金吾财讯 | 台积电(TSM)盘前涨逾2%，截至发稿，报178.69美元。消息面上，台积电4月收入按年增长48.1%至3,496亿新台币(约116亿美元)，反映企业在全球关税生效前急于采购关键元件。今年首四个月，台积电收入上升43.5%至1.189万亿新台币。指引方面，台积电预期合并营收将升至284~292亿美元，在新台币平均汇率32.5元假设下，毛利率估57~59%、营益率估47~49%。以此推算，台积电第二季营收中位数创9360亿台币新高，季增11.53%、年增35.97%，毛利率、营益率中位数略降至58%、48%。
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