美股科技行业周报:台积电预计26年资本支出大幅提升 美国自动驾驶车辆豁免上限或大幅提升

国联民生证券
Jan 18

美股科技公司动态台积电:发布25Q4 业绩。25Q4 营业收入337.0 亿美元,超彭博一致预期3.3%;毛利率62.3%,超彭博一致预期2.8%;调整后净利润162.9 亿美元,超彭博一致预期10.4%。全年看,2025 年营业收入1225.6 亿美元,超彭博一致预期2.2%;毛利率59.9%,超彭博一致预期1.0%;调整后净利润552.7%,超彭博一致预期4.2%。分业务看:HPC 仍为最核心...

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