美股详情

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高瓴资本持仓

4,982.52

+4.400.09%

涨家数：21

跌家数：43

平家数：1

市盈率：- -

高：5,025.53

开：4,976.97

低：4,976.59

收：4,978.12

成交量：2.76亿

成交额：284.58亿

市值：8.90万亿

流通市值：8.44万亿

数据加载中...

总览新闻资讯

高盛上调台积电2028年资本开支至980亿美元，AI扩产周期拉长到2032年后

华尔街见闻

一批北大和清华博士，从字节和腾讯拿到数百万年薪

苹果一号电脑罕见拍卖

苹果一号电脑或拍出80万美元

台湾股市：量缩收小红再创历史新高，偏多格局不变5万点前近关情怯

台积电获高盛唱多：AI强劲需求支撑增长势头延续至2027年，股价仍有近40%上涨空间

台积电(TSM.US)绩前获高盛唱多：AI强劲需求支撑增长势头延续至2027年股价仍有近40%上涨空间

名创优品于10月5日斥资23.99万美元回购10.86万股

AMD苏姿丰密会台积电证实在台百亿美元投资将加码

AMD CEO 密会台积电，扩大在台投资

AMD苏姿丰落地中国台湾会见供应链和客户：今早见鸿海刘扬伟，下午再访台积电

文汇长图 | 假期余额不足，平安返程莫心急

AMD首席执行官苏姿丰将于周二晚些时候与台积电高管会面。

巴克莱：将台积电(TSM.US)目标价从650美元上调至665美元。

据市场消息，AMDCEO苏姿丰表示与鸿海进行了积极讨论。今天稍后将会见台积电方面。

台北-美国超微公司苏姿丰：未来数年需求旺盛，感谢台积电扩充产能

亚运电竞收官！中国队在网易两自研项目上双双夺冠

iPhone 18 Pro Max深度测评：苹果可算是补齐最后几块拼图

重塑苹果设计团队核心地位，特努斯瞄准下一个十年竞争

蔚来：2026年10月5日，蔚来换电单日总量达183,664单，再创历史新高，平均0.47秒就有一台蔚来、乐道、萤火虫完

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14:45","pubTimestamp":1791269136,"startTime":"0","endTime":"0","summary":"10月6日，晶圆代工巨头台积电将于10月15日公布2026年第三季度业绩。高盛在近日发布的研报中指出，台积电强劲的业绩增长势头有望延续至2027年，同时资本支出将逐步提升以支持长期需求。更广泛AI需求提供支撑，增长势头延续至2027年高盛预计，随着AI GPU/AI 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CEO 密会台积电，扩大在台投资","url":"https://stock-news.laohu8.com/highlight/detail?id=2673031952","media":"链捕手","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2673031952?lang=zh_cn&edition=fundamental","pubTime":"2026-10-06 14:27","pubTimestamp":1791268063,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，AMD CEO 苏姿丰密集拜会鸿海、广达、华硕、宏碁等大厂，并与台积电密会。苏姿丰证实，AMD 在台投资 100 亿美元计划将加码，因市场需求暴增，未来将持续扩大在台供应链投资。\n\nAMD 正与台积电及供应商加速提升产能，以应对高于供给的市场需求。 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