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- 小麦麦curry小麦麦curry
  ·04-24 09:09
  3 月 23？
  小米已售出26,000台新一代SU7
  小米将在5月底正式发布YU7 GT系列。
  小米已售出26,000台新一代SU7
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- 小麦麦curry小麦麦curry
  ·2025-10-16
  你大爷还是你大爷
  台积电Q3净利润同比大增39.1%，超出市场预期并创下纪录
  10月16日，$台积电(TSM)$Q3净利润4523亿新台币，创下公司的纪录新高，上年同期为3252.58亿新台币。财报公布后，台积电美股夜盘直线拉升，现涨超3%。
  台积电Q3净利润同比大增39.1%，超出市场预期并创下纪录
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月 23？","listText":"3 月 23？","text":"3 月 23？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556910479025744","repostId":"1145798964","repostType":2,"repost":{"id":"1145798964","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1776992854,"share":"https://www.laohu8.com/m/news/1145798964?lang=zh_CN&edition=full","pubTime":"2026-04-24 09:07","market":"hk","language":"zh","title":"小米已售出26,000台新一代SU7","url":"https://stock-news.laohu8.com/highlight/detail?id=1145798964","media":"老虎资讯综合","summary":"小米将在5月底正式发布YU7 GT系列。","content":"<p><a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 董事长雷军：截至4月23日，自发布以来，小米已售出26,000台新一代SU7。小米将在5月底正式发布YU7 GT系列。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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\">2026-04-24 09:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 董事长雷军：截至4月23日，自发布以来，小米已售出26,000台新一代SU7。小米将在5月底正式发布YU7 GT系列。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W","XIACY":"小米集团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145798964","content_text":"小米集团-W 董事长雷军：截至4月23日，自发布以来，小米已售出26,000台新一代SU7。小米将在5月底正式发布YU7 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13:30","market":"us","language":"zh","title":"台积电Q3净利润同比大增39.1%，超出市场预期并创下纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=1172489448","media":"老虎资讯综合","summary":"10月16日，$台积电(TSM)$Q3净利润4523亿新台币，创下公司的纪录新高，上年同期为3252.58亿新台币。财报公布后，台积电美股夜盘直线拉升，现涨超3%。","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221845613997569050%22,%22type%22:2%7D\" title=\"【直播回放】台积电三季度业绩电话会议&gt;&gt;\" target=\"_blank\" class=\"\">【直播回放】台积电三季度业绩电话会议&gt;&gt;</a></strong></p><p>10月16日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2025年第三季度业绩。财报显示，第三季度营收9899.2亿新台币，同比增长30.3%；第三季度净利润4523亿新台币，创下公司的纪录新高，同比增长39.1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2e89512dd244c414c12334733628f60\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>第三季度毛利率59.5％，较上季度的58.6%继续改善，高于分析师预估的57.1％；第三季度营业利润5006.9亿新台币，同比增长39%，超过预期的4586亿新台币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/216f912d922c2c3ad32529274c614ffa\" title=\"\" tg-width=\"1338\" tg-height=\"663\"/></p><p>2025年第三季度高性能计算收入环比持平；物联网业务收入环比增长20%；智能手机业务收入环比增长19%。</p><p>资本支出方面，台积电2025年前9个月资本支出总计293.9亿美元，维持在高位水平，反映公司持续扩充产能以满足旺盛需求。</p><p>3纳米制程出货占台积电2025年第三季晶圆销售金额的23%，5纳米制程出货占全季晶圆销售金额的37%；7纳米制程出货则占全季晶圆销售金额的14%。总体而言，先进制程（包含7奈米及更先进制程）的营收达到全季晶圆销售金额的74%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f163eb20adc81d76b05fd81b243d5e0d\" title=\"\" tg-width=\"1302\" tg-height=\"606\"/></p><p>财报公布后，台积电美股夜盘直线拉升，现涨近4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/075750b832e643cc056d5d4251a80955\" title=\"\" tg-width=\"837\" tg-height=\"828\"/></p><p><strong>业绩会看点一览：</strong></p><blockquote><p><strong>展望超乎预期</strong>：预计第四季度销售额322亿美元至334亿美元，预估312.3亿美元；预计第四季度毛利率为59%-61%（第三季度为59.5%），预估57％；预计第四季度营业利益率49％至51％，预估46.9％；预计2025年美元计价营收增幅接近35%左右（较此前预测的以美元计价增长约30%有所上调）；预计2025年资本支出为400亿至420亿美元（此前预测为380亿至420亿美元）。</p><p><strong>先进制程主导</strong>：3纳米制程出货占台积电2025年第三季晶圆销售金额的23%，5纳米制程出货占全季晶圆销售金额的37%；7纳米制程出货则占全季晶圆销售金额的14%。总体而言，先进制程（包含7纳米及更先进制程）的营收达到全季晶圆销售金额的74%。</p><p><strong>制程按时推进</strong>：2纳米制程本季度晚些时候将实现量产，A16制程在明年下半年有望实现量产。仍在努力于2026年提升Cowos（一种先进的半导体封装技术，能够将多个芯片集成在一个基板上，广泛应用于高性能计算和人工智能等领域）产能。</p><p><strong>信心风险并存</strong>：人工智能市场发展非常积极，仍认为人工智能需求保持强劲，我们对人工智能这一大趋势的信心正在增强。关税可能带来的影响存在风险。在制定2026年业务计划时将保持谨慎。目前AI芯片前后段产能均极为吃紧，公司正全力扩充供应，预期2026年前AI相关产能仍难以完全满足需求。</p><p><strong>全球积极布局</strong>：①继续加快我们在亚利桑那州的产能扩张，即将在亚利桑那州拿下第二块大型土地，助力我们的扩张计划；②在日本，第二座晶圆厂已开工建设；③在德国业务进展顺利；④在台湾正筹备多期2纳米晶圆厂建设。</p></blockquote><p><strong>投行纷纷上调目标价</strong></p><blockquote><p>1. 巴克莱：将台积电目标价由325美元上调至330美元；</p><p>2. 海纳国际：将台积电目标价由300美元上调至400美元；</p><p>3. 华泰金融：将台积电目标价由300美元上调至320美元；</p><p>4. 花旗银行：将台积电目标价从1400新台币上调至1600新台币；</p><p>5. 德意志银行：将台积电目标价从1300新台币上调至1500新台币；</p><p>6. 摩根士丹利：将台积电目标价从1388新台币上调至1588新台币。</p></blockquote></body></html>","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>台积电Q3净利润同比大增39.1%，超出市场预期并创下纪录</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\">\n台积电Q3净利润同比大增39.1%，超出市场预期并创下纪录\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\">2025-10-16 13:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221845613997569050%22,%22type%22:2%7D\" title=\"【直播回放】台积电三季度业绩电话会议&gt;&gt;\" target=\"_blank\" class=\"\">【直播回放】台积电三季度业绩电话会议&gt;&gt;</a></strong></p><p>10月16日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2025年第三季度业绩。财报显示，第三季度营收9899.2亿新台币，同比增长30.3%；第三季度净利润4523亿新台币，创下公司的纪录新高，同比增长39.1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2e89512dd244c414c12334733628f60\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>第三季度毛利率59.5％，较上季度的58.6%继续改善，高于分析师预估的57.1％；第三季度营业利润5006.9亿新台币，同比增长39%，超过预期的4586亿新台币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/216f912d922c2c3ad32529274c614ffa\" title=\"\" tg-width=\"1338\" tg-height=\"663\"/></p><p>2025年第三季度高性能计算收入环比持平；物联网业务收入环比增长20%；智能手机业务收入环比增长19%。</p><p>资本支出方面，台积电2025年前9个月资本支出总计293.9亿美元，维持在高位水平，反映公司持续扩充产能以满足旺盛需求。</p><p>3纳米制程出货占台积电2025年第三季晶圆销售金额的23%，5纳米制程出货占全季晶圆销售金额的37%；7纳米制程出货则占全季晶圆销售金额的14%。总体而言，先进制程（包含7奈米及更先进制程）的营收达到全季晶圆销售金额的74%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f163eb20adc81d76b05fd81b243d5e0d\" title=\"\" tg-width=\"1302\" tg-height=\"606\"/></p><p>财报公布后，台积电美股夜盘直线拉升，现涨近4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/075750b832e643cc056d5d4251a80955\" title=\"\" tg-width=\"837\" tg-height=\"828\"/></p><p><strong>业绩会看点一览：</strong></p><blockquote><p><strong>展望超乎预期</strong>：预计第四季度销售额322亿美元至334亿美元，预估312.3亿美元；预计第四季度毛利率为59%-61%（第三季度为59.5%），预估57％；预计第四季度营业利益率49％至51％，预估46.9％；预计2025年美元计价营收增幅接近35%左右（较此前预测的以美元计价增长约30%有所上调）；预计2025年资本支出为400亿至420亿美元（此前预测为380亿至420亿美元）。</p><p><strong>先进制程主导</strong>：3纳米制程出货占台积电2025年第三季晶圆销售金额的23%，5纳米制程出货占全季晶圆销售金额的37%；7纳米制程出货则占全季晶圆销售金额的14%。总体而言，先进制程（包含7纳米及更先进制程）的营收达到全季晶圆销售金额的74%。</p><p><strong>制程按时推进</strong>：2纳米制程本季度晚些时候将实现量产，A16制程在明年下半年有望实现量产。仍在努力于2026年提升Cowos（一种先进的半导体封装技术，能够将多个芯片集成在一个基板上，广泛应用于高性能计算和人工智能等领域）产能。</p><p><strong>信心风险并存</strong>：人工智能市场发展非常积极，仍认为人工智能需求保持强劲，我们对人工智能这一大趋势的信心正在增强。关税可能带来的影响存在风险。在制定2026年业务计划时将保持谨慎。目前AI芯片前后段产能均极为吃紧，公司正全力扩充供应，预期2026年前AI相关产能仍难以完全满足需求。</p><p><strong>全球积极布局</strong>：①继续加快我们在亚利桑那州的产能扩张，即将在亚利桑那州拿下第二块大型土地，助力我们的扩张计划；②在日本，第二座晶圆厂已开工建设；③在德国业务进展顺利；④在台湾正筹备多期2纳米晶圆厂建设。</p></blockquote><p><strong>投行纷纷上调目标价</strong></p><blockquote><p>1. 巴克莱：将台积电目标价由325美元上调至330美元；</p><p>2. 海纳国际：将台积电目标价由300美元上调至400美元；</p><p>3. 华泰金融：将台积电目标价由300美元上调至320美元；</p><p>4. 花旗银行：将台积电目标价从1400新台币上调至1600新台币；</p><p>5. 德意志银行：将台积电目标价从1300新台币上调至1500新台币；</p><p>6. 摩根士丹利：将台积电目标价从1388新台币上调至1588新台币。</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172489448","content_text":"【直播回放】台积电三季度业绩电话会议>>10月16日，台积电发布2025年第三季度业绩。财报显示，第三季度营收9899.2亿新台币，同比增长30.3%；第三季度净利润4523亿新台币，创下公司的纪录新高，同比增长39.1%。第三季度毛利率59.5％，较上季度的58.6%继续改善，高于分析师预估的57.1％；第三季度营业利润5006.9亿新台币，同比增长39%，超过预期的4586亿新台币。2025年第三季度高性能计算收入环比持平；物联网业务收入环比增长20%；智能手机业务收入环比增长19%。资本支出方面，台积电2025年前9个月资本支出总计293.9亿美元，维持在高位水平，反映公司持续扩充产能以满足旺盛需求。3纳米制程出货占台积电2025年第三季晶圆销售金额的23%，5纳米制程出货占全季晶圆销售金额的37%；7纳米制程出货则占全季晶圆销售金额的14%。总体而言，先进制程（包含7奈米及更先进制程）的营收达到全季晶圆销售金额的74%。财报公布后，台积电美股夜盘直线拉升，现涨近4%。业绩会看点一览：展望超乎预期：预计第四季度销售额322亿美元至334亿美元，预估312.3亿美元；预计第四季度毛利率为59%-61%（第三季度为59.5%），预估57％；预计第四季度营业利益率49％至51％，预估46.9％；预计2025年美元计价营收增幅接近35%左右（较此前预测的以美元计价增长约30%有所上调）；预计2025年资本支出为400亿至420亿美元（此前预测为380亿至420亿美元）。先进制程主导：3纳米制程出货占台积电2025年第三季晶圆销售金额的23%，5纳米制程出货占全季晶圆销售金额的37%；7纳米制程出货则占全季晶圆销售金额的14%。总体而言，先进制程（包含7纳米及更先进制程）的营收达到全季晶圆销售金额的74%。制程按时推进：2纳米制程本季度晚些时候将实现量产，A16制程在明年下半年有望实现量产。仍在努力于2026年提升Cowos（一种先进的半导体封装技术，能够将多个芯片集成在一个基板上，广泛应用于高性能计算和人工智能等领域）产能。信心风险并存：人工智能市场发展非常积极，仍认为人工智能需求保持强劲，我们对人工智能这一大趋势的信心正在增强。关税可能带来的影响存在风险。在制定2026年业务计划时将保持谨慎。目前AI芯片前后段产能均极为吃紧，公司正全力扩充供应，预期2026年前AI相关产能仍难以完全满足需求。全球积极布局：①继续加快我们在亚利桑那州的产能扩张，即将在亚利桑那州拿下第二块大型土地，助力我们的扩张计划；②在日本，第二座晶圆厂已开工建设；③在德国业务进展顺利；④在台湾正筹备多期2纳米晶圆厂建设。投行纷纷上调目标价1. 巴克莱：将台积电目标价由325美元上调至330美元；2. 海纳国际：将台积电目标价由300美元上调至400美元；3. 华泰金融：将台积电目标价由300美元上调至320美元；4. 花旗银行：将台积电目标价从1400新台币上调至1600新台币；5. 德意志银行：将台积电目标价从1300新台币上调至1500新台币；6. 摩根士丹利：将台积电目标价从1388新台币上调至1588新台币。","news_type":1,"symbols_score_info":{"TSM":1.5}},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}