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- yuepengyuepeng
  ·02-11
  这小编太坏了，明明知道是地震的影响，故意吸引眼球
  DeepSeek冲击开始显现？台积电1月营收增速放缓
  智通财经APP获悉，台积电1月营收增长较去年第四季度有所放缓，该公司正努力应对围绕人工智能支出的全行业问题。而分析师预计，台积电今年第一季度的营收将同比增长41%。不过，DeepSeek的火爆并未动摇美国科技巨头在人工智能领域砸下重金的决心。而在DeepSeek爆火后，因市场担忧情绪而受影响的半导体设备龙头企业阿斯麦在1月底公布了好于预期的2024年第四季度业绩。
  DeepSeek冲击开始显现？台积电1月营收增速放缓
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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\">\nDeepSeek冲击开始显现？台积电1月营收增速放缓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 14:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1247675.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月10日，台积电1月营收增长较去年第四季度有所放缓，该公司正努力应对围绕人工智能支出的全行业问题。数据显示，台积电1月营收为2932.88亿元新台币，同比增长35.9%，低于去年第四季度38.8%的营收同比增速。而分析师预计，台积电今年第一季度的营收将同比增长41%。不过，由于春节假期，解读台积电今年前两个月的销售数据可能变得更加复杂。DeepSeek推出的“低成本+高性能”开源模型让一些投资者...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1247675.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84","relate_stocks":{"TSM":"台积电"},"source_url":"http://www.zhitongcaijing.com/content/detail/1247675.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510899538","content_text":"2月10日，台积电1月营收增长较去年第四季度有所放缓，该公司正努力应对围绕人工智能支出的全行业问题。数据显示，台积电1月营收为2932.88亿元新台币，同比增长35.9%，低于去年第四季度38.8%的营收同比增速。而分析师预计，台积电今年第一季度的营收将同比增长41%。不过，由于春节假期，解读台积电今年前两个月的销售数据可能变得更加复杂。DeepSeek推出的“低成本+高性能”开源模型让一些投资者开始担心，对英伟达(NVDA.US)等公司的人工智能芯片的需求将下降，并进一步影响算力供应链上的台积电、阿斯麦(ASML.US)等公司。不过，DeepSeek的火爆并未动摇美国科技巨头在人工智能领域砸下重金的决心。包括Alphabet(GOOGL.US)、亚马逊(AMZN.US)、Meta平台(META.US)和微软(MSFT.US)在内的美国科技巨头已经于上个季度在人工智能领域投入了数十亿美元，并计划在2025年采取类似的做法。其中，，Alphabet计划在2025年投资约750亿美元，亚马逊2025年全年的资本支出可能达到1000亿美元左右。上周，Meta表示，预计2025年全年资本支出将在600亿至650亿美元之间，高于预期的520亿美元。Meta首席财务官Susan Li表示，该公司预计2025年的资本支出增长将受到支持其生成式人工智能工作和核心业务的投资增加的推动。微软上个月已经宣布，计划在2025财年为数据中心投资约800亿美元。对未来人工智能支出增长的乐观情绪依然存在。在DeepSeek一举成为全球“科技圈顶流”之前，台积电在1月中旬公布的财报中就表示，预计2025年全年资本支出可能达到创纪录的420亿美元。而在DeepSeek爆火后，因市场担忧情绪而受影响的半导体设备龙头企业阿斯麦在1月底公布了好于预期的2024年第四季度业绩。阿斯麦首席执行官Christophe Fouquet对DeepSeek的出现发表了积极的评价，并预计这一发展将推动半导体的更多需求，而不是更少。他表示：“人工智能成本降低可能意味着应用范围扩大。应用范围扩大意味着随着时间的推移需求将增加。我们认为这是芯片需求增加的机会。”","news_type":1,"symbols_score_info":{"TSM":1}},"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}