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美股
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本頁面由Tiger Trade Technology Pte. Ltd.提供服務
半導體精選
5,769.07
+1.24
0.02%
漲家數:
14
跌家數:
3
平家數:
- -
市盈率:
- -
高:
5,802.47
開:
5,749.81
低:
5,687.39
收:
5,767.82
成交量:
4.84億
成交額:
939.38億
市值:
10.77萬億
流通市值:
10.32萬億
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台积电每月都会公布营收数据,但很少披露相关解读或盈利指标。","market":"us","thumbnail":"http://n.sinaimg.cn/tech/transform/59/w550h309/20260410/df22-cfdaf517b276a240dfcaa6e1b724ff8f.png","type":0,"news_type":0,"thumbnails":["http://n.sinaimg.cn/tech/transform/59/w550h309/20260410/df22-cfdaf517b276a240dfcaa6e1b724ff8f.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-10/doc-inhtzhty0226342.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["LU1934455194.USD","SGXZ99366536.SGD","SG9999000418.SGD","BK4532","LU2237443382.USD","BK4612","LU2087625088.SGD","LU0143863198.USD","LU1868837565.USD","LU0823414551.USD","LU0359201612.USD","LU0642271901.SGD","TSMX","BK4527","LU2237443549.SGD","LU2471134952.CNY","SGXZ51526630.SGD","LU0094547139.USD","03145","LU0719512351.SGD","IE00BQXX3F31.USD","IE00BQXX3D17.EUR","LU2041044095.USD","LU2247934214.USD","LU2357125470.USD","TSMU","LU1623119135.USD","LU0353189763.USD","BK4591","LU2063271972.USD","LU2506951792.HKD","LU1868838027.USD","LU0965509010.AUD","LU1282649810.SGD","LU2543165471.USD","LU0143863784.USD","BK4585","BK4526","LU2458330169.SGD","LU0572940350.SGD","LU1868837722.USD","LU2491049909.HKD","BK4602","LU0861579265.USD","BK4588","LU0238689110.USD","LU0488056044.USD","LU1974910355.USD","LU1316542783.SGD","LU1323610961.USD","LU1712237335.SGD","BK4535","LU2271345857.HKD","LU2860962120.EUR","LU2458330243.SGD","SGXZ81514606.USD","LU0823421416.USD","LU2111349929.HKD","LU1917777945.USD","LU0823414478.USD","LU1211504680.USD","IE00B3M56506.USD","LU2023251221.USD","IE00BFXG0V08.USD","LU0878005551.USD","LU0965509101.SGD","LU2250418816.HKD","LU2089284900.SGD","LU0384037296.USD","LU0965509283.SGD","BK4505","LU0359201885.HKD","LU1989764664.SGD","LU2471134523.USD","LU0082616367.USD","BK4504","LU0541501648.USD","BK4554","LU0124676726.USD","IE0004445239.USD","LU0198837287.USD","LU2089283258.USD","LU2294711713.HKD","LU1989772840.SGD","BK4550","LU0792757196.USD","LU2491050154.USD","BK4512","LU0572939691.SGD","LU1282649067.USD","SG9999004220.SGD","LU2298321311.HKD","LU1934455863.HKD","IE0004086264.USD","LU2211814178.USD","IE00BZ199S13.USD","BK4548","LU2106854487.HKD","IE00BYQQ9H92.USD","LU0316494557.USD","LU0689626769.HKD","LU0878004406.USD","LU1989772923.USD","LU0345770308.USD","LU0882747503.HKD","LU2092937221.SGD","LU1508157978.USD","LU0359202008.SGD","LU0823421333.USD","BK4581","LU0175139822.USD","IE00BQXX3C00.GBP","LU2211815571.USD","LU2663582299.SGD","LU0889566641.SGD","LU2360032135.SGD","LU2471134796.USD","LU1037948897.HKD","LU0158827948.USD","LU0056508442.USD","IE00BKPKM429.USD","LU0345770993.USD","IE00BHPRN162.USD","BK4605","TSMZ","BK4543","LU1023057109.AUD","BK4534","LU0264606111.USD","LU2023250504.SGD","LU2125154778.USD","TSM","LU0109392836.USD","LU1037948541.HKD","LU2360106780.USD","IE00BD6J9T35.USD","LU1989764748.USD","LU2028103732.USD","LU2471134879.HKD","BK4141","LU1852331112.SGD","TSMY","LU2133065610.SGD","LU2125154935.USD","LU0965508806.USD","LU0348723411.USD","LU2054465674.USD","LU0289960550.SGD","LU2750360997.AUD","LU1934455277.USD","IE00B5TLWC47.USD","LU0541502299.USD","LU0323591593.USD","BK4503","LU2491050071.SGD","IE0004091025.USD","LU2237443978.SGD","LU1267930813.SGD","BK4533","LU0889565833.HKD","LU2237443622.USD","LU2360108059.USD","TSMG","LU2249611893.SGD","LU0353189680.USD","LU2750360641.GBP","STSM","LU1803068979.SGD","LU0158827781.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626196035","title":"CPO商用化提速:Scale-out突破0到1,Scale-up有望率先大規模落地?","url":"https://stock-news.laohu8.com/highlight/detail?id=2626196035","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626196035?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 18:02","pubTimestamp":1775815371,"startTime":"0","endTime":"0","summary":"CPO在英伟达、博通等行业龙头推动下加速商用。西部证券认为,在Scale-up(纵向扩展)侧,头部厂商具备垂直整合能力推动落地,商业化推进需求的迫切性更高,供给端的产能瓶颈同样更为关键。在Scale-out(横向扩展)侧,CPO商用突破0到1,渗透率有望逐步提升,但商业化节奏相对平缓。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3769669","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2092627202.USD","LU2237957902.USD","LU0054578231.USD","LU0345768740.USD","LU1674673428.USD","LU1267930573.SGD","LU2896262040.SGD","HK0000306685.HKD","LU2264538146.SGD","LU2211815571.USD","LU0056508442.USD","LU1934455863.HKD","LU2505996681.GBP","LU0472753341.HKD","LU1670756490.USD","LU1323610961.USD","IE000YTNTUN2.SGD","SG9999000418.SGD","HK0000304805.HKD","LU1244550577.SGD","LU1261432733.SGD","LU0080751232.USD","HK0000914660.USD","SG9999015986.USD","LU1861127337.USD","LU2471134796.USD","NVDB","SG9999015952.SGD","BK4585","LU1791710582.SGD","IE0034235303.USD","BK4187","LU2023250504.SGD","BK4549","IE00B1BXHZ80.USD","AVGO","LU0251132253.USD","LU1988902786.USD","BK4141","LU0109391861.USD","LU0310800379.SGD","LU0234572021.USD","LU1242518857.USD","LU2417539215.USD","LU2326559502.SGD","LU2491049909.HKD","LU2931357623.SGD","LU0528227936.USD","SGXZ23171101.USD","LU0390134368.USD","LU2361044865.SGD","IE00B4JS1V06.HKD","300814","IE00B5949003.HKD","LU0210536198.USD","LU0957808578.USD","LU1674673691.USD","IE00BDRTCR15.USD","SG9999001424.SGD","LU2458330169.SGD","IE0004086264.USD","GOOG","LU2065170008.USD","IE00B19Z8W00.USD","LU0128525929.USD","LU1119994496.HKD","IE00BK4W5M84.HKD","LU0323591593.USD","LU0308772762.SGD","LU2097344431.USD","LU1064131342.USD","LU2360032135.SGD","LU1951200564.SGD","SG9999015978.USD","SG9999018857.SGD","LU2065169927.USD","LU2213496289.HKD","LU2023250330.USD","LU1815336760.USD","LU0724617625.USD","LU1037948541.HKD","LU1316542783.SGD","NVDX","SG9999015358.SGD","LU0320765059.SGD","LU0820562030.AUD","LU0097036916.USD","LU0124676726.USD","IE00BYXW3230.USD","LU0345769631.USD","BK4192","HK0000304797.USD","LU1623119135.USD","IE00BHPRN162.USD","LU1989772923.USD","LU2272731782.SGD","LU1992135399.USD","BK4612","LU2322448957.HKD","AAPL","TSLA","LU0820561818.USD","LU1037948897.HKD","IE000ITXATA3.USD","LU1974910355.USD","IE00BMPRXR70.SGD","BK4533","IE00B3SWFQ91.USD","IE00BDCRKT87.USD","LU2108987350.USD","IE000W1ABFV2.USD","LU2065171311.SGD","LU0965508806.USD","LU0289739343.SGD","LU0823414478.USD","BK4608","LU0158827781.USD","LU0786609619.USD","LU2125154778.USD","LU0316494557.USD","NVII","LU1066051811.HKD","SG9999015945.SGD","LU2191332357.HKD","LU1699723380.USD","LU0203201768.USD","LU1923622291.USD","LU2111349929.HKD","LU2237957811.SGD","LU0053666078.USD","LU2250418816.HKD","IE00BJTD4V19.USD","IE0009G5SDU7.USD","IE0034235188.USD","LU1868837300.USD","LU0048584097.USD","LU1718418525.SGD","SG9999002232.USD","NVIW.SI","LU0444973449.USD","LU2413666699.HKD","LU0256863902.USD","LU1548497426.USD","LU1923622614.USD","LU1935042488.USD","HK0000306701.USD","LU1721428933.USD","NVDW","LU2236285917.USD","LU2430703095.HKD","LU1935043536.SGD","LU0868494617.USD","IE00BJJMRX11.SGD","LU1153585028.USD","SG9999018865.SGD","IE00B3S45H60.SGD","LU1861220033.SGD","IE00B19Z9505.USD","LU0109392836.USD","LU1868836757.USD","NVDO","LU2487616109.SGD","IE00BQXX3C00.GBP","LU0347712357.USD","LU2272731600.USD","LU1244550494.USD","LU1642822529.SGD","LU0061474705.USD","LU0823414551.USD","LU2125909916.SGD","LU2357305700.SGD","LU0985320562.USD","LU2552382215.SGD","NVDG","IE0034235295.USD","LU1712237335.SGD","LU1267930490.SGD","LU2089985449.USD","IE00B1XK9C88.USD","IE00B4YYXB79.USD","IE00BWXC8680.SGD","ANV","LU0345770993.USD","LU1804176565.USD","NVDY","IE0003U64NQ7.SGD","SG9999014542.SGD","LU2420271590.USD","LU0642271901.SGD","LU1551013425.SGD","SGXZ81514606.USD","LU0210533765.USD","LU2458330243.SGD","LU0061474960.USD","LU0069063385.USD","002475","LU0354030511.USD","LU1435385759.SGD","LU2092937148.SGD","LU2125909593.SGD","LU0077335932.USD","LU0234570918.USD","LU0823421333.USD","LU0417517546.SGD","BK4588","LU2456880835.USD","LU2265009873.SGD","LU1116320901.HKD","NVDD","SG9999014567.USD","LU2491050071.SGD","SNVD.UK","LU2089283258.USD","LU2125909759.SGD","LU1989764664.SGD","LU1868836591.USD","LU2237438978.USD","NVDS","LU0276348264.USD","LU0354030438.USD","LU1814569148.SGD","BK4534","LU2125154935.USD","LU2552382132.HKD","IE00BFSS7M15.SGD","LU0081259029.USD","LU0238689110.USD","LU2077746001.SGD","LU1116320737.USD","LU1935042215.USD","LU1244550221.USD","IE00B7KXQ091.USD","LU1035775433.USD","LU1923623000.USD","BK4529","LU0342679015.USD","LU2413666426.HKD","NVDS.UK","LU1821325948.USD","LU2249611893.SGD","IE00BJJMRY28.SGD","SG9999017495.SGD","BK4548","SGXZ51526630.SGD","SG9999014898.SGD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17:52","pubTimestamp":1775814764,"startTime":"0","endTime":"0","summary":"①【三大期指涨跌不一】道指期货跌0.03%、标普500指数期货涨0.02%、纳指期货涨0.02%。②【美国3月CPI今晚发布,或创四年最大涨幅】北京时间20:30,美国劳工统计局将发布3月CPI数据。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604103701265081.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604103701265081.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU2357125470.USD","LU2125154935.USD","LU2458330243.SGD","LU0316494557.USD","LU0572939691.SGD","LU0109392836.USD","LU1323610961.USD","LU2663582299.SGD","LU0823421416.USD","BK4612","LU0056508442.USD","BK4588","IE00B3M56506.USD","LU0082616367.USD","BK4505","LU0158827781.USD","LU0689626769.HKD","LU1023057109.AUD","SGXZ99366536.SGD","TSM","LU2471134952.CNY","LU2491050071.SGD","LU1868837565.USD","LU1508157978.USD","SG9999000418.SGD","LU2750360641.GBP","LU2360107168.USD","LU2250418816.HKD","BK4548","STSM","LU0124676726.USD","NVDA","LU0175139822.USD","LU0359201612.USD","IE00BD6J9T35.USD","LU2271345857.HKD","LU0384037296.USD","LU2491050154.USD","LU2106854487.HKD","UFO","LU1861215975.USD","LU2360108059.USD","LU2063271972.USD","LU0106261612.USD","LU2237443978.SGD","LU0719512351.SGD","LU0541501648.USD","LU1974910355.USD","SGXZ51526630.SGD","BK4533","BK4535","LU0353189763.USD","LU1282649810.SGD","LU2211814178.USD","BK4141","IE00BYQQ9H92.USD","LU0792757196.USD","LU1989764664.SGD","BK4554","LU0143863784.USD","LU1623119135.USD","LU0642271901.SGD","LU2211815571.USD","LU0965509283.SGD","LU2023250504.SGD","GOOGL","LU2294711713.HKD","LU2133065610.SGD","IE00B5TLWC47.USD","LITE","IE00BQXX3D17.EUR","LU0264606111.USD","LU2237443549.SGD","LU0823414478.USD","LU0348723411.USD","IE00BFXG0V08.USD","AMZN","LU0094547139.USD","LU1989772923.USD","LU2247934214.USD","SG9999004220.SGD","BK4532","LU0205193047.USD","LU2087625088.SGD","LU2360106780.USD","TSMU","LU1934455277.USD","LU0511384066.AUD","LU0143863198.USD","LU2471134523.USD","BK4504","LU0205194284.USD","IE0004086264.USD","LU1868837722.USD","LU0541502299.USD","LU2298321311.HKD","LU2543165471.USD","BK4527","LU1989764748.USD","LU2089283258.USD","LU2750360997.AUD","LU0158827948.USD","TSMX","LU2041044095.USD","LU2506951792.HKD","BK4534","BK4602","BK4605","LU2249611893.SGD","LU0889566641.SGD","TSMZ","BK4543","LU2860962120.EUR","BK4512","LU1037948541.HKD","BK4581","LU2471134796.USD","LU2491049909.HKD","LU0823421333.USD","LU0861579265.USD","LU1803068979.SGD","LU2237443382.USD","IE00BHPRN162.USD","TSMG","LU0965509101.SGD","LU0323591593.USD","03145","LU2360032135.SGD","LU1282649067.USD","LU0965509010.AUD","BK4591","IE0004445239.USD","LU1934455194.USD","LU1037948897.HKD","LU1211504680.USD","LU2111349929.HKD","LU0289960550.SGD","LU0289961442.SGD","LU0889565833.HKD","LU2458330169.SGD","LU0345770993.USD","IE00BKPKM429.USD","LU0012050646.USD","LU0240877869.USD","LU0878004406.USD","COHR","SGXZ81514606.USD","BK4550","LU0878005551.USD","LU2125154778.USD","TSMY","BK4503","LU2089284900.SGD","IE00BQXX3C00.GBP","LU2290526834.HKD","LU1868838027.USD","IE0004091025.USD","BK4585","LU2092937221.SGD","TTE","IE00BQXX3F31.USD","IE00BZ199S13.USD","LU2471134879.HKD","LU0488056044.USD","LU1316542783.SGD","LU0289739343.SGD","LU0198837287.USD","LU1712237335.SGD","LU0823414551.USD","LU1917777945.USD","LU1934455863.HKD","LU0353189680.USD","LU2054465674.USD","LU2237443622.USD","LU0882747503.HKD","LU0965508806.USD","LU0359202008.SGD","BK4526","LU1861220033.SGD","LU0240878834.USD","LU1989772840.SGD","LU0572940350.SGD","LU2023251221.USD","LU0238689110.USD","LU0345770308.USD","LU1267930813.SGD","LU2028103732.USD","LITX","LU0359201885.HKD","LU1852331112.SGD","BK4020","CIEN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626119549","title":"良率僅55%!英特爾「抱住」馬斯克,能撼動台積電的「鐵王座」?|硅谷觀察","url":"https://stock-news.laohu8.com/highlight/detail?id=2626119549","media":"新浪科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626119549?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 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15:29","pubTimestamp":1775806153,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,台积电周五公布的最新季度营收实现增长35%,这表明在中东战事爆发的最初几周,全球人工智能芯片需求依然保持稳定。3月销售额增长45%。台积电及其AI客户也面临外界对其能否保持当前增长速度的质疑。台积电定于4月16日公布完整的第一季度业绩。台积电股价今年已上涨近30%,表现优于其主要客户。尽管作为全球AI芯片领军企业的英伟达季度营收跃升73%,且给出的业绩展望超出预期,但其股价今年仍下跌了1.4%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1427019.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4535","IE00BFXG0V08.USD","LU2092937221.SGD","STSM","LU1868837722.USD","LU1508157978.USD","LU0094547139.USD","LU2237443978.SGD","BK4581","LU0689626769.HKD","LU1282649810.SGD","LU1023057109.AUD","LU2663582299.SGD","SGXZ81514606.USD","LU0384037296.USD","LU0323591593.USD","LU0792757196.USD","SGXZ51526630.SGD","BK4550","LU0572939691.SGD","BK4526","LU0861579265.USD","LU2247934214.USD","LU0264606111.USD","LU1989764664.SGD","03145","LU0124676726.USD","LU0882747503.HKD","LU2249611893.SGD","IE00BHPRN162.USD","LU2360032135.SGD","LU1989772840.SGD","LU2294711713.HKD","LU0965509283.SGD","IE0004445239.USD","LU0823421333.USD","LU1712237335.SGD","LU2491049909.HKD","IE00BYQQ9H92.USD","IE00B5TLWC47.USD","LU1917777945.USD","BK4605","IE0004091025.USD","LU0823414551.USD","LU0359202008.SGD","LU0289960550.SGD","BK4512","LU0965509101.SGD","LU2063271972.USD","LU1282649067.USD","LU1868837565.USD","BK4554","LU2028103732.USD","LU1934455194.USD","LU0878004406.USD","BK4527","TSM","LU2360106780.USD","LU0238689110.USD","LU1037948541.HKD","LU2357125470.USD","LU0345770993.USD","LU0965508806.USD","LU1037948897.HKD","IE00BD6J9T35.USD","SGXZ99366536.SGD","LU0143863784.USD","LU1934455863.HKD","LU0158827781.USD","IE00BQXX3D17.EUR","LU2125154778.USD","IE0004086264.USD","LU2041044095.USD","BK4533","LU2471134879.HKD","LU0541502299.USD","LU2506951792.HKD","BK4503","IE00B3M56506.USD","LU2237443382.USD","LU2054465674.USD","LU2211815571.USD","LU2023251221.USD","LU2471134952.CNY","LU0143863198.USD","LU0359201885.HKD","LU2087625088.SGD","SG9999000418.SGD","LU0488056044.USD","BK4548","LU0823414478.USD","LU2106854487.HKD","BK4543","LU0823421416.USD","LU1868838027.USD","LU2089283258.USD","LU2237443622.USD","IE00BQXX3F31.USD","LU0348723411.USD","LU2271345857.HKD","LU0158827948.USD","LU0316494557.USD","LU0082616367.USD","LU2860962120.EUR","LU2750360641.GBP","LU1316542783.SGD","LU1267930813.SGD","LU2471134523.USD","LU0541501648.USD","LU2458330169.SGD","LU0642271901.SGD","TSMY","LU0175139822.USD","LU1989764748.USD","LU2211814178.USD","LU2250418816.HKD","BK4532","TSMU","LU2750360997.AUD","LU0572940350.SGD","LU1803068979.SGD","LU2543165471.USD","LU1989772923.USD","LU0889565833.HKD","LU0965509010.AUD","BK4505","LU2471134796.USD","SG9999004220.SGD","LU1211504680.USD","BK4591","LU2491050071.SGD","BK4504","TSMX","BK4612","BK4141","LU1323610961.USD","LU2298321311.HKD","TSMG","LU1934455277.USD","LU1852331112.SGD","BK4585","IE00BQXX3C00.GBP","LU2111349929.HKD","LU2491050154.USD","LU0109392836.USD","LU2089284900.SGD","LU2133065610.SGD","BK4602","LU0353189680.USD","LU1623119135.USD","LU2023250504.SGD","LU0198837287.USD","LU1974910355.USD","BK4534","LU0878005551.USD","LU0353189763.USD","LU2237443549.SGD","LU2458330243.SGD","LU0719512351.SGD","BK4588","TSMZ","IE00BZ199S13.USD","LU0359201612.USD","LU2125154935.USD","LU2360108059.USD","LU0889566641.SGD","IE00BKPKM429.USD","LU0345770308.USD","LU0056508442.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2626641111","title":"晶圓代工需求強勁,台積電一季度營收按年增長35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2626641111","media":"第一财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626641111?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 14:45","pubTimestamp":1775803551,"startTime":"0","endTime":"0","summary":"4月10日,台积电(2330.TW)公布3月营收数据。3月台积电营收4151.9亿元新台币(约130亿美元),同比增长45.2%,今年1至3月台积电营收1.134万亿元新台币(约357亿美元),同比增长35.1%。此前台积电预测,得益于全球人工智能行业的蓬勃发展,今年将实现更强劲的增长,预计今年第一季度营收达到346亿美元至358亿美元,毛利率可望攀升至63%到65%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604103701032420.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604103701032420.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0056508442.USD","LU0345770308.USD","LU1989772840.SGD","IE0004445239.USD","BK4543","LU1623119135.USD","LU0823421333.USD","LU2249611893.SGD","BK4532","LU0719512351.SGD","LU2125154778.USD","BK4512","LU0488056044.USD","LU0861579265.USD","IE00BQXX3C00.GBP","BK4581","LU0792757196.USD","IE00B5TLWC47.USD","LU0359201612.USD","LU0316494557.USD","LU0823421416.USD","LU1868837565.USD","LU1323610961.USD","LU2357125470.USD","TSMX","LU1267930813.SGD","BK4612","LU0965509101.SGD","LU0878005551.USD","IE00BD6J9T35.USD","LU0359202008.SGD","LU1712237335.SGD","SG9999000418.SGD","LU2133065610.SGD","IE00BKPKM429.USD","LU2860962120.EUR","IE00BHPRN162.USD","LU2471134952.CNY","LU0572940350.SGD","BK4504","LU2750360641.GBP","LU2491049909.HKD","LU0823414551.USD","LU0158827781.USD","LU0965508806.USD","TSMY","BK4527","LU1852331112.SGD","LU2111349929.HKD","IE00B3M56506.USD","LU0689626769.HKD","LU1917777945.USD","LU1989764664.SGD","LU0198837287.USD","LU2023251221.USD","LU2458330243.SGD","BK4526","IE0004091025.USD","LU2294711713.HKD","LU0878004406.USD","LU1282649067.USD","BK4548","LU0264606111.USD","LU0348723411.USD","LU0889566641.SGD","LU2106854487.HKD","LU2360106780.USD","LU1211504680.USD","LU1989764748.USD","LU2237443622.USD","LU0323591593.USD","LU0158827948.USD","LU0082616367.USD","BK4535","LU2298321311.HKD","LU0353189763.USD","LU2247934214.USD","LU2087625088.SGD","LU0094547139.USD","SG9999004220.SGD","LU1037948897.HKD","LU0175139822.USD","LU2089284900.SGD","LU1934455863.HKD","LU2491050071.SGD","IE00BYQQ9H92.USD","LU1037948541.HKD","03145","LU2063271972.USD","LU2028103732.USD","LU0889565833.HKD","BK4602","LU1023057109.AUD","LU2458330169.SGD","STSM","LU2250418816.HKD","LU1868837722.USD","LU1282649810.SGD","LU1989772923.USD","BK4605","LU1934455194.USD","BK4503","LU0143863198.USD","TSM","BK4550","LU2471134796.USD","SGXZ51526630.SGD","LU0965509010.AUD","LU0541501648.USD","LU0384037296.USD","SGXZ99366536.SGD","IE00BZ199S13.USD","LU2543165471.USD","BK4588","BK4591","LU0124676726.USD","LU2271345857.HKD","TSMG","LU2125154935.USD","IE00BFXG0V08.USD","LU0289960550.SGD","LU1934455277.USD","TSMU","LU0238689110.USD","LU2506951792.HKD","LU1508157978.USD","SGXZ81514606.USD","LU2750360997.AUD","LU2092937221.SGD","LU2471134879.HKD","LU2491050154.USD","LU2237443549.SGD","LU1974910355.USD","LU0823414478.USD","LU0541502299.USD","LU2023250504.SGD","IE00BQXX3D17.EUR","BK4533","LU1316542783.SGD","LU0353189680.USD","LU0572939691.SGD","BK4141","IE00BQXX3F31.USD","BK4505","LU2211815571.USD","LU2041044095.USD","LU2663582299.SGD","LU1803068979.SGD","IE0004086264.USD","TSMZ","LU2237443978.SGD","LU0359201885.HKD","LU0642271901.SGD","LU2360108059.USD","LU2360032135.SGD","LU0882747503.HKD","LU2211814178.USD","BK4534","LU0965509283.SGD","LU1868838027.USD","BK4585","LU2089283258.USD","LU0143863784.USD","LU2237443382.USD","LU0345770993.USD","LU0109392836.USD","LU2471134523.USD","BK4554","LU2054465674.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626161081","title":"需求爆發!台積電3月銷售額按年大增近五成至4151.9億新台幣","url":"https://stock-news.laohu8.com/highlight/detail?id=2626161081","media":"TradingKey中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626161081?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 14:14","pubTimestamp":1775801686,"startTime":"0","endTime":"0","summary":"TradingKey - 受终端市场需求强劲拉动,全球晶圆代工龙头台积电(TSM)的营收增长势头不断提速。其3月单月营收达到4151.9亿新台币。","market":"sh","thumbnail":"https://resource.tradingkey.com/uploads/20260113/TSMC-e9dcc1956440443785c866a239fce2a7.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260113/TSMC-e9dcc1956440443785c866a239fce2a7.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/261769266-tsmc-march-sales-surge-nearly-50-year-on-year-to-nt-415-19-billion-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2028103732.USD","LU0158827781.USD","LU2237443978.SGD","SGXZ81514606.USD","TSMU","LU2860962120.EUR","LU0965508806.USD","LU2041044095.USD","LU2237443549.SGD","BK4581","03145","LU0965509101.SGD","LU2089284900.SGD","LU2471134796.USD","LU0143863784.USD","LU2750360641.GBP","LU2111349929.HKD","LU0823421333.USD","TSMZ","LU2054465674.USD","BK4554","LU0792757196.USD","SGXZ99366536.SGD","BK4535","IE0004091025.USD","LU0541502299.USD","LU1508157978.USD","LU0345770308.USD","LU0642271901.SGD","LU0264606111.USD","IE00BD6J9T35.USD","LU2133065610.SGD","IE00BKPKM429.USD","LU0488056044.USD","LU0878004406.USD","LU1282649810.SGD","LU1868838027.USD","LU2458330243.SGD","LU2211814178.USD","BK4533","LU2249611893.SGD","LU2357125470.USD","BK4585","LU0109392836.USD","STSM","LU1712237335.SGD","LU0889566641.SGD","LU1023057109.AUD","LU0572939691.SGD","LU0823414478.USD","LU0861579265.USD","LU2237443382.USD","LU2360032135.SGD","LU0878005551.USD","TSMX","LU1989764748.USD","LU1037948541.HKD","BK4527","LU0316494557.USD","BK4534","LU1934455863.HKD","LU1989772923.USD","BK4505","LU2491050071.SGD","LU0143863198.USD","LU1989772840.SGD","IE0004086264.USD","LU0323591593.USD","BK4141","LU0124676726.USD","LU0889565833.HKD","LU2237443622.USD","LU0353189680.USD","LU2750360997.AUD","BK4550","IE00BFXG0V08.USD","LU1282649067.USD","LU2092937221.SGD","BK4548","LU2106854487.HKD","LU0541501648.USD","IE00BQXX3F31.USD","BK4503","LU0198837287.USD","LU1917777945.USD","LU2491049909.HKD","LU0384037296.USD","TSMY","LU0348723411.USD","BK4504","LU0359201885.HKD","LU1868837722.USD","LU2294711713.HKD","LU1623119135.USD","IE00BQXX3C00.GBP","LU2250418816.HKD","LU0689626769.HKD","LU0353189763.USD","LU2663582299.SGD","LU1037948897.HKD","LU2360108059.USD","LU1989764664.SGD","LU2125154778.USD","LU0823421416.USD","IE0004445239.USD","LU2063271972.USD","TSM","LU2543165471.USD","SG9999004220.SGD","LU0823414551.USD","LU2087625088.SGD","LU0882747503.HKD","LU1211504680.USD","LU0965509010.AUD","LU2471134952.CNY","LU2211815571.USD","LU0158827948.USD","LU0056508442.USD","LU2023251221.USD","LU1267930813.SGD","SG9999000418.SGD","LU0359202008.SGD","BK4602","LU1934455277.USD","LU2491050154.USD","BK4588","LU1852331112.SGD","LU2471134523.USD","BK4591","LU2125154935.USD","LU2298321311.HKD","BK4612","LU1974910355.USD","IE00B5TLWC47.USD","LU0175139822.USD","LU0719512351.SGD","BK4543","LU1868837565.USD","BK4605","LU2360106780.USD","BK4512","LU2458330169.SGD","IE00B3M56506.USD","LU2271345857.HKD","LU0082616367.USD","LU1316542783.SGD","LU0094547139.USD","LU2506951792.HKD","LU1803068979.SGD","LU0289960550.SGD","LU0965509283.SGD","BK4532","LU0238689110.USD","BK4526","LU1934455194.USD","LU2023250504.SGD","IE00BYQQ9H92.USD","LU2247934214.USD","LU2089283258.USD","SGXZ51526630.SGD","LU0359201612.USD","LU0345770993.USD","IE00BQXX3D17.EUR","IE00BZ199S13.USD","LU0572940350.SGD","IE00BHPRN162.USD","LU2471134879.HKD","TSMG","LU1323610961.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626695401","title":"台積電一季度銷售額超出預期 伊朗衝突未影響AI需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2626695401","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626695401?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 13:58","pubTimestamp":1775800680,"startTime":"0","endTime":"0","summary":"台积电公布第一季度收入增长35%,这表明在中东冲突爆发后的头几周,全球人工智能芯片需求不减。 台积电周五公布,在截至3月份的三个月里,营收增至1.13万亿元台币。3月销售额增长了45%。 这份报告或许有助于缓解人们这种担忧:中东危机持续,可能会抑制对高耗能的AI数据中心和iPhone等电子产品的需求。这场战争已经给全球航运路线和能源价格带来了压力,投资者正在寻找线索,以判断其影响是否会波及科技巨头的支出计划。","market":"us","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://finance.sina.com.cn/stock/usstock/c/2026-04-10/doc-inhtywee0300636.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4534","LU0264606111.USD","LU0323591593.USD","IE00BYQQ9H92.USD","SGXZ81514606.USD","LU2860962120.EUR","LU1316542783.SGD","LU2491050154.USD","LU0719512351.SGD","LU2360108059.USD","BK4532","LU0345770993.USD","LU0124676726.USD","BK4550","LU0353189763.USD","BK4605","BK4554","IE00BZ199S13.USD","LU2471134523.USD","LU1267930813.SGD","LU2491049909.HKD","LU2023250504.SGD","LU0158827948.USD","LU1037948897.HKD","LU0143863198.USD","SG9999004220.SGD","LU2294711713.HKD","LU2237443382.USD","LU2063271972.USD","LU2023251221.USD","BK4141","LU0642271901.SGD","LU2357125470.USD","LU0823414551.USD","LU1803068979.SGD","LU2458330243.SGD","LU0158827781.USD","LU0289960550.SGD","LU0359201612.USD","LU0541502299.USD","LU0823414478.USD","STSM","LU2491050071.SGD","LU1974910355.USD","LU2089283258.USD","LU1037948541.HKD","LU2543165471.USD","LU0348723411.USD","LU0109392836.USD","BK4548","LU1989772923.USD","LU2247934214.USD","LU0541501648.USD","LU2111349929.HKD","LU2054465674.USD","LU1282649067.USD","LU0965508806.USD","LU2471134952.CNY","LU0488056044.USD","LU2133065610.SGD","BK4585","LU0889566641.SGD","LU0965509010.AUD","LU2271345857.HKD","BK4503","LU1323610961.USD","TSM","LU0572940350.SGD","LU2298321311.HKD","LU1989764748.USD","LU0823421333.USD","LU2041044095.USD","LU0965509101.SGD","IE00BQXX3F31.USD","LU2237443622.USD","LU1508157978.USD","LU2125154778.USD","LU2237443978.SGD","BK4602","IE0004445239.USD","LU1623119135.USD","LU1868838027.USD","BK4533","LU2087625088.SGD","LU0238689110.USD","LU0345770308.USD","LU2028103732.USD","BK4581","IE0004086264.USD","BK4504","IE00B3M56506.USD","LU2663582299.SGD","LU2089284900.SGD","LU2471134879.HKD","LU2360106780.USD","LU1917777945.USD","LU1868837722.USD","LU0353189680.USD","LU0056508442.USD","LU2360032135.SGD","BK4526","LU0792757196.USD","LU0198837287.USD","LU2237443549.SGD","LU0878005551.USD","LU2506951792.HKD","LU1023057109.AUD","LU2471134796.USD","LU1989764664.SGD","TSMY","IE0004091025.USD","LU0094547139.USD","LU0889565833.HKD","LU2106854487.HKD","LU0823421416.USD","LU0861579265.USD","LU2250418816.HKD","IE00BFXG0V08.USD","BK4612","LU1211504680.USD","TSMU","IE00BKPKM429.USD","LU0572939691.SGD","BK4535","LU0082616367.USD","LU0359202008.SGD","LU0359201885.HKD","TSMX","BK4505","LU1282649810.SGD","LU1934455863.HKD","SG9999000418.SGD","LU1852331112.SGD","LU0175139822.USD","SGXZ99366536.SGD","LU2249611893.SGD","LU2125154935.USD","LU2211815571.USD","IE00B5TLWC47.USD","LU1712237335.SGD","BK4527","03145","LU0316494557.USD","LU1989772840.SGD","BK4543","LU0384037296.USD","TSMZ","LU2458330169.SGD","LU1868837565.USD","IE00BQXX3C00.GBP","LU2211814178.USD","TSMG","LU0965509283.SGD","IE00BQXX3D17.EUR","LU2750360641.GBP","BK4588","LU2750360997.AUD","BK4591","IE00BHPRN162.USD","LU0689626769.HKD","LU2092937221.SGD","LU1934455194.USD","LU1934455277.USD","SGXZ51526630.SGD","LU0878004406.USD","IE00BD6J9T35.USD","BK4512","LU0143863784.USD","LU0882747503.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626816627","title":"台積電第一季度營收按年增長35%,超出市場預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2626816627","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626816627?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 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应用的兴趣激增。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。","market":"us","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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260410:nL4S40T0DD:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2092937148.SGD","LU0323591593.USD","IE00BYQQ9H92.USD","SGXZ81514606.USD","HK0000320223.HKD","LU0234572021.USD","LU2860962120.EUR","LU0097036916.USD","LU1316542783.SGD","LU1066051498.USD","LU2491050154.USD","LU0719512351.SGD","LU2237438978.USD","LU0215105999.USD","LU2361044949.HKD","LU0069063385.USD","AAPU","LU1035775433.USD","IE00BYXW3230.USD","BK4605","LU2168563687.JPY","LU2471134523.USD","LU1267930813.SGD","LU0345769631.USD","LU0494093205.USD","LU0708995401.HKD","LU2592432038.USD","IE0009356076.USD","LU2063271972.USD","LU2237443382.USD","LU0642271901.SGD","LU2756315318.SGD","LU0029864427.USD","LU1674673428.USD","NVDD","LU0784385840.USD","LU2213496289.HKD","LU1064131342.USD","LU0823414478.USD","LU1974910355.USD","LU1582987597.SGD","LU1935043023.USD","LU2746668461.USD","LU2092627202.USD","LU0557290698.USD","NVDG","SGXZ23171101.USD","LU1267930490.SGD","BK4548","LU2247934214.USD","LU0541501648.USD","LU2111349929.HKD","LU1935042991.SGD","LU2191332357.HKD","LU1935042215.USD","BK4585","LU0889566641.SGD","LU0965509010.AUD","LU2357305700.SGD","BK4503","LU1868837300.USD","LU2322448957.HKD","LU0109391861.USD","LU0265550946.USD","LU1145028129.USD","TSM","LU2298321311.HKD","LU0823421333.USD","LU2746668974.SGD","LU0251132253.USD","LU1868836914.USD","LU0882574139.USD","BK4559","LU0342679015.USD","LU1069344957.HKD","LU0784384876.USD","IE0004445239.USD","LU0444971666.USD","LU0957808578.USD","BK4533","LU0820561818.USD","LU2087625088.SGD","LU1923622291.USD","LU1582986433.USD","LU0787776722.HKD","BK4581","LU0820562030.AUD","LU2087621335.USD","IE00BFSS7M15.SGD","NVDS","LU1582987324.SGD","LU2663582299.SGD","LU0957791311.USD","LU2089284900.SGD","BK4614","LU1951200564.SGD","LU2471134879.HKD","HK0000304805.HKD","IE00B19Z8X17.USD","LU2413666699.HKD","LU1244550577.SGD","MACW.SI","NVDX","LU0878005551.USD","IE00BN29S564.USD","LU2250418816.HKD","LU1211504680.USD","BK4612","LU0128525929.USD","LU0354030511.USD","NVDQ","LU1699723380.USD","SG9999014880.SGD","LU1983260115.SGD","NVDY","LU0048584097.USD","IE0009G5SDU7.USD","LU0072462426.USD","LU1291159041.SGD","LU2237957902.USD","LU1282649810.SGD","LU1934455863.HKD","LU1206712785.SGD","AAPD","IE00BMPRXN33.USD","IE00BDCRKT87.USD","IE00BLSP4452.SGD","LU1804176565.USD","LU0310799852.SGD","LU2125154935.USD","LU2089985449.USD","LU0057025933.USD","LU0942090050.USD","LU2462157665.USD","BK4501","LU0553294199.USD","IE00BK4W5M84.HKD","IE00B4YYXB79.USD","IE00BDRTCR15.USD","HK0000320264.USD","LU0107464264.USD","LU2211814178.USD","TSMG","LU0444973449.USD","BK4598","BK4170","LU2023250330.USD","IE00BLSP4239.USD","SG9999014914.USD","BK4507","LU1934455277.USD","LU0061475181.USD","LU1548497426.USD","IE00BD6J9T35.USD","LU0528227936.USD","LU0820561909.HKD","BK4534","LU0264606111.USD","LU0203202063.USD","BK4576","LU0149725797.USD","LU0708994859.HKD","SG9999014542.SGD","LU2360108059.USD","BK4532","BK4550","LU0353189763.USD","LU0979878070.USD","LU1923622614.USD","SG9999015952.SGD","BK4554","IE00BZ199S13.USD","LU0079474960.USD","LU1992135472.HKD","LU2237957811.SGD","LU0157215616.USD","LU2264538146.SGD","NVD3.UK","IE000ITXATA3.USD","BK4141","LU1400636657.SGD","LU0823414551.USD","LU2357125470.USD","LU1803068979.SGD","LU1003077747.HKD","SG9999015978.USD","LU2168564065.EUR","LU0158827781.USD","LU0289961442.SGD","LU0359201612.USD","LU0541502299.USD","LU1116320737.USD","LU2168564149.EUR","IE0005OL40V9.USD","LU0203201768.USD","LU1202635105.USD","HK0000914660.USD","STSM","IE00B775SV38.USD","NVIW.SI","LU2089283258.USD","LU1037948541.HKD","LU2543165471.USD","LU2931357623.SGD","LU0267386448.USD","IE00B19Z8W00.USD","IE00BMPRXR70.SGD","LU1989772923.USD","LU2054465674.USD","LU2420271590.USD","LU2461242641.AUD","LU2456880835.USD","LU2471134952.CNY","LU0488056044.USD","LU1814569148.SGD","LU0985320562.USD","NVDU","LU2133065610.SGD","LU2271345857.HKD","LU0868494708.USD","LU0127658192.USD","LU1242518857.USD","LU2125909593.SGD","IE0004445015.USD","IE000W1ABFV2.USD","LU1267930573.SGD","LU0210528500.USD","LU1496350171.SGD","LU1582986359.USD","IE00BQXX3F31.USD","LU0310800379.SGD","LU2272731865.HKD","NVD","LU2125154778.USD","BK4602","LU1623119135.USD","HK0000306685.HKD","LU0238689110.USD","IE00BZ1G4Q59.USD","LU1153585028.USD","LU0345770308.USD","LU1366192091.USD","LU1839511570.USD","LU2028103732.USD","LU2403377893.USD","LU1821325948.USD","IE00BWXC8680.SGD","LU1301847155.USD","LU1791710400.SGD","LU2236285917.USD","SG9999015945.SGD","LU2433249047.HKD","L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12:03","pubTimestamp":1775793780,"startTime":"0","endTime":"0","summary":"麦格理分析师在一份研究报告中称,台积电的近期利润率可能已在第一季度见顶。他们写道,受持续的AI需求和在先进节点方面的领先地位推动,这家芯片制造商可能会给出第二季度收入环比增长的指引。他们表示,不过,随着这家台湾公司扩大3纳米芯片产能以及其2纳米芯片进入量产,其第一季度的利润率可能面临一些压力。与此同时,外部成本压力可能会持续存在,地缘政治干扰导致化学品的平均售价上涨。麦格理预计,台积电的毛利率将从第一季度约64%的预估峰值下降至第二季度的62.4%左右。尽管如此,这些分析师认为台积电的长期增长基本面依然稳健。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:王永生","market":"fut","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://finance.sina.com.cn/stock/usstock/c/2026-04-10/doc-inhtyrwh0365547.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2360108059.USD","LU2023251221.USD","LU0348723411.USD","LU1037948897.HKD","LU2249611893.SGD","LU0264606111.USD","LU0198837287.USD","LU0823421333.USD","LU2211815571.USD","LU2663582299.SGD","BK4591","LU2133065610.SGD","LU2125154778.USD","LU0878005551.USD","LU2357125470.USD","LU2471134523.USD","LU0878004406.USD","LU2054465674.USD","LU1316542783.SGD","LU1282649067.USD","LU1974910355.USD","LU2247934214.USD","LU0323591593.USD","LU1868837722.USD","LU2087625088.SGD","BK4602","LU2491049909.HKD","BK4505","LU0158827781.USD","LU1623119135.USD","LU2237443622.USD","BK4512","LU2211814178.USD","IE00BYQQ9H92.USD","LU2028103732.USD","LU2471134952.CNY","LU0642271901.SGD","LU0289960550.SGD","SGXZ99366536.SGD","LU0175139822.USD","LU1211504680.USD","TSMU","SGXZ81514606.USD","LU0719512351.SGD","LU0345770308.USD","LU2471134879.HKD","LU2360032135.SGD","LU0143863198.USD","LU2063271972.USD","LU0359201885.HKD","LU0572939691.SGD","IE00B5TLWC47.USD","IE0004445239.USD","LU2092937221.SGD","SG9999004220.SGD","BK4503","LU1282649810.SGD","IE00BQXX3D17.EUR","LU0345770993.USD","BK4605","LU0082616367.USD","LU2750360641.GBP","LU1934455277.USD","LU0823421416.USD","LU1868838027.USD","BK4535","LU2089283258.USD","LU2458330169.SGD","LU1917777945.USD","IE0004091025.USD","LU0238689110.USD","BK4141","LU0094547139.USD","LU2125154935.USD","BK4543","LU2360106780.USD","BK4526","BK4532","LU0572940350.SGD","LU1934455863.HKD","LU2543165471.USD","LU0823414551.USD","LU1989764748.USD","TSMX","LU0541502299.USD","BK4554","LU0965509010.AUD","BK4534","LU0965509283.SGD","LU1037948541.HKD","IE00BZ199S13.USD","LU0158827948.USD","STSM","TSMG","LU2023250504.SGD","LU2491050154.USD","LU0965508806.USD","LU0316494557.USD","LU1323610961.USD","LU0882747503.HKD","SG9999000418.SGD","BK4527","SGXZ51526630.SGD","BK4533","BK4550","LU0541501648.USD","LU0823414478.USD","LU2041044095.USD","IE00BQXX3F31.USD","BK4581","LU0359202008.SGD","LU1023057109.AUD","LU1934455194.USD","BK4612","LU0889566641.SGD","LU1989772840.SGD","LU0384037296.USD","LU2250418816.HKD","LU1989764664.SGD","LU2506951792.HKD","IE00BQXX3C00.GBP","LU2111349929.HKD","LU1803068979.SGD","LU2294711713.HKD","LU0965509101.SGD","LU0124676726.USD","IE00BHPRN162.USD","LU2089284900.SGD","LU2298321311.HKD","LU0861579265.USD","LU0056508442.USD","TSM","BK4585","LU1868837565.USD","LU2458330243.SGD","LU0889565833.HKD","TSMY","IE00BD6J9T35.USD","LU0488056044.USD","LU0792757196.USD","LU1852331112.SGD","LU0143863784.USD","LU2237443382.USD","LU0359201612.USD","BK4548","LU1267930813.SGD","IE00BKPKM429.USD","03145","LU2471134796.USD","LU0353189680.USD","LU1989772923.USD","LU2106854487.HKD","LU2750360997.AUD","LU1712237335.SGD","BK4588","IE0004086264.USD","IE00BFXG0V08.USD","LU2237443549.SGD","LU0689626769.HKD","IE00B3M56506.USD","LU0109392836.USD","TSMZ","LU2271345857.HKD","LU1508157978.USD","LU2860962120.EUR","LU0353189763.USD","LU2237443978.SGD","BK4504","LU2491050071.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626168532","title":"光模塊的「最大對手」--CPO何時才能真正量產?","url":"https://stock-news.laohu8.com/highlight/detail?id=2626168532","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626168532?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 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10:48","pubTimestamp":1775789327,"startTime":"0","endTime":"0","summary":"近几个月,华尔街围绕英伟达的估值与前景争论不休。不少投资者认为本轮抛售缺乏基本面支撑,叠加公司最新发布的业绩预测,英伟达股价反弹只是时间问题。一项备受推崇的金融模型预测,英伟达的股价应该高于900美元。“我们认为股价应该上涨400%。”非金融公司的平均CFROI为6%,而英伟达的CFROI高达73%,在HOLT数据库中的2万家公司中位列前0.1%。这并非分析师首次预测英伟达的市值将超过20万亿美元。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1426918.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0215105999.USD","LU1935042215.USD","NVDL","LU1267930730.SGD","LU1803068979.SGD","LU1116320901.HKD","NVDU","LU2896262040.SGD","HK0000304805.HKD","NVDX","LU2456880835.USD","LU0109392836.USD","IE0001KFT4U8.USD","IE000ITXATA3.USD","LU1839511570.USD","SG9999002224.SGD","IE00BDCRKT87.USD","GOOG","LU0348723411.USD","LU1917777945.USD","LU0265550359.USD","LU1868837300.USD","LU2264538146.SGD","IE000YTNTUN2.SGD","LU0187121727.USD","LU1153585028.USD","LU0289739343.SGD","IE00B4YYXB79.USD","LU0342679015.USD","LU0238689110.USD","LU1551013425.SGD","LU0788109477.HKD","LU0979878070.USD","LU0787776722.HKD","LU2746668974.SGD","LU0965508806.USD","BK4532","LU1064131342.USD","LU1934455863.HKD","LU0109391861.USD","LU2125909247.SGD","SG9999004303.SGD","LU1868836757.USD","AAPL","SG9999014898.SGD","LU2168564495.EUR","LU1721428933.USD","LU1645745479.HKD","LU0528227936.USD","LU2413666426.HKD","LU0256863902.USD","LU1935043023.USD","IE00BK4W5L77.USD","LU1861215975.USD","LU2756315318.SGD","IE00B775H168.HKD","LU0274383776.USD","IE00BK4W5M84.HKD","LU0316494557.USD","LU1496350171.SGD","LU0708994859.HKD","LU0466842654.USD","LU0868494708.USD","BK4587","LU1674673428.USD","LU1674673691.USD","LU0124676726.USD","LU2089283258.USD","LU2360032135.SGD","LU0077335932.USD","IE00B3S45H60.SGD","LU0689472784.USD","BK4581","LU2250418816.HKD","LU0823421416.USD","LU0267386448.USD","IE0034235188.USD","BK4548","SGXZ81514606.USD","LU0106261372.USD","LU1778281490.HKD","LU2403377893.USD","NVDG","LU2433249047.HKD","HK0000914686.HKD","LU1951198990.SGD","LU0354030438.USD","LU0107464264.USD","IE00B5949003.HKD","LU2860962120.EUR","LU0154236417.USD","LU2265009873.SGD","IE00B3M56506.USD","LU2361044949.HKD","IE00B3SWFQ91.USD","NVDO","IE00BQXX3D17.EUR","LU1242518857.USD","HK0000304797.USD","IE00B775SV38.USD","BK4592","LU1623119135.USD","IE00B19Z8X17.USD","LU1267930490.SGD","LU1934455194.USD","LU0823434740.USD","LU1244550577.SGD","IE00BFSS7M15.SGD","LU0057025933.USD","NVII","LU1861127337.USD","LU1951200564.SGD","LU2272731865.HKD","LU2063271972.USD","LU2471134796.USD","IE00BN29S564.USD","NVDW","LU1400636657.SGD","LU2077746001.SGD","LU0158827948.USD","LU1989764748.USD","LU2471134952.CNY","IE00BJJMRX11.SGD","BK4585","LU0965509101.SGD","BK4503","LU1861220033.SGD","LU0157215616.USD","LU1066051498.USD","LU0724617625.USD","LU1548497426.USD","LU2106854487.HKD","LU2360106780.USD","LU0210528500.USD","LU2191332357.HKD","HK0000306685.HKD","LU0965509010.AUD","LU0211327993.USD","SG9999014559.SGD","BK4612","IE00BMPRXN33.USD","BK4533","LU0158827781.USD","IE00BMPRXR70.SGD","LU2463028550.USD","LU0683600562.USD","LU0820562030.AUD","LU2326559502.SGD","LU0672654240.SGD","LU2552382215.SGD","LU0823434583.USD","LU0708995401.HKD","LU2471134879.HKD","LU0289961442.SGD","NVDQ","LU2125154778.USD","LU2322448791.USD","LU1316542783.SGD","LU0048584097.USD","LU1232071149.USD","LU1974910355.USD","LU2097344357.USD","LU0061474705.USD","LU2028103732.USD","LU1323610961.USD","GB00BDT5M118.USD","LU0957791311.USD","IE00BJJMRY28.SGD","META","LU1814569148.SGD","LU2213496289.HKD","SG9999000418.SGD","IE00BJTD4V19.USD","LU2430703251.USD","IE00BHPRN162.USD","LU1066051225.USD","LU0265550946.USD","LU0985320562.USD","LU0820561818.USD","LU0029864427.USD","LU0094547139.USD","LU2430703178.SGD","LU1066053197.SGD","LU2461242641.AUD","LU1642822529.SGD","LU1366192091.USD","SG9999001424.SGD","LU2237438978.USD","LU2471134523.USD","LU0128525929.USD","LU2168564149.EUR","LU2271345857.HKD","LU0234570918.USD","LU2750360997.AUD","LU1935042991.SGD","LU2750360641.GBP","IE00B4JS1V06.HKD","IE00B1BXHZ80.USD","LU0417517546.SGD","LU1244550221.USD","IE0003U64NQ7.SGD","LU1119994496.HKD","LU0390134368.USD","IE0009G5SDU7.USD","LU2247934214.USD","LU2506951792.HKD","BK4551","IE00BKVL7J92.USD","IE00B19Z9505.USD","LU0345769128.USD","BK4529","LU0353189763.USD","LU2931357623.SGD","LU2023250504.SGD","IE00BJTD4N35.SGD","BK4608","LU2360107168.USD","LU0943347566.SGD","LU0823414478.USD","DIPS","BK4549","SG9999017495.SGD","LU2552382058.USD","LU2381873111.SGD","LU0786609619.USD","LU1691799644.USD","IE0034235295.USD","LU2089985449.USD","LU1983260115.SGD","LU1035775433.USD","IE0034235303.USD","LU2023250330.USD","LU0689626769.HKD","LU1989764664.SGD","LU2242649171.HKD","HK0000306701.USD","NVDB","LU0056508442.USD","LU2211815571.USD",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