分析师认为，台积电有望再度交出强劲的季度业绩答卷，原因在于人工智能（AI）领域的红利 依旧强劲，且势头持续累积。 过去数个季度，台积电营收实现高速增长，利润率也不断扩张，这充分证明了公司具备把握 AI 红利的实力。 除了过硬的基本面，台积电在过去 12 个季度里，每一次财报都实现了业绩超预期，同时股价 也保持着强劲的上涨势头。 【如需和我们交流可扫码添加进社群】 台积电将于本周（1 月 15 日）发布第四季度财报，在财报即将出炉之际，正是更新分析观 点、前瞻业绩表现的好时机。 2025 年，台积电股价累计涨幅接近 51%，远超标准普尔 500 指数的表现。2026 年年初至 今，台积电股价同样走势稳健，涨幅达 6.5%，而同期标普 500 指数仅上涨 1.8%。 总体来看，过去九个月台积电股价飙升 103%，涨势如虹。14 日相对强弱指数（ RSI ）当前 读数为 65，这一指标也印证了其股价的强劲走势。而台积电坚实的基本面，正是其股价强势 表现的根本支撑。 作为全球规模最大的半导体晶圆代工企业，台积电是当下 AI 变革的主要受益者之一。 过去六 个季度，公司营收同比增速均超过 30%，远超过去五年 22.9 ...

Core Viewpoint - OpenAI has launched the ChatGPT Agent, marking its entry into the "agentic AI" field, allowing the AI assistant to perform multi-step tasks autonomously while maintaining user control [1][3]. Group 1: Features and Capabilities - The ChatGPT Agent integrates previous tools and capabilities, enabling it to browse the web, run code, and create documents, while requiring user permission for actions with real-world consequences [1][2]. - Users can view all operations performed by the Agent in a private sandbox environment, which includes a virtual operating system and web browser [2]. - The Agent can handle various tasks such as outfit shopping, creating PowerPoint presentations, meal planning, and updating financial spreadsheets, utilizing web browsing, terminal access, and API connections [2]. Group 2: Performance Evaluation - In benchmark tests, the ChatGPT Agent achieved advanced performance, with a 41.6% accuracy rate in the "Humanity's Last Exam" and 27.4% in the "FrontierMath" test, outperforming previous models [7]. - The Agent scored 89.9% in data analysis tasks and 85.5% in data modeling tasks, surpassing human performance [7][8]. - Users reported that the Agent could generate financial analysis reports quickly, although it still lags behind entry-level investment banking analysts in some calculations [8]. Group 3: Limitations and User Feedback - Despite its capabilities, the ChatGPT Agent's performance can vary significantly based on specific tasks, with some users noting it performed poorly in certain benchmarks compared to previous models [12][13]. - Users have pointed out inaccuracies in data analysis tasks, indicating that the Agent may struggle with complex problem-solving beyond its training data [15][18]. - Comparisons with other AI products, such as Genspark and Manus, suggest that these alternatives may outperform ChatGPT Agent in specific tasks, raising questions about its competitive edge [21][22].