不做暴富的梦
08-07
这不是早就知道的消息么,现在才price in到股价里???
台积电(TSM.US)获美芯片关税豁免 股价飙升创历史新高
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href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)股价创下历史纪录。</p><p>中国台湾发展委员会主任刘镜清表示:“台积电因其在美国建厂而获得芯片关税豁免。”至于其他可能受影响的台湾企业,刘镜清称若竞争对手面临相同关税,“这些企业应继续保持领先优势”。</p><p>刘镜清补充称,美国政府已表示愿意继续与台湾就关税问题进行磋商。尽管面临新关税影响,台湾当局仍维持2025年经济增长3.1%的预期。</p><p>作为人工智能(AI)领域高端芯片的主要供应商,台积电带动台湾科技出口在第二季度实现7.96%的惊人增长,创四年新高。这家市值万亿美元的企业在台湾基准股指中的权重占比近40%,其股价周四大涨同时带动大盘走强。</p><p>在台湾当局确认台积电获得关税豁免后,新台币兑美元汇率一度上涨0.6%至29.808,创一周新高。</p><p>刘镜清指出,台湾第二大芯片制造商<a href=\"https://laohu8.com/S/UMC\">联电</a>(UMC.US)也可能通过与<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)的合作降低关税影响。</p><p>澳新银行亚洲研究主管Khoon Goh表示:“投资者此前对半导体关税忧心忡忡,但台湾龙头企业获得豁免缓解了市场焦虑。外资受此消息鼓舞持续流入,推动新台币走强。考虑到股息汇回资金流已基本结束,加之美元重拾跌势,新台币短期内可能进一步升值。”</p><p>周三,特朗普宣布将对进口半导体征收100%关税,但同时表示像<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)这样在美国投资的企业可获豁免。</p><p>“只要在美国建厂,即使尚未投产,也可享受免税待遇,”特朗普表示。</p><p>今年3月,台积电宣布追加1000亿美元在美投资,计划在亚利桑那州新建三座晶圆厂、两座先进封装设施和一个研发中心,将其在美总投资额提升至1650亿美元。</p><p>美国近期虽然将对台湾商品关税提高至20%,但表示将单独处理芯片领域。这一税率仍高于日本、韩国等地区竞争对手获得的15%关税待遇。</p><p>目前,各国政府和企业仍在紧急评估特朗普系列关税政策的影响。<a 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电(TSM.US)获美芯片关税豁免 股价飙升创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-07 14:32 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1326738.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,中国台湾省相关机构表示,其主要芯片制造商将无需缴纳美国对半导体进口征收的100%关税。这一利好消息推动台积电(TSM.US)股价创下历史纪录。中国台湾发展委员会主任刘镜清表示:“台积电因其在美国建厂而获得芯片关税豁免。”至于其他可能受影响的台湾企业,刘镜清称若竞争对手面临相同关税,“这些企业应继续保持领先优势”。刘镜清补充称,美国政府已表示愿意继续与台湾就关税问题进行磋商。尽管...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1326738.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" 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INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1326738.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557397335","content_text":"智通财经APP获悉,中国台湾省相关机构表示,其主要芯片制造商将无需缴纳美国对半导体进口征收的100%关税。这一利好消息推动台积电(TSM.US)股价创下历史纪录。中国台湾发展委员会主任刘镜清表示:“台积电因其在美国建厂而获得芯片关税豁免。”至于其他可能受影响的台湾企业,刘镜清称若竞争对手面临相同关税,“这些企业应继续保持领先优势”。刘镜清补充称,美国政府已表示愿意继续与台湾就关税问题进行磋商。尽管面临新关税影响,台湾当局仍维持2025年经济增长3.1%的预期。作为人工智能(AI)领域高端芯片的主要供应商,台积电带动台湾科技出口在第二季度实现7.96%的惊人增长,创四年新高。这家市值万亿美元的企业在台湾基准股指中的权重占比近40%,其股价周四大涨同时带动大盘走强。在台湾当局确认台积电获得关税豁免后,新台币兑美元汇率一度上涨0.6%至29.808,创一周新高。刘镜清指出,台湾第二大芯片制造商联电(UMC.US)也可能通过与英特尔(INTC.US)的合作降低关税影响。澳新银行亚洲研究主管Khoon Goh表示:“投资者此前对半导体关税忧心忡忡,但台湾龙头企业获得豁免缓解了市场焦虑。外资受此消息鼓舞持续流入,推动新台币走强。考虑到股息汇回资金流已基本结束,加之美元重拾跌势,新台币短期内可能进一步升值。”周三,特朗普宣布将对进口半导体征收100%关税,但同时表示像苹果(AAPL.US)这样在美国投资的企业可获豁免。“只要在美国建厂,即使尚未投产,也可享受免税待遇,”特朗普表示。今年3月,台积电宣布追加1000亿美元在美投资,计划在亚利桑那州新建三座晶圆厂、两座先进封装设施和一个研发中心,将其在美总投资额提升至1650亿美元。美国近期虽然将对台湾商品关税提高至20%,但表示将单独处理芯片领域。这一税率仍高于日本、韩国等地区竞争对手获得的15%关税待遇。目前,各国政府和企业仍在紧急评估特朗普系列关税政策的影响。三星电子(SSNLF.US)凭借在得州的芯片工厂和参与“美国制造计划”的资质,有望规避关税风险。而重要半导体出口国马来西亚周四表示,已就关税细则向美方寻求澄清。","news_type":1,"symbols_score_info":{"159813":1,"03145":0.6,"EWT":0.6,"TWmain":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":53,"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":47,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/464992540196920"}
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