$台积电(TSM)$_老虎社区_美港股上老虎

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

台积电夜盘拉升涨近2%！Q1营业收入净额11341.03亿新台币，同比增长35.1%，市场预期1.12万亿新台币；营业利润6589.66亿元台币，同比增长61.9%，市场预期6238.2亿元台币；税后纯益5724.8亿新台币，同比增长58.3%，市场预期5423.8亿元新台币，并创下历史新高。台积电第一季度资本支出为111亿美元。【已经逼近历史新高的台积电，股价能否顺势突破？大家本次财报有何操作策略？】

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。

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wxl王先生
2025-10-16
wxl王先生
什么时候发布财报？

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