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室温超导概念

3,620.39

-61.8320-1.68%

涨家数：- -

跌家数：9

平家数：- -

市盈率：- -

高：3,735.17

开：3,727.44

低：3,584.64

收：3,682.22

成交量：7,685.72万

成交额：80.31亿

市值：2.06万亿

流通市值：1.87万亿

数据加载中...

总览新闻资讯

进度超预期日本自研2nm工艺明年量产：29年直奔1.4nm

【企业热点】再创新高！台积电1月份营收127亿美元

AI算力的尽头是连接 | 深度拆解CPO产业链的底层逻辑与投资机遇

源头研报哥

台积电晋升8名高管 4名新任高级副总裁均是博士

中芯国际对比台积电，真实差距，到底有多大？

英伟达已瞄准台积电1.6nm产能，特斯拉/微美全息加速扩展AI芯片集群生态！

人均58万元！台积电豪发455亿元奖金

物理微电子前沿...

赚麻了！台积电年终分红曝光：人均58万！

半导体1月报：台积电2026年资本开支超预期，机构全面上修一季度存储器价格涨幅

深圳华强投资者...

美股异动 | 芯片股普涨台积电(TSM.US)涨近5%

台积电盘中异动股价大涨3.01%报372.80美元

台积电2nm工艺量产在即，联发科天玑9600加持vivo X500系列蓄势待发

ITBEAR科技资讯

英特尔 Nova Lake 处理器尺寸曝光：单芯片面积远超 AMD，采用台积电代工

日本芯片制造，正式崛起

半导体芯闻

台积电日本厂，真能赚钱吗？

半导体产业纵横

追赶与跨越：中芯国际VS台积电财报对比

东方财富Choice...

但斌出手，大幅度加仓！

反超三星、利润率盖过台积电：SK海力士是如何问鼎AI存储领域“隐形霸主”的？

华尔街见闻

美银：台积电(TSM.US)资本开支转向“向前端倾斜”，为2026年2纳米量产与AI芯片需求备战

再创新高！台积电冲向50万亿！

半导体新势力

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4名新任高级副总裁均是博士","url":"https://stock-news.laohu8.com/highlight/detail?id=2610911620","media":"TechWeb.com.cn","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610911620?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 14:43","pubTimestamp":1770878631,"startTime":"0","endTime":"0","summary":"从台积电在官网公布的消息来看，升任高级副总裁的4人，分别是运营、晶圆厂运营副总裁王英郎，运营、先进技术暨光罩工程副总裁张宗生，研究发展、平台研发副总裁吴显扬和叶主辉。同台积电目前的管理层中大多为博士一样，他们新晋升的高级副总裁和副总裁，也有6人拥有博士学位，新晋升的4名高级副总裁均是博士。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212144352a49b2f26&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:35","pubTimestamp":1770874553,"startTime":"0","endTime":"0","summary":"目前在全球芯片代工市场， 台积电 是当之无愧的第一名，而 中芯国际 则是中国大陆的第一名。这两家公司，经常被人拿来比较，大家都认为未来中芯国际或超过台积电，成全球第一名。这样对比，台积电的营收是中芯国际的13倍左右，而利润方面，台积电是中芯国际的80倍。所以中芯国际要想超过台积电，从中国大陆第一，变成全球第一，要走的路还很漫长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212134011a6f1e9f7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:52","pubTimestamp":1770864764,"startTime":"0","endTime":"0","summary":"2月11日传出消息，台积电董事会已正式拍板2025年度员工分红与奖金方案，总金额高达约455亿元人民币，创下公司成立以来新高纪录。以台积电台湾地区约7.8万名员工规模推算，平均每人可获得约264万元新台币，折合人民币约58万元，较上一年度明显提升，增幅超过三成。奖金创纪录的背后，是台积电在2025年交出的亮眼成绩单。季内净利润突破5000亿元新台币大关，同比增幅达到35%；合并营收达1.46万亿元，毛利率提升至62%以上，高于外界此前预测。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212112417a6f1774b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:51","pubTimestamp":1770864675,"startTime":"0","endTime":"0","summary":"近日，台积电董事会正式核准2025年度员工分红方案：全年业绩奖金与酬劳总额高达2061.46亿元新台币。据悉，这已经是台积电连续第二年刷新分红纪录了，较2024年的人均200万元新台币直接涨了14万，涨幅高达31.58%。台积电之所以能够给出如此“天价分红”，背后是其堪称“印钞级”的业绩表现。财报显示，台积电2025年全年合并营收达3.81万亿元新台币，同比增长31.6%；税后净利润为1.72万亿元新台币，同比增长46.4%。你认为台积电的“天价分红”合理吗？","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212105137a6f15838&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:49","pubTimestamp":1770864593,"startTime":"0","endTime":"0","summary":"核心观点半导体-1月报2025年，全球半导体市场在AI需求驱动下进入强景气周期。晶圆代工龙头台积电创下业绩纪录，并计划在2026年将资本支出大幅提升至520-560亿美元，远超市场预期，旨在加速先进制程产能扩张，以应对全球AI算力芯片的持续紧缺。市场研究机构集邦咨询全面上调2026年第一季度存储器价格预测，预计DRAM合约价将环比暴涨90-95%，NAND Flash合约价将环比上涨55-60%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602121128419540d634&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 芯片股普涨 台积电(TSM.US)涨近5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610895955","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610895955?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 22:59","pubTimestamp":1770821983,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周三，芯片股普涨，台积电涨近5%，股价再创历史新高；英特尔涨逾4%，英伟达涨逾1%。数据显示，台积电1月营收为4012.6亿新台币，同比增长36.8%，较2025年12月增长19.8%。美国银行表示，台积电董事会近期核准的高达450亿美元的资本预算案，呈现出极为鲜明的结构化特征，资金投向高度集中于先进的前端制造工艺以及大规模晶圆厂的基础设施建设。该行分析师Haas Liu给予台积电股票\"买入\"评级，目标价为新台币2360元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1404399.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0965508806.USD","LU0823421333.USD","LU2458330169.SGD","BK4543","LU2491050154.USD","LU0359201612.USD","LU2247934214.USD","LU1989764664.SGD","IE00BQXX3F31.USD","LU0792757196.USD","LU1267930813.SGD","LU0094547139.USD","LU0289960550.SGD","BK4535","LU1023057109.AUD","BK4526","LU2063271972.USD","IE0004445239.USD","SGXZ51526630.SGD","LU0143863198.USD","LU0719512351.SGD","LU2298321311.HKD","LU0198837287.USD","LU2023251221.USD","04335","LU0158827948.USD","LU0488056044.USD","INTC","IE00B5TLWC47.USD","BK4534","LU2543165471.USD","LU0965509283.SGD","LU0175139822.USD","TZA","LU2125154778.USD","LU1211504680.USD","TSMG","LU2237443382.USD","LU1989772840.SGD","LU2458330243.SGD","LU0541502299.USD","LU2360108059.USD","IE00BZ199S13.USD","LU0572940350.SGD","LU0882747503.HKD","TWM","LU1282649810.SGD","LU1316542783.SGD","LU2750360997.AUD","LU0345770308.USD","SGXZ99366536.SGD","TSMU","LU2491050071.SGD","BK4605","UWM","BK4503","LU0359202008.SGD","BK4588","BK4141","LU0264606111.USD","LU1974910355.USD","LU1917777945.USD","LU1934455863.HKD","LU0965509010.AUD","RWM","LU2125154935.USD","LU0353189680.USD","LU2249611893.SGD","BK4612","LU0353189763.USD","LU2860962120.EUR","LU0689626769.HKD","03145","LU2471134952.CNY","LU0316494557.USD","LU2294711713.HKD","LU2360032135.SGD","LU2250418816.HKD","BK4512","BK4550","LU0823421416.USD","LU2471134796.USD","LU0359201885.HKD","LU0878004406.USD","LU2237443549.SGD","BK4505","IE00BHPRN162.USD","LU2663582299.SGD","LU0965509101.SGD","SG9999000418.SGD","LU0878005551.USD","LU2360106780.USD","LU2750360641.GBP","LU0158827781.USD","LU1868838027.USD","LU0823414478.USD","LU2237443978.SGD","IE00BYQQ9H92.USD","IE00B3M56506.USD","LU1852331112.SGD","LU0082616367.USD","IE0004091025.USD","LU2054465674.USD","IE00BFXG0V08.USD","LU1989764748.USD","LU0823414551.USD","IE00BQXX3D17.EUR","STSM","LU1868837565.USD","LU2106854487.HKD","LU0861579265.USD","LU0642271901.SGD","LU1037948541.HKD","LU2023250504.SGD","TSMX","LU0056508442.USD","BK4548","SGXZ81514606.USD","BK4533","LU2111349929.HKD","LU2237443622.USD","LU0323591593.USD","TSMZ","BK4585","LU0143863784.USD","LU2089283258.USD","LU2211814178.USD","LU0572939691.SGD","IE00BKPKM429.USD","LU1934455194.USD","LU0384037296.USD","LU0889565833.HKD","BK4532","LU0889566641.SGD","IE00BD6J9T35.USD","LU1623119135.USD","LU1803068979.SGD","LU2087625088.SGD","LU0124676726.USD","BK4554","LU2041044095.USD","TSM","IWO","LU1037948897.HKD","LU1868837722.USD","LU2028103732.USD","LU2471134879.HKD","LU2133065610.SGD","BK4527","LU1282649067.USD","TSMY","LU2506951792.HKD","IE00BQXX3C00.GBP","BK4581","IE0004086264.USD","LU2092937221.SGD","NVDA","LU1508157978.USD","LU0238689110.USD","LU1712237335.SGD","LU0109392836.USD","LU1934455277.USD","MNQmain","TNA","LU2491049909.HKD","IWN","LU2089284900.SGD","BK4591","SG9999004220.SGD","BK4602","LU0541501648.USD","SRTY","LU2357125470.USD","LU0348723411.USD","LU0345770993.USD","LU1989772923.USD","LU2211815571.USD","LU2271345857.HKD","LU2471134523.USD"],"gpt_icon":0},{"id":"2610956397","title":"台积电盘中异动 股价大涨3.01%报372.80美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2610956397","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610956397?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 22:33","pubTimestamp":1770820416,"startTime":"0","endTime":"0","summary":"北京时间2026年02月11日22时33分，台积电股票出现异动，股价大幅拉升3.01%。截至发稿，该股报372.80美元/股，成交量116.491万股，换手率0.02%，振幅0.86%。台积电股票所在的半导体行业中，整体涨幅为1.77%。台积电成立于1987年。1997年，台积电以ADR的形式在美国上市。台积电的规模和高质量的技术使该公司即使在竞争激烈的代工业务中也能产生稳定的营业利润。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211223336a6ef6b23&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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X500系列蓄势待发","url":"https://stock-news.laohu8.com/highlight/detail?id=2610956392","media":"ITBEAR科技资讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610956392?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 21:36","pubTimestamp":1770816992,"startTime":"0","endTime":"0","summary":"半导体行业迎来重大突破，台积电2nm制程工艺已正式进入量产阶段。作为全球领先的晶圆代工厂，台积电此次技术升级将深刻影响智能手机产业链的发展格局。联发科凭借与台积电的深度合作，成为首批受益者。其最新旗舰芯片天玑9600将采用2nm制程工艺，这款芯片已完成设计验证并进入大规模量产阶段。这种产品矩阵的扩展，配合天玑9600的强劲性能，有望在高端市场形成差异化竞争优势。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211223330a6ef6b1a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Nova Lake 处理器尺寸曝光：单芯片面积远超 AMD，采用台积电代工","url":"https://stock-news.laohu8.com/highlight/detail?id=2610958138","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610958138?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 21:27","pubTimestamp":1770816425,"startTime":"0","endTime":"0","summary":"IT之家 2 月 11 日消息，英特尔下一代 Nova Lake 处理器更多细节逐渐流出。虽然英特尔已经推出了基于 Intel 18A 制程的 Panther Lake 处理器，但由于性能库的原因无法提供桌面处理器版本，而下一代 Nova Lake 的计算芯片将统一采用台积电 N2 工艺。另外，爆料显示英特尔 Nova Lake 还将推出双计算芯片的 52 核旗舰型号。值得一提的是 bLLC 与 AMD X3D 堆叠技术并不相同，虽然英特尔也有类似 X3D 的额外缓存技术，但目前并未在 Nova Lake 上应用。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211212818a4984670&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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18:58","pubTimestamp":1770807484,"startTime":"0","endTime":"0","summary":"台积电计划在日本熊本县生产用于人工智能的3纳米芯片。这将使日本成为继台湾和美国之后，台积电的第三个先进芯片生产中心。据台湾媒体报道，全球最大的芯片代工制造商于周一和周二在日本南部九州岛熊本市举行了董事会会议。本周的会议是其首次在日本举行。台积电在该地的第一家工厂将于2024年投产，主要生产12纳米至28纳米的芯片，用于汽车行业。台积电熊本基地最初的设想是为汽车制造商和其他日本公司供应芯片。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211210542a6ef1e93&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:04","pubTimestamp":1770804280,"startTime":"0","endTime":"0","summary":"这一消息似乎被视为日本半导体产业复兴的象征，但令人惊讶的是，很少有人理解这一决定的真正意义。因此，JASM P2生产的N3晶圆将被运往台积电进行CoWoS封装。换句话说，月产量每年只能增加约3万片。然而，台积电正在竭尽全力提高其CoWoS产能（图8）。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211181835a497a2b9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:00","pubTimestamp":1770804005,"startTime":"0","endTime":"0","summary":"近期，“半导体双雄”财报揭榜。中芯国际在国内阵地战中坚定追赶，而台积电则借AI东风，营收、利润继续狂飙。2025年中芯国际展现了极强的成长韧性：全年实现营收约676亿元，同比增长16.2%；归母净利润达50.4亿元，同比增幅高达39.1%。尤其是在成熟制程领域，中芯国际稳扎稳打，深耕消费电子等本土基本盘。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1345,202602113648000416.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"eastmoney_highlight","symbols":["LU0316494557.USD","LU0878005551.USD","BK4505","LU1211504680.USD","BK4543","BK4526","TSM","LU1852331112.SGD","LU2471134879.HKD","BK4554","IE00BKPKM429.USD","IE00BHPRN162.USD","LU2249611893.SGD","LU2458330243.SGD","LU1037948541.HKD","LU0094547139.USD","LU0353189763.USD","LU0175139822.USD","LU1868838027.USD","LU0488056044.USD","IE00BZ199S13.USD","LU2543165471.USD","LU0823421333.USD","LU0384037296.USD","LU0264606111.USD","LU2298321311.HKD","LU0289960550.SGD","BK1526","LU2211814178.USD","LU2458330169.SGD","LU2237443978.SGD","LU0109392836.USD","LU2247934214.USD","LU0082616367.USD","BK4527","LU0823421416.USD","BK4548","LU0359201885.HKD","LU0689626769.HKD","BK1607","LU1934455863.HKD","LU1267930813.SGD","LU2111349929.HKD","LU0345770308.USD","BK4512","LU2125154778.USD","00981","LU0143863198.USD","LU1989764748.USD","SGXZ49509284.SGD","BK4141","LU2360032135.SGD","03145","LU2092937221.SGD","BK4602","LU0238689110.USD","LU2750360641.GBP","LU0889566641.SGD","BK1614","LU2506951792.HKD","LU2028103732.USD","BK4533","LU0642271901.SGD","IE00B3M56506.USD","TSMG","LU2211815571.USD","LU0861579265.USD","IE00B5TLWC47.USD","BK4591","LU1282649067.USD","LU2471134523.USD","LU2133065610.SGD","IE0004445239.USD","SG9999004220.SGD","BK0214","BK4605","BK4585","LU0143863784.USD","LU0882747503.HKD","LU0823414478.USD","LU2250418816.HKD","IE00BQXX3C00.GBP","IE00BYQQ9H92.USD","LU0345770993.USD","LU2663582299.SGD","LU2023250504.SGD","LU1989772923.USD","LU2106854487.HKD","LU0198837287.USD","LU1868837565.USD","LU1989764664.SGD","LU2294711713.HKD","BK4503","LU1282649810.SGD","LU1803068979.SGD","LU2271345857.HKD","BK4612","SGXZ99366536.SGD","LU0541502299.USD","LU1064131003.USD","BK4534","LU2357125470.USD","BK4550","LU2063271972.USD","TSMX","IE0004091025.USD","LU0158827781.USD","LU2148510915.USD","LU1037948897.HKD","LU1623119135.USD","TSMU","SGXZ51526630.SGD","LU0572939691.SGD","LU0965509283.SGD","STSM","LU2860962120.EUR","LU0792757196.USD","LU2237443622.USD","LU2054465674.USD","LU2491049909.HKD","LU2491050071.SGD","IE00BQXX3D17.EUR","LU0158827948.USD","BK4581","LU1508157978.USD","LU2471134952.CNY","LU2041044095.USD","688981","LU0353189680.USD","IE0004086264.USD","LU0124676726.USD","LU0878004406.USD","LU2237443549.SGD","LU0348723411.USD","BK4532","LU1712237335.SGD","LU0719512351.SGD","LU0323591593.USD","LU1064130708.USD","LU1917777945.USD","LU2491050154.USD","LU0965509101.SGD","LU2471134796.USD","LU1989772840.SGD","LU2360108059.USD","LU1974910355.USD","LU2125154935.USD","LU0965508806.USD","IE00BFXG0V08.USD","SGXZ81163826.USD","LU1316542783.SGD","LU1934455277.USD","LU0359201612.USD","LU0823414551.USD","TSMY","LU2089283258.USD","BK1163","LU2360106780.USD","SG9999000418.SGD","LU2087625088.SGD","LU0056508442.USD","BK1610","LU2237443382.USD","LU0359202008.SGD","IE00BD6J9T35.USD","TSMZ","LU1868837722.USD","LU2023251221.USD","SGXZ81514606.USD","LU0541501648.USD","LU2750360997.AUD","LU0572940350.SGD","LU1023057109.AUD","LU2089284900.SGD","BK4588","LU0965509010.AUD","LU0889565833.HKD","BK4085","LU1934455194.USD","IE00BQXX3F31.USD"],"gpt_icon":0},{"id":"2610820469","title":"但斌出手，大幅度加仓！","url":"https://stock-news.laohu8.com/highlight/detail?id=2610820469","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610820469?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 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13:44","pubTimestamp":1770788648,"startTime":"0","endTime":"0","summary":"点击蓝字 关注我们半导体新势力晶圆代工厂台积电再创新天价，早盘股价达到1900元，市值攀升至新台币49.27万亿元。台积电1月受惠AI对3nm等先进制程及先进封装需求强劲，营收首度突破4000亿元，攀高至4012.55亿元，月增19.8%，年增36.8%。AI长期发展趋势明确，台积电先进制程和先进封装业务可望受惠。台积电预期，第1季营运表现可望淡季不淡，季营收将达346亿至358亿美元，2026年美元营收可望成长近30%。台积电营运前景看俏，吸引买盘不断涌入，推升股价屡创新高。今天攀高至1900元，再创新天价，上涨20元，市值达49.27万亿元。#台积电 #半导体 #晶圆 #封装 #AI","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026021115102497a5be61&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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