通信周观点：1）台积电资本支出及业绩超预期：A）台积电公布2025 年Q4 财务报告，公司当季营收为337.3 亿美元，同比+25.5%，环比+1.9%。全面上修业绩增速与毛利率指引，将2024 至2029 年AI 营收CAGR 从原先的“40%中段”提升至“50%中高段”。B）2026 年资本支出规模进一步扩大至520 亿至560 亿美元。公司管理层强调，约七成至八成资本将投向先进制程技术，其余...
Source Link通信周观点：1）台积电资本支出及业绩超预期：A）台积电公布2025 年Q4 财务报告，公司当季营收为337.3 亿美元，同比+25.5%，环比+1.9%。全面上修业绩增速与毛利率指引，将2024 至2029 年AI 营收CAGR 从原先的“40%中段”提升至“50%中高段”。B）2026 年资本支出规模进一步扩大至520 亿至560 亿美元。公司管理层强调，约七成至八成资本将投向先进制程技术，其余...
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