什么时候发布财报？_老虎社区_美港股上老虎 - 老虎社区

什么时候发布财报？

@森_5491：$台积电(TSM)$ 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

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