作者：美股研究社来源：美股研究社（meigushe）受人工智能需求激增推动，台积电（TSMC）仍是全球领先的半导体代工厂，已连续9个季度实现营收与每股收益（EPS）双超预期。2025年第二财季（FQ22025），该公司营收同比增长54%，每股收益同比增长71%。尽管台积电存在溢价，但其卓越的盈利能力——59%的毛利率、69%的息税折旧摊销前利润（EBITDA）率以及42%的净利润率——均远超行业...
Source Link作者：美股研究社来源：美股研究社（meigushe）受人工智能需求激增推动，台积电（TSMC）仍是全球领先的半导体代工厂，已连续9个季度实现营收与每股收益（EPS）双超预期。2025年第二财季（FQ22025），该公司营收同比增长54%，每股收益同比增长71%。尽管台积电存在溢价，但其卓越的盈利能力——59%的毛利率、69%的息税折旧摊销前利润（EBITDA）率以及42%的净利润率——均远超行业...
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