金吾财讯 | 芯片股延续升势，宏光半导体(06908)涨6.25%，华虹半导体(01347)涨4.92%，贝克微(02149)涨2.09%，晶门半导体(02878)涨2.08%，上海复旦(01385)涨近1%。台积电公布去年第四季度业绩，净利润录得3746.8亿新台币，同比增长56.96%，每股收益为14.45新台币，去年同期为9.21新台币；营收录得8684.61亿新台币，同比增长38.84%。台积电预计今年人工智能需求将继续强劲增长。台积电预计第一季度销售额250亿美元至258亿美元，市场预估244.3亿美元。台积电预计第一季度毛利率57％至59％，市场预估56.9％。预计2025年资本支出380亿美元至420亿美元，预估351.5亿美元。
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