[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio88927827":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},"dcio88927827","Q3净利或增65%！台积电(TSM)利润“六连冠”在望，AI基建盛宴不散场","\u002Fdoc\u002Fdcio88927827","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，受科技行业基础设施支出热潮推动，全球最大先进AI芯片制造商台积电预计将公布连续第六个季度创纪录盈利。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析师称，市场对台积电AI芯片制造产能及其先进芯片封装技术CoWoS的需求依然强劲。这推动这家亚洲市值最高公司、英伟达和苹果的关键供应商市值再创新高。其市值目前约2.1万亿美元，几乎为韩国竞争对手三星电子的两倍。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据LSEG SmartEstimate汇总16位分析师的预估，台积电周四预计公布第三季度净利润激增65%，至7463亿新台币(234亿美元)。该预估更侧重预测准确率稳定的分析师。台积电将于格林尼治时间06:00(14:00)召开财报电话会议，届时将提供第四季度及更新后的全年指引。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>若净利润超过7065.6亿新台币，将创台积电季度净利润历史新高，并实现连续第11个季度利润增长。上周四，台积电公布第三季度营收同比增长50%，超出市场预期并创历史新高。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>摩根士丹利分析师Charlie Chan在10月6日报告中表示，受3纳米芯片强劲需求推动，预计台积电将把全年营收增长预测从当前“超过40%”上调至40%中低段。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>得州扩张前景\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>台积电正投资2650亿美元在美国亚利桑那州建设芯片工厂，其中包括7月公布的额外1000亿美元投资。9月报道称，台积电正在评估在得克萨斯州的潜在投资。特斯拉CEO马斯克上周也表示，其公司将建设并运营Terafab AI芯片综合体，台积电可能转租其中一部分。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析师预计台积电将回应有关得州潜在扩张计划的问题。Charlie Chan在报告中称，鉴于客户需求增长以及亚利桑那州厂址五年后空间有限，在得州扩张可能成为必要。不过，晨星高级股票分析师Phelix Lee认为，台积电扩张至得州的紧迫性有限，因其亚利桑那州部分计划晶圆厂尚未建成。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>“鉴于得州悠久的半导体生态系统和人才储备，得州是2030年代或2040年代扩张宏伟计划的好地点，”Lee表示。“这可能是先发制人应对美国潜在贸易和其他政策的一根悬着的胡萝卜。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在7月财报电话会上，台积电将今年资本支出预测从此前520亿至560亿美元区间的高端，上调至600亿至640亿美元。台积电台北上市股票今年以来累计上涨63%，与台湾加权指数69%的涨幅大致同步。\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> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FT\u002FTSM\u002FTSM.jpg","2026-10-12T12:32:57","2026.10.12","2026\u002F10\u002F12",37599,[22],"TSM","Article",0,"免费","success",{"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":28,"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},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: 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"]