不是凯老师
07-17
可惜空仓啦
@芯潮：
台积电，业绩炸裂，半导体要疯！
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不是凯老师
07-17
不是凯老师
分产品看，二季度高性能计算贡献了60%的收入，智能手机贡献了27%，物联网、自动驾驶各自贡献了5%的收入
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true}","description":"台积电放榜：公司Q2营收9337.92亿新台币，同比增长38.6%；净利润3982.73亿新台币，同比增长60.7%。【股价夜盘短线拉升，大家看好台积电涨势吗？台积电能否提振半导体板块？】","image":"https://static.tigerbbs.com/f832fe5f7a7fab82f6fb92baf2087d56"}],"images":[{"img":"https://static.tigerbbs.com/f437d740c060007a6a3a06b162b07929","width":"1122","height":"385"},{"img":"https://static.tigerbbs.com/bf6a9e30d173f7d76f18294668436234","width":"1287","height":"823"},{"img":"https://static.tigerbbs.com/fedb21bf1964146c96b2424c1b1102e2","width":"1471","height":"643"},{"img":"https://static.tigerbbs.com/89a9e0f0732fbff4b5cc05f036a90ff3","width":"1126","height":"436"},{"img":"https://static.tigerbbs.com/06bdd4228eba642f33d35b5847f9dcb0","width":"1360","height":"579"},{"img":"https://static.tigerbbs.com/71228066909efd7fa968fe417939612e","width":"1591","height":"634"},{"img":"https://static.tigerbbs.com/2492786294e4419a5c7bd1dd89f34e0d","width":"1347","height":"598"},{"img":"https://static.tigerbbs.com/4444e36434b84ad29ae3810c7fa24bad","width":"1348","height":"607"},{"img":"https://static.tigerbbs.com/bfc64e63169e6b03b8d7c864313db41b","width":"1315","height":"738"}],"coverImages":[{"img":"https://static.tigerbbs.com/f437d740c060007a6a3a06b162b07929","width":"1122","height":"385"},{"img":"https://static.tigerbbs.com/bf6a9e30d173f7d76f18294668436234","width":"1287","height":"823"},{"img":"https://static.tigerbbs.com/fedb21bf1964146c96b2424c1b1102e2","width":"1471","height":"643"}],"title":"台积电，业绩炸裂，半导体要疯！","html":"<html><head></head><body><p>刚刚，台积电公布了二季报，业绩炸裂，无论营收还是利润，悉数超分析师预期：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f437d740c060007a6a3a06b162b07929\" tg-width=\"1122\" tg-height=\"385\"></p><p>受此影响，台积电在老虎证券夜盘交易中一度涨超6%，股价创历史新高： <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> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf6a9e30d173f7d76f18294668436234\" tg-width=\"1287\" tg-height=\"823\"></p><p>具体来看，台积电二季度营收300.7亿美元，同比大增44.4%，大超管理层给出的284-292亿指引：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fedb21bf1964146c96b2424c1b1102e2\" tg-width=\"1471\" tg-height=\"643\"></p><p>考虑到台积电每月10号都会公布月度销售数据，因此，二季度营收超预期已是市场明牌。</p><p>当然，如果考虑到新台币兑美元大幅升值，台积电二季度营收实际上更亮眼：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89a9e0f0732fbff4b5cc05f036a90ff3\" tg-width=\"1126\" tg-height=\"436\"></p><p>除收入外，台积电二季度毛利率达到58.6%，接近管理层给出的57%-59%指引上限，高于分析师预期的58%，比上年同期高出5.4个百分点：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06bdd4228eba642f33d35b5847f9dcb0\" tg-width=\"1360\" tg-height=\"579\"></p><p>在盈利能力提升的情况下，台积电二季度净利润达到128亿美元，同比大增67%！</p><p>净利润增速远超营收的原因主要是台积电先进工艺占比提升，二季度7纳米及以下工艺贡献了74%的收入，其中，3纳米贡献了24%，大幅高于去年同期的15%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71228066909efd7fa968fe417939612e\" tg-width=\"1591\" tg-height=\"634\"></p><p>一般而言，芯片制造工艺越先进，能够生产的厂家越少，定价能力越强，毛利率越高！</p><p>分产品看，二季度高性能计算贡献了60%的收入，智能手机贡献了27%，物联网、自动驾驶各自贡献了5%的收入：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2492786294e4419a5c7bd1dd89f34e0d\" tg-width=\"1347\" tg-height=\"598\"></p><p>几年前，台积电近一半的收入来自智能手机，随着AI爆发，GPU等高性能计算产品收入快速提升，收入占比也由几年前的30%提升至当下的60%的水平。</p><p>随着智能手机销量疲软，以及AI产品强劲的需求，预计高性能计算收入占比还将提升！</p><p>高性能计算对先进工艺制程需求较大，将带动台积电毛利率继续提升。</p><p>从环比来看，二季度无论是高性能计算（HPC），还是智能手机，悉数实现了环比增长：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4444e36434b84ad29ae3810c7fa24bad\" tg-width=\"1348\" tg-height=\"607\"></p><p>二季度业绩炸裂基本在预期之内，市场最关注的还是未来业绩走势，毕竟半导体是周期性行业，加上AI爆发有一段时日，很多投资者担忧台积电业绩高峰来临。</p><p>而根据台积电给出的业绩指引，预计三季度营收在318-330亿美元之间，大超分析师预期的317.2亿。</p><p>考虑到最近几个季度，台积电的收入往往超过指引上限，因此，如果按照三季度330亿美元的收入计算，台积电的营收增速将保持在40%。</p><p>年初，台积电给出的收入增速指引在25%左右，上半年营收增速已达40%，因此，今年将轻松超过预定指引。</p><p>因此，管理层上调了今年的收入预测，按照美元算，预计将达到30%！</p><p>毛利率方面，由于新台币升值，以及海外工厂投产带来的稀释作用，三季度毛利率预计在55.5%-57.5%之间，或低于分析师预期的57.2%。</p><p>念及毛利率下滑有不可抗力及海外扩张正常的稀释，市场对三季度毛利率不及预期并不担忧。</p><p>尤其是台积电CEO称：“来自AI的需求越来越强劲”，直接点爆了投资者情绪！</p><p>对AI增长的忧虑一扫而空，台积电彻底打开了向上的空间，而从市净率估值来看，当下的台积电虽然涨幅巨大，但估值依然没有泡沫：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfc64e63169e6b03b8d7c864313db41b\" tg-width=\"1315\" tg-height=\"738\"></p><p>今夜，半导体会为之疯狂吗？</p><p></p><p> </p></body></html>","htmlText":"<html><head></head><body><p>刚刚，台积电公布了二季报，业绩炸裂，无论营收还是利润，悉数超分析师预期：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f437d740c060007a6a3a06b162b07929\" tg-width=\"1122\" tg-height=\"385\"></p><p>受此影响，台积电在老虎证券夜盘交易中一度涨超6%，股价创历史新高： <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> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf6a9e30d173f7d76f18294668436234\" tg-width=\"1287\" tg-height=\"823\"></p><p>具体来看，台积电二季度营收300.7亿美元，同比大增44.4%，大超管理层给出的284-292亿指引：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fedb21bf1964146c96b2424c1b1102e2\" tg-width=\"1471\" tg-height=\"643\"></p><p>考虑到台积电每月10号都会公布月度销售数据，因此，二季度营收超预期已是市场明牌。</p><p>当然，如果考虑到新台币兑美元大幅升值，台积电二季度营收实际上更亮眼：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89a9e0f0732fbff4b5cc05f036a90ff3\" tg-width=\"1126\" tg-height=\"436\"></p><p>除收入外，台积电二季度毛利率达到58.6%，接近管理层给出的57%-59%指引上限，高于分析师预期的58%，比上年同期高出5.4个百分点：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06bdd4228eba642f33d35b5847f9dcb0\" tg-width=\"1360\" tg-height=\"579\"></p><p>在盈利能力提升的情况下，台积电二季度净利润达到128亿美元，同比大增67%！</p><p>净利润增速远超营收的原因主要是台积电先进工艺占比提升，二季度7纳米及以下工艺贡献了74%的收入，其中，3纳米贡献了24%，大幅高于去年同期的15%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71228066909efd7fa968fe417939612e\" tg-width=\"1591\" tg-height=\"634\"></p><p>一般而言，芯片制造工艺越先进，能够生产的厂家越少，定价能力越强，毛利率越高！</p><p>分产品看，二季度高性能计算贡献了60%的收入，智能手机贡献了27%，物联网、自动驾驶各自贡献了5%的收入：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2492786294e4419a5c7bd1dd89f34e0d\" tg-width=\"1347\" tg-height=\"598\"></p><p>几年前，台积电近一半的收入来自智能手机，随着AI爆发，GPU等高性能计算产品收入快速提升，收入占比也由几年前的30%提升至当下的60%的水平。</p><p>随着智能手机销量疲软，以及AI产品强劲的需求，预计高性能计算收入占比还将提升！</p><p>高性能计算对先进工艺制程需求较大，将带动台积电毛利率继续提升。</p><p>从环比来看，二季度无论是高性能计算（HPC），还是智能手机，悉数实现了环比增长：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4444e36434b84ad29ae3810c7fa24bad\" tg-width=\"1348\" tg-height=\"607\"></p><p>二季度业绩炸裂基本在预期之内，市场最关注的还是未来业绩走势，毕竟半导体是周期性行业，加上AI爆发有一段时日，很多投资者担忧台积电业绩高峰来临。</p><p>而根据台积电给出的业绩指引，预计三季度营收在318-330亿美元之间，大超分析师预期的317.2亿。</p><p>考虑到最近几个季度，台积电的收入往往超过指引上限，因此，如果按照三季度330亿美元的收入计算，台积电的营收增速将保持在40%。</p><p>年初，台积电给出的收入增速指引在25%左右，上半年营收增速已达40%，因此，今年将轻松超过预定指引。</p><p>因此，管理层上调了今年的收入预测，按照美元算，预计将达到30%！</p><p>毛利率方面，由于新台币升值，以及海外工厂投产带来的稀释作用，三季度毛利率预计在55.5%-57.5%之间，或低于分析师预期的57.2%。</p><p>念及毛利率下滑有不可抗力及海外扩张正常的稀释，市场对三季度毛利率不及预期并不担忧。</p><p>尤其是台积电CEO称：“来自AI的需求越来越强劲”，直接点爆了投资者情绪！</p><p>对AI增长的忧虑一扫而空，台积电彻底打开了向上的空间，而从市净率估值来看，当下的台积电虽然涨幅巨大，但估值依然没有泡沫：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfc64e63169e6b03b8d7c864313db41b\" tg-width=\"1315\" tg-height=\"738\"></p><p>今夜，半导体会为之疯狂吗？</p><p></p><p> </p></body></html>","text":"刚刚，台积电公布了二季报，业绩炸裂，无论营收还是利润，悉数超分析师预期： 受此影响，台积电在老虎证券夜盘交易中一度涨超6%，股价创历史新高： $台积电(TSM)$ 具体来看，台积电二季度营收300.7亿美元，同比大增44.4%，大超管理层给出的284-292亿指引： 考虑到台积电每月10号都会公布月度销售数据，因此，二季度营收超预期已是市场明牌。 当然，如果考虑到新台币兑美元大幅升值，台积电二季度营收实际上更亮眼： 除收入外，台积电二季度毛利率达到58.6%，接近管理层给出的57%-59%指引上限，高于分析师预期的58%，比上年同期高出5.4个百分点： 在盈利能力提升的情况下，台积电二季度净利润达到128亿美元，同比大增67%！ 净利润增速远超营收的原因主要是台积电先进工艺占比提升，二季度7纳米及以下工艺贡献了74%的收入，其中，3纳米贡献了24%，大幅高于去年同期的15%： 一般而言，芯片制造工艺越先进，能够生产的厂家越少，定价能力越强，毛利率越高！ 分产品看，二季度高性能计算贡献了60%的收入，智能手机贡献了27%，物联网、自动驾驶各自贡献了5%的收入： 几年前，台积电近一半的收入来自智能手机，随着AI爆发，GPU等高性能计算产品收入快速提升，收入占比也由几年前的30%提升至当下的60%的水平。 随着智能手机销量疲软，以及AI产品强劲的需求，预计高性能计算收入占比还将提升！ 高性能计算对先进工艺制程需求较大，将带动台积电毛利率继续提升。 从环比来看，二季度无论是高性能计算（HPC），还是智能手机，悉数实现了环比增长： 二季度业绩炸裂基本在预期之内，市场最关注的还是未来业绩走势，毕竟半导体是周期性行业，加上AI爆发有一段时日，很多投资者担忧台积电业绩高峰来临。 而根据台积电给出的业绩指引，预计三季度营收在318-330亿美元之间，大超分析师预期的317.2亿。 考虑到最近几个季度，台积电的收入往往超过指引上限，因此，如果按照三季度330亿美元的收入计算，台积电的营收增速将保持在40%。 年初，台积电给出的收入增速指引在25%左右，上半年营收增速已达40%，因此，今年将轻松超过预定指引。 因此，管理层上调了今年的收入预测，按照美元算，预计将达到30%！ 毛利率方面，由于新台币升值，以及海外工厂投产带来的稀释作用，三季度毛利率预计在55.5%-57.5%之间，或低于分析师预期的57.2%。 念及毛利率下滑有不可抗力及海外扩张正常的稀释，市场对三季度毛利率不及预期并不担忧。 尤其是台积电CEO称：“来自AI的需求越来越强劲”，直接点爆了投资者情绪！ 对AI增长的忧虑一扫而空，台积电彻底打开了向上的空间，而从市净率估值来看，当下的台积电虽然涨幅巨大，但估值依然没有泡沫： 今夜，半导体会为之疯狂吗？","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/457574514922136","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2047,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":346,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":457536071545616,"commentId":"457536071545616","gmtCreate":1752740302073,"gmtModify":1752740483631,"authorId":3436022285116501,"author":{"id":3436022285116501,"idStr":"3436022285116501","authorId":3436022285116501,"name":"不是凯老师","avatar":"https://static.tigerbbs.com/81e36a09b82b50fc1d3f2ee0af223a04","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.94%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":457536550817792,"objectIdStr":"457536550817792","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"分产品看，二季度高性能计算贡献了60%的收入，智能手机贡献了27%，物联网、自动驾驶各自贡献了5%的收入","text":"分产品看，二季度高性能计算贡献了60%的收入，智能手机贡献了27%，物联网、自动驾驶各自贡献了5%的收入","html":"分产品看，二季度高性能计算贡献了60%的收入，智能手机贡献了27%，物联网、自动驾驶各自贡献了5%的收入","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/457536550817792"}
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