<p><strong>台积电</strong>(TSM -3.59%) 的股票在周三的交易中遭遇了显著的抛售。这家半导体代工领导者的股价在当天收盘时下跌了 3.6%，在交易中一度下跌了 5.6%。与此同时，<strong>标准普尔 500 指数</strong>(^GSPC -2.24%) 和 <strong>纳斯达克综合指数</strong>(^IXIC -3.07%) 分别下跌了 2.2% 和 3.1%。</p>
<p>今天，台积电的估值因有关 <strong>英伟达</strong> 处理器的新出口限制、对中国的更高关税以及美联储主席杰罗姆·鲍威尔的谨慎评论而下滑。该股票年初至今已下跌 23%。</p>
<h2>台积电股票因多重看跌因素暴跌</h2>
<p>英伟达昨天提交了一份文件，披露了一个重大的新业务阻力。该公司现在被要求在想要向中国销售更多 H20 处理器时提交出口许可证，这可能意味着该产品将被禁止销售到中国。</p>
<p>台积电为这些处理器制造芯片设计，而这家代工专家可能会因新限制而面临整体需求压力，这些限制阻止先进的人工智能 (AI) 半导体进入中国市场。</p>
<p>今天，台积电的股票也因美国对中国的关税将提高至 245% 以及杰罗姆·鲍威尔关于新出口税潜在影响的评论而遭到抛售。鲍威尔表示，美联储将在新关税的潜在通胀影响变得更加明确之前，暂时不会降息。</p>
<h2>台积电的下一步是什么？</h2>
<p>根据今天发布的_DigiTimes_报告，台积电计划将其 4nm 芯片的价格提高 30%，以应对激增的需求。这一消息表明，该公司在短期内仍将继续实现强劲的销售增长，但仍然存在一些重大风险因素。台积电看起来有望在可预见的未来成为先进 AI 应用芯片的领先制造商，但其在美中日益紧张关系中的重要性意味着该股票面临着巨大的地缘政治风险。</p>

台积电

<p>台积电（TSM）股票因重大抛售而下跌 3.6%，受到对 Nvidia 处理器的新出口限制、对中国的关税增加以及美联储主席杰罗姆·鲍威尔的谨慎言论的影响。台积电的股票年初至今已下跌 23%。尽管由于需求旺盛，公司计划将其 4nm 芯片的价格提高 30%，但在美中紧张局势中，公司面临地缘政治风险</p>

<p><strong>Taiwan Semiconductor Manufacturing</strong>(TSM -3.59%) stock got hit with significant sell-offs in Wednesday's trading. The semiconductor foundry leader's share price closed out the day down 3.6% after having been off as much as 5.6% in the session. Meanwhile, the <strong>S&amp;P 500</strong>(^GSPC -2.24%) and <strong>Nasdaq Composite</strong>(^IXIC -3.07%) fell 2.2% and 3.1% in the session, respectively.</p>
<div class="lb-trans"><p><strong>台积电</strong>(TSM -3.59%) 的股票在周三的交易中遭遇了显著的抛售。这家半导体代工领导者的股价在当天收盘时下跌了 3.6%，在交易中一度下跌了 5.6%。与此同时，<strong>标准普尔 500 指数</strong>(^GSPC -2.24%) 和 <strong>纳斯达克综合指数</strong>(^IXIC -3.07%) 分别下跌了 2.2% 和 3.1%。</p>
</div><p>TSMC's valuation moved lower today in conjunction with news of new export restrictions on <strong>Nvidia</strong>'s processors, higher tariffs on China, and cautious commentary from Federal Reserve Chairman Jerome Powell. The stock is now down 23% year to date.</p>
<div class="lb-trans"><p>今天，台积电的估值因有关 <strong>英伟达</strong> 处理器的新出口限制、对中国的更高关税以及美联储主席杰罗姆·鲍威尔的谨慎评论而下滑。该股票年初至今已下跌 23%。</p>
</div><h2>TSMC stock tumbles in response to multiple bearish catalysts</h2>
<div class="lb-trans"><h2>台积电股票因多重看跌因素暴跌</h2>
</div><p>Nvidia submitted a filing yesterday disclosing a significant new business headwind. The company is now being required to submit for an export license if it wants to sell more of its H20 processors to China, which likely means that the product will be barred from being sold to the country.</p>
<div class="lb-trans"><p>英伟达昨天提交了一份文件，披露了一个重大的新业务阻力。该公司现在被要求在想要向中国销售更多 H20 处理器时提交出口许可证，这可能意味着该产品将被禁止销售到中国。</p>
</div><p>TSMC manufactures the chip designs for the processors, and the foundry specialist could see overall demand pressured by new restrictions preventing advanced artificial intelligence (AI) semiconductors from being sold into the Chinese market.</p>
<div class="lb-trans"><p>台积电为这些处理器制造芯片设计，而这家代工专家可能会因新限制而面临整体需求压力，这些限制阻止先进的人工智能 (AI) 半导体进入中国市场。</p>
</div><p>TSMC stock also sold off today in response to news that the U.S.'s tariffs on China will be raised to 245% and commentary from Jerome Powell on the potential impacts of the new export taxes. Powell indicated that the Fed would hold off on cutting interest rates until the potential inflationary impacts of new tariffs became more clear.</p>
<div class="lb-trans"><p>今天，台积电的股票也因美国对中国的关税将提高至 245% 以及杰罗姆·鲍威尔关于新出口税潜在影响的评论而遭到抛售。鲍威尔表示，美联储将在新关税的潜在通胀影响变得更加明确之前，暂时不会降息。</p>
</div><h2>What's next for TSMC?</h2>
<div class="lb-trans"><h2>台积电的下一步是什么？</h2>
</div><p>According to a report published by <em>DigiTimes</em> today, TSMC intends to increase the prices on its 4nm chips by 30% in response to surging demand. The news suggests that the company should continue to post very strong sales growth in the near term, but there are still some big risk factors on the horizon. TSMC looks poised to be the leading manufacturer of advanced chips for AI applications for the foreseeable future, but its significance in the escalating tensions between the U.S. and China means the stock comes with outsized geopolitical risk.</p>
<div class="lb-trans"><p>根据今天发布的_DigiTimes_报告，台积电计划将其 4nm 芯片的价格提高 30%，以应对激增的需求。这一消息表明，该公司在短期内仍将继续实现强劲的销售增长，但仍然存在一些重大风险因素。台积电看起来有望在可预见的未来成为先进 AI 应用芯片的领先制造商，但其在美中日益紧张关系中的重要性意味着该股票面临着巨大的地缘政治风险。</p>
</div>

Why Taiwan Semiconductor Manufacturing Stock Sank Today

- 台积电股价周三下跌 3.6%，年初至今累计下跌 23%。  
- 新的出口限制和关税上调对需求造成压力。  
- 尽管面临风险，台积电计划将 4nm 芯片价格提高 30%。

为什么台积电的股票今天下跌了