【台积电即将公布业绩 市场关注三大焦点】金十数据4月17日讯，由于投资者对人工智能基础设施支出、 DeepSeek 的竞争力和美国关税感到担忧，全球芯片股票今年都受到了影响。现在焦点转向了台积电(TSM.N)的业绩，投资者表示，市场将关注该公司的资本支出计划、对人工智能芯片需求的评论、以及如何应对特朗普反反复复的关税挑战。周四公布的业绩可能会显示台积电的利润增长54%，但对Allspring Global Investments的投资组合经理Gary Tan来说，重要的是该公司的资本支出计划和对利润率的评论。Tan说，台积电在转嫁价格上涨方面处于最有利的地位。今年，关税威胁令台积电股价承压，创至少30年来最糟糕的年初开局。
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