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室温超导概念
3,603.35
-107.4788
-2.90%
涨家数:
6
跌家数:
3
平家数:
- -
市盈率:
- -
高:
3,709.65
开:
3,709.65
低:
3,578.49
收:
3,710.83
成交量:
1.67亿
成交额:
145.20亿
市值:
2.06万亿
流通市值:
1.86万亿
数据加载中...
总览
新闻资讯
战事阴云难掩AI热潮 台积电(TSM.US)Q1营收超预期增长35%
智通财经
·
04/10
晶圆代工需求强劲,台积电一季度营收同比增长35%
第一财经
·
04/10
需求爆发!台积电3月销售额同比大增近五成至4151.9亿新台币
TradingKey中文
·
04/10
台积电一季度销售额超出预期 伊朗冲突未影响AI需求
环球市场播报
·
04/10
台积电第一季度营收同比增长35%,超出市场预期
路透中文
·
04/10
台积电3月销售额4151.9亿元台币,同比增长45.2%
老虎资讯综合
·
04/10
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金吾财讯
·
04/09
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TradingKey中文
·
04/08
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蓝鲸财经
·
04/08
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中金财经
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量子计算股重挫:IonQ、D-Wave、Rigetti因瑞穗下调目标价跌约4%
环球市场播报
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华尔街见闻
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04/07
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格隆汇
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04/07
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TradingKey中文
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04/06
被低估的先进封装巨头
格隆汇
·
04/06
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智通财经
·
04/03
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格隆汇
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04/03
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格隆汇
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04/03
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老虎资讯综合
·
04/02
更多
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15:29","pubTimestamp":1775806153,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,台积电周五公布的最新季度营收实现增长35%,这表明在中东战事爆发的最初几周,全球人工智能芯片需求依然保持稳定。3月销售额增长45%。台积电及其AI客户也面临外界对其能否保持当前增长速度的质疑。台积电定于4月16日公布完整的第一季度业绩。台积电股价今年已上涨近30%,表现优于其主要客户。尽管作为全球AI芯片领军企业的英伟达季度营收跃升73%,且给出的业绩展望超出预期,但其股价今年仍下跌了1.4%。","market":"fut","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://www.zhitongcaijing.com/content/detail/1427019.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4535","IE00BFXG0V08.USD","LU2092937221.SGD","STSM","LU1868837722.USD","LU1508157978.USD","LU0094547139.USD","LU2237443978.SGD","BK4581","LU0689626769.HKD","LU1282649810.SGD","LU1023057109.AUD","LU2663582299.SGD","SGXZ81514606.USD","LU0384037296.USD","LU0323591593.USD","LU0792757196.USD","SGXZ51526630.SGD","BK4550","LU0572939691.SGD","BK4526","LU0861579265.USD","LU2247934214.USD","LU0264606111.USD","LU1989764664.SGD","03145","LU0124676726.USD","LU0882747503.HKD","LU2249611893.SGD","IE00BHPRN162.USD","LU2360032135.SGD","LU1989772840.SGD","LU2294711713.HKD","LU0965509283.SGD","IE0004445239.USD","LU0823421333.USD","LU1712237335.SGD","LU2491049909.HKD","IE00BYQQ9H92.USD","IE00B5TLWC47.USD","LU1917777945.USD","BK4605","IE0004091025.USD","LU0823414551.USD","LU0359202008.SGD","LU0289960550.SGD","BK4512","LU0965509101.SGD","LU2063271972.USD","LU1282649067.USD","LU1868837565.USD","BK4554","LU2028103732.USD","LU1934455194.USD","LU0878004406.USD","BK4527","TSM","LU2360106780.USD","LU0238689110.USD","LU1037948541.HKD","LU2357125470.USD","LU0345770993.USD","LU0965508806.USD","LU1037948897.HKD","IE00BD6J9T35.USD","SGXZ99366536.SGD","LU0143863784.USD","LU1934455863.HKD","LU0158827781.USD","IE00BQXX3D17.EUR","LU2125154778.USD","IE0004086264.USD","LU2041044095.USD","BK4533","LU2471134879.HKD","LU0541502299.USD","LU2506951792.HKD","BK4503","IE00B3M56506.USD","LU2237443382.USD","LU2054465674.USD","LU2211815571.USD","LU2023251221.USD","LU2471134952.CNY","LU0143863198.USD","LU0359201885.HKD","LU2087625088.SGD","SG9999000418.SGD","LU0488056044.USD","BK4548","LU0823414478.USD","LU2106854487.HKD","BK4543","LU0823421416.USD","LU1868838027.USD","LU2089283258.USD","LU2237443622.USD","IE00BQXX3F31.USD","LU0348723411.USD","LU2271345857.HKD","LU0158827948.USD","LU0316494557.USD","LU0082616367.USD","LU2860962120.EUR","LU2750360641.GBP","LU1316542783.SGD","LU1267930813.SGD","LU2471134523.USD","LU0541501648.USD","LU2458330169.SGD","LU0642271901.SGD","TSMY","LU0175139822.USD","LU1989764748.USD","LU2211814178.USD","LU2250418816.HKD","BK4532","TSMU","LU2750360997.AUD","LU0572940350.SGD","LU1803068979.SGD","LU2543165471.USD","LU1989772923.USD","LU0889565833.HKD","LU0965509010.AUD","BK4505","LU2471134796.USD","SG9999004220.SGD","LU1211504680.USD","BK4591","LU2491050071.SGD","BK4504","TSMX","BK4612","BK4141","LU1323610961.USD","LU2298321311.HKD","TSMG","LU1934455277.USD","LU1852331112.SGD","BK4585","IE00BQXX3C00.GBP","LU2111349929.HKD","LU2491050154.USD","LU0109392836.USD","LU2089284900.SGD","LU2133065610.SGD","BK4602","LU0353189680.USD","LU1623119135.USD","LU2023250504.SGD","LU0198837287.USD","LU1974910355.USD","BK4534","LU0878005551.USD","LU0353189763.USD","LU2237443549.SGD","LU2458330243.SGD","LU0719512351.SGD","BK4588","TSMZ","IE00BZ199S13.USD","LU0359201612.USD","LU2125154935.USD","LU2360108059.USD","LU0889566641.SGD","IE00BKPKM429.USD","LU0345770308.USD","LU0056508442.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2626641111","title":"晶圆代工需求强劲,台积电一季度营收同比增长35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2626641111","media":"第一财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626641111?lang=zh_cn&edition=fundamental","pubTime":"2026-04-10 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14:14","pubTimestamp":1775801686,"startTime":"0","endTime":"0","summary":"TradingKey - 受终端市场需求强劲拉动,全球晶圆代工龙头台积电(TSM)的营收增长势头不断提速。其3月单月营收达到4151.9亿新台币。","market":"sh","thumbnail":"https://resource.tradingkey.com/uploads/20260113/TSMC-e9dcc1956440443785c866a239fce2a7.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260113/TSMC-e9dcc1956440443785c866a239fce2a7.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/261769266-tsmc-march-sales-surge-nearly-50-year-on-year-to-nt-415-19-billion-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2028103732.USD","LU0158827781.USD","LU2237443978.SGD","SGXZ81514606.USD","TSMU","LU2860962120.EUR","LU0965508806.USD","LU2041044095.USD","LU2237443549.SGD","BK4581","03145","LU0965509101.SGD","LU2089284900.SGD","LU2471134796.USD","LU0143863784.USD","LU2750360641.GBP","LU2111349929.HKD","LU0823421333.USD","TSMZ","LU2054465674.USD","BK4554","LU0792757196.USD","SGXZ99366536.SGD","BK4535","IE0004091025.USD","LU0541502299.USD","LU1508157978.USD","LU0345770308.USD","LU0642271901.SGD","LU0264606111.USD","IE00BD6J9T35.USD","LU2133065610.SGD","IE00BKPKM429.USD","LU0488056044.USD","LU0878004406.USD","LU1282649810.SGD","LU1868838027.USD","LU2458330243.SGD","LU2211814178.USD","BK4533","LU2249611893.SGD","LU2357125470.USD","BK4585","LU0109392836.USD","STSM","LU1712237335.SGD","LU0889566641.SGD","LU1023057109.AUD","LU0572939691.SGD","LU0823414478.USD","LU0861579265.USD","LU2237443382.USD","LU2360032135.SGD","LU0878005551.USD","TSMX","LU1989764748.USD","LU1037948541.HKD","BK4527","LU0316494557.USD","BK4534","LU1934455863.HKD","LU1989772923.USD","BK4505","LU2491050071.SGD","LU0143863198.USD","LU1989772840.SGD","IE0004086264.USD","LU0323591593.USD","BK4141","LU0124676726.USD","LU0889565833.HKD","LU2237443622.USD","LU0353189680.USD","LU2750360997.AUD","BK4550","IE00BFXG0V08.USD","LU1282649067.USD","LU2092937221.SGD","BK4548","LU2106854487.HKD","LU0541501648.USD","IE00BQXX3F31.USD","BK4503","LU0198837287.USD","LU1917777945.USD","LU2491049909.HKD","LU0384037296.USD","TSMY","LU0348723411.USD","BK4504","LU0359201885.HKD","LU1868837722.USD","LU2294711713.HKD","LU1623119135.USD","IE00BQXX3C00.GBP","LU2250418816.HKD","LU0689626769.HKD","LU0353189763.USD","LU2663582299.SGD","LU1037948897.HKD","LU2360108059.USD","LU1989764664.SGD","LU2125154778.USD","LU0823421416.USD","IE0004445239.USD","LU2063271972.USD","TSM","LU2543165471.USD","SG9999004220.SGD","LU0823414551.USD","LU2087625088.SGD","LU0882747503.HKD","LU1211504680.USD","LU0965509010.AUD","LU2471134952.CNY","LU2211815571.USD","LU0158827948.USD","LU0056508442.USD","LU2023251221.USD","LU1267930813.SGD","SG9999000418.SGD","LU0359202008.SGD","BK4602","LU1934455277.USD","LU2491050154.USD","BK4588","LU1852331112.SGD","LU2471134523.USD","BK4591","LU2125154935.USD","LU2298321311.HKD","BK4612","LU1974910355.USD","IE00B5TLWC47.USD","LU0175139822.USD","LU0719512351.SGD","BK4543","LU1868837565.USD","BK4605","LU2360106780.USD","BK4512","LU2458330169.SGD","IE00B3M56506.USD","LU2271345857.HKD","LU0082616367.USD","LU1316542783.SGD","LU0094547139.USD","LU2506951792.HKD","LU1803068979.SGD","LU0289960550.SGD","LU0965509283.SGD","BK4532","LU0238689110.USD","BK4526","LU1934455194.USD","LU2023250504.SGD","IE00BYQQ9H92.USD","LU2247934214.USD","LU2089283258.USD","SGXZ51526630.SGD","LU0359201612.USD","LU0345770993.USD","IE00BQXX3D17.EUR","IE00BZ199S13.USD","LU0572940350.SGD","IE00BHPRN162.USD","LU2471134879.HKD","TSMG","LU1323610961.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626695401","title":"台积电一季度销售额超出预期 伊朗冲突未影响AI需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2626695401","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626695401?lang=zh_cn&edition=fundamental","pubTime":"2026-04-10 13:58","pubTimestamp":1775800680,"startTime":"0","endTime":"0","summary":"台积电公布第一季度收入增长35%,这表明在中东冲突爆发后的头几周,全球人工智能芯片需求不减。 台积电周五公布,在截至3月份的三个月里,营收增至1.13万亿元台币。3月销售额增长了45%。 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13:31","pubTimestamp":1775799094,"startTime":"0","endTime":"0","summary":"4月10日,$台积电(TSM)$:3月销售额4151.9亿元台币,同比增长45.2%;第一季度销售额1.13万亿元台币,市场预估1.12万亿元台币。","market":"us","thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"台积电3月销售额4151.9亿元台币,同比增长45.2%","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1508157978.USD","LU0082616367.USD","LU2360106780.USD","LU1989764748.USD","SGXZ51526630.SGD","LU2111349929.HKD","LU0264606111.USD","IE0004086264.USD","LU2249611893.SGD","LU2491049909.HKD","LU0541501648.USD","LU0572940350.SGD","LU0882747503.HKD","BK4141","BK4602","LU0238689110.USD","BK4585","LU2357125470.USD","BK4512","LU0719512351.SGD","IE00BHPRN162.USD","LU2023251221.USD","LU1323610961.USD","IE00BQXX3C00.GBP","LU2106854487.HKD","LU1989772840.SGD","LU2360108059.USD","LU2663582299.SGD","LU0348723411.USD","LU2087625088.SGD","LU1211504680.USD","LU0384037296.USD","LU2294711713.HKD","IE0004445239.USD","LU0323591593.USD","BK4591","LU1989772923.USD","LU1267930813.SGD","LU0289960550.SGD","IE00B5TLWC47.USD","LU1852331112.SGD","IE00BKPKM429.USD","LU2471134879.HKD","BK4612","LU2133065610.SGD","BK4550","LU1803068979.SGD","IE00BQXX3D17.EUR","LU0094547139.USD","LU1712237335.SGD","LU2092937221.SGD","LU0143863784.USD","LU0572939691.SGD","BK4532","LU0823421416.USD","LU2237443382.USD","LU2089284900.SGD","LU2250418816.HKD","LU1989764664.SGD","LU0109392836.USD","LU0175139822.USD","LU0823414551.USD","LU1974910355.USD","LU2054465674.USD","LU1623119135.USD","IE0004091025.USD","LU0359201885.HKD","LU2063271972.USD","BK4505","LU0689626769.HKD","LU2458330243.SGD","LU2543165471.USD","SGXZ81514606.USD","LU0488056044.USD","LU2028103732.USD","LU0345770308.USD","LU2360032135.SGD","LU0359202008.SGD","LU1868837722.USD","LU2471134952.CNY","LU2237443549.SGD","LU0316494557.USD","SG9999000418.SGD","BK4526","BK4543","LU0345770993.USD","TSM","LU0198837287.USD","LU0965509010.AUD","LU2491050154.USD","BK4503","LU1037948541.HKD","LU0143863198.USD","LU2211815571.USD","LU2491050071.SGD","LU0878005551.USD","LU0792757196.USD","LU2211814178.USD","LU2237443978.SGD","LU2125154935.USD","LU1037948897.HKD","LU1868838027.USD","LU1934455194.USD","LU0124676726.USD","LU0965509101.SGD","LU2125154778.USD","BK4554","LU0965509283.SGD","BK4504","LU2506951792.HKD","LU1023057109.AUD","LU2471134796.USD","LU1917777945.USD","LU2089283258.USD","IE00BFXG0V08.USD","LU0353189763.USD","LU2041044095.USD","LU2247934214.USD","LU0642271901.SGD","IE00BZ199S13.USD","SGXZ99366536.SGD","LU0359201612.USD","LU2458330169.SGD","BK4527","LU0353189680.USD","IE00BQXX3F31.USD","LU2298321311.HKD","LU1934455277.USD","LU2271345857.HKD","LU0861579265.USD","LU0158827948.USD","IE00BYQQ9H92.USD","LU2750360997.AUD","IE00BD6J9T35.USD","LU2471134523.USD","BK4535","LU1282649810.SGD","LU0823421333.USD","LU0965508806.USD","LU0056508442.USD","BK4534","LU0823414478.USD","LU2750360641.GBP","SG9999004220.SGD","LU2237443622.USD","LU1934455863.HKD","LU2860962120.EUR","LU1282649067.USD","LU0889566641.SGD","LU0878004406.USD","LU0158827781.USD","LU0889565833.HKD","BK4588","LU0541502299.USD","BK4605","BK4581","IE00B3M56506.USD","BK4548","LU1868837565.USD","BK4533","LU1316542783.SGD","LU2023250504.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626449163","title":"麦格理:台积电近期利润率或已在第一季度见顶","url":"https://stock-news.laohu8.com/highlight/detail?id=2626449163","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626449163?lang=zh_cn&edition=fundamental","pubTime":"2026-04-10 12:03","pubTimestamp":1775793780,"startTime":"0","endTime":"0","summary":"麦格理分析师在一份研究报告中称,台积电的近期利润率可能已在第一季度见顶。他们写道,受持续的AI需求和在先进节点方面的领先地位推动,这家芯片制造商可能会给出第二季度收入环比增长的指引。他们表示,不过,随着这家台湾公司扩大3纳米芯片产能以及其2纳米芯片进入量产,其第一季度的利润率可能面临一些压力。与此同时,外部成本压力可能会持续存在,地缘政治干扰导致化学品的平均售价上涨。麦格理预计,台积电的毛利率将从第一季度约64%的预估峰值下降至第二季度的62.4%左右。尽管如此,这些分析师认为台积电的长期增长基本面依然稳健。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:王永生","market":"fut","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":"https://finance.sina.com.cn/stock/usstock/c/2026-04-10/doc-inhtyrwh0365547.shtml","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":"sina","symbols":["LU2360108059.USD","LU2023251221.USD","LU0348723411.USD","LU1037948897.HKD","LU2249611893.SGD","LU0264606111.USD","LU0198837287.USD","LU0823421333.USD","LU2211815571.USD","LU2663582299.SGD","BK4591","LU2133065610.SGD","LU2125154778.USD","LU0878005551.USD","LU2357125470.USD","LU2471134523.USD","LU0878004406.USD","LU2054465674.USD","LU1316542783.SGD","LU1282649067.USD","LU1974910355.USD","LU2247934214.USD","LU0323591593.USD","LU1868837722.USD","LU2087625088.SGD","BK4602","LU2491049909.HKD","BK4505","LU0158827781.USD","LU1623119135.USD","LU2237443622.USD","BK4512","LU2211814178.USD","IE00BYQQ9H92.USD","LU2028103732.USD","LU2471134952.CNY","LU0642271901.SGD","LU0289960550.SGD","SGXZ99366536.SGD","LU0175139822.USD","LU1211504680.USD","TSMU","SGXZ81514606.USD","LU0719512351.SGD","LU0345770308.USD","LU2471134879.HKD","LU2360032135.SGD","LU0143863198.USD","LU2063271972.USD","LU0359201885.HKD","LU0572939691.SGD","IE00B5TLWC47.USD","IE0004445239.USD","LU2092937221.SGD","SG9999004220.SGD","BK4503","LU1282649810.SGD","IE00BQXX3D17.EUR","LU0345770993.USD","BK4605","LU0082616367.USD","LU2750360641.GBP","LU1934455277.USD","LU0823421416.USD","LU1868838027.USD","BK4535","LU2089283258.USD","LU2458330169.SGD","LU1917777945.USD","IE0004091025.USD","LU0238689110.USD","BK4141","LU0094547139.USD","LU2125154935.USD","BK4543","LU2360106780.USD","BK4526","BK4532","LU0572940350.SGD","LU1934455863.HKD","LU2543165471.USD","LU0823414551.USD","LU1989764748.USD","TSMX","LU0541502299.USD","BK4554","LU0965509010.AUD","BK4534","LU0965509283.SGD","LU1037948541.HKD","IE00BZ199S13.USD","LU0158827948.USD","STSM","TSMG","LU2023250504.SGD","LU2491050154.USD","LU0965508806.USD","LU0316494557.USD","LU1323610961.USD","LU0882747503.HKD","SG9999000418.SGD","BK4527","SGXZ51526630.SGD","BK4533","BK4550","LU0541501648.USD","LU0823414478.USD","LU2041044095.USD","IE00BQXX3F31.USD","BK4581","LU0359202008.SGD","LU1023057109.AUD","LU1934455194.USD","BK4612","LU0889566641.SGD","LU1989772840.SGD","LU0384037296.USD","LU2250418816.HKD","LU1989764664.SGD","LU2506951792.HKD","IE00BQXX3C00.GBP","LU2111349929.HKD","LU1803068979.SGD","LU2294711713.HKD","LU0965509101.SGD","LU0124676726.USD","IE00BHPRN162.USD","LU2089284900.SGD","LU2298321311.HKD","LU0861579265.USD","LU0056508442.USD","TSM","BK4585","LU1868837565.USD","LU2458330243.SGD","LU0889565833.HKD","TSMY","IE00BD6J9T35.USD","LU0488056044.USD","LU0792757196.USD","LU1852331112.SGD","LU0143863784.USD","LU2237443382.USD","LU0359201612.USD","BK4548","LU1267930813.SGD","IE00BKPKM429.USD","03145","LU2471134796.USD","LU0353189680.USD","LU1989772923.USD","LU2106854487.HKD","LU2750360997.AUD","LU1712237335.SGD","BK4588","IE0004086264.USD","IE00BFXG0V08.USD","LU2237443549.SGD","LU0689626769.HKD","IE00B3M56506.USD","LU0109392836.USD","TSMZ","LU2271345857.HKD","LU1508157978.USD","LU2860962120.EUR","LU0353189763.USD","LU2237443978.SGD","BK4504","LU2491050071.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626818891","title":"【券商聚焦】广发香港上调台积电(TSM)目标价至2808新台币 维持“买入”评级并看好AI及苹果需求支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2626818891","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626818891?lang=zh_cn&edition=fundamental","pubTime":"2026-04-09 17:19","pubTimestamp":1775726389,"startTime":"0","endTime":"0","summary":"金吾财讯 | 在全球最大晶圆代工厂台积电 季度业绩公布前夕,广发证券(香港)将其股票目标价从2325新台币上调至2808新台币,并维持“买入”评级。台积电为苹果、英伟达等头部科技企业生产芯片,定于4月16日公布2026年第一季度财报。以Jeff Pu为首的分析师预计,台积电将交出强劲毛利率并上调全年营收指引,驱动力来自N2/N3工艺高利用率、晶圆定价上涨及AI客户溢价。截至周四盘前,台积电股价小幅下跌约1%。","market":"other","thumbnail":"https://static.szfiu.com/news/20210810/ZWQyMzQ4MWViNTBlNjYyZWIyNzg3MGMyMTYyODU5MDY5NTc1OQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZWQyMzQ4MWViNTBlNjYyZWIyNzg3MGMyMTYyODU5MDY5NTc1OQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"298964","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":null,"symbols":["LU0912757837.SGD","LU0557290698.USD","LU1839511570.USD","LU0472753341.HKD","LU1316542783.SGD","BK4559","LU1582987324.SGD","LU0868494617.USD","LU1989764748.USD","LU1868836914.USD","LU2506951792.HKD","LU0234570918.USD","HK0000914660.USD","LU0234572021.USD","LU1282649810.SGD","LU1814569148.SGD","SG9999014906.USD","LU0965509283.SGD","IE00BJTD4V19.USD","IE00BKVL7J92.USD","IE00BDRTCR15.USD","LU0345770993.USD","LU0353189680.USD","LU0456855351.SGD","LU1037948541.HKD","LU2065171402.SGD","LU0784383803.USD","LU1732799900.SGD","IE00B5949003.HKD","SG9999015945.SGD","LU0784385840.USD","LU0861579265.USD","LU2298321311.HKD","IE00BQXX3F31.USD","LU0264606111.USD","LU2487616109.SGD","META","LU2237443622.USD","TSMG","LU1815333072.USD","IE00B775SV38.USD","LU0882574139.USD","LU0541501648.USD","LU0056508442.USD","LU2247934214.USD","LU0553294199.USD","LU2462157665.USD","GB00BDT5M118.USD","SG9999014575.USD","LU2360032135.SGD","IE00BKDWB100.SGD","LU0158827781.USD","IE000KEQY171.SGD","SG9999002232.USD","LU2092627202.USD","SG9999014898.SGD","LU2552382058.USD","LU0964807845.USD","SG9999014567.USD","LU0528227936.USD","LU1852331112.SGD","LU0053666078.USD","LU1046421795.USD","LU1508157978.USD","IE00BHPRN162.USD","LU0265550946.USD","LU2403377893.USD","LU0048584097.USD","LU2361044949.HKD","LU0096362180.USD","LU0786609619.USD","LU1261432733.SGD","TSMX","LU2191332357.HKD","SG9999015978.USD","LU0238689110.USD","LU0511384066.AUD","LU0572939691.SGD","IE000BZT7R73.USD","IE00BFSS7M15.SGD","IE00BN29S564.USD","LU2430703095.HKD","LU0348723411.USD","LU2750360997.AUD","LU0444973449.USD","IE00BKPKM429.USD","LU0057025933.USD","LU2491050154.USD","IE00B19Z8W00.USD","LU1496350171.SGD","BK4581","AAPY","LU2023250843.SGD","LU1989771016.USD","LU0072462426.USD","LU0354030438.USD","LU1548497426.USD","LU2249611893.SGD","LU1934455863.HKD","LU2097344357.USD","LU2237438978.USD","HK0000914686.HKD","IE00BBT3K403.USD","LU2092937148.SGD","BK4526","LU0289739343.SGD","LU1989772923.USD","IE00BLSP4239.USD","LU2417539215.USD","LU1066051811.HKD","LU1496350502.SGD","LU0683600562.USD","LU1720051017.SGD","IE0034235303.USD","IE00BD6J9T35.USD","LU0345768153.USD","IE00B3SWFQ91.USD","LU1066053197.SGD","LU0488056044.USD","GOOG","IE00B4JS1V06.HKD","HK0000320223.HKD","LU2125154778.USD","IE00BK4W5L77.USD","IE0000B7K699.USD","BK4554","LU2211815571.USD","LU1974910355.USD","LU0109392836.USD","AAPW","LU2023251221.USD","LU0096364046.USD","LU1989772840.SGD","LU0289961442.SGD","LU0316494557.USD","STSM","LU0417517546.SGD","LU1699723380.USD","LU0345768740.USD","LU2236285917.USD","LU2543165471.USD","LU0661504455.SGD","BK4591","LU0154236417.USD","AMZN","LU2213496289.HKD","LU1551013342.USD","LU0069063385.USD","LU1280957306.USD","IE00BJLML261.HKD","LU0210533765.USD","LU2077746001.SGD","LU0359201612.USD","LU0149725797.USD","LU1267930813.SGD","LU0738911758.USD","LU2592432038.USD","BK4534","LU1804176565.USD","IE000W1ABFV2.USD","LU0957791311.USD","LU2237443895.HKD","LU2458330169.SGD","LU0256863811.USD","LU2461242641.AUD","LU1323610961.USD","SG9999017495.SGD","LU0494093205.USD","LU2242650005.HKD","LU2065171311.SGD","SG9999015358.SGD","IE0004445015.USD","IE00B775H168.HKD","LU2746668974.SGD","LU1868837300.USD","BK4170","LU0210536198.USD","BK4592","LU1211504680.USD","LU2168564495.EUR","LU0823414551.USD","IE00BLSP4452.SGD","LU2168564222.USD","BK4505","LU0820561909.HKD","LU1868837136.USD","LU0308772762.SGD","LU0823421333.USD","LU1035775433.USD","IE000WAW04H5.SGD","LU1712237335.SGD","SGXZ99366536.SGD","TSM","SG9999014559.SGD","LU1366192091.USD","LU0724617625.USD","BK4501","IE000F7OJYX1.SGD","LU0889565833.HKD","IE00B19Z8X17.USD","SG9999002224.SGD","IE00BFXG0V08.USD","LU2065169927.USD","LU1127390331.HKD","IE00BWXC8680.SGD","LU0267386448.USD","LU0354030511.USD","LU0823434583.USD","LU2456880835.USD","LU0345769631.USD","LU0175139822.USD","IE00BJTD4N35.SGD","LU2168563687.JPY","LU2347655073.USD","LU0642271901.SGD","LU1823568750.SGD","BK4527","LU0345770308.USD","BK4566","LU1235294995.USD","LU1244550494.USD","SGXZ51526630.SGD","LU0061475181.USD","BK4504","SGXZ31699556.SGD","MSFT","IE00B1XK9C88.USD","LU1301847155.USD","LU2041044095.USD","SG9999014880.SGD","IE00BJJMRX11.SGD","IE0034235295.USD","LU0949170426.SGD","LU2471134796.USD","BK4571","LU0965509010.AUD","LU1037948897.HKD","LU0198837287.USD","LU1582986433.USD","LU1732800096.USD","BK4532","IE00B19Z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bTime":"2026-04-08 21:48","pubTimestamp":1775656105,"startTime":"0","endTime":"0","summary":"• 2026年半导体市场规模预计将超过1.3万亿美元。\n• TSMC的3nm和5nm产能已全部订满。\n• 分析师预计其收益和营收将实现强劲的同比增长。","market":"other","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240221/21df77228ec5331d158f4ace298e9490.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240221/21df77228ec5331d158f4ace298e9490.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/Market-Movers/261762141-market-movers-tsm-20260408","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":null,"symbols":["STSM","TSMY","LU1508157978.USD","LU0082616367.USD","LU2360106780.USD","LU1989764748.USD","SGXZ51526630.SGD","LU2111349929.HKD","LU0264606111.USD","IE0004086264.USD","LU2249611893.SGD","LU2491049909.HKD","LU0541501648.USD","LU0572940350.SGD","LU0882747503.HKD","BK4141","03145","BK4602","BK4585","LU0238689110.USD","LU2357125470.USD","BK4512","LU0719512351.SGD","IE00BHPRN162.USD","LU2023251221.USD","LU1323610961.USD","IE00BQXX3C00.GBP","LU2106854487.HKD","LU1989772840.SGD","LU2360108059.USD","LU2663582299.SGD","LU0348723411.USD","LU2087625088.SGD","LU1211504680.USD","LU0384037296.USD","LU2294711713.HKD","IE0004445239.USD","LU0323591593.USD","BK4591","LU1989772923.USD","LU1267930813.SGD","TSMU","LU0289960550.SGD","IE00B5TLWC47.USD","LU1852331112.SGD","IE00BKPKM429.USD","LU2471134879.HKD","BK4612","LU2133065610.SGD","BK4550","LU1803068979.SGD","IE00BQXX3D17.EUR","LU0094547139.USD","LU1712237335.SGD","LU2092937221.SGD","LU0143863784.USD","LU0572939691.SGD","BK4532","LU0823421416.USD","LU2237443382.USD","LU2089284900.SGD","LU2250418816.HKD","LU1989764664.SGD","LU0109392836.USD","LU0175139822.USD","LU0823414551.USD","LU1974910355.USD","LU2054465674.USD","LU1623119135.USD","IE0004091025.USD","LU0359201885.HKD","LU2063271972.USD","BK4505","LU0689626769.HKD","LU2458330243.SGD","LU2543165471.USD","SGXZ81514606.USD","TSMG","LU0488056044.USD","LU2028103732.USD","LU0345770308.USD","LU2360032135.SGD","LU0359202008.SGD","LU1868837722.USD","LU2471134952.CNY","LU2237443549.SGD","LU0316494557.USD","SG9999000418.SGD","BK4526","BK4543","LU0345770993.USD","TSM","LU0198837287.USD","LU0965509010.AUD","LU2491050154.USD","BK4503","LU1037948541.HKD","LU0143863198.USD","LU2211815571.USD","LU2491050071.SGD","LU0878005551.USD","LU0792757196.USD","TSMZ","LU2211814178.USD","LU2237443978.SGD","LU2125154935.USD","LU1037948897.HKD","LU1868838027.USD","LU1934455194.USD","LU0124676726.USD","LU0965509101.SGD","LU2125154778.USD","BK4554","LU0965509283.SGD","BK4504","LU2506951792.HKD","LU1023057109.AUD","LU2471134796.USD","LU1917777945.USD","LU2089283258.USD","IE00BFXG0V08.USD","LU0353189763.USD","LU2041044095.USD","LU2247934214.USD","TSMX","LU0642271901.SGD","IE00BZ199S13.USD","SGXZ99366536.SGD","LU0359201612.USD","LU2458330169.SGD","BK4527","LU0353189680.USD","IE00BQXX3F31.USD","LU2298321311.HKD","LU1934455277.USD","LU2271345857.HKD","LU0861579265.USD","LU0158827948.USD","IE00BYQQ9H92.USD","LU2750360997.AUD","IE00BD6J9T35.USD","LU2471134523.USD","BK4535","LU1282649810.SGD","LU0823421333.USD","LU0965508806.USD","LU0056508442.USD","BK4534","LU0823414478.USD","LU2750360641.GBP","SG9999004220.SGD","LU2237443622.USD","LU1934455863.HKD","LU2860962120.EUR","LU1282649067.USD","LU0889566641.SGD","LU0878004406.USD","LU0158827781.USD","LU0889565833.HKD","BK4588","LU0541502299.USD","BK4605","BK4581","IE00B3M56506.USD","BK4548","LU1868837565.USD","BK4533","LU1316542783.SGD","LU2023250504.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625691081","title":"光通信供应链,目前有多紧张?","url":"https://stock-news.laohu8.com/highlight/detail?id=2625691081","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625691081?lang=zh_cn&edition=fundamental","pubTime":"2026-04-08 18:18","pubTimestamp":1775643511,"startTime":"0","endTime":"0","summary":"博通产品营销总监近期在接受媒体采访时发出预警,明确指出光通信供应链正面临产能瓶颈。这些近期发生的市场事件表明,光通信产业正面临一场结构性的供应紧张。高速光模块内部桨板对信号传输完整性要求极高,目前全球具备相关制程量产能力的PCB厂商数量有限。三笔投资累计60亿美元,被业界视为英伟达确保光通信部件不成为AI算力扩张瓶颈的重要举措。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1775210220697237127","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":"lanjinger_stock","symbols":["LU2360108059.USD","LU0719512351.SGD","LU0889566641.SGD","STSM","LU2087625088.SGD","LU2543165471.USD","03145","LU0198837287.USD","LU1508157978.USD","BK4512","LU1559883803.SGD","BK4504","LU0642271901.SGD","BK4526","EWT","LU0965509101.SGD","IE00B5TLWC47.USD","LU2125154935.USD","LU2023251221.USD","IEMG","LU1037948541.HKD","TSMG","LU0359201612.USD","BK4543","SGXZ51526630.SGD","LU0124384867.USD","LU0384037296.USD","IE00BZ199S13.USD","BK4612","IE00B19Z6F94.USD","LU0054578231.USD","LU2063271972.USD","BK4605","LU0878005551.USD","NVDA","LU2237443382.USD","LU2065732104.USD","LU2249611893.SGD","BK4187","BK4532","LU0348723411.USD","IE00BFMHRM44.USD","LU2028103732.USD","LU0823414551.USD","BK4505","LU2471134879.HKD","LU1868838027.USD","LU2471134952.CNY","LU0143863198.USD","LU0572940350.SGD","LU2458330243.SGD","BK4548","LU2054465674.USD","LU2125154778.USD","LU0289960550.SGD","LU2271345857.HKD","BK4534","LU0861579265.USD","BK4585","LU1037948897.HKD","IE00BHPRN162.USD","002015","LU1934455277.USD","LU0724618433.USD","LU2298321311.HKD","LU1934455194.USD","LU1023057109.AUD","LU0823414478.USD","LU1989764664.SGD","LU1989772923.USD","IE00BD6J9T35.USD","LU0823421333.USD","LU1861214812.USD","LU2089284900.SGD","BK4503","LU1989772840.SGD","LU0965509010.AUD","LU0541501648.USD","LU0158827948.USD","IE0004086264.USD","LU0082616367.USD","IE00BKPKM429.USD","LU1854103824.USD","LU2298322129.HKD","LU2750360641.GBP","LU1861219969.SGD","TWN","LU1852331112.SGD","LU1868837565.USD","LU1623119135.USD","SGXZ99366536.SGD","TSMY","LU2458330169.SGD","LU2360032135.SGD","LU1803068979.SGD","LU2247934214.USD","IE0004091025.USD","688498","LU2041044095.USD","LU0094547139.USD","LU1712237335.SGD","LU2294711713.HKD","IE00BQXX3C00.GBP","LU1316542783.SGD","BK4141","LU2491050154.USD","LU2491049909.HKD","LU2133065610.SGD","BK4602","TSMU","IE00BQXX3D17.EUR","BK4591","ON","LU0238689110.USD","LU1868837722.USD","LU2023250504.SGD","BK4533","LU1720051017.SGD","LU2471134796.USD","LU0056508442.USD","LU0572939691.SGD","AVGO","BK4588","BK4211","SG9999004220.SGD","LU2506951792.HKD","IE00B3M56506.USD","SGXZ81514606.USD","TSM","LU2357125470.USD","LU0345770993.USD","IE0004445239.USD","LU0689626769.HKD","LU1282649067.USD","LU0823421416.USD","LU1861220033.SGD","LU0124676726.USD","LU2237443622.USD","BK4550","LU0109392836.USD","LU0316494557.USD","LU0359201885.HKD","LU0359202008.SGD","LU0878004406.USD","LU1282649810.SGD","LU1974910355.USD","LU2357305700.SGD","LU2360106780.USD","LU2237443978.SGD","FLTW","TSMX","LU2663582299.SGD","LU2237443549.SGD","BK4161","IE00BYQQ9H92.USD","LU1917777945.USD","LU2089283258.USD","VGT","LU1323610961.USD","LU0158827781.USD","LU0965509283.SGD","LU1978683503.SGD","LU2491050071.SGD","LU2106854487.HKD","LU0792757196.USD","LU1267930813.SGD","LU2111349929.HKD","LU1548497426.USD","LU2250418816.HKD","LU0965508806.USD","LU1720051108.HKD","EMXC","LU2211814178.USD","LU2471134523.USD","LU0353189680.USD","LU2092937221.SGD","BK4581","LU0353189763.USD","LU2860962120.EUR","LU1854104046.USD","BK4023","IE00BQXX3F31.USD","LU1861215975.USD","SG9999000418.SGD","LU0264606111.USD","LU1989764748.USD","BK4527","LU0323591593.USD","LU0882747503.HKD","BK4554","LU1934455863.HKD","LU0889565833.HKD","LU0345770308.USD","IE0034390439.USD","BK4535","LU1211504680.USD","LU2360107325.USD","LU0175139822.USD","LU0488056044.USD","LU2211815571.USD","IE00BFXG0V08.USD","LU0143863784.USD","LU0541502299.USD","LU2750360997.AUD","LU0566484027.USD","TSMZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625914333","title":"美股异动丨台积电盘前涨5.7%,获高盛上调盈测预测并看高至550美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2625914333","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625914333?lang=zh_cn&edition=fundamental","pubTime":"2026-04-08 16:57","pubTimestamp":1775638621,"startTime":"0","endTime":"0","summary":"台积电(TSM.US)盘前涨5.7%,报365.14美元。消息面上,高盛发表研报,将台积电2026至2027年盈利预测上调4%至6%,基于更强劲的AI推动需求及毛利率较高;预期台积电将维持自2025年以来的增长势头,现预测以美元计收入在2026至2028年将分别按年增长35%、30%及29%。该行继续预期领先节点晶圆供应持续受限,AI将成为台积电直至2027年及以后收入增长的关键推动力。该行重申对台积电“买入”评级,目标价由520美元上调至550美元。(格隆汇)","market":"hk","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://sc.stock.cnfol.com/gushizhibo/20260408/32131135.shtml","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":"zhongjincaijing_highlight","symbols":["LU2357125470.USD","LU0965509283.SGD","BK4527","LU0082616367.USD","LU2458330243.SGD","BK4612","LU2211815571.USD","LU2360032135.SGD","LU2211814178.USD","SGXZ51526630.SGD","IE00BQXX3F31.USD","LU0823414478.USD","BK4585","LU0965508806.USD","LU0878005551.USD","LU1989764664.SGD","LU0861579265.USD","LU1282649810.SGD","TSMX","IE0004091025.USD","TSMY","LU0264606111.USD","LU0823421333.USD","LU1868838027.USD","LU1989772840.SGD","LU2360108059.USD","LU2111349929.HKD","LU0124676726.USD","BK4543","BK4602","BK4535","BK4533","BK4548","LU2237443382.USD","LU2089284900.SGD","LU2125154935.USD","SGXZ99366536.SGD","LU2237443978.SGD","LU0642271901.SGD","LU2133065610.SGD","BK4534","LU2041044095.USD","LU0541501648.USD","LU2471134952.CNY","IE00BHPRN162.USD","IE00BQXX3C00.GBP","LU0345770308.USD","LU0689626769.HKD","LU0238689110.USD","LU1852331112.SGD","LU2023250504.SGD","TSMZ","LU2491050154.USD","LU2106854487.HKD","SGXZ81514606.USD","LU1623119135.USD","IE00BKPKM429.USD","LU0198837287.USD","LU0882747503.HKD","LU0488056044.USD","LU0348723411.USD","LU0889565833.HKD","IE00BQXX3D17.EUR","BK4141","03145","LU1323610961.USD","LU0323591593.USD","TSMU","IE0004086264.USD","LU2471134879.HKD","LU2249611893.SGD","LU2298321311.HKD","LU0094547139.USD","LU2250418816.HKD","IE0004445239.USD","LU1989772923.USD","LU0572940350.SGD","LU0175139822.USD","LU2237443622.USD","LU0158827948.USD","LU0316494557.USD","LU0158827781.USD","LU2023251221.USD","LU1267930813.SGD","LU2087625088.SGD","TSMG","LU2663582299.SGD","LU1974910355.USD","LU1934455277.USD","STSM","LU1211504680.USD","LU2458330169.SGD","LU2750360641.GBP","IE00B3M56506.USD","BK4512","LU2491050071.SGD","LU0109392836.USD","LU0965509010.AUD","LU2294711713.HKD","BK4503","IE00B5TLWC47.USD","LU0384037296.USD","LU0056508442.USD","IE00BFXG0V08.USD","LU1917777945.USD","LU0792757196.USD","LU1316542783.SGD","LU2054465674.USD","LU1803068979.SGD","LU0143863784.USD","IE00BD6J9T35.USD","LU2750360997.AUD","BK4532","BK4554","LU2271345857.HKD","BK4591","LU0878004406.USD","LU2860962120.EUR","BK4581","LU2360106780.USD","LU1868837722.USD","LU0572939691.SGD","LU1989764748.USD","LU2471134523.USD","LU0289960550.SGD","LU1037948897.HKD","LU2491049909.HKD","LU0889566641.SGD","LU1508157978.USD","BK4588","BK4504","LU1023057109.AUD","LU2125154778.USD","IE00BYQQ9H92.USD","LU0353189680.USD","BK4605","BK4505","IE00BZ199S13.USD","TSM","LU0719512351.SGD","LU1712237335.SGD","LU1934455194.USD","LU0965509101.SGD","LU0823421416.USD","BK4526","LU2092937221.SGD","LU1868837565.USD","LU0345770993.USD","BK4550","LU0541502299.USD","LU2237443549.SGD","LU2543165471.USD","LU2028103732.USD","SG9999004220.SGD","LU0353189763.USD","LU1282649067.USD","LU0359201612.USD","LU2471134796.USD","LU2089283258.USD","LU2063271972.USD","LU0359202008.SGD","SG9999000418.SGD","LU0823414551.USD","LU1934455863.HKD","LU1037948541.HKD","LU2247934214.USD","LU2506951792.HKD","LU0359201885.HKD","LU0143863198.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625658169","title":"量子计算股重挫:IonQ、D-Wave、Rigetti因瑞穗下调目标价跌约4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2625658169","media":"环球市场播报","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625658169?lang=zh_cn&edition=fundamental","pubTime":"2026-04-08 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分析师维贾伊·拉凯什将IonQ的目标价从80美元下调至61美元,将D-Wave的目标价从40美元下调至31美元,将Rigetti的目标价从43美元下调至33美元。报告显示,拉凯什维持了对这三只股票的“跑赢大盘”评级。预计英国未来四年将在量子计算领域投资约27亿美元,而加拿大可能为国防相关项目投入约10亿美元。Rigetti也计划在英国投入约1亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-08/doc-inhtthnn3182717.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4170","IONX","QBTS","IONL","IOYY","RGTI","BK4591","BK4602","IONQ","IONZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625938622","title":"台积电财报前,摩根大通高喊:买入!公司先进制程紧缺将持续到2027年","url":"https://stock-news.laohu8.com/highlight/detail?id=2625938622","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625938622?lang=zh_cn&edition=fundamental","pubTime":"2026-04-07 15:40","pubTimestamp":1775547601,"startTime":"0","endTime":"0","summary":"AI算力需求飙升,台积电N3、N2等先进制程产能订单已排至2027年。公司积极扩产,2026至2028年资本开支料达1900亿美元,全球产能同步加速扩张。摩根大通认为,受爆满产能与加急溢价驱动,其一季度毛利率料超预期升至66.8%。台积电将于4月16日公布Q1财报。","market":"us","thumbnail":"https://community-static.tradeup.com/news/825899cefa46782eb801c401b4d761d3","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/825899cefa46782eb801c401b4d761d3"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"48607136df207a45836a55d15f538455","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3769376","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BZ199S13.USD","LU2213496289.HKD","IE00BZ1G4Q59.USD","IE00BKVL7J92.USD","LU2092937221.SGD","LU0149725797.USD","LU1316542783.SGD","LU1934455863.HKD","LU2023250504.SGD","LU1868838027.USD","BK4141","LU0106831901.USD","LU2211814178.USD","LU2458330243.SGD","LU1244550577.SGD","LU0264606111.USD","LU0965509010.AUD","BK4516","LU2247934214.USD","IE00BLSP4452.SGD","LU2430703095.HKD","TSM","LU1852331112.SGD","LU0238689110.USD","LU1989764748.USD","LU0787776722.HKD","LU0820561909.HKD","LU0310799852.SGD","BK4548","LU1244550494.USD","LU0170899867.USD","LU2089284900.SGD","BK4550","LU1496350502.SGD","LU0289960550.SGD","LU2250418816.HKD","LU0964807845.USD","BK4532","LU0143863784.USD","LU0359201612.USD","LU1366192091.USD","BK4591","LU0792757196.USD","LU0823421416.USD","LU0878005551.USD","LU0943347566.SGD","LU2041044095.USD","LU1267930813.SGD","LU0070302665.USD","LU0359202008.SGD","LU0642271901.SGD","LU2111349929.HKD","LU2294711713.HKD","SG9999002232.USD","LU0198837287.USD","LU0496365809.HKD","LU0267386448.USD","LU2417539215.USD","LU0823414551.USD","LU0320765489.SGD","LU1670628061.USD","LU1211504680.USD","LU1323610961.USD","LU1551013425.SGD","IE00BQXX3F31.USD","LU0211327993.USD","SG9999000418.SGD","LU0094547139.USD","IE00B775SV38.USD","IE00BN8TJ469.HKD","BK4207","IE00BKDWB100.SGD","LU0256863811.USD","LU2746668974.SGD","BK4503","LU1084165304.USD","LU2491050154.USD","LU2552382215.SGD","IE00BDRTCR15.USD","TSMG","LU0572939691.SGD","LU0006306889.USD","LU0417517546.SGD","LU2237443465.HKD","LU0353189680.USD","LU0965508806.USD","LU1282649067.USD","BK4504","LU2552382058.USD","SG9999002224.SGD","LU0820561818.USD","LU2430703251.USD","BK4554","IE00BJLML261.HKD","LU2211815571.USD","LU2543165471.USD","LU2357125470.USD","LU1720051108.HKD","IE0004086264.USD","LU2125154935.USD","LU2237443978.SGD","IE0004445239.USD","IE00B1XK9C88.USD","LU0211328371.USD","IE00BD6J9T35.USD","IE00BDCRKT87.USD","LU0572940350.SGD","LU0971096721.USD","LU1551013342.USD","LU1934455277.USD","LU0689626769.HKD","LU0868494708.USD","LU2237443895.HKD","LU2491050071.SGD","TSMU","BK4566","LU2249611893.SGD","LU2756315664.SGD","BK4534","IE00BHPRN162.USD","LU0109392836.USD","LU0106261372.USD","LU0203345920.USD","LU2298321311.HKD","LU1496350171.SGD","LU1244550221.USD","LU2236285917.USD","LU0175139822.USD","LU2663582299.SGD","BK4527","IE00B5TLWC47.USD","LU2271345857.HKD","JPMO","LU1548497426.USD","LU0345769128.USD","LU1934455194.USD","LU2237443622.USD","LU0203347892.USD","LU0353189763.USD","IE000M9KFDE8.USD","LU0689472784.USD","LU0889565833.HKD","LU1894683264.USD","LU0048584097.USD","IE00BFXG0V08.USD","LU0965509283.SGD","LU1064131342.USD","LU0323591593.USD","BK4581","LU1037948541.HKD","LU1670627923.USD","LU1989772923.USD","LU2471134523.USD","LU0942090050.USD","IE00BQXX3D17.EUR","LU0211326839.USD","TSMZ","BK4526","LU0158827948.USD","LU1868837565.USD","BK4605","IE00B3M56506.USD","IE00BWXC8680.SGD","LU2471134952.CNY","LU0265550946.USD","LU1868837722.USD","IE0034235188.USD","IE00BLSP4239.USD","LU0211331839.USD","LU1267930490.SGD","LU2360032135.SGD","LU2089283258.USD","LU2456880835.USD","LU2552382132.HKD","SGXZ51526630.SGD","LU0889566641.SGD","LU1116320737.USD","LU1508157978.USD","LU1917777945.USD","LU2860962120.EUR","LU1623119135.USD","LU0882574139.USD","LU0683600562.USD","LU2360108059.USD","LU2023250843.SGD","LU0640476718.USD","LU2106854487.HKD","LU2054465674.USD","LU2381873111.SGD","IE00BQXX3C00.GBP","LU1989772840.SGD","LU2360106780.USD","LU1145028129.USD","LU1280957306.USD","BK4535","LU0215105999.USD","IE00B1BXHZ80.USD","LU1629891620.HKD","LU2750360641.GBP","IE0004091025.USD","LU0976567544.SGD","LU0345769631.USD","LU0158827781.USD","LU2028103732.USD","LU0541501648.USD","03145","SGXZ99366536.SGD","LU1037948897.HKD","LU0234572021.USD","LU0359201885.HKD","LU1914381329.SGD","LU2063271972.USD","LU2237443549.SGD","LU2125154778.USD","LU0488056044.USD","LU0820562030.AUD","LU1803068979.SGD","SGXZ81514606.USD","TSMX","LU0265550359.USD","IE0034235295.USD","LU2023250330.USD","LU2237443382.USD","TSMY","BK4533","LU0384037296.USD","LU0719512351.SGD","LU1261432733.SGD","LU2505996509.AUD","IE00BJTD4V19.USD","LU2133065610.SGD","LU2506951792.HKD","LU0823421333.USD","IE0034235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19:30","pubTimestamp":1775129445,"startTime":"0","endTime":"0","summary":"卫星运行商全球星盘前涨超17%,亚马逊正洽谈收购该公司。光通信、存储概念股盘前回落,Lumentum、Coherent跌超6%,AAOI跌超5%;闪迪跌超6%,$美光科技$跌超5%,$西部数据$跌超4%。明星科技股盘前普跌,台积电跌超4%,英伟达、特斯拉、谷歌、亚马逊、$Meta$跌超2%。WTI原油期货涨幅扩大至10%,站上110美元/桶WTI原油期货价格涨10%,报110.077美元/桶;布伦特原油期货价格涨8.06%,报109.318美元/桶。美国股指下跌将限制该公司选择发行窗口的空间。","market":"us","thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"2507a632a1e9d25039bbfd607345e9ff","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2250418816.HKD","LU1852331112.SGD","LU2506951792.HKD","BK4550","LU0054578231.USD",".SPX","LU0572939691.SGD","LU0965509283.SGD","BK4543","BK4526","LU1989772840.SGD","LU2211815571.USD","LU0511384066.AUD","LU0878004406.USD","LU1267930813.SGD","IE00BQXX3D17.EUR","LU1868838027.USD","BK4527","LU0056508442.USD","LU1934455863.HKD","LU0689626769.HKD","LU0012050646.USD","BK4532","LU1323610961.USD","LU2298321311.HKD","LU0353189763.USD","LU0289960550.SGD","LU0240878834.USD","LU2294711713.HKD","SG9999000418.SGD","LU1282649810.SGD","LU0541501648.USD","LU0963586101.USD","LU2471134796.USD","LU0823421416.USD","LU2357125470.USD","LU0143863784.USD","LU1861220033.SGD","BK4505","BK4585","LU0109392836.USD","LU2237443549.SGD","LU2237443382.USD","LU2471134952.CNY","LU0345770308.USD","LU2023250504.SGD","IE00BQXX3F31.USD","LU0094547139.USD","LU2133065610.SGD","LU0205194284.USD","LU1917777945.USD","IE00BQXX3C00.GBP","BK4554","LU2054465674.USD","LU2092937221.SGD","LU2237443978.SGD","BK4170","LU2041044095.USD","LU0823414551.USD","LU0158827948.USD","LU0205193047.USD","LU1282649067.USD","BK4141","LU1934455277.USD","BK4020","IE00BZ199S13.USD","LU1712237335.SGD","BK1147","LU2491049909.HKD","LU1989764748.USD","LU0198837287.USD","IE00B3M56506.USD","LU1803068979.SGD","LU0719512351.SGD","LU2471134879.HKD","LU2860962120.EUR","LU0345770993.USD","BK4512","LU0572940350.SGD","LU0488056044.USD","SGXZ99366536.SGD","LU1508157978.USD","LU0642271901.SGD","SGXZ81514606.USD","LU2458330243.SGD","LU2458330169.SGD","IE0004086264.USD","IE0004445239.USD","LU2089284900.SGD","LU0882747503.HKD","LU0289961442.SGD","LU2087625088.SGD","BK4581","LU0348723411.USD",".IXIC","LU0323591593.USD","LU0823421333.USD","LU2750360997.AUD","LU0359201612.USD","LU2360032135.SGD","LU2750360641.GBP","BK4588","LU2237443622.USD","LU0240877869.USD","LU1934455194.USD","BK4504","IE00BKPKM429.USD","BK4535","LU0106261612.USD","LU1037948541.HKD","LU2491050071.SGD","LU1316542783.SGD","BK4561","LU2089283258.USD","LU0124676726.USD","LU1989764664.SGD","LU2491050154.USD","LU2247934214.USD","LU0792757196.USD","LU2360107168.USD","LU1623119135.USD","LU1868837565.USD","IE00BHPRN162.USD","LU1989772923.USD","BK4612","LU2663582299.SGD","LU0359201885.HKD","BK4534","LU2125154935.USD","LU0238689110.USD","LU1037948897.HKD","LU2290526834.HKD","LU0965509101.SGD","LU1211504680.USD","LU1974910355.USD","IE00BYQQ9H92.USD","LU2543165471.USD","BK4533","LU2471134523.USD","BK4570","LU0175139822.USD","LU1861215975.USD","LU0889565833.HKD","LU2249611893.SGD","BK4548","LU2106854487.HKD","SGXZ51526630.SGD","LU0965508806.USD","LU0384037296.USD","LU2063271972.USD","LU2360106780.USD","LU0878005551.USD","LU2360108059.USD","LU0082616367.USD","LU0541502299.USD","SG9999004220.SGD","LU0965509010.AUD",".DJI","BK4602","LU0289739343.SGD","LU0823414478.USD","LU0264606111.USD","LU0359202008.SGD","LU0158827781.USD","LU2271345857.HKD","LU2023251221.USD","BK4593","IE00B5TLWC47.USD","LU2125154778.USD","LU0353189680.USD","BK4605","IE00BD6J9T35.USD","LU0316494557.USD","LU1023057109.AUD","BK4591","LU1868837722.USD","LU2028103732.USD","IE0004091025.USD","LU0861579265.USD","LU2211814178.USD","IE00BFXG0V08.USD","LU0889566641.SGD","BK4089","LU2111349929.HKD","BK4503","LU0143863198.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":5,"pageCount":4,"totalSize":81,"code":"91000000","status":"200"}]}}