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01-16

厉害tsmc

台积电Q4净利润同比增长57%，本季度销售指引超预期

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13:30","market":"us","language":"zh","title":"台积电Q4净利润同比增长57%，本季度销售指引超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1199592200","media":"老虎资讯综合","summary":"1月16日，台积电发布2024年第四季度业绩。财报显示，第四季度净利润3,747亿元台币，预估3,698.4亿元台币。","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221820831692959827%22,%22type%22:1%7D\" title=\"直播：台积电2024Q4业绩电话会议\" target=\"_blank\" class=\"\">台积电2024Q4业绩电话会议</a></strong></p><p>1月16日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2024年第四季度业绩。财报显示，第四季度营收8684.61亿新台币，同比增长38.8%，预估8,553.4亿新台币；净利润3746.8亿元台币，同比增长57%，预估3,698.4亿元台币。</p><p><img src=\"https://static.tigerbbs.com/e4197c12126ad5d1e96c8befe1c103b7\" alt=\"\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c93c8216c55e5324d26d15dcad406d2\" title=\"\" tg-width=\"1248\" tg-height=\"687\"/></p><p>第四季度营业利润4,257.1亿新台币，同比增长64%，预估4,114.2亿新台币。</p><p style=\"text-align: start;\">第四季度营业利益率49％，预估48.1％，前季47.5％。</p><p>第四季度毛利率59％，预估58.5％，前季57.8％。</p><p style=\"text-align: start;\">2024年资本支出297.6亿美元，同比增长34%，预计295亿美元。</p><p>2024年销售额2.89万亿新台币，预估2.88万亿新台币。</p><p>2024年研发支出2,041.8亿新台币，同比增长12%，预估2,059.8亿新台币。</p><p>第四季度，3纳米出货量占晶圆总收入的26%；5纳米占34%；7纳米占14%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的74%。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9eb14fe7992badc53bbda4b55eade6c\" title=\"\" tg-width=\"1260\" tg-height=\"619\"/></p><p><strong>台积电财报电话会：</strong></p><p>预计第一季度销售额250亿美元至258亿美元，市场预估244.3亿美元。</p><p style=\"text-align: start;\">预计第一季度毛利率57％至59％，市场预估56.9％。</p><p style=\"text-align: start;\">预计第一季度营业利益率46.5％至48.5％，市场预估46.4％。</p><p style=\"text-align: start;\">预计2025年资本支出380亿美元至420亿美元，市场预估351.5亿美元。</p><p>预计2025年将是又一个强劲增长的年份。以美元计算，2025年营收的增幅将接近20%区间的中段。</p><p style=\"text-align: start;\">预计从2024年开始的五年内，以美元计算的复合年增长率为20%。</p><p>台积电亚利桑那州第一家晶圆厂第四季度开始4纳米量产，第二和第三晶圆厂已开始步入正轨。</p><p>计划未来在亚利桑那州推出A16技术；A16计划于2026年下半年量产。</p><p>日本晶圆厂于2024年底开始量产，产量良好。</p><p>计划2025年下半年量产2纳米芯片。</p><p>财报发布后，台积电美股夜盘大幅波动，现涨至6%；此外，半导体板块多数走高，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超3%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7440c086d58c32d91de176eb5ad3b9f3\" title=\"\" tg-width=\"862\" tg-height=\"832\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电Q4净利润同比增长57%，本季度销售指引超预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电Q4净利润同比增长57%，本季度销售指引超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-16 13:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221820831692959827%22,%22type%22:1%7D\" title=\"直播：台积电2024Q4业绩电话会议\" target=\"_blank\" class=\"\">台积电2024Q4业绩电话会议</a></strong></p><p>1月16日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2024年第四季度业绩。财报显示，第四季度营收8684.61亿新台币，同比增长38.8%，预估8,553.4亿新台币；净利润3746.8亿元台币，同比增长57%，预估3,698.4亿元台币。</p><p><img src=\"https://static.tigerbbs.com/e4197c12126ad5d1e96c8befe1c103b7\" alt=\"\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c93c8216c55e5324d26d15dcad406d2\" title=\"\" tg-width=\"1248\" tg-height=\"687\"/></p><p>第四季度营业利润4,257.1亿新台币，同比增长64%，预估4,114.2亿新台币。</p><p style=\"text-align: start;\">第四季度营业利益率49％，预估48.1％，前季47.5％。</p><p>第四季度毛利率59％，预估58.5％，前季57.8％。</p><p style=\"text-align: start;\">2024年资本支出297.6亿美元，同比增长34%，预计295亿美元。</p><p>2024年销售额2.89万亿新台币，预估2.88万亿新台币。</p><p>2024年研发支出2,041.8亿新台币，同比增长12%，预估2,059.8亿新台币。</p><p>第四季度，3纳米出货量占晶圆总收入的26%；5纳米占34%；7纳米占14%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的74%。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9eb14fe7992badc53bbda4b55eade6c\" title=\"\" tg-width=\"1260\" tg-height=\"619\"/></p><p><strong>台积电财报电话会：</strong></p><p>预计第一季度销售额250亿美元至258亿美元，市场预估244.3亿美元。</p><p style=\"text-align: start;\">预计第一季度毛利率57％至59％，市场预估56.9％。</p><p style=\"text-align: start;\">预计第一季度营业利益率46.5％至48.5％，市场预估46.4％。</p><p style=\"text-align: start;\">预计2025年资本支出380亿美元至420亿美元，市场预估351.5亿美元。</p><p>预计2025年将是又一个强劲增长的年份。以美元计算，2025年营收的增幅将接近20%区间的中段。</p><p style=\"text-align: start;\">预计从2024年开始的五年内，以美元计算的复合年增长率为20%。</p><p>台积电亚利桑那州第一家晶圆厂第四季度开始4纳米量产，第二和第三晶圆厂已开始步入正轨。</p><p>计划未来在亚利桑那州推出A16技术；A16计划于2026年下半年量产。</p><p>日本晶圆厂于2024年底开始量产，产量良好。</p><p>计划2025年下半年量产2纳米芯片。</p><p>财报发布后，台积电美股夜盘大幅波动，现涨至6%；此外，半导体板块多数走高，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超3%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7440c086d58c32d91de176eb5ad3b9f3\" title=\"\" tg-width=\"862\" tg-height=\"832\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"BK4505":"高瓴资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4588":"碎股","BK4550":"红杉资本持仓","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4548":"巴美列捷福持仓","TSM":"台积电","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0823414478.USD":"法巴经典能源转换基金","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199592200","content_text":"台积电2024Q4业绩电话会议1月16日，台积电发布2024年第四季度业绩。财报显示，第四季度营收8684.61亿新台币，同比增长38.8%，预估8,553.4亿新台币；净利润3746.8亿元台币，同比增长57%，预估3,698.4亿元台币。第四季度营业利润4,257.1亿新台币，同比增长64%，预估4,114.2亿新台币。第四季度营业利益率49％，预估48.1％，前季47.5％。第四季度毛利率59％，预估58.5％，前季57.8％。2024年资本支出297.6亿美元，同比增长34%，预计295亿美元。2024年销售额2.89万亿新台币，预估2.88万亿新台币。2024年研发支出2,041.8亿新台币，同比增长12%，预估2,059.8亿新台币。第四季度，3纳米出货量占晶圆总收入的26%；5纳米占34%；7纳米占14%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的74%。 台积电财报电话会：预计第一季度销售额250亿美元至258亿美元，市场预估244.3亿美元。预计第一季度毛利率57％至59％，市场预估56.9％。预计第一季度营业利益率46.5％至48.5％，市场预估46.4％。预计2025年资本支出380亿美元至420亿美元，市场预估351.5亿美元。预计2025年将是又一个强劲增长的年份。以美元计算，2025年营收的增幅将接近20%区间的中段。预计从2024年开始的五年内，以美元计算的复合年增长率为20%。台积电亚利桑那州第一家晶圆厂第四季度开始4纳米量产，第二和第三晶圆厂已开始步入正轨。计划未来在亚利桑那州推出A16技术；A16计划于2026年下半年量产。日本晶圆厂于2024年底开始量产，产量良好。计划2025年下半年量产2纳米芯片。财报发布后，台积电美股夜盘大幅波动，现涨至6%；此外，半导体板块多数走高，阿斯麦涨超3%，英伟达、美光科技、超微电脑涨超2%。","news_type":1,"symbols_score_info":{"TSM":1}},"isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":393073173454960,"gmtCreate":1737008244252,"gmtModify":1737009896294,"author":{"id":"3574246665872742","authorId":"3574246665872742","name":"sonialin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574246665872742","authorIdStr":"3574246665872742"},"themes":[],"htmlText":"厉害tsmc","listText":"厉害tsmc","text":"厉害tsmc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393073173454960","repostId":"1199592200","repostType":4,"repost":{"id":"1199592200","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1737005440,"share":"https://www.laohu8.com/m/news/1199592200?lang=&edition=full","pubTime":"2025-01-16 13:30","market":"us","language":"zh","title":"台积电Q4净利润同比增长57%，本季度销售指引超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1199592200","media":"老虎资讯综合","summary":"1月16日，台积电发布2024年第四季度业绩。财报显示，第四季度净利润3,747亿元台币，预估3,698.4亿元台币。","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221820831692959827%22,%22type%22:1%7D\" title=\"直播：台积电2024Q4业绩电话会议\" target=\"_blank\" class=\"\">台积电2024Q4业绩电话会议</a></strong></p><p>1月16日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2024年第四季度业绩。财报显示，第四季度营收8684.61亿新台币，同比增长38.8%，预估8,553.4亿新台币；净利润3746.8亿元台币，同比增长57%，预估3,698.4亿元台币。</p><p><img src=\"https://static.tigerbbs.com/e4197c12126ad5d1e96c8befe1c103b7\" alt=\"\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c93c8216c55e5324d26d15dcad406d2\" title=\"\" tg-width=\"1248\" tg-height=\"687\"/></p><p>第四季度营业利润4,257.1亿新台币，同比增长64%，预估4,114.2亿新台币。</p><p style=\"text-align: start;\">第四季度营业利益率49％，预估48.1％，前季47.5％。</p><p>第四季度毛利率59％，预估58.5％，前季57.8％。</p><p style=\"text-align: start;\">2024年资本支出297.6亿美元，同比增长34%，预计295亿美元。</p><p>2024年销售额2.89万亿新台币，预估2.88万亿新台币。</p><p>2024年研发支出2,041.8亿新台币，同比增长12%，预估2,059.8亿新台币。</p><p>第四季度，3纳米出货量占晶圆总收入的26%；5纳米占34%；7纳米占14%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的74%。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9eb14fe7992badc53bbda4b55eade6c\" title=\"\" tg-width=\"1260\" tg-height=\"619\"/></p><p><strong>台积电财报电话会：</strong></p><p>预计第一季度销售额250亿美元至258亿美元，市场预估244.3亿美元。</p><p style=\"text-align: start;\">预计第一季度毛利率57％至59％，市场预估56.9％。</p><p style=\"text-align: start;\">预计第一季度营业利益率46.5％至48.5％，市场预估46.4％。</p><p style=\"text-align: start;\">预计2025年资本支出380亿美元至420亿美元，市场预估351.5亿美元。</p><p>预计2025年将是又一个强劲增长的年份。以美元计算，2025年营收的增幅将接近20%区间的中段。</p><p style=\"text-align: start;\">预计从2024年开始的五年内，以美元计算的复合年增长率为20%。</p><p>台积电亚利桑那州第一家晶圆厂第四季度开始4纳米量产，第二和第三晶圆厂已开始步入正轨。</p><p>计划未来在亚利桑那州推出A16技术；A16计划于2026年下半年量产。</p><p>日本晶圆厂于2024年底开始量产，产量良好。</p><p>计划2025年下半年量产2纳米芯片。</p><p>财报发布后，台积电美股夜盘大幅波动，现涨至6%；此外，半导体板块多数走高，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超3%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7440c086d58c32d91de176eb5ad3b9f3\" title=\"\" tg-width=\"862\" tg-height=\"832\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电Q4净利润同比增长57%，本季度销售指引超预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电Q4净利润同比增长57%，本季度销售指引超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-16 13:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221820831692959827%22,%22type%22:1%7D\" title=\"直播：台积电2024Q4业绩电话会议\" target=\"_blank\" class=\"\">台积电2024Q4业绩电话会议</a></strong></p><p>1月16日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2024年第四季度业绩。财报显示，第四季度营收8684.61亿新台币，同比增长38.8%，预估8,553.4亿新台币；净利润3746.8亿元台币，同比增长57%，预估3,698.4亿元台币。</p><p><img src=\"https://static.tigerbbs.com/e4197c12126ad5d1e96c8befe1c103b7\" alt=\"\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c93c8216c55e5324d26d15dcad406d2\" title=\"\" tg-width=\"1248\" tg-height=\"687\"/></p><p>第四季度营业利润4,257.1亿新台币，同比增长64%，预估4,114.2亿新台币。</p><p style=\"text-align: start;\">第四季度营业利益率49％，预估48.1％，前季47.5％。</p><p>第四季度毛利率59％，预估58.5％，前季57.8％。</p><p style=\"text-align: start;\">2024年资本支出297.6亿美元，同比增长34%，预计295亿美元。</p><p>2024年销售额2.89万亿新台币，预估2.88万亿新台币。</p><p>2024年研发支出2,041.8亿新台币，同比增长12%，预估2,059.8亿新台币。</p><p>第四季度，3纳米出货量占晶圆总收入的26%；5纳米占34%；7纳米占14%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的74%。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9eb14fe7992badc53bbda4b55eade6c\" title=\"\" tg-width=\"1260\" tg-height=\"619\"/></p><p><strong>台积电财报电话会：</strong></p><p>预计第一季度销售额250亿美元至258亿美元，市场预估244.3亿美元。</p><p style=\"text-align: start;\">预计第一季度毛利率57％至59％，市场预估56.9％。</p><p style=\"text-align: start;\">预计第一季度营业利益率46.5％至48.5％，市场预估46.4％。</p><p style=\"text-align: start;\">预计2025年资本支出380亿美元至420亿美元，市场预估351.5亿美元。</p><p>预计2025年将是又一个强劲增长的年份。以美元计算，2025年营收的增幅将接近20%区间的中段。</p><p style=\"text-align: start;\">预计从2024年开始的五年内，以美元计算的复合年增长率为20%。</p><p>台积电亚利桑那州第一家晶圆厂第四季度开始4纳米量产，第二和第三晶圆厂已开始步入正轨。</p><p>计划未来在亚利桑那州推出A16技术；A16计划于2026年下半年量产。</p><p>日本晶圆厂于2024年底开始量产，产量良好。</p><p>计划2025年下半年量产2纳米芯片。</p><p>财报发布后，台积电美股夜盘大幅波动，现涨至6%；此外，半导体板块多数走高，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超3%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7440c086d58c32d91de176eb5ad3b9f3\" title=\"\" tg-width=\"862\" tg-height=\"832\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"BK4505":"高瓴资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4588":"碎股","BK4550":"红杉资本持仓","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4548":"巴美列捷福持仓","TSM":"台积电","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME 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ACC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199592200","content_text":"台积电2024Q4业绩电话会议1月16日，台积电发布2024年第四季度业绩。财报显示，第四季度营收8684.61亿新台币，同比增长38.8%，预估8,553.4亿新台币；净利润3746.8亿元台币，同比增长57%，预估3,698.4亿元台币。第四季度营业利润4,257.1亿新台币，同比增长64%，预估4,114.2亿新台币。第四季度营业利益率49％，预估48.1％，前季47.5％。第四季度毛利率59％，预估58.5％，前季57.8％。2024年资本支出297.6亿美元，同比增长34%，预计295亿美元。2024年销售额2.89万亿新台币，预估2.88万亿新台币。2024年研发支出2,041.8亿新台币，同比增长12%，预估2,059.8亿新台币。第四季度，3纳米出货量占晶圆总收入的26%；5纳米占34%；7纳米占14%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的74%。 台积电财报电话会：预计第一季度销售额250亿美元至258亿美元，市场预估244.3亿美元。预计第一季度毛利率57％至59％，市场预估56.9％。预计第一季度营业利益率46.5％至48.5％，市场预估46.4％。预计2025年资本支出380亿美元至420亿美元，市场预估351.5亿美元。预计2025年将是又一个强劲增长的年份。以美元计算，2025年营收的增幅将接近20%区间的中段。预计从2024年开始的五年内，以美元计算的复合年增长率为20%。台积电亚利桑那州第一家晶圆厂第四季度开始4纳米量产，第二和第三晶圆厂已开始步入正轨。计划未来在亚利桑那州推出A16技术；A16计划于2026年下半年量产。日本晶圆厂于2024年底开始量产，产量良好。计划2025年下半年量产2纳米芯片。财报发布后，台积电美股夜盘大幅波动，现涨至6%；此外，半导体板块多数走高，阿斯麦涨超3%，英伟达、美光科技、超微电脑涨超2%。","news_type":1,"symbols_score_info":{"TSM":1}},"isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}