9月14日，台积电盘前下跌3.15%，报419.8美元/股，成交额812.05万美元。消息面上，半导体板块延续近日调整走势，行业内主要个股普遍大幅下挫，英特尔跌5.49%、美光科技跌5.01%、美国超微公司跌4.83%、博通跌3.09%、英伟达跌2.13%，板块抛压显著。
基本面方面，台积电近期披露8月营收5148亿元新台币，同比增长53.3%，创单月历史新高；供应链消息显示公司首度揭露明年2纳米月产能目标11万片、3纳米达21万片的扩产计划，AI需求驱动下产能仍供不应求。尽管基本面保持强劲，但近期期权市场偏空情绪升温，叠加板块整体回调压力，短期股价承压。
（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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