台积电拉升，分析师指DeepSeek对其盈利影响微乎其微_老虎社区_美港股上老虎

台积电拉升，分析师指DeepSeek对其盈利影响微乎其微

老虎资讯综合01-28

周二，台积电高开后短暂回调，后快速拉升，截至发稿涨幅超2%。消息面上，晨星分析师在一份报告中写道，DeepSeek对台积电的盈利影响可能微乎其微。台积电在长期内将继续受益于持久的人工智能支出，现有的供应远远无法满足需求。

同时，芯片股涨跌不一。截至发稿，迈威尔科技涨逾3%，ARM涨逾2%，英伟达、博通涨逾1%，AMD跌0.7%，阿斯麦跌1.87%。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

Nanadu
·01-28
这篇文章不错，转发给大家看看
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蓝晶邪帝
·01-28
这说的废话，如果deepseek说用华为或者中芯国际定制效率更高，你看看有没有影响。
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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\">2025-01-28 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，台积电高开后短暂回调，后快速拉升，截至发稿涨幅超2%。消息面上，晨星分析师在一份报告中写道，DeepSeek对台积电的盈利影响可能微乎其微。台积电在长期内将继续受益于持久的人工智能支出，现有的供应远远无法满足需求。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03b5435c18d1f526cdab6d114e75ced9\" tg-width=\"560\" tg-height=\"240\"/></p><p>同时，芯片股涨跌不一。截至发稿，迈威尔科技涨逾3%，ARM涨逾2%，英伟达、博通涨逾1%，AMD跌0.7%，阿斯麦跌1.87%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8aee05f45d3784a9b5d260651dc3eeb0\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b26ad75aad69776c8db30d175e727cd2\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169397370","content_text":"周二，台积电高开后短暂回调，后快速拉升，截至发稿涨幅超2%。消息面上，晨星分析师在一份报告中写道，DeepSeek对台积电的盈利影响可能微乎其微。台积电在长期内将继续受益于持久的人工智能支出，现有的供应远远无法满足需求。同时，芯片股涨跌不一。截至发稿，迈威尔科技涨逾3%，ARM涨逾2%，英伟达、博通涨逾1%，AMD跌0.7%，阿斯麦跌1.87%。","news_type":1,"symbols_score_info":{"TSM":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":397538224206088,"gmtCreate":1738077927792,"gmtModify":1738077929794,"author":{"id":"3442022669012205","authorId":"3442022669012205","name":"蓝晶邪帝","avatar":"https://static.tigerbbs.com/c6612a6d121506fe2ea6e3ad6b0dd84d","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3442022669012205","authorIdStr":"3442022669012205"},"htmlText":"这说的废话，如果deepseek说用华为或者中芯国际定制效率更高，你看看有没有影响。","listText":"这说的废话，如果deepseek说用华为或者中芯国际定制效率更高，你看看有没有影响。","text":"这说的废话，如果deepseek说用华为或者中芯国际定制效率更高，你看看有没有影响。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397538224206088","repostId":1169397370,"repostType":4,"repost":{"id":"1169397370","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":1738077207,"share":"https://www.laohu8.com/m/news/1169397370?lang=&edition=full","pubTime":"2025-01-28 23:13","market":"us","language":"zh","title":"台积电拉升，分析师指DeepSeek对其盈利影响微乎其微","url":"https://stock-news.laohu8.com/highlight/detail?id=1169397370","media":"老虎资讯综合","summary":"现有的供应远远无法满足需求。","content":"<html><head></head><body><p>周二，台积电高开后短暂回调，后快速拉升，截至发稿涨幅超2%。消息面上，晨星分析师在一份报告中写道，DeepSeek对台积电的盈利影响可能微乎其微。台积电在长期内将继续受益于持久的人工智能支出，现有的供应远远无法满足需求。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03b5435c18d1f526cdab6d114e75ced9\" tg-width=\"560\" tg-height=\"240\"/></p><p>同时，芯片股涨跌不一。截至发稿，迈威尔科技涨逾3%，ARM涨逾2%，英伟达、博通涨逾1%，AMD跌0.7%，阿斯麦跌1.87%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8aee05f45d3784a9b5d260651dc3eeb0\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b26ad75aad69776c8db30d175e727cd2\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>台积电拉升，分析师指DeepSeek对其盈利影响微乎其微</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; 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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台积电拉升，分析师指DeepSeek对其盈利影响微乎其微\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\">2025-01-28 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，台积电高开后短暂回调，后快速拉升，截至发稿涨幅超2%。消息面上，晨星分析师在一份报告中写道，DeepSeek对台积电的盈利影响可能微乎其微。台积电在长期内将继续受益于持久的人工智能支出，现有的供应远远无法满足需求。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03b5435c18d1f526cdab6d114e75ced9\" tg-width=\"560\" tg-height=\"240\"/></p><p>同时，芯片股涨跌不一。截至发稿，迈威尔科技涨逾3%，ARM涨逾2%，英伟达、博通涨逾1%，AMD跌0.7%，阿斯麦跌1.87%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8aee05f45d3784a9b5d260651dc3eeb0\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b26ad75aad69776c8db30d175e727cd2\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169397370","content_text":"周二，台积电高开后短暂回调，后快速拉升，截至发稿涨幅超2%。消息面上，晨星分析师在一份报告中写道，DeepSeek对台积电的盈利影响可能微乎其微。台积电在长期内将继续受益于持久的人工智能支出，现有的供应远远无法满足需求。同时，芯片股涨跌不一。截至发稿，迈威尔科技涨逾3%，ARM涨逾2%，英伟达、博通涨逾1%，AMD跌0.7%，阿斯麦跌1.87%。","news_type":1,"symbols_score_info":{"TSM":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":2,"repostSize":1,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}