格隆汇6月4日｜昨日收涨1.42%的台积电(TSM.US)今日美股盘前续涨1.38%报200.33美元。消息面上，台积电CEO魏哲家在新竹召开的年度股东大会上表示，2025年业绩料将“稳步增长”，2025年销售额增速以美元计预计将在20%区间中段。魏哲家还称，今年利润将创纪录高位。受汇率影响近期毛利率下降3%。关税对公司产生了一定影响，但人工智能的需求仍然超过供应。台积电确实已开始接获来自人型机器人应用的先进芯片订单，目前已对公司营收产生初步贡献，预计将自2026年或2027年起有更显著表现。(格隆汇)

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