name":"金融界"},"weMediaInfo":null,"summary":"全球最大的合同芯片制造商台积电周四报告称，由于人工智能芯片需求飙升，季度利润增长超过54%，预计将保持强劲增长。台积电估计，其本季度的资本支出将增加一倍以上，达到约115亿美元，明年的预算可能会进一步增加，因为它预计对其产品的需求将保持健康。台积电表示，人工智能处理器的收入将占其今年总收入的15%左右，并表示2025年的资本支出可能会高于今年，但没有提供具体数字。此外，台积电预测未来五年的前景类似。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161631":"人工智能","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","BK4505":"高瓴资本持仓","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","INTC":"英特尔","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","TSM":"台积电","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","BK4550":"红杉资本持仓","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4548":"巴美列捷福持仓","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","03145":"华夏亚洲高息股","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","BK4585":"ETF&股票定投概念","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4581":"高盛持仓","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK4512":"苹果概念","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","ASML":"阿斯麦","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","BK4526":"热门中概股","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC"},"translate_title":"TSMC bullish on outlook as AI boom beats Q3 profit estimates","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161631":1,"INTC":0.6,"ASML":0.6,"TSM":1,"03145":0.6},"content_text":"全球最大的合同芯片制造商台积电周四报告称，由于人工智能（AI）芯片需求飙升，季度利润增长超过54%，预计将保持强劲增长。台积电估计，其本季度的资本支出将增加一倍以上，达到约115亿美元，明年的预算可能会进一步增加，因为它预计对其产品的需求将保持健康。以美元计算，2024年全年收入将增长近30%，而此前的指导略高于20%左右。台积电表示，人工智能处理器的收入将占其今年总收入的15%左右，并表示2025年的资本支出可能会高于今年，但没有提供具体数字。此外，台积电预测未来五年的前景类似。福华证券投资信托基金经理Piter Yang表示，台积电的业绩消除了ASML盈利不佳引发的对芯片行业的担忧。他说：“台积电是一家占主导地位的公司。这是唯一一家拥有先进工艺技术的公司，这些技术在英特尔或三星等公司是找不到的。”\n\n\r\n            责任编辑：栎树","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}