台积电与博通持续受益人工智能供应链需求

环球市场播报
Nov 10, 2025

  美股周一早盘,台积电(TSM)上涨3.1%,博通(AVGO)上涨2.5%。分析师指出,这两家公司持续受益人工智能供应链需求:在人工智能需求韧性支撑下,台积电10月销售额同比增长16.9%受到关注,博通则扩展了定制人工智能加速器业务——凸显出基础设施支出的持续性。

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