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AI需求“点燃”业绩引擎，台积电有望连续四季度刷新利润纪录！

智通财经APP获悉，全球最大先进AI芯片制造商台积电预计将连续第四个季度交出创纪录的业绩。台积电定于4月16日公布完整的第一季度业绩。若最终净利润超过5057亿新台币，将创下公司有史以来最高的单季净利，并实现连续第九个季度的利润增长。今年以来，台积电台股股价已累计上涨28%，跑赢大盘同期22%的涨幅。该行表示，近2–3个月公司AI算力需求将大幅增强，先进制程需求空前紧张。

AI需求“点燃”业绩引擎，台积电有望连续四季度刷新利润纪录！

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14:55","market":"fut","language":"zh","title":"AI需求“点燃”业绩引擎，台积电有望连续四季度刷新利润纪录！","url":"https://stock-news.laohu8.com/highlight/detail?id=2627482464","media":"智通财经","summary":"智通财经APP获悉，全球最大先进AI芯片制造商台积电预计将连续第四个季度交出创纪录的业绩。台积电定于4月16日公布完整的第一季度业绩。若最终净利润超过5057亿新台币，将创下公司有史以来最高的单季净利，并实现连续第九个季度的利润增长。今年以来，台积电台股股价已累计上涨28%，跑赢大盘同期22%的涨幅。该行表示，近2–3个月公司AI算力需求将大幅增强，先进制程需求空前紧张。","content":"<html><head></head><body><p>4月13日，全球最大先进AI芯片制造商<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)预计将连续第四个季度交出创纪录的业绩。得益于人工智能基础设施需求的持续火爆，该公司今年1-3月当季净利润料将同比飙升50%。台积电定于4月16日公布完整的第一季度业绩。</p><p>分析师指出，市场对台积电用于生产AI芯片的3纳米制程技术及其先进封装技术的需求，仍持续超出公司现有产能。这推动这家亚洲市值最高企业、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>关键供应商不断攀至新高。目前，台积电市值已接近1.6万亿美元，约为韩国竞争对手<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>的两倍。</p><p>据LSEG SmartEstimate综合19位分析师预测显示，台积电本周四预计将公布一季度净利润达5426亿新台币(约合171亿美元)。SmartEstimate对长期预测更准的分析师给予更高权重。公司将于北京时间周四14:00召开业绩说明会，届时将公布二季度及更新后的全年业绩指引。</p><p>若最终净利润超过5057亿新台币，将创下公司有史以来最高的单季净利，并实现连续第九个季度的利润增长。</p><p>今年以来，台积电台股股价已累计上涨28%，跑赢大盘同期22%的涨幅。</p><p>台积电上周五公布的最新季度营收实现增长35%，这表明在中东战事爆发的最初几周，全球人工智能(AI)芯片需求依然保持稳定。</p><p>该芯片制造商发布声明称，截至3月的三个月营收达1.13万亿新台币(合356亿美元)，高于分析师平均预期的1.12万亿新台币。3月销售额增长45%。</p><p>展望未来，麦格理资本亚洲科技研究主管Arthur Lai在给客户的报告中表示：“受持续强劲的AI需求及先进制程领先地位推动，我们预计2026年第二季度营收环比增长指引将更高。”</p><p>中东战事可能对氦、氖等半导体生产材料的供应构成威胁，但市场认为台积电有能力平稳应对这一危机。IDC资深研究经理Galen Zeng指出：“台积电多元化的采购渠道和安全库存应足以应对短期中断。”</p><p>Galen Zeng还表示，市场关注焦点之一是台积电是否会维持或上调2026年资本支出计划，因为这反映了管理层对长期AI需求的信心。</p><p>目前，台积电正投资1650亿美元在美国亚利桑那州建设芯片工厂。此外，公司还修改了在日本的计划，将改为在当地生产3纳米芯片，而非聚焦较成熟制程。</p><p>4月初，<a 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href=\"http://www.zhitongcaijing.com/content/detail/1427656.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","TSMY":"TSM期权收益策略ETF-YieldMax","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","TSMZ":"1倍做空TSM ETF-Direxion","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","TSM":"台积电","BK4503":"景林资产持仓","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4602":"量子计算概念","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" 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SmartEstimate综合19位分析师预测显示，台积电本周四预计将公布一季度净利润达5426亿新台币(约合171亿美元)。SmartEstimate对长期预测更准的分析师给予更高权重。公司将于北京时间周四14:00召开业绩说明会，届时将公布二季度及更新后的全年业绩指引。若最终净利润超过5057亿新台币，将创下公司有史以来最高的单季净利，并实现连续第九个季度的利润增长。今年以来，台积电台股股价已累计上涨28%，跑赢大盘同期22%的涨幅。台积电上周五公布的最新季度营收实现增长35%，这表明在中东战事爆发的最初几周，全球人工智能(AI)芯片需求依然保持稳定。该芯片制造商发布声明称，截至3月的三个月营收达1.13万亿新台币(合356亿美元)，高于分析师平均预期的1.12万亿新台币。3月销售额增长45%。展望未来，麦格理资本亚洲科技研究主管Arthur Lai在给客户的报告中表示：“受持续强劲的AI需求及先进制程领先地位推动，我们预计2026年第二季度营收环比增长指引将更高。”中东战事可能对氦、氖等半导体生产材料的供应构成威胁，但市场认为台积电有能力平稳应对这一危机。IDC资深研究经理Galen Zeng指出：“台积电多元化的采购渠道和安全库存应足以应对短期中断。”Galen Zeng还表示，市场关注焦点之一是台积电是否会维持或上调2026年资本支出计划，因为这反映了管理层对长期AI需求的信心。目前，台积电正投资1650亿美元在美国亚利桑那州建设芯片工厂。此外，公司还修改了在日本的计划，将改为在当地生产3纳米芯片，而非聚焦较成熟制程。4月初，摩根大通发布有关台积电的研报，前瞻2026年一季度业绩，预计Q1毛利率强劲上行，AI需求上行驱动资本开支进一步上调，目标价上调至新台币2400元。该行认为台积电在2026年一、二季度毛利率将显著超预期，主要得益于3nm产能持续紧张、产能利用率高企、加急晶圆需求提升以及新台币贬值。该行预计公司2026年二季度营收环比增长6%–8%，增长上限主要受3nm产能制约。该行表示，近2–3个月公司AI算力需求将大幅增强，先进制程需求空前紧张。2026与2027年收入增速均预计超30%，2026年增长主要受供给限制。","news_type":1,"symbols_score_info":{"STSM":0.6,"TSMU":0.6,"TSM":1.98,"TSMY":0.6,"03145":0.6,"TSMZ":0.6,"TSMG":0.6,"TSMX":0.6}},"isVote":1,"tweetType":1,"viewCount":70,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}