台积电夜盘拉升涨超5%，Q1净利超预期+Q2指引佳
业绩指引公布后，台积电(TSM.US)在目前的美股夜盘交易中进一步拉升，一度涨超5%，至159.4美元。
台积电刚刚公布一季报，2025年一季度营收8392.5亿新台币，同比增长41.6%，环比减少3.4%；净利3615.6亿新台币，同比增长60.3%，环比减少3.5%，超过市场预期3546.44亿新台币。台积电预计第二季度营收将达到284亿-292亿美元；预计第二季度营业利润率将达47%-49%，上一季度为48.5%；预计第二季度毛利率将达到57%-59%，上一季度为58.8%。预计2025年的资本支出将达380亿-420亿美元，维持此前预期的范围不变。台积电预计2025年人工智能相关收入将实现翻倍增长，预计今年下半年将开始量产2nm芯片。
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