$台积电(TSM)$_老虎社区_美港股上老虎

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":298061503791152,"tweetId":"298061503791152","gmtCreate":1713788252478,"gmtModify":1713788254566,"author":{"id":10000000000010308,"authorId":10000000000010308,"authorIdStr":"10000000000010309","name":"日添一线","avatar":"https://static.tigerbbs.com/aeb3e8db40fe4ec233833b9576b8645d","vip":8,"userType":8,"introduction":"。","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v> 很多人竟然不知道芯片是典型的周期股。疫情期间缺芯导致的扩产，现在整个扩张周期进入到产能过剩了，加上对大陆这个最大芯片市场禁令加剧了产能过剩。其实本来早就过剩了，半路杀出个ai，延缓了过剩的到来。台积电又在美国，日本，台湾，欧洲相继建设新厂，早就透支了产能和股价。</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v> 很多人竟然不知道芯片是典型的周期股。疫情期间缺芯导致的扩产，现在整个扩张周期进入到产能过剩了，加上对大陆这个最大芯片市场禁令加剧了产能过剩。其实本来早就过剩了，半路杀出个ai，延缓了过剩的到来。台积电又在美国，日本，台湾，欧洲相继建设新厂，早就透支了产能和股价。</p></body></html>","text":"$台积电(TSM)$ 很多人竟然不知道芯片是典型的周期股。疫情期间缺芯导致的扩产，现在整个扩张周期进入到产能过剩了，加上对大陆这个最大芯片市场禁令加剧了产能过剩。其实本来早就过剩了，半路杀出个ai，延缓了过剩的到来。台积电又在美国，日本，台湾，欧洲相继建设新厂，早就透支了产能和股价。","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/298061503791152","repostId":0,"isVote":1,"tweetType":1,"viewCount":866,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":261,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":299869935935656,"gmtCreate":1714229831698,"gmtModify":1714229835167,"authorId":3458386655471801,"author":{"id":3458386655471801,"authorId":3458386655471801,"name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":298061503791152,"type":1,"supId":0,"prevId":0,"content":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","html":"这篇文章不错，转发给大家看","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}

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