<p>根据 ABN AMRO Bank N.V.最近向证券交易委员会提交的 13F 表格，该机构在第二季度购买了台湾半导体制造公司（NYSE:TSM - 免费报告）的新股份。这家机构投资者购买了 130,419 股该半导体公司的股票，价值约为 29,713,000 美元。</p>
<ul>
<li>英特尔可能是 TSMC 人工智能瓶颈的最大受益者</li>
</ul>
<p>其他一些机构投资者也调整了他们对 TSM 的持股。高盛集团在第一季度将其在台湾半导体制造公司的持股提高了 55.6%。高盛集团目前拥有 17,306,108 股该半导体公司的股票，价值为 2,872,814,000 美元，此前在上个季度又收购了 6,180,445 股。Price T Rowe Associates Inc. MD 在第一季度将其在台湾半导体制造公司的持股增加了 19.1%。Price T Rowe Associates Inc. MD 目前拥有 12,350,239 股该半导体公司的股票，价值为 2,050,141,000 美元，此前在上个季度又购买了 1,984,835 股。Jennison Associates LLC 在第二季度将其在台湾半导体制造公司的持股增加了 26.7%。Jennison Associates LLC 目前拥有 12,046,792 股该半导体公司的股票，价值为 2,728,478,000 美元，此前在上个季度又购买了 2,537,760 股。WCM Investment Management LLC 在第二季度将其在台湾半导体制造公司的持股提高了 3.3%。WCM Investment Management LLC 目前拥有 10,058,659 股该半导体公司的股票，价值为 2,299,108,000 美元，此前在上个季度又购买了 324,615 股。最后，Alliancebernstein L.P.在第一季度将其在台湾半导体制造公司的持股提高了 31.5%。Alliancebernstein L.P.目前拥有 8,864,014 股该半导体公司的股票，价值为 1,471,426,000 美元，此前在上个季度又购买了 2,121,758 股。目前，机构投资者持有该股票的 16.51%。</p>
<h2>台湾半导体制造公司股价下跌 1.7%</h2>
<p>台湾半导体制造公司的股票周五开盘价为 277.65 美元。台湾半导体制造公司一年的最低价为 134.25 美元，最高价为 311.37 美元。该公司的债务与股本比率为 0.20，流动比率为 2.37，速动比率为 2.15。该股票的市值为 1.44 万亿美元，市盈率为 28.48，市盈增长比率为 1.02，贝塔值为 1.31。该公司的 50 日移动平均价格为 287.51 美元，200 日移动平均价格为 244.57 美元。</p>
<ul>
<li>140 亿美元的日本设施标志着 TSMC 的大胆人工智能战略</li>
</ul>
<p>台湾半导体制造公司（NYSE:TSM - 获取免费报告）最近于 10 月 16 日星期四发布了季度财报。该半导体公司报告本季度每股收益为 2.92 美元，超出分析师一致预期的 2.59 美元，超出 0.33 美元。该公司本季度的收入为 323.6 亿美元，而分析师预期为 951.89 亿美元。台湾半导体制造公司的股本回报率为 36.06%，净利润率为 43.72%。该公司的收入同比增长 40.1%。去年同期，该公司每股收益为 1.94 美元。台湾半导体制造公司已将其 2025 年第四季度的指引设定为每股收益。股票研究分析师预测，台湾半导体制造公司将在当前年度发布每股收益 9.2 美元。</p>
<h2>台湾半导体制造公司增加股息</h2>
<p>该公司最近还宣布了一项季度股息，将于 4 月 9 日星期四支付。3 月 17 日的记录投资者将获得 0.9678 美元的股息。除息日期为 3 月 17 日。这代表着每年 3.87 美元的股息和 1.4% 的股息收益率。这比台湾半导体制造公司之前的季度股息 0.83 美元有所增加。台湾半导体制造公司的股息支付比率（DPR）目前为 26.97%。</p>
<h2>华尔街分析师的看法</h2>
<ul>
<li>这家人工智能芯片巨头可能是市场下一个大赢家</li>
</ul>
<p>几家券商最近对 TSM 发布了报告。花旗集团在 10 月 17 日星期五的研究报告中重申了对台湾半导体制造公司股票的 “买入” 评级。Needham &amp; Company LLC 在 10 月 27 日星期一的研究报告中重申了 “买入” 评级，并设定了 360.00 美元的目标价。Weiss Ratings 在周三的报告中将台湾半导体制造公司的股票评级从 “持有（c+）” 上调至 “买入（b-）”。Itau BBA 证券在 10 月 7 日星期二的研究报告中开始覆盖台湾半导体制造公司的股票。他们对该公司给予了 “跑赢大盘” 的评级。最后，Wall Street Zen 在 11 月 1 日星期六的研究报告中将台湾半导体制造公司的股票评级从 “强烈买入” 下调至 “买入”。根据 MarketBeat 的数据显示，目前有六位研究分析师对该股票给予了买入评级，该公司的共识评级为 “买入”，共识目标价为 371.67 美元。</p>
<p><strong>获取我们最新的 TSM 股票报告</strong></p>
<h2>台湾半导体制造公司简介</h2>
<p>（免费报告）</p>
<p>台湾半导体制造公司及其子公司在台湾、中国、欧洲、中东、非洲、日本、美国及国际上制造、包装、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 混合信号等工艺。</p>
<h2>精选故事</h2>
<ul>
<li>我们更看好的五只股票，胜过台积电</li>
<li>最佳能源股票 - 现在值得购买的能源股票</li>
<li>Datavault AI 刚刚将指引上调了 400%——你在关注吗？</li>
<li>股票平均计算器</li>
<li>彼得·蒂尔抛售 NVIDIA 并削减特斯拉股份——人工智能泡沫即将破裂吗？</li>
<li>揭示 VWAP 的力量：交易者的关键指标</li>
<li>为什么 Lithium Americas 可能是 2030 年的强劲投资——而不是 2025 年的</li>
</ul>
<p><strong>想看看其他对台积电感兴趣的对冲基金吗？</strong> 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://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPVRTTQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPVRTTQ"/></p>
<p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，旨在为读者提供最快的报道和公正的覆盖。请将任何问题或意见发送至 contact@marketbeat.com.</em></p>
<h2>你现在应该投资 1,000 美元在台积电吗？</h2>
<p>在你考虑台积电之前，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推荐给客户的股票。MarketBeat 已识别出五只顶级分析师悄悄建议客户现在购买的股票，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>虽然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>
<p>在这里查看这五只股票</p>

高盛

台积电

半导体 3 倍做多 - Direxion

<p>ABN AMRO Bank N.V. 投资了台湾半导体制造公司（TSM），购买了 130,419 股，价值 2970 万美元。其他投资者如高盛和富达投资也增加了他们的 TSM 持股。TSM 报告了强劲的季度收益，超出预期，并提高了股息。分析师给予了积极的评级，预测 TSM 可能成为市场领导者</p>

<p>ABN AMRO Bank N.V. purchased a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities &amp; Exchange Commission. The institutional investor purchased 130,419 shares of the semiconductor company's stock, valued at approximately $29,713,000.</p>
<div class="lb-trans"><p>根据 ABN AMRO Bank N.V.最近向证券交易委员会提交的 13F 表格，该机构在第二季度购买了台湾半导体制造公司（NYSE:TSM - 免费报告）的新股份。这家机构投资者购买了 130,419 股该半导体公司的股票，价值约为 29,713,000 美元。</p>
</div><ul>
<li>Intel Could Be the Biggest Winner of TSMC’s AI Bottleneck</li>
</ul>
<div class="lb-trans"><ul>
<li>英特尔可能是 TSMC 人工智能瓶颈的最大受益者</li>
</ul>
</div><p>A number of other institutional investors have also modified their holdings of TSM. Goldman Sachs Group Inc. lifted its position in Taiwan Semiconductor Manufacturing by 55.6% during the first quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company's stock valued at $2,872,814,000 after acquiring an additional 6,180,445 shares during the last quarter. Price T Rowe Associates Inc. MD increased its position in shares of Taiwan Semiconductor Manufacturing by 19.1% during the first quarter. Price T Rowe Associates Inc. MD now owns 12,350,239 shares of the semiconductor company's stock worth $2,050,141,000 after purchasing an additional 1,984,835 shares in the last quarter. Jennison Associates LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 26.7% during the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company's stock worth $2,728,478,000 after purchasing an additional 2,537,760 shares in the last quarter. WCM Investment Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 3.3% during the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company's stock valued at $2,299,108,000 after purchasing an additional 324,615 shares during the last quarter. Finally, Alliancebernstein L.P. boosted its position in shares of Taiwan Semiconductor Manufacturing by 31.5% in the 1st quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company's stock worth $1,471,426,000 after purchasing an additional 2,121,758 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors.</p>
<div class="lb-trans"><p>其他一些机构投资者也调整了他们对 TSM 的持股。高盛集团在第一季度将其在台湾半导体制造公司的持股提高了 55.6%。高盛集团目前拥有 17,306,108 股该半导体公司的股票，价值为 2,872,814,000 美元，此前在上个季度又收购了 6,180,445 股。Price T Rowe Associates Inc. MD 在第一季度将其在台湾半导体制造公司的持股增加了 19.1%。Price T Rowe Associates Inc. MD 目前拥有 12,350,239 股该半导体公司的股票，价值为 2,050,141,000 美元，此前在上个季度又购买了 1,984,835 股。Jennison Associates LLC 在第二季度将其在台湾半导体制造公司的持股增加了 26.7%。Jennison Associates LLC 目前拥有 12,046,792 股该半导体公司的股票，价值为 2,728,478,000 美元，此前在上个季度又购买了 2,537,760 股。WCM Investment Management LLC 在第二季度将其在台湾半导体制造公司的持股提高了 3.3%。WCM Investment Management LLC 目前拥有 10,058,659 股该半导体公司的股票，价值为 2,299,108,000 美元，此前在上个季度又购买了 324,615 股。最后，Alliancebernstein L.P.在第一季度将其在台湾半导体制造公司的持股提高了 31.5%。Alliancebernstein L.P.目前拥有 8,864,014 股该半导体公司的股票，价值为 1,471,426,000 美元，此前在上个季度又购买了 2,121,758 股。目前，机构投资者持有该股票的 16.51%。</p>
</div><h2>Taiwan Semiconductor Manufacturing Trading Down 1.7%</h2>
<div class="lb-trans"><h2>台湾半导体制造公司股价下跌 1.7%</h2>
</div><p>Shares of Taiwan Semiconductor Manufacturing stock opened at $277.65 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $311.37. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The stock has a market cap of $1.44 trillion, a PE ratio of 28.48, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31. The firm has a fifty day moving average price of $287.51 and a 200 day moving average price of $244.57.</p>
<div class="lb-trans"><p>台湾半导体制造公司的股票周五开盘价为 277.65 美元。台湾半导体制造公司一年的最低价为 134.25 美元，最高价为 311.37 美元。该公司的债务与股本比率为 0.20，流动比率为 2.37，速动比率为 2.15。该股票的市值为 1.44 万亿美元，市盈率为 28.48，市盈增长比率为 1.02，贝塔值为 1.31。该公司的 50 日移动平均价格为 287.51 美元，200 日移动平均价格为 244.57 美元。</p>
</div><ul>
<li>$14B Japanese Facility Signals TSMC's Bold AI Strategy</li>
</ul>
<div class="lb-trans"><ul>
<li>140 亿美元的日本设施标志着 TSMC 的大胆人工智能战略</li>
</ul>
</div><p>Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, beating analysts' consensus estimates of $2.59 by $0.33. The business had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The company's revenue was up 40.1% on a year-over-year basis. During the same quarter last year, the business posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.</p>
<div class="lb-trans"><p>台湾半导体制造公司（NYSE:TSM - 获取免费报告）最近于 10 月 16 日星期四发布了季度财报。该半导体公司报告本季度每股收益为 2.92 美元，超出分析师一致预期的 2.59 美元，超出 0.33 美元。该公司本季度的收入为 323.6 亿美元，而分析师预期为 951.89 亿美元。台湾半导体制造公司的股本回报率为 36.06%，净利润率为 43.72%。该公司的收入同比增长 40.1%。去年同期，该公司每股收益为 1.94 美元。台湾半导体制造公司已将其 2025 年第四季度的指引设定为每股收益。股票研究分析师预测，台湾半导体制造公司将在当前年度发布每股收益 9.2 美元。</p>
</div><h2>Taiwan Semiconductor Manufacturing Increases Dividend</h2>
<div class="lb-trans"><h2>台湾半导体制造公司增加股息</h2>
</div><p>The company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a $0.9678 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 annualized dividend and a dividend yield of 1.4%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is presently 26.97%.</p>
<div class="lb-trans"><p>该公司最近还宣布了一项季度股息，将于 4 月 9 日星期四支付。3 月 17 日的记录投资者将获得 0.9678 美元的股息。除息日期为 3 月 17 日。这代表着每年 3.87 美元的股息和 1.4% 的股息收益率。这比台湾半导体制造公司之前的季度股息 0.83 美元有所增加。台湾半导体制造公司的股息支付比率（DPR）目前为 26.97%。</p>
</div><h2>Wall Street Analyst Weigh In</h2>
<div class="lb-trans"><h2>华尔街分析师的看法</h2>
</div><ul>
<li>This AI Chip Giant Could Be the Market’s Next Big Winner</li>
</ul>
<div class="lb-trans"><ul>
<li>这家人工智能芯片巨头可能是市场下一个大赢家</li>
</ul>
</div><p>Several brokerages recently issued reports on TSM. Citigroup reaffirmed a &#34;buy&#34; rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Needham &amp; Company LLC restated a &#34;buy&#34; rating and set a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a &#34;hold (c+)&#34; rating to a &#34;buy (b-)&#34; rating in a report on Wednesday. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an &#34;outperform&#34; rating for the company. Finally, Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a &#34;strong-buy&#34; rating to a &#34;buy&#34; rating in a research note on Saturday, November 1st. Six research analysts have rated the stock with a Buy rating, According to MarketBeat, the company currently has a consensus rating of &#34;Buy&#34; and a consensus target price of $371.67.</p>
<div class="lb-trans"><p>几家券商最近对 TSM 发布了报告。花旗集团在 10 月 17 日星期五的研究报告中重申了对台湾半导体制造公司股票的 “买入” 评级。Needham &amp; Company LLC 在 10 月 27 日星期一的研究报告中重申了 “买入” 评级，并设定了 360.00 美元的目标价。Weiss Ratings 在周三的报告中将台湾半导体制造公司的股票评级从 “持有（c+）” 上调至 “买入（b-）”。Itau BBA 证券在 10 月 7 日星期二的研究报告中开始覆盖台湾半导体制造公司的股票。他们对该公司给予了 “跑赢大盘” 的评级。最后，Wall Street Zen 在 11 月 1 日星期六的研究报告中将台湾半导体制造公司的股票评级从 “强烈买入” 下调至 “买入”。根据 MarketBeat 的数据显示，目前有六位研究分析师对该股票给予了买入评级，该公司的共识评级为 “买入”，共识目标价为 371.67 美元。</p>
</div><p><strong>Get Our Latest Stock Report on TSM</strong></p>
<div class="lb-trans"><p><strong>获取我们最新的 TSM 股票报告</strong></p>
</div><h2>Taiwan Semiconductor Manufacturing Company Profile</h2>
<div class="lb-trans"><h2>台湾半导体制造公司简介</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>台湾半导体制造公司及其子公司在台湾、中国、欧洲、中东、非洲、日本、美国及国际上制造、包装、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 混合信号等工艺。</p>
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<div class="lb-trans"><h2>精选故事</h2>
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<li>Five stocks we like better than Taiwan Semiconductor Manufacturing</li>
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<li>Datavault AI Just Raised Guidance by 400%—Are You Paying Attention?</li>
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<li>Peter Thiel Dumps NVIDIA and Slashes Tesla Stake—Is the AI Bubble About to Pop?</li>
<li>Unveiling The Power Of VWAP: A Key Indicator For Traders</li>
<li>Why Lithium Americas Could Be a 2030 Power Play—Not a 2025 One</li>
</ul>
<div class="lb-trans"><ul>
<li>我们更看好的五只股票，胜过台积电</li>
<li>最佳能源股票 - 现在值得购买的能源股票</li>
<li>Datavault AI 刚刚将指引上调了 400%——你在关注吗？</li>
<li>股票平均计算器</li>
<li>彼得·蒂尔抛售 NVIDIA 并削减特斯拉股份——人工智能泡沫即将破裂吗？</li>
<li>揭示 VWAP 的力量：交易者的关键指标</li>
<li>为什么 Lithium Americas 可能是 2030 年的强劲投资——而不是 2025 年的</li>
</ul>
</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>想看看其他对台积电感兴趣的对冲基金吗？</strong> 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://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPVRTTQ" alt="" original-src="https://www.marketbeat.com/scripts/SECFilingChart.ashx?Prefix=NYSE&amp;Symbol=TSM"/></p>
<p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，旨在为读者提供最快的报道和公正的覆盖。请将任何问题或意见发送至 contact@marketbeat.com.</em></p>
</div><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推荐给客户的股票。MarketBeat 已识别出五只顶级分析师悄悄建议客户现在购买的股票，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>虽然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><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

ABN AMRO Bank N.V. Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

- ABN AMRO Bank N.V. 在第二季度增持台积电股份，购买 130,419 股，价值约 2971.3 万美元。  
- 多家机构投资者也调整了对台积电的持股，Goldman Sachs 增持 55.6%。  
- 台积电最新季度每股收益为 2.92 美元，超出分析师预期。  

荷兰银行在台积电公司 $TSM 进行了新的投资