Micro Aftermath Active

台积电业务强劲增长

活动下降——叙事失去相关性。

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0.3
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文章
34
来源
3

热门股

股票代码板块变动
S
Technology+45.4%
ASML
Technology+30.1%
TSM
Technology+28.9%
P
—+24.3%
PC
Consumer Discretionary+0.0%

情绪时间线

板块表现

股票表现

事件时间线

五月 13, 2026
Taiwan Semiconductor (TSM) Is Just Rolling In Billions Of Dollars, Says Newsletter Bullish
五月 10, 2026
Is Taiwan Semiconductor Manufacturing a Buy, Sell, or Hold in 2026? Bullish
五月 09, 2026
Jim Cramer on Taiwan Semi: “They Have More Business Than They Can … Bullish
五月 07, 2026
Prediction: TSMC Stock Will Jump 3x by 2030 Bullish
五月 03, 2026
Great News for Taiwan Semiconductor Stock Investors Bullish
五月 02, 2026
Taiwan Semiconductor Is One of the Most Profitable Companies in the World! Bullish
五月 01, 2026
Here’s Why Taiwan Semiconductor Manufacturing (TSM) Is One of the Best Fundamental … Bullish
四月 30, 2026
Taiwan's 'Other' Chip Giant Clocks Strong Performance As Consumer Demand Roars Back Bullish
四月 28, 2026
Taiwan Semiconductor Just Proved Why It's One of the Best Stocks on … Bullish
四月 27, 2026
2 Unstoppable Growth Stocks That Could Soar 20% and 26% in 2026, … Bullish
四月 23, 2026
Taiwan Semiconductor Manufacturing Company (TSM) in Focus as Barclays Raises Target After … Bullish
四月 20, 2026
TSMC: Despite Post-Earnings Fall, Signs of AI Weakness are Scant Bullish
四月 18, 2026
Profit Surged at TSMC. Why Is the Stock Still Falling After Earnings? Bearish
四月 14, 2026
Massive News for Taiwan Semiconductor Stock Investors Bullish
四月 13, 2026
3 Promising Dividend Stocks That Insiders Have Been Buying -- Including Taiwan … Bullish
四月 12, 2026
All Eyes on TSMC Earnings on April 16. Is TSM Stock A … Bullish
四月 11, 2026
Jim Cramer Says He Likes “Taiwan Semi Very Much” Bullish
四月 10, 2026
TSMC posts 35% jump in revenue to new record high as AI … Bullish
四月 08, 2026
Citi Remains Bullish on Taiwan Semiconductor (TSM) Amid Growing Demand for AI-Driven … Bullish
四月 06, 2026
Got $1,000? The Best Pick-and-Shovel Growth Stock for the AI Supercycle Isn't … Bullish
四月 03, 2026
History Says Buying Growth Stocks During a Rotation Beats the Market. Here … Bullish
四月 02, 2026
Taiwan Stock Market May Add To Its Winnings On Thursday Bullish
三月 30, 2026
1 Brilliant Growth Stock to Buy Before It Joins Nvidia, Apple, and … Bullish

相关文章

Taiwan Semiconductor (TSM) Is Just Rolling In Billions Of Dollars, Says Newsletter

Yahoo Finance · 五月 13, 2026
Mixed

Is Taiwan Semiconductor Manufacturing a Buy, Sell, or Hold in 2026?

Nasdaq · 五月 10, 2026
Mixed

Jim Cramer on Taiwan Semi: “They Have More Business Than They Can Handle”

Yahoo Finance · 五月 09, 2026
Mixed

Great News for Taiwan Semiconductor Stock Investors

Nasdaq · 五月 03, 2026
Mixed

Taiwan Semiconductor Just Proved Why It's One of the Best Stocks on the Market

Nasdaq · 四月 28, 2026
Mixed

Demand Surge Fuels Taiwan Semiconductor Manufacturing Company’s (TSM) Rally

Yahoo Finance · 四月 28, 2026
Mixed

2 Unstoppable Growth Stocks That Could Soar 20% and 26% in 2026, According to Wall …

Nasdaq · 四月 27, 2026
Mixed

TSMC posts 35% jump in revenue to new record high as AI chip demand stays …

CNBC · 四月 10, 2026
Mixed

Citi Remains Bullish on Taiwan Semiconductor (TSM) Amid Growing Demand for AI-Driven Chips

Yahoo Finance · 四月 08, 2026
Mixed

Got $1,000? The Best Pick-and-Shovel Growth Stock for the AI Supercycle Isn't American.

Nasdaq · 四月 06, 2026
Mixed
🤖

AI概览

事件：台积电（TSMC）公布 2026 年第一季度营收创纪录，达到 1.13 万亿新台币（合 356 亿美元），同比增长 35%，这得益于对 AI 芯片的强劲需求。花旗重申其对台积电的“买入”评级，并将其目标价上调至 750 新台币，理由是 AI 驱动芯片的需求不断增长。2025 年，在 AI 收入飙升的推动下，台积电的销售额飙升了 100%，并且该公司占据了先进处理器制造市场 70% 的份额。

市场影响：台湾股市一直波动不定，近期涨跌互现，但台积电和整个半导体行业的前景依然乐观。台积电的强劲表现为 AI 和高性能计算领域带来了顺风，使其客户如英伟达（Nvidia）、苹果（Apple）和 Alphabet 受益。该公司的增长也对台湾经济和台湾证券交易所是利好。

后续关注：台积电定于 7 月下旬公布的 2026 年第二季度财报将为 AI 芯片的需求趋势提供进一步的洞察。此外，投资者应密切关注全球半导体供应链，以应对任何中断或需求动态的变化。最后，与半导体制造和 AI 技术相关的监管决策可能会影响台积电的增长轨迹。
AI概览（截至） 五月 13, 2026

时间线

首次发现三月 30, 2026
最后更新三月 30, 2026