投资要点：业绩全面超预期。台积电 2024年三季度收入达235亿美元，环比增长13%，同比增长36%，主要得益于AI 和智能手机相关领域对于3nm 和5nm 的强劲需求。毛利率环比增长4.6%至57.8%，大幅超出管理层55.5%的指引上限。三季度净利润达100.6 亿，净利率达42.8%，创历史新高，主要反映产能利用率提升及成本改善的力度。按节点划分，3nm 供不应求，第三季度贡献20%的晶圆...
Source Link投资要点：业绩全面超预期。台积电 2024年三季度收入达235亿美元，环比增长13%，同比增长36%，主要得益于AI 和智能手机相关领域对于3nm 和5nm 的强劲需求。毛利率环比增长4.6%至57.8%，大幅超出管理层55.5%的指引上限。三季度净利润达100.6 亿，净利率达42.8%，创历史新高，主要反映产能利用率提升及成本改善的力度。按节点划分，3nm 供不应求，第三季度贡献20%的晶圆...
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