<p><strong>台湾半导体制造公司</strong> (NYSE: TSM) 仍然是投资者关注的焦点，受益于 人工智能热潮。</p>
<h2>美国出口许可证</h2>
<p>台湾半导体的股票在周五上涨，此前该公司获得了一年期的美国出口许可证，允许其继续为 中国业务 进口美国芯片制造设备。</p>
<p>美国商务部批准了涵盖台湾半导体南京制造厂的年度许可证。</p>
<p><strong><em>另请阅读: 台湾半导体开始大规模生产其最强大的芯片</em></strong></p>
<p>该批准将使美国控制的设备在无需单独获得各个供应商的批准的情况下发货。</p>
<p>该许可证将确保无缝制造和稳定的产品交付。</p>
<p>在过去 12 个月中，该股票在美国市场上涨了大约 51%。</p>
<h2>台湾市场创下历史新高</h2>
<p>台湾股市在 2026 年以历史新高开盘，受到台湾半导体等与人工智能相关股票强劲买入的推动。</p>
<p>周五，台股指数上涨 386.21 点，或 1.33%，收于历史最高点 29,349.81，Focus Taiwan 报道。</p>
<p>成交量跃升至 6488.4 亿新台币（206.6 亿美元），显示出大型科技股的广泛参与。</p>
<h2>外资回归</h2>
<p>分析师表示，外资机构投资者从假期休假中回归，并向台湾股票注入新资本。</p>
<p>台湾美元的强势是资金注入的主要催化剂。</p>
<p><strong>康和证券</strong> 分析师黄凯瑞表示，海外投资者以台湾半导体为首选目标重建头寸，押注该芯片制造商将在 1 月 15 日的投资者会议上传递积极信号。</p>
<p>台湾半导体占台湾市场总值的 40% 以上。</p>
<p><strong>TSM 价格动态：</strong> 根据 Benzinga Pro 数据，台湾半导体的股票在周五出版时上涨了 2.83%，报 312.50 美元。</p>
<p><strong><em>下一步阅读：</em></strong></p>
<ul>
<li><strong><em>中国的人工智能需求推动英伟达面临供应紧张</em></strong></li>
</ul>
<p><em>照片由 Jack Hong 通过 Shutterstock 提供</em></p>

半导体 3 倍做多 - Direxion

<p>台湾半导体制造公司（TSMC）获得了一年期的美国出口许可证，用于其中国工厂，这导致其股价上涨了 2.83%。这一批准允许 TSMC 在不需要额外供应商批准的情况下进口美国芯片制造设备，从而确保了稳定的生产。台湾股市也创下了新高，受到对人工智能相关股票强烈兴趣的推动，TSMC 成为外资投资者在 1 月 15 日即将召开的投资者会议前的主要关注点</p>

<p><strong>Taiwan Semiconductor Manufacturing Company Ltd</strong> (NYSE: TSM) remains at the center of investor attention, buoyed by the artificial intelligence frenzy.</p>
<div class="lb-trans"><p><strong>台湾半导体制造公司</strong> (NYSE: TSM) 仍然是投资者关注的焦点，受益于 人工智能热潮。</p>
</div><h2>U.S. Export License</h2>
<div class="lb-trans"><h2>美国出口许可证</h2>
</div><p>Taiwan Semiconductor shares gained on Friday after the company secured a one-year U.S. export license that allows it to continue importing American chipmaking equipment for its China operations.</p>
<div class="lb-trans"><p>台湾半导体的股票在周五上涨，此前该公司获得了一年期的美国出口许可证，允许其继续为 中国业务 进口美国芯片制造设备。</p>
</div><p>The U.S. Department of Commerce approved the annual license covering Taiwan Semiconductor's Nanjing fabrication plant.</p>
<div class="lb-trans"><p>美国商务部批准了涵盖台湾半导体南京制造厂的年度许可证。</p>
</div><p><strong><em>Also Read: Taiwan Semiconductor Starts Making Its Most Powerful Chips At Scale</em></strong></p>
<div class="lb-trans"><p><strong><em>另请阅读: 台湾半导体开始大规模生产其最强大的芯片</em></strong></p>
</div><p>The approval will enable U.S.-controlled tools to ship without requiring separate approvals from individual vendors.</p>
<div class="lb-trans"><p>该批准将使美国控制的设备在无需单独获得各个供应商的批准的情况下发货。</p>
</div><p>The license will ensure seamless manufacturing and stable product deliveries.</p>
<div class="lb-trans"><p>该许可证将确保无缝制造和稳定的产品交付。</p>
</div><p>The stock has climbed roughly 51% over the past 12 months in the U.S. market.</p>
<div class="lb-trans"><p>在过去 12 个月中，该股票在美国市场上涨了大约 51%。</p>
</div><h2>Taiwan Market Hits Record High</h2>
<div class="lb-trans"><h2>台湾市场创下历史新高</h2>
</div><p>Taiwan's stock market opened in 2026 at a record high, powered by strong buying in AI-related names led by Taiwan Semiconductor.</p>
<div class="lb-trans"><p>台湾股市在 2026 年以历史新高开盘，受到台湾半导体等与人工智能相关股票强劲买入的推动。</p>
</div><p>The Taiex surged 386.21 points, or 1.33%, to close at an all-time high of 29,349.81 on Friday, Focus Taiwan reported on Friday.</p>
<div class="lb-trans"><p>周五，台股指数上涨 386.21 点，或 1.33%，收于历史最高点 29,349.81，Focus Taiwan 报道。</p>
</div><p>Turnover jumped to NT$648.84 billion ($20.66 billion), signaling broad-based participation across large-cap technology stocks.</p>
<div class="lb-trans"><p>成交量跃升至 6488.4 亿新台币（206.6 亿美元），显示出大型科技股的广泛参与。</p>
</div><h2>Foreign Investors Return</h2>
<div class="lb-trans"><h2>外资回归</h2>
</div><p>Analysts said foreign institutional investors returned from holiday breaks and funneled fresh capital into Taiwanese equities.</p>
<div class="lb-trans"><p>分析师表示，外资机构投资者从假期休假中回归，并向台湾股票注入新资本。</p>
</div><p>The strength of the Taiwan dollar acted as a major catalyst behind the infusion.</p>
<div class="lb-trans"><p>台湾美元的强势是资金注入的主要催化剂。</p>
</div><p><strong>Concord Securities</strong> analyst Kerry Huang said overseas investors rebuilt positions with Taiwan Semiconductor as their top target, betting the chipmaker will deliver positive signals at its investor conference scheduled for January 15.</p>
<div class="lb-trans"><p><strong>康和证券</strong> 分析师黄凯瑞表示，海外投资者以台湾半导体为首选目标重建头寸，押注该芯片制造商将在 1 月 15 日的投资者会议上传递积极信号。</p>
</div><p>Taiwan Semiconductor represents more than 40% of the Taiwan market's total value.</p>
<div class="lb-trans"><p>台湾半导体占台湾市场总值的 40% 以上。</p>
</div><p><strong>TSM Price Action:</strong> Taiwan Semiconductor shares were up 2.83% at $312.50 at the time of publication on Friday, according to Benzinga Pro data.</p>
<div class="lb-trans"><p><strong>TSM 价格动态：</strong> 根据 Benzinga Pro 数据，台湾半导体的股票在周五出版时上涨了 2.83%，报 312.50 美元。</p>
</div><p><strong><em>Read Next:</em></strong></p>
<div class="lb-trans"><p><strong><em>下一步阅读：</em></strong></p>
</div><ul>
<li><strong><em>China's AI Appetite Pushes Nvidia Into A Supply Crunch</em></strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong><em>中国的人工智能需求推动英伟达面临供应紧张</em></strong></li>
</ul>
</div><p><em>Photo by Jack Hong via Shutterstock</em></p>
<div class="lb-trans"><p><em>照片由 Jack Hong 通过 Shutterstock 提供</em></p>
</div>

台湾半导体在 2026 年以获得美国出口批准开始