1月15日周四， 台积电 开盘后持续拉升，截至发稿涨幅扩大至超6%，总市值突破1.8万亿美元，市值排名超越博通，位列美股第六。同时，芯片股普涨，应用材料涨超7%，阿斯麦涨6.3%，AMD涨超5%，英伟达涨2.7%。
消息面上，台积电公布业绩显示，第四季度净利润同比大幅增长35%，创下历史新高，且超出市场预期。第四季度毛利率达62.3%，远超市场预期。
台积电还给出2026年营收再增30%的强劲指引。分析人士指出，台积电Q4的强劲业绩及2026年营收指引，清晰释放出人工智能热潮将持续的信号。
1月15日周四， 台积电 开盘后持续拉升，截至发稿涨幅扩大至超6%，总市值突破1.8万亿美元，市值排名超越博通，位列美股第六。同时，芯片股普涨，应用材料涨超7%，阿斯麦涨6.3%，AMD涨超5%，英伟达涨2.7%。
消息面上，台积电公布业绩显示，第四季度净利润同比大幅增长35%，创下历史新高，且超出市场预期。第四季度毛利率达62.3%，远超市场预期。
台积电还给出2026年营收再增30%的强劲指引。分析人士指出，台积电Q4的强劲业绩及2026年营收指引，清晰释放出人工智能热潮将持续的信号。
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