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股票绿油油
股票绿油油
·
04-30 09:25
$台积电(TSM)$
在我看来，TSM的市值可能在一年左右达到4万亿美元。从现在到2027年底，他们拥有近乎垄断的地位，而且需求看起来没有约束。他们的2纳米产能到年底预计能增长两倍，并且掌握了完全的定价权。
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股票绿油油
股票绿油油
·
04-27
$台积电(TSM)$
基于Mag 7出色的业绩，我看本周美国市场会走向450到460。TSM是这次大规模资本支出的大赢家。Mag 7今年还会把支出增加25%到30%，因为AI竞争才刚刚开始升温。
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559
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股票绿油油
股票绿油油
·
04-24
$台积电(TSM)$
看到TSM创52周新高，感觉不错。就像我本周早些时候分享的，AMD这周确实是赢家。多亏了Intel。我们都赢了！祝贺。
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497
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股票绿油油
股票绿油油
·
04-23
$台积电(TSM)$
台积电计划到2029年在亚利桑那州开设芯片封装厂，这样就不用一直把AI芯片运回台湾进行先进封装了。 台积电还展示了更小更快的芯片，而且不需要ASML的昂贵新工具。 台积电在2026年北美技术研讨会上推出了A13技术。 巴克莱一位较知名的分析师维持对台积电的超配评级，并把目标价提高到470美元。台积电现在还在以382美元的特价交易。说实话，看到台积电折扣这么大，为什么还有人会惊讶，这真的让我有点不解。
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1,125
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股票绿油油
股票绿油油
·
04-14
$台积电(TSM)$
还有2个交易日就到台积电的财报和指引了，他们还能编出什么别的阴谋论？多告诉我点美国要在你附近到处建晶圆厂来对抗台积电在AI芯片主导地位的事。说实话，不只是芯片，更重要的是先进封装。台积电的任何下跌都应该被视为市场试图借入本该投资台积电的资金，而借的钱需要高价偿还，这包括借来做空台积电的股票。
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股票绿油油
股票绿油油
·
02-25
说实话，是不是只有我感觉
$台积电(TSM)$
在先进芯片领域的绝对主导地位能长期维持？这行当资本密集度实在太高。它不像那些预算有限的小软件初创，能随便鼓捣出个新玩意儿。因此，新玩家想撼动现有领导者的位置非常困难。芯片就是未来——AI和所有一切都包含在内。
$台积电(TSM)$
、三星和英特尔是仅有的几家能大规模制造芯片的厂商，但在先进芯片制造这块，它们和
$台积电(TSM)$
的差距实在太大了。
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2,805
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1
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股票绿油油
股票绿油油
·
01-21
没有其他公司像
$台积电(TSM)$
那样精通制造和封装。这真是一个技术护城河，没啥真正竞争。与其猜芯片赢家，不如投在制造者身上。
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1
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股票绿油油
股票绿油油
·
2025-11-06
$台积电(TSM)$
人工智能加量子计算这套组合拳，怕是要承包科技板块的流量C位了。
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股票绿油油
股票绿油油
·
2025-11-04
$台积电(TSM)$
台积电这周涨了2%，月线4%的涨幅，半年更是一飞冲天70%。这走势真是芝麻开花节节高。
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股票绿油油
股票绿油油
·
2025-10-30
$台积电(TSM)$
照这个发展势头，几个月翻倍指日可待。现在抛售岂不是自断财路？闷声囤货才是王道
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巴克莱一位较知名的分析师维持对台积电的超配评级，并把目标价提高到470美元。台积电现在还在以382美元的特价交易。说实话，看到台积电折扣这么大，为什么还有人会惊讶，这真的让我有点不解。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556617640956768","isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553549873468312,"gmtCreate":1776133836000,"gmtModify":1776160865410,"author":{"id":"9000000000000156","authorId":"9000000000000156","name":"股票绿油油","avatar":"https://static.tigerbbs.com/b4a154b278beaa70b0fbaaf917d07731","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000156","idStr":"9000000000000156"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>还有2个交易日就到台积电的财报和指引了，他们还能编出什么别的阴谋论？多告诉我点美国要在你附近到处建晶圆厂来对抗台积电在AI芯片主导地位的事。说实话，不只是芯片，更重要的是先进封装。台积电的任何下跌都应该被视为市场试图借入本该投资台积电的资金，而借的钱需要高价偿还，这包括借来做空台积电的股票。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>还有2个交易日就到台积电的财报和指引了，他们还能编出什么别的阴谋论？多告诉我点美国要在你附近到处建晶圆厂来对抗台积电在AI芯片主导地位的事。说实话，不只是芯片，更重要的是先进封装。台积电的任何下跌都应该被视为市场试图借入本该投资台积电的资金，而借的钱需要高价偿还，这包括借来做空台积电的股票。","text":"$台积电(TSM)$ 还有2个交易日就到台积电的财报和指引了，他们还能编出什么别的阴谋论？多告诉我点美国要在你附近到处建晶圆厂来对抗台积电在AI芯片主导地位的事。说实话，不只是芯片，更重要的是先进封装。台积电的任何下跌都应该被视为市场试图借入本该投资台积电的资金，而借的钱需要高价偿还，这包括借来做空台积电的股票。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553549873468312","isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536437784248912,"gmtCreate":1771973675000,"gmtModify":1772000215631,"author":{"id":"9000000000000156","authorId":"9000000000000156","name":"股票绿油油","avatar":"https://static.tigerbbs.com/b4a154b278beaa70b0fbaaf917d07731","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000156","idStr":"9000000000000156"},"themes":[],"title":"","htmlText":"说实话，是不是只有我感觉<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>在先进芯片领域的绝对主导地位能长期维持？这行当资本密集度实在太高。它不像那些预算有限的小软件初创，能随便鼓捣出个新玩意儿。因此，新玩家想撼动现有领导者的位置非常困难。芯片就是未来——AI和所有一切都包含在内。<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>、三星和英特尔是仅有的几家能大规模制造芯片的厂商，但在先进芯片制造这块，它们和<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>的差距实在太大了。","listText":"说实话，是不是只有我感觉<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>在先进芯片领域的绝对主导地位能长期维持？这行当资本密集度实在太高。它不像那些预算有限的小软件初创，能随便鼓捣出个新玩意儿。因此，新玩家想撼动现有领导者的位置非常困难。芯片就是未来——AI和所有一切都包含在内。<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>、三星和英特尔是仅有的几家能大规模制造芯片的厂商，但在先进芯片制造这块，它们和<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>的差距实在太大了。","text":"说实话，是不是只有我感觉$台积电(TSM)$ 在先进芯片领域的绝对主导地位能长期维持？这行当资本密集度实在太高。它不像那些预算有限的小软件初创，能随便鼓捣出个新玩意儿。因此，新玩家想撼动现有领导者的位置非常困难。芯片就是未来——AI和所有一切都包含在内。$台积电(TSM)$ 、三星和英特尔是仅有的几家能大规模制造芯片的厂商，但在先进芯片制造这块，它们和$台积电(TSM)$ 的差距实在太大了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/536437784248912","isVote":1,"tweetType":1,"viewCount":2805,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493795337639736","authorId":"3493795337639736","name":"Alphabets","avatar":"https://static.tigerbbs.com/56b77e37f69d75881bb0e3579ec38396","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3493795337639736","idStr":"3493795337639736"},"content":"是的，你的看法很正确","text":"是的，你的看法很正确","html":"是的，你的看法很正确"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524303761748176,"gmtCreate":1769002114000,"gmtModify":1769064877633,"author":{"id":"9000000000000156","authorId":"9000000000000156","name":"股票绿油油","avatar":"https://static.tigerbbs.com/b4a154b278beaa70b0fbaaf917d07731","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000156","idStr":"9000000000000156"},"themes":[],"title":"","htmlText":"没有其他公司像<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>那样精通制造和封装。这真是一个技术护城河，没啥真正竞争。与其猜芯片赢家，不如投在制造者身上。","listText":"没有其他公司像<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>那样精通制造和封装。这真是一个技术护城河，没啥真正竞争。与其猜芯片赢家，不如投在制造者身上。","text":"没有其他公司像$台积电(TSM)$ 那样精通制造和封装。这真是一个技术护城河，没啥真正竞争。与其猜芯片赢家，不如投在制造者身上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524303761748176","isVote":1,"tweetType":1,"viewCount":2033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497279224877320,"gmtCreate":1762358638000,"gmtModify":1762440027972,"author":{"id":"9000000000000156","authorId":"9000000000000156","name":"股票绿油油","avatar":"https://static.tigerbbs.com/b4a154b278beaa70b0fbaaf917d07731","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000156","idStr":"9000000000000156"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a><v-v data-views=\"1\"></v-v> 人工智能加量子计算这套组合拳，怕是要承包科技板块的流量C位了。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a><v-v data-views=\"1\"></v-v> 人工智能加量子计算这套组合拳，怕是要承包科技板块的流量C位了。","text":"$台积电(TSM)$ 人工智能加量子计算这套组合拳，怕是要承包科技板块的流量C位了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497279224877320","isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496571715678600,"gmtCreate":1762225450000,"gmtModify":1762276894150,"author":{"id":"9000000000000156","authorId":"9000000000000156","name":"股票绿油油","avatar":"https://static.tigerbbs.com/b4a154b278beaa70b0fbaaf917d07731","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000156","idStr":"9000000000000156"},"themes":[],"title":"","htmlText":"<a 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