台积电(TSM.US)盘前涨3%，报295.09美元。消息面上，台积电公布，10月营收3674.7亿元新台币，同比增长16.9%，环比增长11%。2025年1至10月累计营收达新台币31304.4亿元，同比增长33.8%。 英伟达CEO黄仁勋上周现身台湾，出席台积电年度运动会。黄仁勋表示，由于AI需求依然强劲，Blackwell平台的需求非常强劲，并形容“每个月都在成长，越来越强”，已向台积电要求增加芯片供应。台积电CEO魏哲家证实已收到扩产要求，至于英伟达要求增加多少数量，他则表示是“机密”。(格隆汇)
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