[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio373160ba":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio373160ba","AI需求“点燃”财报引擎，台积电(TSM)有望连续四季度刷新盈利纪录！","\u002Fdoc\u002Fdcio373160ba","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，全球最大先进AI芯片制造商台积电(TSM)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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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、英伟达与苹果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，约为韩国竞争对手三星电子的两倍。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]