$台积电(TSM)$_老虎社区_美港股上老虎

草凡借箭

01-15 16:24

$台积电(TSM)$台积电财报的最大亮点是未来资本开支，这说明AI硬件的逻辑还要讲下去，打破了现在很多人说的AI硬件预期和业绩都到头的说法，AI硬件依旧火爆，26年依然是需求追着产能跑。

台积电财报超预期！股价能否再创新高？

台积电Q4营收10460.9亿新台币，同比增长20.5%；净利润5057.4亿新台币，同比增长35%，市场预期4670亿元台币；第四季度毛利率62.3％，市场预期为60.6％。【台积电美股夜盘短线拉升，大家看好台积电再创新高吗？】

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