<p>Picton Mahoney Asset Management 在最近向证券交易委员会提交的 13F 文件中表示，在第一季度将其在台积电（NYSE:TSM - 免费报告）的持股增加了 8.5%。该公司在季度内购买了 7,072 股后，持有 89,861 股这家半导体公司的股票。截至其最近向证券交易委员会提交的文件，Picton Mahoney Asset Management 在台积电的持股价值为 14,916,000 美元。</p>
<ul>
<li>台积电可能因这一人工智能行动计划而蓬勃发展</li>
</ul>
<p>其他一些对冲基金和机构投资者最近也调整了他们在 TSM 的持股。Price T Rowe Associates Inc. MD 在第四季度将其在台积电的股份增加了 67.0%。Price T Rowe Associates Inc. MD 现在持有 10,365,404 股这家半导体公司的股票，价值 2,047,065,000 美元，在此期间又购买了 4,158,772 股。FMR LLC 在第四季度将其在台积电的股份增加了 4.6%。FMR LLC 现在持有 58,547,257 股这家半导体公司的股票，价值 11,562,498,000 美元，在此期间又购买了 2,572,488 股。Jennison Associates LLC 在第一季度将其在台积电的持股增加了 36.8%。Jennison Associates LLC 现在持有 9,509,032 股这家半导体公司的股票，价值 1,578,499,000 美元，在上个季度又购买了 2,559,512 股。Sarasin &amp; Partners LLP 在第一季度购买了台积电的新股份，价值 362,773,000 美元。最后，Franklin Resources Inc.在第四季度将其在台积电的持股增加了 32.3%。Franklin Resources Inc.现在持有 8,498,063 股这家半导体公司的股票，价值 1,678,283,000 美元，在上个季度又收购了 2,074,329 股。机构投资者持有该公司 16.51% 的股票。</p>
<h2>台积电股价下跌 1.2%</h2>
<p>NYSE:TSM 周二开盘价为 242.71 美元。该公司的 50 日移动平均价格为 218.46 美元，200 日移动平均价格为 194.90 美元。该股票的市值为 1.26 万亿美元，市盈率为 27.68，市盈增长比率为 1.18，贝塔系数为 1.29。该公司的流动比率为 2.39，速动比率为 2.18，债务股本比率为 0.22。台积电的 12 个月低点为 133.57 美元，12 个月高点为 248.28 美元。</p>
<p>台积电（NYSE:TSM - 获取免费报告）最近在 7 月 17 日（星期四）发布了季度财报。该半导体公司报告季度每股收益为 2.47 美元，超出市场共识预期的 2.13 美元，超出幅度为 0.34 美元。台积电的净利润率为 42.91%，股本回报率为 34.53%。该公司在季度内的收入为 300.7 亿美元，而分析师预期为 285 亿美元。去年同期，该公司每股收益为 1.48 美元。与去年同期相比，台积电的季度收入增长了 44.4%。股票分析师预测，台积电将在当前年度发布 9.2 美元的每股收益。</p>
<h2>台积电削减股息</h2>
<p>该公司最近还宣布了季度股息，将于 10 月 9 日（星期四）支付。9 月 16 日（星期二）登记的投资者将获得 0.6499 美元的股息。该股息的除息日为 9 月 16 日（星期二）。这代表着每年 2.60 美元的股息，收益率为 1.07%。台积电的派息比率为 28.16%。</p>
<h2>分析师升级与降级</h2>
<ul>
<li>忘掉炒作——台积电才是实际能带来收益的人工智能股票</li>
</ul>
<p>TSM 最近成为几份分析师报告的主题。Needham &amp; Company LLC 在 7 月 17 日（星期四）的研究报告中重申了对台积电的 “买入” 评级，并设定了 270.00 美元的目标价。Susquehanna 在 7 月 14 日（星期一）的报告中将台积电的目标价从 255.00 美元上调至 265.00 美元，并给予该公司 “积极” 的评级。巴克莱在 6 月 3 日（星期二）的报告中重申了对台积电的 “增持” 评级，并将目标价从 215.00 美元上调至 240.00 美元。最后，花旗在 5 月 22 日（星期四）的研究报告中重申了对台积电的 “买入” 评级。一位股票研究分析师对该股票给予了持有评级，四位分析师对该公司的股票给予了买入评级。根据 MarketBeat.com 的数据，该公司的共识评级为 “适度买入”，共识目标价为 258.33 美元。</p>
<p><strong>查看我们关于 TSM 的最新报告</strong></p>
<h2>台积电公司简介</h2>
<p>（免费报告）</p>
<p>台积电及其子公司在台湾、中国、欧洲、中东、非洲、日本、美国及国际上制造、封装、测试和销售集成电路及其他半导体设备。它提供一系列晶圆制造工艺，包括制造互补金属氧化物半导体（CMOS）逻辑、混合信号、射频、嵌入式存储器、双极 CMOS 混合信号等的工艺。</p>
<p><strong>想知道其他对冲基金持有 TSM 的情况吗？</strong> 请访问 HoldingsChannel.com 获取台积电（NYSE:TSM - 免费报告）的最新 13F 文件和内部交易信息。</p>
<p><img src="https://pub.pbkrs.com/uploads/2025/67b97958bd72b499d0dc856640ba2f98?x-oss-process=style/lg" alt="" original-src="https://pub.pbkrs.com/uploads/2025/67b97958bd72b499d0dc856640ba2f98"/></p>
<h2>你现在应该投资 1,000 美元在台积电吗？</h2>
<p>在你考虑投资台积电之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其向客户推荐的股票。MarketBeat 已经识别出五只顶级分析师悄悄向客户推荐的股票，建议他们现在购买，以便在更广泛的市场注意到之前……而台积电并不在名单上。</p>
<p>尽管台积电目前在分析师中获得了买入评级，但顶级分析师认为这五只股票更值得购买。</p>

台积电

半导体 3 倍做多 - Direxion

<p>Picton Mahoney Asset Management 在第一季度增持了台积电（NYSE:TSM）8.5% 的股份，持有 89,861 股，市值为 1490 万美元。其他机构投资者也增加了他们的持股，Price T Rowe Associates 增持了 67%。TSM 的股票开盘价为 242.71 美元，市值为 1.26 万亿美元。该公司报告每股收益为 2.47 美元，超出预期，并宣布季度股息为 0.6499 美元。分析师维持 “适度买入” 的共识评级，目标价为 258.33 美元</p>

<p>Picton Mahoney Asset Management increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 8.5% during the first quarter, according to the company in its most recent 13F filing with the Securities &amp; Exchange Commission. The firm owned 89,861 shares of the semiconductor company's stock after purchasing an additional 7,072 shares during the quarter. Picton Mahoney Asset Management's holdings in Taiwan Semiconductor Manufacturing were worth $14,916,000 as of its most recent filing with the Securities &amp; Exchange Commission.</p>
<div class="lb-trans"><p>Picton Mahoney Asset Management 在最近向证券交易委员会提交的 13F 文件中表示，在第一季度将其在台积电（NYSE:TSM - 免费报告）的持股增加了 8.5%。该公司在季度内购买了 7,072 股后，持有 89,861 股这家半导体公司的股票。截至其最近向证券交易委员会提交的文件，Picton Mahoney Asset Management 在台积电的持股价值为 14,916,000 美元。</p>
</div><ul>
<li>Taiwan Semiconductor Could Boom on This AI Action Plan</li>
</ul>
<div class="lb-trans"><ul>
<li>台积电可能因这一人工智能行动计划而蓬勃发展</li>
</ul>
</div><p>A number of other hedge funds and other institutional investors also recently modified their holdings of TSM. Price T Rowe Associates Inc. MD boosted its stake in shares of Taiwan Semiconductor Manufacturing by 67.0% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 10,365,404 shares of the semiconductor company's stock valued at $2,047,065,000 after purchasing an additional 4,158,772 shares during the period. FMR LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 4.6% in the fourth quarter. FMR LLC now owns 58,547,257 shares of the semiconductor company's stock worth $11,562,498,000 after buying an additional 2,572,488 shares during the period. Jennison Associates LLC raised its holdings in Taiwan Semiconductor Manufacturing by 36.8% during the 1st quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company's stock valued at $1,578,499,000 after buying an additional 2,559,512 shares during the last quarter. Sarasin &amp; Partners LLP purchased a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter valued at $362,773,000. Finally, Franklin Resources Inc. grew its holdings in Taiwan Semiconductor Manufacturing by 32.3% in the 4th quarter. Franklin Resources Inc. now owns 8,498,063 shares of the semiconductor company's stock worth $1,678,283,000 after acquiring an additional 2,074,329 shares during the last quarter. Institutional investors own 16.51% of the company's stock.</p>
<div class="lb-trans"><p>其他一些对冲基金和机构投资者最近也调整了他们在 TSM 的持股。Price T Rowe Associates Inc. MD 在第四季度将其在台积电的股份增加了 67.0%。Price T Rowe Associates Inc. MD 现在持有 10,365,404 股这家半导体公司的股票，价值 2,047,065,000 美元，在此期间又购买了 4,158,772 股。FMR LLC 在第四季度将其在台积电的股份增加了 4.6%。FMR LLC 现在持有 58,547,257 股这家半导体公司的股票，价值 11,562,498,000 美元，在此期间又购买了 2,572,488 股。Jennison Associates LLC 在第一季度将其在台积电的持股增加了 36.8%。Jennison Associates LLC 现在持有 9,509,032 股这家半导体公司的股票，价值 1,578,499,000 美元，在上个季度又购买了 2,559,512 股。Sarasin &amp; Partners LLP 在第一季度购买了台积电的新股份，价值 362,773,000 美元。最后，Franklin Resources Inc.在第四季度将其在台积电的持股增加了 32.3%。Franklin Resources Inc.现在持有 8,498,063 股这家半导体公司的股票，价值 1,678,283,000 美元，在上个季度又收购了 2,074,329 股。机构投资者持有该公司 16.51% 的股票。</p>
</div><h2>Taiwan Semiconductor Manufacturing Trading Down 1.2%</h2>
<div class="lb-trans"><h2>台积电股价下跌 1.2%</h2>
</div><p>NYSE:TSM opened at $242.71 on Tuesday. The company has a 50-day moving average price of $218.46 and a 200-day moving average price of $194.90. The stock has a market cap of $1.26 trillion, a price-to-earnings ratio of 27.68, a P/E/G ratio of 1.18 and a beta of 1.29. The company has a current ratio of 2.39, a quick ratio of 2.18 and a debt-to-equity ratio of 0.22. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $133.57 and a 12 month high of $248.28.</p>
<div class="lb-trans"><p>NYSE:TSM 周二开盘价为 242.71 美元。该公司的 50 日移动平均价格为 218.46 美元，200 日移动平均价格为 194.90 美元。该股票的市值为 1.26 万亿美元，市盈率为 27.68，市盈增长比率为 1.18，贝塔系数为 1.29。该公司的流动比率为 2.39，速动比率为 2.18，债务股本比率为 0.22。台积电的 12 个月低点为 133.57 美元，12 个月高点为 248.28 美元。</p>
</div><p>Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 34.53%. The business had revenue of $30.07 billion during the quarter, compared to analyst estimates of $28.50 billion. During the same period last year, the business posted $1.48 earnings per share. Taiwan Semiconductor Manufacturing's quarterly revenue was up 44.4% compared to the same quarter last year. Equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.</p>
<div class="lb-trans"><p>台积电（NYSE:TSM - 获取免费报告）最近在 7 月 17 日（星期四）发布了季度财报。该半导体公司报告季度每股收益为 2.47 美元，超出市场共识预期的 2.13 美元，超出幅度为 0.34 美元。台积电的净利润率为 42.91%，股本回报率为 34.53%。该公司在季度内的收入为 300.7 亿美元，而分析师预期为 285 亿美元。去年同期，该公司每股收益为 1.48 美元。与去年同期相比，台积电的季度收入增长了 44.4%。股票分析师预测，台积电将在当前年度发布 9.2 美元的每股收益。</p>
</div><h2>Taiwan Semiconductor Manufacturing Cuts Dividend</h2>
<div class="lb-trans"><h2>台积电削减股息</h2>
</div><p>The company also recently declared a quarterly dividend, which will be paid on Thursday, October 9th. Investors of record on Tuesday, September 16th will be paid a $0.6499 dividend. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $2.60 annualized dividend and a yield of 1.07%. Taiwan Semiconductor Manufacturing's payout ratio is 28.16%.</p>
<div class="lb-trans"><p>该公司最近还宣布了季度股息，将于 10 月 9 日（星期四）支付。9 月 16 日（星期二）登记的投资者将获得 0.6499 美元的股息。该股息的除息日为 9 月 16 日（星期二）。这代表着每年 2.60 美元的股息，收益率为 1.07%。台积电的派息比率为 28.16%。</p>
</div><h2>Analyst Upgrades and Downgrades</h2>
<div class="lb-trans"><h2>分析师升级与降级</h2>
</div><ul>
<li>Forget the Hype—TSMC Is the AI Stock That Actually Delivers</li>
</ul>
<div class="lb-trans"><ul>
<li>忘掉炒作——台积电才是实际能带来收益的人工智能股票</li>
</ul>
</div><p>TSM has been the subject of several recent analyst reports. Needham &amp; Company LLC reaffirmed a &#34;buy&#34; rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Susquehanna boosted their price target on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a &#34;positive&#34; rating in a report on Monday, July 14th. Barclays reiterated an &#34;overweight&#34; rating and issued a $240.00 price objective (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, June 3rd. Finally, Citigroup reiterated a &#34;buy&#34; rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. One equities research analyst has rated the stock with a hold rating and four have issued a buy rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of &#34;Moderate Buy&#34; and a consensus price target of $258.33.</p>
<div class="lb-trans"><p>TSM 最近成为几份分析师报告的主题。Needham &amp; Company LLC 在 7 月 17 日（星期四）的研究报告中重申了对台积电的 “买入” 评级，并设定了 270.00 美元的目标价。Susquehanna 在 7 月 14 日（星期一）的报告中将台积电的目标价从 255.00 美元上调至 265.00 美元，并给予该公司 “积极” 的评级。巴克莱在 6 月 3 日（星期二）的报告中重申了对台积电的 “增持” 评级，并将目标价从 215.00 美元上调至 240.00 美元。最后，花旗在 5 月 22 日（星期四）的研究报告中重申了对台积电的 “买入” 评级。一位股票研究分析师对该股票给予了持有评级，四位分析师对该公司的股票给予了买入评级。根据 MarketBeat.com 的数据，该公司的共识评级为 “适度买入”，共识目标价为 258.33 美元。</p>
</div><p><strong>View Our Latest Report on TSM</strong></p>
<div class="lb-trans"><p><strong>查看我们关于 TSM 的最新报告</strong></p>
</div><h2>Taiwan Semiconductor Manufacturing Profile</h2>
<div class="lb-trans"><h2>台积电公司简介</h2>
</div><p>(Free Report)</p>
<div class="lb-trans"><p>（免费报告）</p>
</div><p>Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others.</p>
<div class="lb-trans"><p>台积电及其子公司在台湾、中国、欧洲、中东、非洲、日本、美国及国际上制造、封装、测试和销售集成电路及其他半导体设备。它提供一系列晶圆制造工艺，包括制造互补金属氧化物半导体（CMOS）逻辑、混合信号、射频、嵌入式存储器、双极 CMOS 混合信号等的工艺。</p>
</div><p><strong>Want to see what other hedge funds are holding TSM?</strong> Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report).</p>
<div class="lb-trans"><p><strong>想知道其他对冲基金持有 TSM 的情况吗？</strong> 请访问 HoldingsChannel.com 获取台积电（NYSE:TSM - 免费报告）的最新 13F 文件和内部交易信息。</p>
</div><p><img src="https://pub.pbkrs.com/uploads/2025/67b97958bd72b499d0dc856640ba2f98?x-oss-process=style/lg" alt="" original-src="https://pub.pbkrs.com/uploads/2025/67b97958bd72b499d0dc856640ba2f98"/></p>
<h2>Should You Invest $1,000 in Taiwan Semiconductor Manufacturing Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在台积电吗？</h2>
</div><p>Before you consider Taiwan Semiconductor Manufacturing, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑投资台积电之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Taiwan Semiconductor Manufacturing wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其向客户推荐的股票。MarketBeat 已经识别出五只顶级分析师悄悄向客户推荐的股票，建议他们现在购买，以便在更广泛的市场注意到之前……而台积电并不在名单上。</p>
</div><p>While Taiwan Semiconductor Manufacturing currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>尽管台积电目前在分析师中获得了买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div>

Picton Mahoney Asset Management Increases Holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)

- Picton Mahoney Asset Management 在第一季度增持台积电 8.5%，持股达 89,861 股。  
- 台积电最新市值为 1491.6 万美元，季度收入达 300.7 亿美元。  
- 分析师对台积电的评级为 “适度买入”，目标价 258.33 美元。  

Picton Mahoney 资产管理公司增持了台湾半导体制造公司有限公司（NYSE:TSM）的股份