<p><strong>台积电</strong>(TSM 4.52%) 的股票在周二上涨。截止东部时间下午 3:15，这家半导体制造领导者的股价上涨了 4.7%。在同一时间，<strong>标准普尔 500 指数</strong>(^GSPC 1.24%) 上涨了 1.2%，而 <strong>纳斯达克综合指数</strong>(^IXIC 1.52%) 上涨了 1.5%。</p>
<p>台积电今天的上涨得益于宏观经济和地缘政治的发展，这些因素正在推动科技股的估值上升。公司的估值也因一份新的市场份额报告而得到提升。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjI3NzEvZ2V0dHlpbWFnZXMtMTQ3MzA4NjgzNi5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="399" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjI3NzEvZ2V0dHlpbWFnZXMtMTQ3MzA4NjgzNi5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>台积电股票上涨，投资者看到宏观经济和地缘政治的积极信号</h2>
<p>在昨日上涨之后，科技股今天继续反弹，因联邦储备委员会在下个月的会议上降息的可能性变得更加现实。美联储主席杰罗姆·鲍威尔今天早上表示，中央银行将继续监测通胀趋势和关税的影响，但他似乎为 7 月降息留出了可能性。同时，其他美联储官员最近的评论也直接支持这一举措。</p>
<p>台积电的股票上涨还得益于以色列和伊朗达成停火的消息。市场最近一直在权衡地缘政治风险因素，而以色列和伊朗之间的战争可能升级为涉及美国、俄罗斯和中国的更大冲突的可能性，一直是抑制买入行动的担忧，尽管还有其他一些看涨的市场指标。随着近期在这一方面的风险迹象可能有所缓和，投资者今天纷纷购买台积电的股票。</p>
<h2>台积电在代工行业保持领导地位</h2>
<p>今天早些时候，Counterpoint Research 发布了一份关于半导体行业的新市场份额报告。在包括制造和非制造产品及服务的代工 2.0 类别中，台积电继续保持强大的领导地位。</p>
<p>根据 Counterpoint 的报告，台积电在 2023 年第一季度在代工 2.0 类别中占据了 35% 的市场份额。该表现与公司在上一季度的市场份额相符，并较 2024 年第一季度增加了 0.9%。该报告对台积电在合同芯片制造领域继续保持对竞争对手的决定性领先地位持乐观态度。</p>

台积电

半导体 3 倍做多 - Direxion

<p>台积电（TSM）股票上涨了 4.7%，受益于积极的宏观经济和地缘政治发展。标准普尔 500 指数和纳斯达克综合指数也有所上涨。投资者对美联储可能降息以及以色列与伊朗之间的停火协议作出了反应，缓解了地缘政治风险。此外，一份市场份额报告显示，台积电在代工 2.0 类别中占有 35% 的市场份额，继续保持其在半导体行业的领导地位</p>

<p><strong>Taiwan Semiconductor Manufacturing</strong>(TSM 4.52%) stock is moving higher Tuesday. The semiconductor fabrication leader's share price was up 4.7% as of 3:15 p.m. ET. At the same point in the day, the <strong>S&amp;P 500</strong>(^GSPC 1.24%) was up 1.2%, and the <strong>Nasdaq Composite</strong>(^IXIC 1.52%) was up 1.5%.</p>
<div class="lb-trans"><p><strong>台积电</strong>(TSM 4.52%) 的股票在周二上涨。截止东部时间下午 3:15，这家半导体制造领导者的股价上涨了 4.7%。在同一时间，<strong>标准普尔 500 指数</strong>(^GSPC 1.24%) 上涨了 1.2%，而 <strong>纳斯达克综合指数</strong>(^IXIC 1.52%) 上涨了 1.5%。</p>
</div><p>TSMC is gaining ground today following macroeconomic and geopolitical developments that are helping to push valuations for tech stocks higher. The company's valuation is also getting a boost from a new market-share report.</p>
<div class="lb-trans"><p>台积电今天的上涨得益于宏观经济和地缘政治的发展，这些因素正在推动科技股的估值上升。公司的估值也因一份新的市场份额报告而得到提升。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjI3NzEvZ2V0dHlpbWFnZXMtMTQ3MzA4NjgzNi5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F822771%2Fgettyimages-1473086836.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>TSMC stock rises as investors seen macroeconomic and geopolitical green flags</h2>
<div class="lb-trans"><h2>台积电股票上涨，投资者看到宏观经济和地缘政治的积极信号</h2>
</div><p>Following gains yesterday, tech stocks are continuing to rally today on indications that the Federal Reserve serving up an interest rate cut at its meeting next month is now a realistic possibility. Fed Chair Jerome Powell said this morning that the central banking authority would continue to monitor inflation trends and the impact of tariffs, but he seemingly left the door open for a July rate cut. Meanwhile, recent comments from other Fed officials have directly advocated for the move.</p>
<div class="lb-trans"><p>在昨日上涨之后，科技股今天继续反弹，因联邦储备委员会在下个月的会议上降息的可能性变得更加现实。美联储主席杰罗姆·鲍威尔今天早上表示，中央银行将继续监测通胀趋势和关税的影响，但他似乎为 7 月降息留出了可能性。同时，其他美联储官员最近的评论也直接支持这一举措。</p>
</div><p>TSMC stock is also rising thanks to news that Israel and Iran have agreed to a ceasefire. The market has been weighing geopolitical risk factors lately, and the possibility that the war between Israel and Iran could spiral into a wider conflict involving the U.S., Russia, and China has been a concern that's tamped down on buying action despite some other bullish market indicators. With signs that near-term risk on that front may be moderating, investors are buying TSMC shares today.</p>
<div class="lb-trans"><p>台积电的股票上涨还得益于以色列和伊朗达成停火的消息。市场最近一直在权衡地缘政治风险因素，而以色列和伊朗之间的战争可能升级为涉及美国、俄罗斯和中国的更大冲突的可能性，一直是抑制买入行动的担忧，尽管还有其他一些看涨的市场指标。随着近期在这一方面的风险迹象可能有所缓和，投资者今天纷纷购买台积电的股票。</p>
</div><h2>TSMC retains its leadership in the foundry industry</h2>
<div class="lb-trans"><h2>台积电在代工行业保持领导地位</h2>
</div><p>Earlier today, Counterpoint Research published a new market-share report on the semiconductor industry. In the Foundry 2.0 category, which includes both fabrication and nonfabrication products and services, TSMC continues to enjoy a strong leadership position.</p>
<div class="lb-trans"><p>今天早些时候，Counterpoint Research 发布了一份关于半导体行业的新市场份额报告。在包括制造和非制造产品及服务的代工 2.0 类别中，台积电继续保持强大的领导地位。</p>
</div><p>According to Counterpoint, TSMC claimed a 35% market share in the Foundry 2.0 category in this year's first quarter. The performance was in line with the company's market share in the previous quarter and represented a 0.9% increase compared to Q1 2024. The report bodes well for TSMC continuing to maintain a decisive lead over its competitors in the contract chip manufacturing space.</p>
<div class="lb-trans"><p>根据 Counterpoint 的报告，台积电在 2023 年第一季度在代工 2.0 类别中占据了 35% 的市场份额。该表现与公司在上一季度的市场份额相符，并较 2024 年第一季度增加了 0.9%。该报告对台积电在合同芯片制造领域继续保持对竞争对手的决定性领先地位持乐观态度。</p>
</div>

Why Taiwan Semiconductor Manufacturing Stock Is Jumping Today

- 台湾半导体制造公司（TSMC）股价上涨 4.7%。  
- 受宏观经济和地缘政治因素影响，科技股估值上升。  
- TSMC 在 Foundry 2.0 类别中占有 35% 的市场份额。  

为什么台湾半导体制造公司的股票今天上涨