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- 比特币十万刀比特币十万刀
  ·06-10 13:35
  牛逼
  台积电5月营收同比增长30%，AI芯片需求旺盛支撑全年展望
  台积电5月营收为4169.8亿新台币，同比增长30.1％。
  台积电5月营收同比增长30%，AI芯片需求旺盛支撑全年展望
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- 比特币十万刀比特币十万刀
  ·05-19
  $Roundhill Memory ETF(DRAM)$ 里面的FGXXX是什么？
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Wei）本月早些时候在股东会上明确表示，全球芯片供给在未来数年内将持续无法满足市场需求。英伟达首席执行官黄仁勋亦在此前数日表示，英伟达目前仍面临供应瓶颈，两项表态均印证了AI芯片产业链供不应求的格局。</p><p style=\"text-align: justify;\">消息公布后，台积电美股夜盘跌幅收窄至1.3%，此前一度跌超2.3%。<strong>此前台积电4月已上调全年销售指引，并表示2026年资本支出将向现有预测区间的上限靠拢，该上限高达560亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68eea62e2cef151d1afc4829bfb52779\" data-align=\"center\" tg-width=\"980\" tg-height=\"435\"/><span></span></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>科技巨头豪掷千亿，AI投资浪潮提速</strong></h2><p style=\"text-align: justify;\">作为亚洲市值最大的公司，台积电已成为全球AI产业链上不可或缺的核心节点。公司为英伟达、超威半导体（AMD）等客户代工生产尖端芯片，直接受益于全球AI基础设施建设热潮。</p><p style=\"text-align: justify;\">据彭博报道，Alphabet、亚马逊、Meta及微软四家科技巨头今年合计计划斥资7250亿美元用于AI相关投资，较此前预期大幅提升。这一规模庞大的资本支出浪潮，为台积电先进制程产能的持续满载提供了坚实的需求基础，也成为分析师维持高增长预期的核心依据。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>供需缺口或延续多年，扩产进入加速轨道</strong></h2><p style=\"text-align: justify;\">魏哲家在股东会上的表态进一步强化了市场对台积电长期增长潜力的预期。他指出，全球芯片供给短缺的局面将持续数年，而Jensen Huang关于英伟达自身供应受限的判断，亦从需求侧印证了这一供需失衡的深度。</p><p style=\"text-align: justify;\">为应对这一趋势，台积电已将2026年资本支出指引向上调整，朝560亿美元上限靠拢，彰显其在扩产投入上的积极姿态，并向客户传递了保障长期供给能力的明确信号。</p><h2 style=\"text-align: left; 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}\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5月营收同比增长30%，AI芯片需求旺盛支撑全年展望\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-10 13:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3774301><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>台积电5月营收达4169.8亿新台币（约132亿美元），同比增长30%。分析师预计，台积电第二季度整体销售额将录得35%的年增幅。首席执行官魏哲家本月早些时候在股东会上明确表示，全球芯片供给在未来数年内将持续无法满足市场需求。台积电公布最新月度营收数据，强劲增势延续，反映人工智能芯片需求持续旺盛。台积电周三发布5月营收数据，单月销售额达4169.8亿新台币，同比增长30.1%，环比增长1.5%。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3774301\">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/b98f9e740cb6fb06990004c4ea7eae84","relate_stocks":{"STSM":"Defiance Daily Target 2X Short TSM ETF","TSMU":"2倍做多TSM ETF-GraniteShares","TSMZ":"1倍做空TSM ETF-Direxion","TSMG":"2倍做多TSM ETF- Leverage Shares","TSM":"台积电","TSMX":"2倍做多TSM ETF-Direxion","TSMY":"TSM期权收益策略ETF-YieldMax"},"source_url":"https://wallstreetcn.com/articles/3774301","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140255700","content_text":"台积电5月营收达4169.8亿新台币（约132亿美元），同比增长30%。分析师预计，台积电第二季度整体销售额将录得35%的年增幅。首席执行官魏哲家本月早些时候在股东会上明确表示，全球芯片供给在未来数年内将持续无法满足市场需求。台积电公布最新月度营收数据，强劲增势延续，反映人工智能芯片需求持续旺盛。台积电周三发布5月营收数据，单月销售额达4169.8亿新台币，同比增长30.1%，环比增长1.5%。今年前五个月，台积电累计销售额达1.96万亿新台币，同比增幅同样维持在30%。分析师预计，台积电第二季度整体销售额将录得35%的年增幅。在高管表态层面，台积电首席执行官魏哲家（C.C. Wei）本月早些时候在股东会上明确表示，全球芯片供给在未来数年内将持续无法满足市场需求。英伟达首席执行官黄仁勋亦在此前数日表示，英伟达目前仍面临供应瓶颈，两项表态均印证了AI芯片产业链供不应求的格局。消息公布后，台积电美股夜盘跌幅收窄至1.3%，此前一度跌超2.3%。此前台积电4月已上调全年销售指引，并表示2026年资本支出将向现有预测区间的上限靠拢，该上限高达560亿美元。科技巨头豪掷千亿，AI投资浪潮提速作为亚洲市值最大的公司，台积电已成为全球AI产业链上不可或缺的核心节点。公司为英伟达、超威半导体（AMD）等客户代工生产尖端芯片，直接受益于全球AI基础设施建设热潮。据彭博报道，Alphabet、亚马逊、Meta及微软四家科技巨头今年合计计划斥资7250亿美元用于AI相关投资，较此前预期大幅提升。这一规模庞大的资本支出浪潮，为台积电先进制程产能的持续满载提供了坚实的需求基础，也成为分析师维持高增长预期的核心依据。供需缺口或延续多年，扩产进入加速轨道魏哲家在股东会上的表态进一步强化了市场对台积电长期增长潜力的预期。他指出，全球芯片供给短缺的局面将持续数年，而Jensen Huang关于英伟达自身供应受限的判断，亦从需求侧印证了这一供需失衡的深度。为应对这一趋势，台积电已将2026年资本支出指引向上调整，朝560亿美元上限靠拢，彰显其在扩产投入上的积极姿态，并向客户传递了保障长期供给能力的明确信号。消费电子业务承压，构成潜在拖累然而，台积电的业务并非全面向好。公司同时为智能手机及消费电子厂商供应芯片，而这一市场正面临双重压力：内存芯片成本的大幅攀升，以及生活成本上涨对消费者信心的持续侵蚀，均对相关客户的经营状况造成拖累。这意味着，尽管AI芯片业务势头强劲，台积电的整体增长仍在一定程度上受制于消费电子需求的周期性疲软。两条业务线之间的结构性分化，是投资者在评估台积电全年业绩时需要持续跟踪的关键变量。","news_type":1,"symbols_score_info":{"STSM":0.6,"TSM":2,"TSMU":0.6,"TSMZ":0.6,"TSMG":0.6,"TSMY":0.6,"TSMX":0.6}},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565729792492616,"gmtCreate":1779151944237,"gmtModify":1779154168508,"author":{"id":"4111400353890660","authorId":"4111400353890660","name":"比特币十万刀","avatar":"https://static.tigerbbs.com/0d619b760bfad5063ea2cb3c2093f528","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111400353890660","authorIdStr":"4111400353890660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 里面的FGXXX是什么？","listText":"<a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 里面的FGXXX是什么？","text":"$Roundhill Memory ETF(DRAM)$ 里面的FGXXX是什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565729792492616","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}