US stocks rose on Thursday as Wall Street attempted to recover from back-to-back losing sessions, with strength in semiconductor shares helping to lift broader market sentiment amid a mixed geopolitical and policy backdrop. The S&P 500 climbed 0.6%, while the Nasdaq Composite advanced 0.9%. The Dow Jones Industrial Average added 165 points, or 0.3%, as gains in technology and financial stocks offset lingering concerns tied to trade policy and international tensions. Despite Thursday's gains, markets are com ...

科技股普涨，台积电涨4.5%，第四季度利润同比增长35%，超出预期并创下新高，连续第八个季度实现 利润同比增长。 1月15日，美股开盘，三大股指集体高开，道指涨0.21%，纳指涨0.95%，标普500指数涨0.65%。纳斯达 克金龙中国指数盘初跌0.7%。 戴尔科涨逾2.5%，四季度PC出货量同比增速达26%。闪迪涨近3%，伯恩斯坦将其目标股价从300美元上 调至580美元。 ...

今日主要股指震荡分化，上证指数盘中一度跌破4100点，收跌0.33%，报4112.6点，深证成指收涨 0.41%，创业板指涨0.56%，科创综指跌0.55%。沪深两市成交额2.91万亿，较上一个交易日缩量1.04万 亿，超3100只个股下跌。分板块来看，半导体材料与设备，光刻机、先进封装等方向涨幅居前；AI应 用、商业航天概念回调明显。 // 半导体设备ETF（159516）今日午后强势崛起，收涨5.32%。 半导体产业链午后表现强劲。消息面上，台积电公布第四季度财报，实现净利润160亿美元，同比增长 35%，超预期创下历史新高；2026年资本开支指引大幅上调至520-560亿美元，2024年仅为409亿美元， 显著高于市场预期。台积电作为全球最大的芯片代工厂，其资本开支计划对产业下游具有重要参考意 义。同时，台积电预计未来三年资本开支有望显著增加，极大巩固了市场对AI长期需求的预期（仅用 于行业分析，不构成个股投资建议）。 全球AI大基建浪潮方兴未艾，先进制程、存储晶圆等细分方向的资本开支大周期已经开启，海外部分 设备公司的市值与订单规模均已突破历史新高。在AI基建持续推进的预期下，半导体产业链景气度有 望 ...

美股开盘，三大指数集体高开，纳指涨0.95%，标普500指数涨0.65%，道指涨0.3%。 台积电涨超4%创新高，Q4业绩及2026年营收指引全面超预期。 阿斯麦、科磊涨超7%，应用材料涨超8%，齐创新高，台积电2026年资本开支大幅上调，提振半导体设 备板块信心。 贝莱德涨超5%，Q4调整后EPS超预期，资产管理规模达到创纪录的14万亿美元。 (格隆汇) ...

来源：滚动播报 台积电涨5.2%，创历史新高，Q4业绩及2026年展望均超预期。阿斯麦涨7.2%，创历史新高，台积电亮 眼业绩提振+小摩唱多。音乐流媒体平台Spotify涨2.0%，宣布在美国等地提高订阅价格。波士顿科学跌 6.2%，Penumbra涨11.7%，波士顿科学将以145亿美元收购Penumbra。 ...

US stocks rose Thursday, signaling a recovery from back-to-back losses as chip linchpin TSMC's strong outlook boosted AI hopes and bank stocks rallied after upbeat earnings reports from two Wall Street heavyweights. The tech-heavy Nasdaq Composite (^IXIC) picked up nearly 1% to lead the way higher, while the S&P 500 (^GSPC) and Dow Jones Industrial Average (^DJI) gained 0.7% and 0.8%, respectively, following a second straight day of losses for the Wall Street indexes. TSMC (TSM), the world's largest con ...

US stocks rose at the opening bell on Thursday, signaling a recovery from back-to-back losses as chip linchpin TSMC's strong outlook boosted AI hopes in the wait for more big bank earnings. The tech-heavy Nasdaq Composite (^IXIC) picked up around 0.9% to lead the way higher, while the S&P 500 (^GSPC) and Dow Jones Industrial Average (^DJI) gained 0.6% and 0.3%, respectively, following a second straight day of losses for the Wall Street indexes. TSMC (TSM), the world's largest contract chipmaker, posted ...

Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) didn't just beat earnings — it forced a rethink on investor positioning. The stock surged to fresh all-time highs after a blowout quarter, but the more interesting story sits beneath the headline numbers: how much wealth this AI rally just locked in for the market's biggest long-term holders.Track TSM stock here.Chart created using Benzinga ProOver the past year, TSM has climbed roughly 68%, rising from around $207 in mid-January 2025 to above $347 in pre ...

明日主题前瞻 1、半导体 | 1月15日下午，全球晶圆代工龙头台积电发布2025年四季度财报，营收达到337.3亿美元，同比增长25.5%，环比增长1.9%，毛利率回升至 62.3%。业绩增长主要得益于AI算力建设浪潮对高端芯片的强劲需求。公司预计2026年资本支出将高达520亿-560亿美元，均超市场预期。 点评：研究机构认为，台积电的业绩证实了行业需求的真实性，供需紧张态势将延续至2028至2029年，且下游客户财务状况稳健，具备极强的支付能力。强 势的超预期资本开支计划，则是对未来AI算力需求有力的背书，AI大基建浪潮方兴未艾。半导体产业链迎来发展机遇。 2、有色钨 | 1月15日，公开数据显示，国内金属钨系列产品价格上涨。其中，黑钨精矿，白钨精矿，钨铁，仲钨酸铵价格分别上涨5000元/吨，5000元/吨， 10000元/吨，10000元/吨。 点评：研究机构认为，全球供给增速受限，新兴产业及日益提升的安全诉求驱动需求增长。供给侧，中国钨矿产量增速趋缓，短期内仅哈萨克斯坦，韩国或 贡献明显供给增量。预计2023-2028年全球原钨供给复合年均增长率为2.57%。需求侧则受益于光伏钨丝，机器人等新兴产业增 ...

Chip stocks jumped in premarket trade Thursday as Nvidia's (NVDA) chip manufacturer TSMC (TSM) gave financial forecasts that signaled strong demand for AI and its CEO dismissed bubble fears. Following the release of its fourth quarter results — which outperformed Wall Street’s expectations on the top and bottom lines in its fourth quarter — TSMC executives said the Taiwan-based manufacturer is set to see AI-related revenue grow at a compounded annual rate (CAGR) in the high-50% range through 2029. Crucial ...