每经编辑｜金冥羽 当地时间2月10日，芯片代工巨头台积电美股股价收涨1.83%，报361.91美元，盘中创历史新高。 消息面上，台积电公布1月营收报告，当月合并营收约为4012.55亿新台币，较上月增加了19.8%，较去年同期增加了36.8%。 台积电1月份的营收增速，高于其全年30%的营收增长预测，同时创下数月以来最快同比增速，显示出全球人工智能支出持续增长的势头，尽管业界仍担 忧存在产业泡沫。不过，由于2025年农历新年假期落在1月，因此同比数据可能受到假期的影响。 同日，台积电公布董事会决议结果，决议配发2025年第四季每股现金股利6元新台币。公司董事会还核准了高达2061.46亿元新台币的员工奖金与分红。此 外，台积电董事会核准高达449.62亿美元（约新台币1.4万亿元）的资本预算，相关资金将投入建置及升级先进制程产能，并同步强化先进封装、成熟及特 殊制程的布局。 台积电在先进AI芯片制造领域的主导地位，令其成为人工智能投资热潮的最大受益者之一。 上周，英伟达CEO黄仁勋表示，科技行业在AI（人工智能）基础设施方面不断增长的资本支出是合理、适当且可持续的，因为这些公司的现金流都将开 始增长。他还认为 ...

Group 1 - Major tech stocks in the US saw an upward trend on February 10, with Netflix rising over 3% [1] - Disney's stock increased by nearly 3% [1] - Oracle and Salesforce both experienced gains of over 2% [1] - Microsoft and TSMC saw their stocks rise by nearly 2% [1] - Tesla's stock increased by over 1% [1]

台积电(TSM.US)盘前涨近3%，报364.98美元。消息面上，台积电刚刚公布，1月销售额4012.6亿元台 币，首次突破4000亿关卡，同比增长36.8%，较2025年12月增长19.8%。 ...

2月10日消息，据台媒报道，台积电当日召开董事会，集中通过多项关键性投资决策与人事任免决议，其中包括核准高达449.62亿美元的资本预算，持续 加码先进制程与先进封装领域的产能布局，同时正式拍板8位高阶主管的晋升事宜，进一步优化核心管理团队架构。 此次台积电同步推进重大投资与人事调整，既是其加码先进产能、巩固行业领先地位的战略举措，也是优化管理团队梯队、夯实长期发展根基的重要布 局，将进一步支撑其在全球半导体领域的核心竞争力。据悉，台积电2026年股东常会将于6月4日在新竹喜来登大饭店举行。 声明：本文仅为信息交流之用，不构成任何投资建议，股市有风险，投资需谨慎。 加入"中国IC独角兽联盟"，请点击进入 是说芯语原创，欢迎关注分享 在资本支出与长期产能规划层面，此次董事会核准的资本预算约为449.62亿美元（约合新台币1.4万亿元），资金将重点投向四大领域：先进制程产能的建 置与升级、先进封装产能的完善与优化、成熟及特殊制程产能的补充，以及厂房兴建与厂务设施的工程建设，以此精准匹配市场需求预测，支撑公司技术 开发蓝图落地，巩固长期产能竞争优势。据悉，这一预算规模已接近台积电2025年全年680亿美元资本预算的 ...

Taiwan Semiconductor Manufacturing (NYSE: TSM) stock has gained 61% over the past year, crushing the S&P 500's 14% rise. But it still has a huge opportunity, and even if you've missed out on the stock until now, you can still benefit from buying it today. Here are three reasons why you might want shares of this dominant semiconductor foundry in your portfolio. Image source: Taiwan Semiconductor. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy ...

Core Viewpoint - Nvidia's upcoming earnings report is highly anticipated by shareholders, especially in light of recent performance trends and the positive sales data from Taiwan Semiconductor, which could indicate strong demand for Nvidia's chips [1][3]. Group 1: Nvidia's Performance and Market Context - Nvidia's stock has been relatively flat this year, with only a 4.3% increase over the past six months, despite being a strong performer historically [1]. - Over the past year, Nvidia's stock is up nearly 42%, and it has seen an impressive increase of over 1,167% in the past five years [7]. - The current valuation of Nvidia's stock is trading at less than 25 times forward earnings, significantly lower than its five-year historical average of close to 35 times [7]. Group 2: Taiwan Semiconductor's Impact - Taiwan Semiconductor reported a nearly 37% year-over-year increase in January sales, which is above its historical average and has driven its stock to all-time highs [2]. - As the primary manufacturer of Nvidia chips, strong sales from Taiwan Semiconductor are seen as a positive indicator for Nvidia's demand [3]. - Additional positive data from Taiwan includes an 8% increase in automatic data-processing equipment exports in January, which typically sees a decline from December [4]. Group 3: Future Outlook - While the positive sales data from Taiwan Semiconductor does not guarantee exceptional quarterly results for Nvidia, it positions the company favorably for potential strong performance [6]. - UBS projects an 18% quarterly growth in Nvidia's data center division, which is crucial for powering AI workloads, although this is lower than the growth seen in Taiwan's ADP exports [5].

The dawn of artificial intelligence (AI) roughly three years ago has had a profound impact on the face of technology. Many experts claim that the advances brought by generative AI are ushering in the Fourth Industrial Revolution. In recent months, however, investors have become concerned that a slowdown will eventually hit AI, as hype has outpaced reality. Taiwan Semiconductor Manufacturing (NYSE: TSM), commonly known as TSMC, reports monthly sales numbers, and the latest figures are eye-opening, helping ...

2月10日，据媒体援引知情人士透露，谷歌母公司Alphabet已启动其首次瑞士法郎债券发行。此次发行包含3年、6年、10年、15年和25年期债券，预计将 在今日晚些时候定价。同时，谷歌母公司Alphabet也启动首次英镑债券发行。此次交易分为3年、6年、15年、32年和100年期债券，预计将在今日晚些时 候定价。 当地时间2月10日，美股开盘三大指数涨跌不一，截至发稿已全部转涨，道指涨0.7%再创新高，纳指和标普500指数则由跌转涨，分别涨0.09%和0.2%。 美股科技股普跌，费城半导体指数开盘跳水，一度跌超1%。美股"科技七姊妹"中，谷歌一度跌超2%，英伟达、Meta下跌，特斯拉、微软、亚马逊上涨。 台积电涨1.49%再创新高。 | 1 | | 英伟达 | 189.120 | -0.48% | | --- | --- | --- | --- | --- | | | | NVDA | | | | 2 | | 特斯拉 | 421.030 | +0.89% | | | | TSLA | | | | 3 | | 美光 | 380.640 | -0.75% | | ▲1 | | MU | | | | 4 | S | ...

Market Performance - As of February 10, US stock indices showed mixed performance, with the Dow Jones Industrial Average rising by 0.7% to reach a new high, while the Nasdaq and S&P 500 indices turned positive with increases of 0.09% and 0.2% respectively [1] - The Philadelphia Semiconductor Index experienced a significant drop, falling over 1% at one point, while major tech stocks showed varied performance, with Google down over 2% and Nvidia and Meta also declining, whereas Tesla, Microsoft, and Amazon saw gains [1] Company Specifics - Alphabet, Google's parent company, has initiated its first bond issuance in Swiss Francs, including bonds with maturities of 3, 6, 10, 15, and 25 years, and is also launching its first bond issuance in British Pounds with maturities of 3, 6, 15, 32, and 100 years, both expected to be priced later the same day [3] - In the tech sector, TSMC (Taiwan Semiconductor Manufacturing Company) saw its stock rise by 1.49%, reaching a new high, while other companies like Alibaba and Oracle also reported gains of 1.95% and 3.24% respectively [2][3] Economic Commentary - Former President Trump expressed optimism about the stock market, predicting that the Dow Jones Industrial Average will reach 100,000 points by January 2029, attributing the market's rise to his tariff policies [5] - In contrast, Ray Dalio, founder of Bridgewater Associates, warned of a potential collapse in the US economy, citing significant debt imbalances and suggesting that investors should allocate 5%-15% of their portfolios to gold as a hedge against currency devaluation [6]

记者丨曾静娇 编辑丨金珊 美东时间周二，美股三大指数集体高开，截至北京时间23:00左右，道指涨逾360点，续创盘中 历史新高。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 50498.45 | 23254.24 | 6979.29 | | +362.58 +0.72% | +15.57 +0.07% | +14.47 +0.21% | | 美国科技七巨头 | 中概科技龙头 | 中国金龙 | | 64503.54 | 4174.20 | 7873.61 | | -62.38 -0.10% | -17.02 -0.41% | +55.97 +0.72% | 明星科技股多数上涨。七巨头方面，微软涨超2%，亚马逊涨超1%，特斯拉、苹果小幅上涨， 谷歌逆势跌超1%。 热门中概股多数上涨，纳斯达克中国金龙指数涨0.72%。叮咚买菜涨超9%，腾讯音乐、迅雷、 理想汽车、信也科技涨超2%，阿里巴巴涨超1%；金山云跌超3%，大全新能源、唯品会跌超 1%。 商品方面，黄金、白银、比特币短线跳水，国际油价涨跌不一。 截至北京时间23:00，现货白银跌近2%，失守82美元关口， ...