AI需求“点燃”业绩引擎，台积电有望连续四季度刷新利润纪录！_老虎社区_美港股上老虎

AI需求“点燃”业绩引擎，台积电有望连续四季度刷新利润纪录！

智通财经04-13

4月13日，全球最大先进AI芯片制造商台积电(TSM.US)预计将连续第四个季度交出创纪录的业绩。得益于人工智能基础设施需求的持续火爆，该公司今年1-3月当季净利润料将同比飙升50%。台积电定于4月16日公布完整的第一季度业绩。分析师指出，市场对台积电用于生产AI芯片的3纳米制程技术及其先进封装技术的需求，仍持续超出公司现有产能。这推动这家亚洲市值最高企业、英伟达与苹果关键供应商不断攀至新高。目前...

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ACC A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","TSMG":"2倍做多TSM ETF- Leverage Shares"},"translate_title":"AI demand \"ignites\" the performance engine, and TSMC (TSM.US) is expected to set a new profit record for four consecutive quarters!","themeId":"27eebec9b023483db00ae5f93ccb53a4","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/73bfbf03e6cafc30fba46f7a0e349e4c","symbols_score_info":{"TSMU":0.6,"TSMG":0.6,"TSMY":0.6,"TSMX":0.6,"03145":0.6,"TSM":1.98,"TSMZ":0.6,"STSM":0.6},"content_text":"4月13日，全球最大先进AI芯片制造商台积电(TSM.US)预计将连续第四个季度交出创纪录的业绩。得益于人工智能基础设施需求的持续火爆，该公司今年1-3月当季净利润料将同比飙升50%。台积电定于4月16日公布完整的第一季度业绩。分析师指出，市场对台积电用于生产AI芯片的3纳米制程技术及其先进封装技术的需求，仍持续超出公司现有产能。这推动这家亚洲市值最高企业、英伟达与苹果关键供应商不断攀至新高。目前，台积电市值已接近1.6万亿美元，约为韩国竞争对手三星电子的两倍。据LSEG SmartEstimate综合19位分析师预测显示，台积电本周四预计将公布一季度净利润达5426亿新台币(约合171亿美元)。SmartEstimate对长期预测更准的分析师给予更高权重。公司将于北京时间周四14:00召开业绩说明会，届时将公布二季度及更新后的全年业绩指引。若最终净利润超过5057亿新台币，将创下公司有史以来最高的单季净利，并实现连续第九个季度的利润增长。今年以来，台积电台股股价已累计上涨28%，跑赢大盘同期22%的涨幅。台积电上周五公布的最新季度营收实现增长35%，这表明在中东战事爆发的最初几周，全球人工智能(AI)芯片需求依然保持稳定。该芯片制造商发布声明称，截至3月的三个月营收达1.13万亿新台币(合356亿美元)，高于分析师平均预期的1.12万亿新台币。3月销售额增长45%。展望未来，麦格理资本亚洲科技研究主管Arthur Lai在给客户的报告中表示：“受持续强劲的AI需求及先进制程领先地位推动，我们预计2026年第二季度营收环比增长指引将更高。”中东战事可能对氦、氖等半导体生产材料的供应构成威胁，但市场认为台积电有能力平稳应对这一危机。IDC资深研究经理Galen Zeng指出：“台积电多元化的采购渠道和安全库存应足以应对短期中断。”Galen Zeng还表示，市场关注焦点之一是台积电是否会维持或上调2026年资本支出计划，因为这反映了管理层对长期AI需求的信心。目前，台积电正投资1650亿美元在美国亚利桑那州建设芯片工厂。此外，公司还修改了在日本的计划，将改为在当地生产3纳米芯片，而非聚焦较成熟制程。4月初，摩根大通发布有关台积电的研报，前瞻2026年一季度业绩，预计Q1毛利率强劲上行，AI需求上行驱动资本开支进一步上调，目标价上调至新台币2400元。该行认为台积电在2026年一、二季度毛利率将显著超预期，主要得益于3nm产能持续紧张、产能利用率高企、加急晶圆需求提升以及新台币贬值。该行预计公司2026年二季度营收环比增长6%–8%，增长上限主要受3nm产能制约。该行表示，近2–3个月公司AI算力需求将大幅增强，先进制程需求空前紧张。2026与2027年收入增速均预计超30%，2026年增长主要受供给限制。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":553144125859184,"gmtCreate":1776079523932,"gmtModify":1776079526136,"author":{"id":"4209818529633230","authorId":"4209818529633230","name":"哈哈哈哈哈好的","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4209818529633230","idStr":"4209818529633230"},"htmlText":"399抛","listText":"399抛","text":"399抛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553144125859184","repostId":2627482464,"repostType":2,"repost":{"id":"2627482464","kind":"news","pubTimestamp":1776063348,"share":"https://www.laohu8.com/m/news/2627482464?lang=zh_CN&edition=full","pubTime":"2026-04-13 14:55","market":"sh","language":"zh","title":"AI需求“点燃”业绩引擎，台积电有望连续四季度刷新利润纪录！","url":"https://stock-news.laohu8.com/highlight/detail?id=2627482464","media":"智通财经","summary":"智通财经APP获悉，全球最大先进AI芯片制造商台积电预计将连续第四个季度交出创纪录的业绩。台积电定于4月16日公布完整的第一季度业绩。若最终净利润超过5057亿新台币，将创下公司有史以来最高的单季净利，并实现连续第九个季度的利润增长。今年以来，台积电台股股价已累计上涨28%，跑赢大盘同期22%的涨幅。该行表示，近2–3个月公司AI算力需求将大幅增强，先进制程需求空前紧张。","content":"<html><head></head><body><p>4月13日，全球最大先进AI芯片制造商<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)预计将连续第四个季度交出创纪录的业绩。得益于人工智能基础设施需求的持续火爆，该公司今年1-3月当季净利润料将同比飙升50%。台积电定于4月16日公布完整的第一季度业绩。</p><p>分析师指出，市场对台积电用于生产AI芯片的3纳米制程技术及其先进封装技术的需求，仍持续超出公司现有产能。这推动这家亚洲市值最高企业、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>关键供应商不断攀至新高。目前，台积电市值已接近1.6万亿美元，约为韩国竞争对手<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>的两倍。</p><p>据LSEG SmartEstimate综合19位分析师预测显示，台积电本周四预计将公布一季度净利润达5426亿新台币(约合171亿美元)。SmartEstimate对长期预测更准的分析师给予更高权重。公司将于北京时间周四14:00召开业绩说明会，届时将公布二季度及更新后的全年业绩指引。</p><p>若最终净利润超过5057亿新台币，将创下公司有史以来最高的单季净利，并实现连续第九个季度的利润增长。</p><p>今年以来，台积电台股股价已累计上涨28%，跑赢大盘同期22%的涨幅。</p><p>台积电上周五公布的最新季度营收实现增长35%，这表明在中东战事爆发的最初几周，全球人工智能(AI)芯片需求依然保持稳定。</p><p>该芯片制造商发布声明称，截至3月的三个月营收达1.13万亿新台币(合356亿美元)，高于分析师平均预期的1.12万亿新台币。3月销售额增长45%。</p><p>展望未来，麦格理资本亚洲科技研究主管Arthur Lai在给客户的报告中表示：“受持续强劲的AI需求及先进制程领先地位推动，我们预计2026年第二季度营收环比增长指引将更高。”</p><p>中东战事可能对氦、氖等半导体生产材料的供应构成威胁，但市场认为台积电有能力平稳应对这一危机。IDC资深研究经理Galen Zeng指出：“台积电多元化的采购渠道和安全库存应足以应对短期中断。”</p><p>Galen Zeng还表示，市场关注焦点之一是台积电是否会维持或上调2026年资本支出计划，因为这反映了管理层对长期AI需求的信心。</p><p>目前，台积电正投资1650亿美元在美国亚利桑那州建设芯片工厂。此外，公司还修改了在日本的计划，将改为在当地生产3纳米芯片，而非聚焦较成熟制程。</p><p>4月初，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>发布有关台积电的研报，前瞻2026年一季度业绩，预计Q1毛利率强劲上行，AI需求上行驱动资本开支进一步上调，目标价上调至新台币2400元。</p><p>该行认为台积电在2026年一、二季度毛利率将显著超预期，主要得益于3nm产能持续紧张、产能利用率高企、加急晶圆需求提升以及新台币贬值。该行预计公司2026年二季度营收环比增长6%–8%，增长上限主要受3nm产能制约。</p><p>该行表示，近2–3个月公司AI算力需求将大幅增强，先进制程需求空前紧张。2026与2027年收入增速均预计超30%，2026年增长主要受供给限制。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>AI需求“点燃”业绩引擎，台积电有望连续四季度刷新利润纪录！</title>\n<style 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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\">\nAI需求“点燃”业绩引擎，台积电有望连续四季度刷新利润纪录！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-13 14:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1427656.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月13日，全球最大先进AI芯片制造商台积电(TSM.US)预计将连续第四个季度交出创纪录的业绩。得益于人工智能基础设施需求的持续火爆，该公司今年1-3月当季净利润料将同比飙升50%。台积电定于4月16日公布完整的第一季度业绩。分析师指出，市场对台积电用于生产AI芯片的3纳米制程技术及其先进封装技术的需求，仍持续超出公司现有产能。这推动这家亚洲市值最高企业、英伟达与苹果关键供应商不断攀至新高。目前...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1427656.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","TSMU":"2倍做多TSM ETF-GraniteShares","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4503":"景林资产持仓","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","TSMX":"2倍做多TSM ETF-Direxion","BK4602":"量子计算概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","TSMY":"TSM期权收益策略ETF-YieldMax","LU2357125470.USD":"BNP 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SmartEstimate综合19位分析师预测显示，台积电本周四预计将公布一季度净利润达5426亿新台币(约合171亿美元)。SmartEstimate对长期预测更准的分析师给予更高权重。公司将于北京时间周四14:00召开业绩说明会，届时将公布二季度及更新后的全年业绩指引。若最终净利润超过5057亿新台币，将创下公司有史以来最高的单季净利，并实现连续第九个季度的利润增长。今年以来，台积电台股股价已累计上涨28%，跑赢大盘同期22%的涨幅。台积电上周五公布的最新季度营收实现增长35%，这表明在中东战事爆发的最初几周，全球人工智能(AI)芯片需求依然保持稳定。该芯片制造商发布声明称，截至3月的三个月营收达1.13万亿新台币(合356亿美元)，高于分析师平均预期的1.12万亿新台币。3月销售额增长45%。展望未来，麦格理资本亚洲科技研究主管Arthur Lai在给客户的报告中表示：“受持续强劲的AI需求及先进制程领先地位推动，我们预计2026年第二季度营收环比增长指引将更高。”中东战事可能对氦、氖等半导体生产材料的供应构成威胁，但市场认为台积电有能力平稳应对这一危机。IDC资深研究经理Galen Zeng指出：“台积电多元化的采购渠道和安全库存应足以应对短期中断。”Galen Zeng还表示，市场关注焦点之一是台积电是否会维持或上调2026年资本支出计划，因为这反映了管理层对长期AI需求的信心。目前，台积电正投资1650亿美元在美国亚利桑那州建设芯片工厂。此外，公司还修改了在日本的计划，将改为在当地生产3纳米芯片，而非聚焦较成熟制程。4月初，摩根大通发布有关台积电的研报，前瞻2026年一季度业绩，预计Q1毛利率强劲上行，AI需求上行驱动资本开支进一步上调，目标价上调至新台币2400元。该行认为台积电在2026年一、二季度毛利率将显著超预期，主要得益于3nm产能持续紧张、产能利用率高企、加急晶圆需求提升以及新台币贬值。该行预计公司2026年二季度营收环比增长6%–8%，增长上限主要受3nm产能制约。该行表示，近2–3个月公司AI算力需求将大幅增强，先进制程需求空前紧张。2026与2027年收入增速均预计超30%，2026年增长主要受供给限制。","news_type":1,"symbols_score_info":{"TSMU":0.6,"TSMG":0.6,"TSMY":0.6,"TSMX":0.6,"03145":0.6,"TSM":1.98,"TSMZ":0.6,"STSM":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}