10月12日，据外媒报道，华尔街三季度财报季本周将正式拉开帷幕，各个大型银行将从明天起陆续公布季度财报。尽管银行财报将吸引股市的部分关注，但人工智能热潮仍是市场密切关注的焦点之一。
因此，未来几天公布财报的公司中，台积电尤其引发关注。台积电将于10月15日（周四）公布财报。分析师预计，台积电在美国上市股票的每股收益（EPS）约为4.42美元，净利润预计将增长约65%，达到7463亿新台币。
市场将密切关注台积电能否在2027年保持这种增长势头。与财报中的核心数字相比，该公司对人工智能芯片需求的判断，以及客户是否仍计划进一步增加订单，可能更值得关注。
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