Replying t_老虎社区_美港股上老虎

Replying to @yinwj:台积电用不用稀土//@yinwj:目前还没有出现能够挑战台积电江湖地位的企业，只要AI不熄火台积电就能涨，看到320[开心]

美股财报季来袭，本周最值得下注的两家公司非Netflix和台积电莫属。一边是全球最大的流媒体平台，刚刚在广告技术领域迈出独立第一步；另一边是AI风口上的晶圆代工巨头，基本面持续火热，二季度有望创下历史最佳盈利纪录。这两个公司的财报，你更看谁呢？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":489204796219776,"tweetId":"489204796219776","gmtCreate":1760462414010,"gmtModify":1760462417510,"author":{"id":3432280215840950,"idStr":"3432280215840950","authorId":3432280215840950,"authorIdStr":"3432280215840950","name":"西瓜有味","avatar":"https://static.tigerbbs.com/b337ef5e96dc3a50b4071d9a1598319a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":96,"starInvestorFlag":false},"themes":[{"themeId":"3d2922b3973342b58efe2b46b8778a28","categoryId":"d3c66e9d6c224ba082ca76ee654847ca","name":"老虎财报季","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":3d2922b3973342b58efe2b46b8778a28}&rnconfig={\"headerBarHidden\": true}","description":"美股财报季来袭，本周最值得下注的两家公司非Netflix和台积电莫属。一边是全球最大的流媒体平台，刚刚在广告技术领域迈出独立第一步；另一边是AI风口上的晶圆代工巨头，基本面持续火热，二季度有望创下历史最佳盈利纪录。这两个公司的财报，你更看谁呢？","image":"https://static.tigerbbs.com/a23344895d9c041dcd4508b5949cca5f"}],"images":[],"coverImages":[],"html":"<html><head></head><body>Replying to <a href=\"https://laohu8.com/U/3561566184491118\">@yinwj</a>:台积电用不用稀土//<a href=\"https://laohu8.com/U/3561566184491118\">@yinwj</a>:目前还没有出现能够挑战台积电江湖地位的企业，只要AI不熄火台积电就能涨，看到320[开心]</body></html>","htmlText":"<html><head></head><body>Replying to <a href=\"https://laohu8.com/U/3561566184491118\">@yinwj</a>:台积电用不用稀土//<a href=\"https://laohu8.com/U/3561566184491118\">@yinwj</a>:目前还没有出现能够挑战台积电江湖地位的企业，只要AI不熄火台积电就能涨，看到320[开心]</body></html>","text":"Replying to @yinwj:台积电用不用稀土//@yinwj:目前还没有出现能够挑战台积电江湖地位的企业，只要AI不熄火台积电就能涨，看到320[开心]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/489204796219776","repostId":0,"isVote":1,"tweetType":1,"viewCount":549,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM","TWmain"],"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":123,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/489204796219776"}