$台积电(TSM)$_老虎社区_美港股上老虎 - 老虎社区

18
1
收藏

小冉冉
04-15

$台积电(TSM)$ 从策略上看，我认为台积电当前的位置是值得低吸博弈的，理由有三：

1）短期来看，市场对地缘+关税影响的担忧已经Price in，股价在160美元附近盘整一个月，预期已经足够保守；

2）即将公布的Q1财报虽然被调降盈利预测，但如果毛利率和订单指引优于悲观预期，很容易形成“低开高走”的反转行情；

3）AI、HPC芯片需求是趋势性变量，只要长期上行逻辑不破，台积电作为全球晶圆代工龙头依然是稀缺资产。

我个人会选择财报前提前小仓潜伏，财报后根据订单&指引情况动态加仓或止盈。

台积电虽然短期不性感，但长期是穿越周期的核心标的。

你们怎么打这轮财报节奏？是提前卡点，还是等市场反应后再接力？

# “木头姐”开始重仓台积电！本周能否突破$200？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

18

举报

评论（1）

推荐
最新

HDDK
·04-18
台积电今年可能会翻倍
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":424739948855576,"tweetId":"424739948855576","gmtCreate":1744728603156,"gmtModify":1744729060608,"author":{"id":3514204724116987,"idStr":"3514204724116987","authorId":3514204724116987,"authorIdStr":"3514204724116987","name":"小冉冉","avatar":"https://static.tigerbbs.com/d11a9e5a53ef377c2cb9c5514771fcd4","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.25","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":96,"starInvestorFlag":false},"themes":[{"themeId":"08a3d9ce2c4f4715847f11adf9ff26c4","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"“木头姐”开始重仓台积电！本周能否突破$200？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":08a3d9ce2c4f4715847f11adf9ff26c4}&rnconfig={\"headerBarHidden\": true}","description":"ARK基金创始人“木头姐”凯西·伍德近一年来首次大幅加仓台积电ADR，买入量相当于截至3月底持仓量的87%。恰逢中美贸易缓和、美国与中东AI合作提振市场情绪之际，分析师预计未来12个月仍有约11%的上涨空间。【台积电大家看好本周突破$200吗？“木头姐”大举买进，你也看好台积电后市发展吗？】","image":"https://static.tigerbbs.com/f832fe5f7a7fab82f6fb92baf2087d56"}],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 从策略上看，我认为台积电当前的位置是值得低吸博弈的，理由有三：\n<p>1）短期来看，市场对地缘+关税影响的担忧已经Price in，股价在160美元附近盘整一个月，预期已经足够保守；</p>\n<p>2）即将公布的Q1财报虽然被调降盈利预测，但如果毛利率和订单指引优于悲观预期，很容易形成“低开高走”的反转行情；</p>\n<p>3）AI、HPC芯片需求是趋势性变量，只要长期上行逻辑不破，台积电作为全球晶圆代工龙头依然是稀缺资产。</p>\n<p>我个人会选择财报前提前小仓潜伏，财报后根据订单&amp;指引情况动态加仓或止盈。</p>\n<p>台积电虽然短期不性感，但长期是穿越周期的核心标的。</p>\n<p>你们怎么打这轮财报节奏？是提前卡点，还是等市场反应后再接力？</p></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 从策略上看，我认为台积电当前的位置是值得低吸博弈的，理由有三：\n<p>1）短期来看，市场对地缘+关税影响的担忧已经Price in，股价在160美元附近盘整一个月，预期已经足够保守；</p>\n<p>2）即将公布的Q1财报虽然被调降盈利预测，但如果毛利率和订单指引优于悲观预期，很容易形成“低开高走”的反转行情；</p>\n<p>3）AI、HPC芯片需求是趋势性变量，只要长期上行逻辑不破，台积电作为全球晶圆代工龙头依然是稀缺资产。</p>\n<p>我个人会选择财报前提前小仓潜伏，财报后根据订单&amp;指引情况动态加仓或止盈。</p>\n<p>台积电虽然短期不性感，但长期是穿越周期的核心标的。</p>\n<p>你们怎么打这轮财报节奏？是提前卡点，还是等市场反应后再接力？</p></body></html>","text":"$台积电(TSM)$ 从策略上看，我认为台积电当前的位置是值得低吸博弈的，理由有三： 1）短期来看，市场对地缘+关税影响的担忧已经Price in，股价在160美元附近盘整一个月，预期已经足够保守； 2）即将公布的Q1财报虽然被调降盈利预测，但如果毛利率和订单指引优于悲观预期，很容易形成“低开高走”的反转行情； 3）AI、HPC芯片需求是趋势性变量，只要长期上行逻辑不破，台积电作为全球晶圆代工龙头依然是稀缺资产。 我个人会选择财报前提前小仓潜伏，财报后根据订单&指引情况动态加仓或止盈。 台积电虽然短期不性感，但长期是穿越周期的核心标的。 你们怎么打这轮财报节奏？是提前卡点，还是等市场反应后再接力？","highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/424739948855576","repostId":0,"isVote":1,"tweetType":1,"viewCount":8920,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":533,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":425640582807552,"commentId":"425640582807552","gmtCreate":1744946114115,"gmtModify":1744946118123,"authorId":4173981820665630,"author":{"id":4173981820665630,"idStr":"4173981820665630","authorId":4173981820665630,"name":"HDDK","avatar":"https://static.tigerbbs.com/1e07cf2a184c19fbf5584fe8b233b6d9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":424739948855576,"objectIdStr":"424739948855576","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"台积电今年可能会翻倍","text":"台积电今年可能会翻倍","html":"台积电今年可能会翻倍","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}