异动解读|台积电盘中上涨4.34%,强劲营收与AI战略投资持续提振预期

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11月11日,台积电盘中上涨4.34%,报412.53美元/股,成交额10.28亿美元。

消息面上,公司10月合并营收达5868.9亿元新台币,环比增长14.7%,同比增长59.7%;前10个月累计营收4.4856万亿元新台币,同比增长43.3%,显示AI相关需求仍然强劲。

同时,公司董事会批准分别向Anthropic和OpenAI投资至多5亿美元,并批准不超过409亿美元资本预算用于长期产能扩张,强化了市场对其AI产业链地位及中长期订单能见度的预期。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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