[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciod8ed6b39":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"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,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciod8ed6b39","台积电(TSM)10月营收飙60%：AI需求仍旺，却难挡市场对“监管+融资成本”的担忧","\u002Fdoc\u002Fdciod8ed6b39","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，台积电(TSM)月度销售额同比增长60%，反映出该公司在全球人工智能基础设施建设中的核心地位。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这家英伟达(NVDA)和苹果(AAPL)的主要芯片代工商公布，10月营收为新台币5869亿元(约合179亿美元)。这一增速较9月当季约51%的水平进一步加快。分析师平均预计，今年最后三个月的增幅将达到63%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>台积电上月给出的营收展望好于预期，在ChatGPT时代之后延续了火热的增长势头。然而，考虑到融资建设昂贵且耗资源的数据中心成本上升，投资者仍在消化AI需求的长期前景。台积电股价随科技板块一同剧烈波动，受到一种担忧的冲击民主党在美国中期选举中大获全胜，可能导致对人工智能行业更严格的监管。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>台积电是行业的关键风向标，因为它为众多科技公司代工芯片。该公司正押注一场根本性转变它试图在台湾省及海外建设并配备约20座工厂，对一家通常同时只推进四五个新厂建设的企业而言，这是前所未有的速度。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>台积电股价今年表现优于行业平均水平\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过，首席执行官魏哲家强调，公司仍处于审慎扩张模式，正在得克萨斯州物色新的生产基地，同时就与埃隆·马斯克的Terafab芯片制造项目潜在合作进行磋商。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>迄今为止，公司成功加快了销售增长并提速产能扩张，并重申今年资本开支将高达640亿美元，创历史纪录。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析师 Charles Shum 表示，在其情景假设下，台积电每股收益将比2027至2028年的市场一致预期高出6%至7%，动力来自更高的营收和毛利率。即便进行2500亿美元的产能建设，其先进制程产能到2028年实际上仍将售罄，从而支撑涨价。随着折旧上升、AI增长放缓以及供应追赶，2029年的上行空间将收窄。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>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>\n\u003Cp>\u003Cspan>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 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 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，每天处理海量股票数据：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，美股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":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"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","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"]