金吾财讯 | 费城半导体指数持续攀高，暂升1.21%，报9714.9点。成分股中，迈威尔科技(MRVL)涨超4%，美国超微公司(AMD)涨超2%，英特尔(INTC)涨1.9%，台积电(TSM)涨近1%。台积电本周在财报电话会议上宣布，2026年资本支出预计将达到560亿美元，资金将全部用于新建晶圆厂及升级现有产线。然而，CEO 魏哲家明确表示，尽管投入巨资，公司仍预计供应短缺将持续至2027年乃至更长时间，而非仅限于2026年。摩根士丹利在最新报告中指出，AI正在进入“Agentic AI”（AI智能体）时代，这一转变将重塑数据中心的建设格局，并使投资范围从图形处理器（GPU）扩展至中央处理器（CPU）。
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