金吾财讯 | 台积电(TSM)盘前股价拉升，暂涨4.68%，158.7美元。消息面上，台积电一季度净利润从去年同期的 2255 亿新台币增至 3616 亿新台币（111.2 亿美元），连续第四个季度实现两位数增长，每股收益13.94元新台币。台积电一季度合并营收约8,392.5亿元新台币，2025年第一季毛利率为58.8%。台积电指出，相较去年同期，2025年第一季合并营收年增41.6%。与去年第四季相较，合并营收仅季减3.5%。若以美元计算，2025年第一季营收为258.8亿美元，较去年同期增加35.3%，较前一季略减5.1%。台积电表示，来自中国市场的收入占其总销售额的比例已从去年的 9% 降至 7%，而北美市场的收入占其总销售额的比例则从 69% 上升至 77%台积电预计第二季度营收为 284 亿美元至 292 亿美元，超过去年同期的 208.2 亿美元。公司维持其年度销售和资本支出预期不变，并预测人工智能芯片收入将翻一番。尽管市场担心美国芯片出口管制收紧会导致经济放缓，但该公司仍然对未来前景持乐观态度。
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