Profile - To The Moon

股神老马

Posts · 7Posts · 7
Following · 0Following · 0
Followers · 0Followers · 0

- 股神老马股神老马
  ·05-08
  g
  TSMC's April revenue increased by 17.5% year-on-year, with AI demand supporting its full-year expansion momentum.
  台积电4月营收新台币4107亿元，环比微降1.1%，同比增速由3月的45.2%骤降至17.5%。但前四月累计营收达1.5448万亿元新台币，同比仍劲增29.9%。背靠Alphabet、亚马逊等科技巨头高达7250亿美元的AI资本开支浪潮，台积电全年资本支出指引上限高达560亿美元。
  TSMC's April revenue increased by 17.5% year-on-year, with AI demand supporting its full-year expansion momentum.
  951 Comment
  1
  Share
  Report

Most Discussed

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"4232110102659182","uuid":"4232110102659182","gmtCreate":1769006081916,"gmtModify":1769006122934,"name":"股神老马","pinyin":"gslmgushenlaoma","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":7,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":561944953242440,"gmtCreate":1778225415435,"gmtModify":1778226069075,"author":{"id":"4232110102659182","authorId":"4232110102659182","name":"股神老马","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232110102659182","authorIdStr":"4232110102659182"},"themes":[],"title":"","htmlText":"g","listText":"g","text":"g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/561944953242440","repostId":"2633482363","repostType":4,"repost":{"id":"2633482363","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1778224193,"share":"https://ttm.financial/m/news/2633482363?lang=en_US&edition=fundamental","pubTime":"2026-05-08 15:09","market":"hk","language":"zh","title":"TSMC's April revenue increased by 17.5% year-on-year, with AI demand supporting its full-year expansion momentum.","url":"https://stock-news.laohu8.com/highlight/detail?id=2633482363","media":"华尔街见闻","summary":"台积电4月营收新台币4107亿元，环比微降1.1%，同比增速由3月的45.2%骤降至17.5%。但前四月累计营收达1.5448万亿元新台币，同比仍劲增29.9%。背靠Alphabet、亚马逊等科技巨头高达7250亿美元的AI资本开支浪潮，台积电全年资本支出指引上限高达560亿美元。","content":"<p><html><head></head><body>TSMC's revenue in April was NT$410.7 billion, a slight decrease of 1.1% month-on-month, while the year-on-year growth rate plummeted from 45.2% in March to 17.5%. However, cumulative revenue in the first four months reached NT$1.5448 trillion, still a strong increase of 29.9% year-on-year. Backed by a wave of $725 billion in AI capital expenditures from tech giants such as Alphabet and Amazon, TSMC's annual capital expenditure guidance cap is as high as $56 billion.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>The revenue data for April showed a significant slowdown in monthly growth, but the annual growth momentum remained steady.</p><p>TSMC announced on Friday that its consolidated revenue in April 2026 was approximately NT$410.73 billion, down 1.1% month-on-month, but up 17.5% year-on-year. From January to April this year, cumulative revenue reached NT$1.5448 trillion, a year-on-year increase of 29.9%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acea9ae762f7b3d83bde79444ae451b3\" tg-width=\"1486\" tg-height=\"412\"/></p><p>Revenue declined slightly month-on-month in April, partly reflecting the fading of the high base effect in March. Previously, monthly revenue in March reached NT$415.19 billion, a significant increase of 30.7% month-on-month and 45.2% year-on-year, pushing overall revenue in the first quarter to break through the NT$1 trillion threshold for the first time. The correction in April data is, to some extent, a normal seasonal adjustment, but the year-on-year growth rate narrowed significantly from 45.2% in March to 17.5%, a narrowing that deserves market attention.</p><p><h2 id=\"id_2223917595\">The cumulative growth rate in the first four months remained strong.</h2>Data previously released by TSMC showed that consolidated revenue for the first quarter of 2026 was approximately NT$1.134 trillion, equivalent to about US$35.6 billion, representing a year-on-year increase of 35.1%, slightly exceeding the average analyst expectation of NT$1.12 trillion. This achievement marks the first time TSMC's quarterly revenue has surpassed the NT$1 trillion threshold, setting a high benchmark for full-year growth.</p><p>Despite a slowdown in performance in April, TSMC's cumulative revenue for the first four months still reached NT$1.5448 trillion, maintaining a year-on-year growth rate of 29.9%. This data indicates that, driven by continued demand for artificial intelligence-related chips, the company's overall revenue expansion trend has not weakened significantly. For investors, cumulative growth performance may be more valuable than monthly fluctuations.</p><p>Earlier this year, Alphabet,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/META\">Goal</a>and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>TSMC announced that its total AI-related capital expenditures this year will reach $725 billion, far exceeding previous expectations.<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>The core foundries of leading chip companies, such as those in the US, have directly benefited from this wave of capital.</p><p>In April of this year, TSMC raised its full-year revenue guidance and stated that full-year capital expenditures would approach the upper limit of the existing forecast range, which is as high as US$56 billion, conveying management's positive expectations for the full-year economic outlook. TSMC's stock price has hit a record high this year, and the rise is also driven by the AI boom.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC's April revenue increased by 17.5% year-on-year, with AI demand supporting its full-year expansion momentum.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC's April revenue increased by 17.5% year-on-year, with AI demand supporting its full-year expansion momentum.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-05-08 15:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>TSMC's revenue in April was NT$410.7 billion, a slight decrease of 1.1% month-on-month, while the year-on-year growth rate plummeted from 45.2% in March to 17.5%. However, cumulative revenue in the first four months reached NT$1.5448 trillion, still a strong increase of 29.9% year-on-year. Backed by a wave of $725 billion in AI capital expenditures from tech giants such as Alphabet and Amazon, TSMC's annual capital expenditure guidance cap is as high as $56 billion.</p><p><a href=\"https://laohu8.com/S/TSM\">TSMC</a>The revenue data for April showed a significant slowdown in monthly growth, but the annual growth momentum remained steady.</p><p>TSMC announced on Friday that its consolidated revenue in April 2026 was approximately NT$410.73 billion, down 1.1% month-on-month, but up 17.5% year-on-year. From January to April this year, cumulative revenue reached NT$1.5448 trillion, a year-on-year increase of 29.9%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acea9ae762f7b3d83bde79444ae451b3\" tg-width=\"1486\" tg-height=\"412\"/></p><p>Revenue declined slightly month-on-month in April, partly reflecting the fading of the high base effect in March. Previously, monthly revenue in March reached NT$415.19 billion, a significant increase of 30.7% month-on-month and 45.2% year-on-year, pushing overall revenue in the first quarter to break through the NT$1 trillion threshold for the first time. The correction in April data is, to some extent, a normal seasonal adjustment, but the year-on-year growth rate narrowed significantly from 45.2% in March to 17.5%, a narrowing that deserves market attention.</p><p><h2 id=\"id_2223917595\">The cumulative growth rate in the first four months remained strong.</h2>Data previously released by TSMC showed that consolidated revenue for the first quarter of 2026 was approximately NT$1.134 trillion, equivalent to about US$35.6 billion, representing a year-on-year increase of 35.1%, slightly exceeding the average analyst expectation of NT$1.12 trillion. This achievement marks the first time TSMC's quarterly revenue has surpassed the NT$1 trillion threshold, setting a high benchmark for full-year growth.</p><p>Despite a slowdown in performance in April, TSMC's cumulative revenue for the first four months still reached NT$1.5448 trillion, maintaining a year-on-year growth rate of 29.9%. This data indicates that, driven by continued demand for artificial intelligence-related chips, the company's overall revenue expansion trend has not weakened significantly. For investors, cumulative growth performance may be more valuable than monthly fluctuations.</p><p>Earlier this year, Alphabet,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/META\">Goal</a>and<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>TSMC announced that its total AI-related capital expenditures this year will reach $725 billion, far exceeding previous expectations.<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>The core foundries of leading chip companies, such as those in the US, have directly benefited from this wave of capital.</p><p>In April of this year, TSMC raised its full-year revenue guidance and stated that full-year capital expenditures would approach the upper limit of the existing forecast range, which is as high as US$56 billion, conveying management's positive expectations for the full-year economic outlook. TSMC's stock price has hit a record high this year, and the rise is also driven by the AI boom.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84","relate_stocks":{"LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","BK4503":"景林资产持仓","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4602":"量子计算概念","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","BK4550":"红杉资本持仓","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","BK4505":"高瓴资本持仓","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4504":"桥水持仓","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","BK4605":"半导体精选","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","TSMG":"2倍做多TSM ETF- Leverage Shares","BK4527":"明星科技股","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4526":"热门中概股","TSMU":"2倍做多TSM ETF-GraniteShares","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","TSMX":"2倍做多TSM ETF-Direxion","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","TSMY":"TSM期权收益策略ETF-YieldMax","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","TSMZ":"1倍做空TSM ETF-Direxion","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4612":"AI芯片","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","03145":"华夏亚洲高息股","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4512":"苹果概念","BK4543":"AI","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","STSM":"Defiance Daily Target 2X Short TSM ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4591":"室温超导概念","BK4535":"淡马锡持仓","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","BK4548":"巴美列捷福持仓","TSM":"台积电","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4554":"元宇宙及AR概念","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4585":"ETF&股票定投概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4588":"碎股","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC"},"source_url":"https://wallstreetcn.com/articles/3771823","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2633482363","content_text":"台积电4月营收新台币4107亿元，环比微降1.1%，同比增速由3月的45.2%骤降至17.5%。但前四月累计营收达1.5448万亿元新台币，同比仍劲增29.9%。背靠Alphabet、亚马逊等科技巨头高达7250亿美元的AI资本开支浪潮，台积电全年资本支出指引上限高达560亿美元。台积电公布4月营收数据，月度增速明显放缓，但年度增长势头依然稳健。台积电周五公告显示，2026年4月合并营收约为新台币4107.3亿元，环比下降1.1%，但较去年同期增长17.5%。今年1至4月累计营收达新台币1.5448万亿元，同比增长29.9%。4月营收环比小幅回落，部分反映出3月高基数效应的消退。此前3月单月营收高达新台币4151.9亿元，环比大增30.7%、同比激增45.2%，推动一季度整体营收首次突破单季新台币1万亿元门槛。4月数据的回调在一定程度上属于正常的季节性调整，但年同比增速由3月的45.2%大幅收窄至17.5%，收窄幅度值得市场关注。前四月累计增速保持强劲台积电此前披露的数据显示，2026年一季度合并营收约为新台币1.134万亿元，折合约356亿美元，同比增长35.1%，略超分析师平均预期的新台币1.12万亿元。这一成绩标志着台积电单季营收规模首次跨越万亿新台币门槛，奠定了全年增长的较高基准。尽管4月单月表现有所降温，台积电前四月累计营收仍达新台币1.5448万亿元，同比增速维持在29.9%。这一数据表明，在人工智能相关芯片需求持续驱动下，公司整体营收扩张趋势未见明显松动。对于投资者而言，累计口径的增长表现或比单月波动更具参考价值。今年早些时候，Alphabet、亚马逊、Meta及微软宣布今年AI相关资本开支合计将达7250亿美元，远超此前预期，台积电作为英伟达、AMD等头部芯片企业的核心代工方，直接受益于这一资本浪潮。今年4月，台积电上调了全年营收指引，并表示全年资本支出将趋向现有预测区间上限，该区间上限高达560亿美元，传递出管理层对全年经济前景的正面预期。台积电股价今年已创历史新高，涨势同样由AI繁荣主导。","news_type":1,"symbols_score_info":{"03145":0.6,"TSMU":0.6,"TSM":1.98,"TSMG":0.6,"TSMY":0.6,"TSMZ":0.6,"TSMX":0.6,"STSM":0.6}},"isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}