美股詳情

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蘋果概念

3,878.79

-131.4941-3.28%

漲家數：5

跌家數：22

平家數：- -

市盈率：- -

高：4,011.89

開：4,011.24

低：3,858.56

收：4,010.29

成交量：4.80億

成交額：891.17億

市值：9.15萬億

流通市值：8.92萬億

資料載入中...

總覽新聞資訊

Arkham 宣佈已在移動應用上線 Arkham Intel

英特爾也玩CPU缺貨漲價的把戲？網友：國產CPU高興了，迎來機會

Ofweek光电信息网

iPhone 18系列定價策略揭曉：基礎款穩價高配版或因成本上漲大幅提價

ITBEAR科技资讯

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仪器信息网

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维库电子市场网

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‌上海有色网

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老虎资讯综合

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中国新闻网

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分析師修正iPhone 18 Pro螢幕設計傳聞：挖孔縮小居中，並非左上角單孔

太平洋科技

英特爾AI創新實踐勾勒AI應用新圖景，數字經濟ETF（560800）價值凸顯

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行業研報：為什麼DRAM價格持續上漲

微电子制造

顯卡漲價潮殺到！微星率先調漲：華碩、技嘉緊隨

印度對蘋果重拳出擊：不配合調查就罰款380億美元

台積電嘉義AP7封測廠明日首度公開展現先進封裝技術佈局

维库电子市场网

《大行》高盛料蘋果首財季iPhone表現勝預期評級「買入」

英偉達成最大客户，傳台積電將取消蘋果優先出貨待遇

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14:24","pubTimestamp":1768976669,"startTime":"0","endTime":"0","summary":"台湾积体电路制造股份有限公司于1月15日发布2025年第四季度及全年财务报告，业绩表现强劲，全年营收与净利润均创历史新高。2026年第一季度，公司预计合并营收将介于346亿至358亿美元之间，毛利率预计落在63%至65%区间，营业利益率预计介于54%至56%。此外，台积电宣布2026年资本支出预计将达到520亿至560亿美元，以应对其确认为“多年期结构性需求”的人工智能芯片市场。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121144247a69b0d9c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:02","pubTimestamp":1768975323,"startTime":"0","endTime":"0","summary":"埃隆·马斯克在财报电话会上证实，下一代AI5芯片将采用台积电与三星电子双线代工模式，这一决策颠覆了此前\"台积电代工\"的既定路线。三星德州工厂将成为AI5芯片的另一生产基地，与台积电亚利桑那工厂形成产能互补。值得注意的是，三星此前已成功代工特斯拉AI4芯片，双方建立了技术互信基础。而164亿美元的AI6芯片代工订单，更预示着三星在特斯拉供应链中的地位将持续提升。行业影响深远特斯拉的双供应商策略正在重塑芯片代工产业格局。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121140350a4443de8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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27年全球DRAM供給或將上調】","url":"https://stock-news.laohu8.com/highlight/detail?id=2605178023","media":"‌上海有色网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605178023?lang=zh_tw&edition=fundamental","pubTime":"2026-01-21 13:54","pubTimestamp":1768974865,"startTime":"0","endTime":"0","summary":"根据消息，随着美光科技计划以18亿美元收购力积电在铜锣的厂房，双方将建立长期的DRAM先进封装代工关系，此次合作将有利于美光科技添加先进制程DRAM产能，并提升力积电的成熟制程DRAM供应，预估2027年全球DRAM产业供给将有上调空间。预估美光科技铜锣项目一期在2027年下半年可贡献的产能，将相当于美光科技2026年第四季度全球产能的10%以上。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121135537a69ae72d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:51","pubTimestamp":1768974687,"startTime":"0","endTime":"0","summary":"Wedbush表示，格陵兰关税的言辞战将导致市场疲软，但同时指出这为买入“科技赢家股”提供了机会。由Dan Ives领导的分析师团队表示，市场今晨开盘将疲软，因为华尔街对美欧关税战表现出自然的担忧，特朗普聚焦于有争议的格陵兰问题。分析师指出，随着“避险情绪”冲击人工智能板块，科技股将遭受冲击，但他们认为这恰是布局2026年及未来科技赢家股的良机。","market":"us","thumbnail":"https://static.tigerbbs.com/817cce8afd9c6d0c800f1364edda0141","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/817cce8afd9c6d0c800f1364edda0141"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BKVL7J92.USD","HK0000320264.USD","IE00BSNM7G36.USD","LU1720051108.HKD","LU2471134796.USD","GB00BDT5M118.USD","LU0472753341.HKD","LU2592432038.USD","LU1236620750.USD","LU2491050071.SGD","BK4514","LU2362540622.SGD","IE00BDRTCR15.USD","IE00BKPKM429.USD","IE00BN29S564.USD","IE00BWXC8680.SGD","LU2473716301.USD","LU2097344431.USD","LU2506952170.USD","LU0878866978.SGD","LU0210533765.USD","TSLY","LU0894486033.HKD","LU2720916845.USD","LU2413666699.HKD","LU1121112475.USD","NVDW","LU2244417387.USD","LU2236285917.USD","LU2168564065.EUR","LU2242649171.HKD","LU1917777945.USD","LU1003077747.HKD","LU0738911758.USD","LU2092937148.SGD","NVDX","LU1868837300.USD","LU0786609619.USD","BK4515","LU1119994496.HKD","LU1506573853.SGD","LU1674673428.USD","LU2298321311.HKD","LU2896262040.SGD","LU1712237335.SGD","LU1821325948.USD","USJW.SI","LU0345769128.USD","LU2491049909.HKD","LU0868494617.USD","BK4528","LU1868836591.USD","BK7504","LU2347655073.USD","LU2458330169.SGD","LU2505996509.AUD","LU0265550359.USD","LU0320765059.SGD","LU1242518931.SGD","IE0004445239.USD","LU2089283258.USD","PLTR","BK4501","GB00B4LPDJ14.GBP","LU0006306889.USD","LU0957791311.USD","LU1116320901.HKD","LU0289960550.SGD","LU2106854487.HKD","LU2168564222.USD","BK4566","BK4077","LU2505996681.GBP","LU0820561818.USD","LU0061474960.USD","LU0203202063.USD","SG9999014542.SGD","LU2746668974.SGD","LU0080751232.USD","LU1791710400.SGD","IE00BJJMRX11.SGD","IE00BKDWB100.SGD","LU1861558580.USD","SG9999014898.SGD","BK4097","LU0708994859.HKD","AMDW","BK4560","LU1582987324.SGD","2NVD.UK","LU2361044949.HKD","LU0345768740.USD","BK4571","LU2471134952.CNY","NVDQ","TSDD","LU1429558221.USD","LU2764263039.SGD","AAPL","LU2168564149.EUR","LU0210536198.USD","LU0011850046.USD","LU0444973449.USD","LU1989771016.USD","IE00BQXX3D17.EUR","LU1236620834.HKD","LU2360107168.USD","LU0795875169.SGD","HK0000306701.USD","LU0889565833.HKD","LU0979878070.USD","AMDD","LU0175139822.USD","LU0354030438.USD","LU0171293334.USD","LU1934455277.USD","IE00B19Z8X17.USD","LU0683600562.USD","LU1951198990.SGD","LU0980610538.SGD","LU2764263203.CNY","IE00BK4W5L77.USD","LU0994945656.USD","LU1303367103.USD","LU0345774391.USD","LU1316542783.SGD","LU1291159041.SGD","SG9999001424.SGD","LU2087621335.USD","LU1670711040.USD","IE00BK4W5M84.HKD","IE00BYQQ9H92.USD","LU0726765562.USD","LU1267930490.SGD","LU0985320562.USD","TSL","LU1923622291.USD","LU2860962120.EUR","NVD3.UK","HK0000914686.HKD","LU0689472784.USD","LU0823421416.USD","IE00BMPRXQ63.HKD","LU2361045086.USD","NBIS","IE00BJJMRY28.SGD","BK4533","LU0345770308.USD","LU0130102774.USD","LU0097036916.USD","LU0882574139.USD","LU1066051225.USD","BK4573","BK4122","LU2097829019.USD","LU2237443622.USD","BK4555","LU0345769631.USD","GB00B4QBRK32.GBP","LU0320765489.SGD","LU2290526834.HKD","LU2317271919.USD","GOOGL","IE00B19Z9505.USD","LU0823434583.USD","LU0095938881.EUR","IE000KEQY171.SGD","LU2322448791.USD","LU0690374961.EUR","LU0965509283.SGD","IE00B775H168.HKD","LU1935043536.SGD","LU0889566641.SGD","IE000ITXATA3.USD","LU0795875086.SGD","IE00B1XK9C88.USD","LU2092627202.USD","BK4581","IE0003U64NQ7.SGD","SG9999004303.SGD","LU2148611432.USD","BK4596","SG9999014559.SGD","LU0545562505.USD","LU1989763005.USD","HK0000306685.HKD","CRSH","LU1323610961.USD","LU0029864427.USD","LU0234572021.USD","LU2543165471.USD","LU2191332357.HKD","LU0528227936.USD","LU1880398554.USD","BK4527","LU0109392836.USD","IE00BZ9MQY76.HKD","LU1868836914.USD","LU0265550946.USD","BK4534","IE00B3M56506.USD","TSLL","LU0158827948.USD","LU2458330243.SGD","LU0784385840.USD","LU0079474960.USD","LU0642271901.SGD","LU0787776722.HKD","LU0345770993.USD","LU2065171402.SGD","IE00BDCRKT87.USD","LU2271345857.HKD","LU1430594728.SGD","NVDG","BK4535","LU1582986359.USD","NVDY","SG9999002224.SGD","LU1934455194.USD","LU2461242641.AUD","LU2237438978.USD","LU2404859667.USD","LU0345774631.USD","IE00B775SV38.USD","LU1852331112.SGD","LU2063271972.USD","LU2065171311.SGD","NVDS","LU0124676726.USD","BK4577","BK4614","HK0000320223.HKD","LU1244550577.SGD","TSLT","LU0661504455.SGD","BK4548","LU2756315318.SGD","AMYY","SGXZ51526630.SGD","LU1699723380.USD","LU1435385759.SGD","LU0302445910.USD","LU0823417653.USD","LU0648001328.SGD","LU0323591593.USD","LU1206713676.USD","BK4525","LU2413666426.HKD","BK4023","LU0823434740.USD","LU2463028550.USD","LU0531971165.HKD","IE00BQXX3C00.GBP","LU1732799900.SGD","BK4504","BK4099","CRWD","LU167062792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18上熱搜 果粉看完外觀後釋然：比左上角挖孔好多了","url":"https://stock-news.laohu8.com/highlight/detail?id=2605015120","media":"快科技","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605015120?lang=zh_tw&edition=fundamental","pubTime":"2026-01-21 13:32","pubTimestamp":1768973564,"startTime":"0","endTime":"0","summary":"今天，iPhone 18再次冲上微博热搜榜，引发热议。据爆料，iPhone 18 Pro和Pro Max的屏幕尺寸分别为6.3英寸和6.9英寸，其形态不是网传的左上角单挖孔。不少果粉看完iPhone 18 Pro渲染图之后表示，感觉比左上角单挖孔好多了。据悉，iPhone 18 Pro只把红外泛光感应元件置于屏下，而前置镜头、点阵投影器等元件依然通过开孔形式呈现，所以没有办法做到单挖孔设计。这样一来，iPhone 18 Pro正面就被压缩成小号椭圆形挖孔屏。按照惯例，iPhone 18 Pro系列将在今年秋季正式亮相。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8q5pzXguS3Z","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["IE00BWXC8680.SGD","LU0057025933.USD","LU0072462426.USD","LU2125154778.USD","LU2347655156.SGD","LU1935042488.USD","LU2471134523.USD","LU0238689110.USD","LU0158827948.USD","SG9999014914.USD","LU2430703178.SGD","LU1718418525.SGD","LU0011850046.USD","IE000ITXATA3.USD","LU0528227936.USD","BK4574","LU1791710400.SGD","LU0320765059.SGD","LU0787776722.HKD","LU0234570918.USD","LU1814569148.SGD","LU0466842654.USD","LU1934455277.USD","LU2237443895.HKD","LU0157215616.USD","LU2111349929.HKD","LU2505996681.GBP","LU0345770308.USD","SG9999014906.USD","IE00B3S45H60.SGD","LU2347655073.USD","LU1720051108.HKD","LU0061474960.USD","LU1720051017.SGD","LU0061475181.USD","IE00BSNM7G36.USD","IE00B3SWFQ91.USD","IE00B1BXHZ80.USD","BK4553","LU0124676726.USD","LU0661504455.SGD","LU2237443622.USD","LU0964807845.USD","LU1674673691.USD","LU1066051498.USD","LU2456880835.USD","LU2452424414.USD","LU1316542783.SGD","LU2092937148.SGD","LU0265550946.USD","HK0000306701.USD","HK0000306685.HKD","LU0256863811.USD","MACW.SI","SG9999018865.SGD","LU0784385840.USD","IE00B19Z8W00.USD","LU0868494708.USD","LU1935043023.USD","LU0198837287.USD","IE00BJTD4N35.SGD","LU2896262040.SGD","LU1699723380.USD","LU2461242641.AUD","IE00B7KXQ091.USD","LU2381873111.SGD","LU0080751232.USD","LU2471134879.HKD","LU1791710582.SGD","LU0256863902.USD","LU1868836757.USD","LU0545039389.USD","LU1206712785.SGD","LU0786609619.USD","LU0795875169.SGD","LU2458330243.SGD","LU2237443978.SGD","LU1935042991.SGD","LU1868837136.USD","LU2746668974.SGD","SG9999015978.USD","LU1119994496.HKD","LU0672654240.SGD","LU1066051225.USD","LU1582986433.USD","LU2360032135.SGD","LU0795875086.SGD","BK4533","BK4581","LU0353189680.USD","LU0820562030.AUD","LU0965509283.SGD","SG9999015358.SGD","LU2602419157.SGD","LU0985320562.USD","LU0149725797.USD","LU0784383803.USD","LU0097036916.USD","LU0942090050.USD","IE00BKDWB100.SGD","LU1301847155.USD","IE000W1ABFV2.USD","LU2077746001.SGD","LU0738911758.USD","LU0553294199.USD","LU1235294995.USD","LU0456855351.SGD","LU2023250843.SGD","LU1934455194.USD","LU2361044949.HKD","LU0077335932.USD","BK4170","LU0889565833.HKD","LU0079474960.USD","LU1868836914.USD","IE0009G5SDU7.USD","LU2271345857.HKD","LU0316494557.USD","BK4576","LU2168564495.EUR","LU2250418816.HKD","LU1989764748.USD","LU1803068979.SGD","LU0210533765.USD","LU1989771016.USD","LU0314106906.USD","LU0314104364.USD","HK0000320264.USD","BK4575","IE00BDRTCR15.USD","LU2750360997.AUD","LU0784385170.HKD","SGXZ31699556.SGD","LU1037948541.HKD","LU1934455863.HKD","LU0056508442.USD","HK0000320223.HKD","IE0004445239.USD","SG9999014542.SGD","LU0354030438.USD","LU2168563687.JPY","BK4592","LU1496350502.SGD","LU2430703095.HKD","LU0096362180.USD","SG9999014559.SGD","LU0784384876.USD","BK4515","LU0267386448.USD","BK4534","LU0726765562.USD","IE00B775SV38.USD","LU0210528500.USD","LU1571399168.USD","IE0004445015.USD","LU0158827781.USD","LU0345769128.USD","LU2065171311.SGD","SG9999014898.SGD","LU1582986359.USD","SG9999015952.SGD","BK4588","LU1674673428.USD","LU2756315664.SGD","LU1582987324.SGD","IE00BKVL7J92.USD","BK4559","IE00BK4W5M84.HKD","LU1127390331.HKD","IE00BLSP4239.USD","IE00B4JS1V06.HKD","LU1935042215.USD","IE00BJJMRX11.SGD","LU0082616367.USD","LU1244550221.USD","LU1852331112.SGD","LU2087621335.USD","LU2065171402.SGD","LU2552382215.SGD","LU1232071149.USD","LU1069344957.HKD","BK4554","LU0642271901.SGD","LU2168564149.EUR","BK4585","LU2054465674.USD","LU0154236417.USD","LU0234572021.USD","LU2361045086.USD","LU2168564065.EUR","LU1366192091.USD","LU0203202063.USD","LU0215105999.USD","LU0823434583.USD","SG9999017495.SGD","IE00B5949003.HKD","IE0004086264.USD","IE00B19Z8X17.USD","IE0003U64NQ7.SGD","BK4573","LU0820561909.HKD","LU2087625088.SGD","LU1823568750.SGD","LU0882574139.USD","LU2125154935.USD","LU2191332357.HKD","LU1267930730.SGD","SG9999002232.USD","IE00B1XK9C88.USD","LU0048584097.USD","SG9999018857.SGD","LU1206713676.USD","LU0494093205.USD","SG9999015945.SGD","LU2089283258.USD","LU2750360641.GBP","LU0719512351.SGD","IE00BJLML261.HKD","BK4579","LU0472753341.HKD","IE00BN8TJ469.HKD","LU1291159041.SGD","LU2361044865.SGD","LU2505996509.AUD","LU0444973449.USD","LU0861579265.USD","LU1551013425.SGD","SG9999015986.USD","LU1868836591.USD","IE000KEQY171.SGD","LU1244550494.USD","LU0683600562.USD","LU1778281490.HKD","LU1974910355.USD","LU2108987350.USD","SG9999002224.SGD","LU1804176565.USD","LU2237443382.USD","IE0001KFT4U8.USD","LU1815336760.USD","LU2552382132.HKD","LU2403377893.USD","LU0957791311.USD","IE00BK4W5L77.USD","LU0345768153.USD","LU1280957306.USD","LU2023250330.USD","L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18 Pro螢幕設計傳聞：挖孔縮小居中，並非左上角單孔","url":"https://stock-news.laohu8.com/highlight/detail?id=2605276481","media":"太平洋科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605276481?lang=zh_tw&edition=fundamental","pubTime":"2026-01-21 12:12","pubTimestamp":1768968720,"startTime":"0","endTime":"0","summary":"1 月 21 日消息，此前有科技记者报道称，苹果 iPhone 18 Pro 将把前置摄像头移至屏幕左上角，采用单挖孔设计。供应链分析师 Ross Young 指出，iPhone 18 Pro 并非采用左上角单挖孔设计。这使得挖孔区域得以缩小，并保持居中布局。尽管并非此前传闻的左上角单孔设计，iPhone 18 Pro 将采用缩小版的“药丸形”挖孔屏。得益于这一优化，该机型仍将成为苹果历史上屏占比最高的旗舰手机。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121123618a443f820&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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20% 只是開始，切割PC 玩家，為了拿到華爾街的通關卡？","url":"https://stock-news.laohu8.com/highlight/detail?id=2605012054","media":"本位站","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605012054?lang=zh_tw&edition=fundamental","pubTime":"2026-01-21 12:05","pubTimestamp":1768968301,"startTime":"0","endTime":"0","summary":"要是你最近打算组装一台电脑，或者买最新的AIPC，你可能会碰到一件奇怪的事情，新款CoreUltra处理器不光价格比刚上市时贵了15%到20%, 并且很多店铺还显示缺货预订。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121131740953da79f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:55","pubTimestamp":1768967758,"startTime":"0","endTime":"0","summary":"数据显示，DRAM价格上涨态势始于2025年第三季度，该季度价格环比涨幅达13.5%。尽管DRAM市场历来波动较大，历史价格波动幅度通常在15%-20%之间，但此次上涨是在2023年至2024年底及2025年初持续反弹的基础上实现的。此前市场曾预判行业已达周期性峰值并将进入下行通道，但企业财报早期信号显示，2025年第四季度DRAM价格或再迎30%的涨幅。HBM产品进一步扭曲了DRAM市场格局。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121132625953da80b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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展現先進封裝技術佈局","url":"https://stock-news.laohu8.com/highlight/detail?id=2605122513","media":"维库电子市场网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605122513?lang=zh_tw&edition=fundamental","pubTime":"2026-01-21 11:35","pubTimestamp":1768966543,"startTime":"0","endTime":"0","summary":"全球晶圆代工龙头台积电将于明日在嘉义举行媒体导览活动，首度对外公开其先进封测七厂。这座位于南科嘉义园区的封测厂，不仅标志着台积电在先进封装领域的重大布局，更彰显其深耕中国台湾、以本地为核心发展高端制造的坚定承诺。据了解，AP7厂将重点展示台积电在先进封装领域的量能布局与技术突破。台积电董事长魏哲家此前在法人说明会上强调，公司将持续投资先进制程和封装设施。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121113855a69a779f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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評級「買入」","url":"https://stock-news.laohu8.com/highlight/detail?id=2605225781","media":"AASTOCKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605225781?lang=zh_tw&edition=fundamental","pubTime":"2026-01-21 11:33","pubTimestamp":1768966427,"startTime":"0","endTime":"0","summary":"高盛研究报告指出，展望去年12月底止2026财年首季，预计苹果旗下的iPhone表现超预期，服务业务持续增长，预测每股盈利为2.66美元，与市场预期一致；iPhone收入将年增13%，出货量年增5%，价格/产品组合带来8%增长。该行又预计，苹果服务收入按年增长14%，应得益于其他类别的增长动能支持，及今年在苹果App Store的新广告格式将带来进一步利好；目标价320美元；评级“买入”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121114731a69a7f48&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:19","pubTimestamp":1768965597,"startTime":"0","endTime":"0","summary":"然而，台积电可能会取消苹果在其合作伙伴关系中的优先地位。此前有消息称，苹果在2024年将占台积电年收入的24%，而英伟达将在2025年超越苹果。定焦数码提到，英伟达目前是台积电最大的客户，占台积电总营收的13%。或许当人工智能泡沫破裂时，台积电会回报苹果的厚爱，但该公司可能并不认为这种情况会很快发生，因为今年人工智能热潮带来的资本支出将达到前所未有的520亿至560亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121112137a69a6718&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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