今日，芯片代工龙头台积电发布超预期财报，引发全球资本市场连锁反应。美股半导体板块受提振集体走强，带动相关设备板块龙头市值突破5000亿美元，台积电自身股价盘中涨超7%刷新历史新高，终盘收涨4.44%，其台股次日亦同步上涨近2%，A股半导体产业链也随之联动拉升，板块热度显著提升。行情走强的核心是业绩与预期的双重支撑。台积电2025年四季度净利润同比增长35%，2026年一季度毛利率、营业利益率预期均...
Source Link今日，芯片代工龙头台积电发布超预期财报，引发全球资本市场连锁反应。美股半导体板块受提振集体走强，带动相关设备板块龙头市值突破5000亿美元，台积电自身股价盘中涨超7%刷新历史新高，终盘收涨4.44%，其台股次日亦同步上涨近2%，A股半导体产业链也随之联动拉升，板块热度显著提升。行情走强的核心是业绩与预期的双重支撑。台积电2025年四季度净利润同比增长35%，2026年一季度毛利率、营业利益率预期均...
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