$台积电(TSM)$_老虎社区_美港股上老虎

森_5491

2025-10-16

$台积电(TSM)$ 基于当前行业趋势与台积电的领先地位，对其2025年第三季度的业绩前景可以持谨慎乐观的态度。

核心增长动力：

1. 技术代差优势：作为全球最先进的半导体制造商，台积电将持续受益于3nm和2nm制程的放量，特别是在为苹果iPhone新机型、高端AI芯片（如英伟达、AMD新品）的供应上，这将保障其营收与高毛利率。

2. AI需求结构性增长：全球对AI算力的投资预计将持续，数据中心和AI加速器将成为其最强劲的增长驱动力，部分抵消其他消费电子领域的疲软。

3. 库存周期正常化：届时，主要客户们的芯片库存调整

台积电财报超预期！能否继续持有？

台积电第四季度利润增长了35%，超出预期并创下新高。营收、毛利率、利润率都是暴涨之势，台积电绩后大涨。但仍面临着内存短缺&涨价，以及全球关税政策的风险。【大家对台积电有何看法？当前高位，你会继续持有吗？】

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

wxl王先生
2025-10-16
wxl王先生
什么时候发布财报？

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":489696285475248,"tweetId":"489696285475248","gmtCreate":1760581961147,"gmtModify":1760582503683,"author":{"id":4216603523994400,"idStr":"4216603523994400","authorId":4216603523994400,"authorIdStr":"4216603523994400","name":"森_5491","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[{"themeId":"08a3d9ce2c4f4715847f11adf9ff26c4","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"台积电财报超预期！能否继续持有？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":08a3d9ce2c4f4715847f11adf9ff26c4}&rnconfig={\"headerBarHidden\": true}","description":"台积电第四季度利润增长了35%，超出预期并创下新高。营收、毛利率、利润率都是暴涨之势，台积电绩后大涨。但仍面临着内存短缺&涨价，以及全球关税政策的风险。【大家对台积电有何看法？当前高位，你会继续持有吗？】","image":"https://static.tigerbbs.com/f832fe5f7a7fab82f6fb92baf2087d56"}],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 基于当前行业趋势与台积电的领先地位，对其2025年第三季度的业绩前景可以持谨慎乐观的态度。\n核心增长动力：\n1. 技术代差优势：作为全球最先进的半导体制造商，台积电将持续受益于3nm和2nm制程的放量，特别是在为苹果iPhone新机型、高端AI芯片（如英伟达、AMD新品）的供应上，这将保障其营收与高毛利率。\n2. AI需求结构性增长：全球对AI算力的投资预计将持续，数据中心和AI加速器将成为其最强劲的增长驱动力，部分抵消其他消费电子领域的疲软。\n3. 库存周期正常化：届时，主要客户们的芯片库存调整</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 基于当前行业趋势与台积电的领先地位，对其2025年第三季度的业绩前景可以持谨慎乐观的态度。\n核心增长动力：\n1. 技术代差优势：作为全球最先进的半导体制造商，台积电将持续受益于3nm和2nm制程的放量，特别是在为苹果iPhone新机型、高端AI芯片（如英伟达、AMD新品）的供应上，这将保障其营收与高毛利率。\n2. AI需求结构性增长：全球对AI算力的投资预计将持续，数据中心和AI加速器将成为其最强劲的增长驱动力，部分抵消其他消费电子领域的疲软。\n3. 库存周期正常化：届时，主要客户们的芯片库存调整</body></html>","text":"$台积电(TSM)$ 基于当前行业趋势与台积电的领先地位，对其2025年第三季度的业绩前景可以持谨慎乐观的态度。 核心增长动力： 1. 技术代差优势：作为全球最先进的半导体制造商，台积电将持续受益于3nm和2nm制程的放量，特别是在为苹果iPhone新机型、高端AI芯片（如英伟达、AMD新品）的供应上，这将保障其营收与高毛利率。 2. AI需求结构性增长：全球对AI算力的投资预计将持续，数据中心和AI加速器将成为其最强劲的增长驱动力，部分抵消其他消费电子领域的疲软。 3. 库存周期正常化：届时，主要客户们的芯片库存调整","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/489696285475248","repostId":0,"isVote":1,"tweetType":1,"viewCount":3513,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":450,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":489736942571736,"commentId":"489736942571736","gmtCreate":1760591730348,"gmtModify":1760592083573,"authorId":3556585696539203,"author":{"id":3556585696539203,"idStr":"3556585696539203","authorId":3556585696539203,"name":"wxl王先生","avatar":"https://static.tigerbbs.com/7903474c7170e55e6c524ac5ebd98102","vip":1,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.05","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":489696285475248,"objectIdStr":"489696285475248","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"什么时候发布财报？","text":"什么时候发布财报？","html":"什么时候发布财报？","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/489696285475248"}