台积电财报炸裂!半导体板块底层逻辑有变

博览财经金融服务
Jul 18, 2025

点击关注,博览更多!。。。日前,全球半导体代工龙头台积电(TSMC)公布2025年第二季度财务报告,多项核心指标创下历史新高。其中,营收达新台币9337.9亿元,同比激增38.6%,环比增长11.3%,远超市场预期;利润率方面,毛利率58.6%、营业利润率49.6%、净利润率42.7%,均保持行业高位。这一亮眼财报的背后,本质上是全球半导体产业百年未有之变局的微观投射。这家晶圆代工巨头正在改写着...

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