核心观点1.1、台积电2026年资本开支预算大幅增加，释放AI增长强劲信号台积电2025 年第四季度表现强劲。以美元计，季度营收达到 337 亿美元，略高于预期上限，环比增长 1.9%；以新台币计，营收环比增长 5.7% 。得益于成本改善、有利汇率及产能利用率提升，毛利率环比上升 2.8 个百分点至 62.3%。从 2025 年全年来看，公司营收达到 1220 亿美元，同比增长 35.9%，表现远...
Source Link核心观点1.1、台积电2026年资本开支预算大幅增加，释放AI增长强劲信号台积电2025 年第四季度表现强劲。以美元计，季度营收达到 337 亿美元，略高于预期上限，环比增长 1.9%；以新台币计，营收环比增长 5.7% 。得益于成本改善、有利汇率及产能利用率提升，毛利率环比上升 2.8 个百分点至 62.3%。从 2025 年全年来看，公司营收达到 1220 亿美元，同比增长 35.9%，表现远...
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