BUZZ-台积电业绩强劲,美国芯片股盘前上涨
1月15日 -
** 在台积电2330.TW公布强劲业绩和指导后,美国芯片类股盘前上涨** 这家台湾芯片制造商报告称,第四季度利润大幅增长35% (link) 并预测2026年的资本支出将达到520亿至560亿美元。
** 在美国上市的台积电TSM.N股价在盘前交易中大涨3.8%。
** Nvidia NVDA.O上涨0.9%,Advanced Micro Devices AMD.O和Broadcom AVGO.O上涨约1.2%。
** Marvell Technology MRVL.O上涨1.3%,Micron Technology MU.O上涨2.5%。
** 在美国上市的 Arm Holdings O9Ty.F, ARM.O 股价上涨1.5%。
** 芯片制造设备公司股价也大幅上涨;Lam Research LRCX.O上涨5.2%,Applied Materials AMAT.O上涨5.4%** iShares半导体ETF SOXX.O上涨2.5%。** 欧洲 (link) 半导体股也上涨,ASML ASML.AS飙升至历史新高。
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