<p>Ballast Advisors LLC 在最近向证券交易委员会提交的文件中表示，在第四季度将其在台积电（NYSE:TSM - 免费报告）股票中的持股比例提高了 10.2%。该公司在季度内购买了 2,157 股后，持有 23,286 股半导体公司的股票。台积电约占 Ballast Advisors LLC 投资组合的 2.0%，使其成为该公司第 12 大持仓。截至最近向证券交易委员会提交的文件，Ballast Advisors LLC 在台积电的持股价值为 7,076,000 美元。</p>
<ul>
<li>真正的 SpaceX 游戏：5 只推动 IPO 的芯片股票</li>
</ul>
<p>其他一些机构投资者和对冲基金也对 TSM 的持仓进行了调整。SurgoCap Partners LP 在第三季度新购入了台积电的股份，价值为 360,443,000 美元。Thrivent Financial for Lutherans 在第三季度将其在台积电的持仓增加了 3,164.9%。Thrivent Financial for Lutherans 现在拥有 1,192,927 股半导体公司的股票，价值为 333,172,000 美元，此前在上个季度又购买了 1,156,389 股。Danica Pension Livsforsikringsaktieselskab 在第三季度新购入了台积电的股份，价值为 232,924,000 美元。Man Group plc 在第二季度将其在台积电的持仓增加了 337.1%。Man Group plc 现在拥有 1,053,421 股半导体公司的股票，价值为 238,589,000 美元，此前在上个季度又购买了 812,404 股。最后，Jennison Associates LLC 在第四季度将其在台积电的持仓增加了 6.4%。Jennison Associates LLC 现在拥有 13,394,299 股半导体公司的股票，价值为 4,070,393,000 美元，此前在上个季度又购买了 802,757 股。16.51% 的股票由机构投资者和对冲基金持有。</p>
<h2>华尔街分析师预测增长</h2>
<p>一些券商最近对 TSM 发表了看法。Weiss Ratings 在 3 月 20 日的研究报告中将台积电的评级从 “持有（c+）” 上调至 “买入（b-）”。Freedom Capital 在 1 月 15 日的研究报告中将台积电的评级上调至 “强力买入”。Zacks Research 在 3 月 16 日的研究报告中将台积电的评级从 “强力买入” 下调至 “持有”。Dbs Bank 在 1 月 23 日的研究报告中将台积电的评级上调至 “适度买入”。最后，TD Cowen 在 1 月 16 日的研究报告中将台积电的目标价格从 325.00 美元上调至 370.00 美元，并给予该公司 “持有” 评级。两位投资分析师给予该股票 “强力买入” 评级，十一位给予 “买入” 评级，两位给予 “持有” 评级。根据 MarketBeat 的数据，台积电的平均评级为 “买入”，平均目标价格为 404.29 美元。</p>
<ul>
<li>AMD 的突破并不是故事——这个催化剂才是</li>
</ul>
<p><strong>查看我们关于 TSM 的最新研究报告</strong></p>
<h2>台积电新闻汇总</h2>
<p>以下是本周影响台积电的关键新闻：</p>
<ul>
<li>积极情绪：被纳入主题 AI/基础设施讨论——TSM 被列为推荐用于 AI 曝光的 “ AIR 7” 基础设施导向科技股票之一，强化了其作为核心 AI 基础设施名称的角色。阅读更多。</li>
<li>积极情绪：分析师检查显示出极强的 AI 需求和供应限制，支持 TSM 持续的收入/产能顺风。阅读更多。</li>
<li>积极情绪：长期看涨案例：一些机构预测多年的上涨（例如，“到 2030 年增长 3 倍”），基于 TSMC 在 AI 基础设施和先进节点中的核心角色。阅读更多。</li>
<li>积极情绪：大型云/AI 建设（例如，报告的多年资本支出计划）被视为可能显著提升 TSM 产能需求的催化剂。阅读更多。</li>
<li>中性情绪：相对表现：TSM 在四月份落后于一些同行（高通、博通表现优于），这表明尽管整体需求仍然强劲，但芯片组内出现了轮换。阅读更多。</li>
<li>消极情绪：苹果与英特尔和三星的探索性谈判是导致弱势的直接催化剂——有报道称苹果可能将一些主要处理器生产转移到本土，推动英特尔股价上涨，并引发投资者对 TSM 客户集中度和潜在市场份额丧失的担忧。阅读更多。</li>
<li>消极情绪：英特尔获得主要芯片制造客户的机会（以及随之而来的股价波动）对 TSM 的代工主导地位构成明确的竞争风险，如果此类交易规模化。阅读更多。</li>
<li>消极情绪：人才/封装竞争：联发科技聘请了一位前 TSMC 高管以推进先进封装，表明在后端能力方面的竞争正在上升，可能会随着时间的推移削弱 TSM 的优势。阅读更多。</li>
</ul>
<h2>台积电股票表现</h2>
<ul>
<li>Ternus the Page：苹果的工程天才接管</li>
</ul>
<p>NYSE TSM 周三开盘价为 394.37 美元。该公司的市值为 2.04 万亿美元，市盈率为 32.81，市盈增长比率为 1.17，贝塔值为 1.39。台积电的 1 年最低价为 170.59 美元，1 年最高价为 414.50 美元。该公司的债务与股本比率为 0.17，流动比率为 2.51，速动比率为 2.32。该公司的 50 日简单移动平均为 359.51 美元，200 日简单移动平均为 328.68 美元。</p>
<p>台积电（NYSE:TSM - 获取免费报告）最近于 2 月 10 日发布了季度财报。这家半导体公司报告本季度每股收益为 3.11 美元。该公司本季度的收入为 306.5 亿美元。台积电的股本回报率为 38.17%，净利润率为 46.97%。股票分析师预测，台积电将在本年度发布 15.24 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一项季度股息，将于 7 月 9 日（星期四）支付。6 月 11 日（星期四）登记的投资者将获得每股 0.9503 美元的股息。这相当于每年 3.80 美元的股息和 1.0% 的股息收益率。除息日期为 6 月 11 日（星期四）。台积电目前的股息支付比率为 24.71%。</p>
<h2>台积电的内部交易</h2>
<p>在其他台积电的新闻中，副总裁 Bor-Zen Tien 于 3 月 22 日（星期日）购买了该公司 1,000 股股票。每股的平均购买成本为 55.93 美元，总交易额为 55,930.00 美元。收购后，该副总裁直接持有该公司 9,051 股股票，价值 506,222.43 美元。这笔交易代表了他们持股比例的 12.42% 的增长。该交易已在证券交易委员会的备案中披露，您可以通过此链接访问。1.11% 的股票由公司内部人士持有。</p>
<h2>关于台积电</h2>
<p>（免费报告）</p>
<p>台积电（TSMC）是领先的纯代工半导体制造厂，为全球半导体行业提供晶圆制造及相关服务。台积电成立于 1987 年，由张忠谋创办，总部位于台湾新竹，代表无厂半导体和集成器件制造商生产集成电路，提供广泛技术和产品的合同芯片生产。</p>
<p>台积电的服务涵盖逻辑和混合信号工艺技术、射频、电源管理和嵌入式存储的特殊工艺，以及用于移动、高性能计算和人工智能应用的先进节点。</p>
<h2>精选文章</h2>
<ul>
<li>五只我们认为比台积电更好的股票</li>
</ul>
<p><strong>想看看其他对 TSM 感兴趣的对冲基金持有哪些股票？</strong> 请访问 HoldingsChannel.com，获取台积电（NYSE:TSM - 免费报告）的最新 13F 备案和内部交易。</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="" width="650" height="350" 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述科学技术和 MarketBeat 的金融数据生成，以便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在更广泛的市场注意到之前立即购买的股票……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>

台积电

1 倍做空 TSM ETF - Direxion

费城交易所 半导体 ETF - iShares

2 倍做多台积电 ETF - Direxion

标普半导体 ETF - SPDR

2 倍做多 TSM ETF - Leverage Shares

2 倍做多 TSM ETF - GraniteShares

半导体 ETF - VanEck Vectors

<p>Ballast Advisors LLC 在第四季度将其在台积电（TSM）的持股增加了 10.2%，目前持有 23,286 股，价值 7,076,000 美元。其他机构投资者也调整了他们的持仓，SurgoCap Partners 和 Thrivent Financial 的增持幅度显著。分析师对台积电的评级褒贬不一，平均目标价为 404.29 美元。市场对台积电在人工智能基础设施中的角色持积极态度，但也对与苹果和英特尔的潜在竞争及客户集中度问题表示担忧</p>

<p>Ballast Advisors LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 10.2% during the fourth quarter, according to the company in its most recent filing with the Securities &amp; Exchange Commission. The firm owned 23,286 shares of the semiconductor company's stock after purchasing an additional 2,157 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 2.0% of Ballast Advisors LLC's investment portfolio, making the stock its 12th largest position. Ballast Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $7,076,000 as of its most recent filing with the Securities &amp; Exchange Commission.</p>
<div class="lb-trans"><p>Ballast Advisors LLC 在最近向证券交易委员会提交的文件中表示，在第四季度将其在台积电（NYSE:TSM - 免费报告）股票中的持股比例提高了 10.2%。该公司在季度内购买了 2,157 股后，持有 23,286 股半导体公司的股票。台积电约占 Ballast Advisors LLC 投资组合的 2.0%，使其成为该公司第 12 大持仓。截至最近向证券交易委员会提交的文件，Ballast Advisors LLC 在台积电的持股价值为 7,076,000 美元。</p>
</div><ul>
<li>The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches</li>
</ul>
<div class="lb-trans"><ul>
<li>真正的 SpaceX 游戏：5 只推动 IPO 的芯片股票</li>
</ul>
</div><p>A number of other institutional investors and hedge funds have also made changes to their positions in TSM. SurgoCap Partners LP acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter worth $360,443,000. Thrivent Financial for Lutherans increased its position in shares of Taiwan Semiconductor Manufacturing by 3,164.9% in the third quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company's stock valued at $333,172,000 after buying an additional 1,156,389 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab purchased a new position in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at $232,924,000. Man Group plc increased its position in shares of Taiwan Semiconductor Manufacturing by 337.1% in the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company's stock valued at $238,589,000 after buying an additional 812,404 shares in the last quarter. Finally, Jennison Associates LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 6.4% in the fourth quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company's stock valued at $4,070,393,000 after buying an additional 802,757 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.</p>
<div class="lb-trans"><p>其他一些机构投资者和对冲基金也对 TSM 的持仓进行了调整。SurgoCap Partners LP 在第三季度新购入了台积电的股份，价值为 360,443,000 美元。Thrivent Financial for Lutherans 在第三季度将其在台积电的持仓增加了 3,164.9%。Thrivent Financial for Lutherans 现在拥有 1,192,927 股半导体公司的股票，价值为 333,172,000 美元，此前在上个季度又购买了 1,156,389 股。Danica Pension Livsforsikringsaktieselskab 在第三季度新购入了台积电的股份，价值为 232,924,000 美元。Man Group plc 在第二季度将其在台积电的持仓增加了 337.1%。Man Group plc 现在拥有 1,053,421 股半导体公司的股票，价值为 238,589,000 美元，此前在上个季度又购买了 812,404 股。最后，Jennison Associates LLC 在第四季度将其在台积电的持仓增加了 6.4%。Jennison Associates LLC 现在拥有 13,394,299 股半导体公司的股票，价值为 4,070,393,000 美元，此前在上个季度又购买了 802,757 股。16.51% 的股票由机构投资者和对冲基金持有。</p>
</div><h2>Wall Street Analysts Forecast Growth</h2>
<div class="lb-trans"><h2>华尔街分析师预测增长</h2>
</div><p>A number of brokerages have recently weighed in on TSM. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a &#34;hold (c+)&#34; rating to a &#34;buy (b-)&#34; rating in a research report on Friday, March 20th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a &#34;strong-buy&#34; rating in a research report on Thursday, January 15th. Zacks Research cut Taiwan Semiconductor Manufacturing from a &#34;strong-buy&#34; rating to a &#34;hold&#34; rating in a research report on Monday, March 16th. Dbs Bank raised Taiwan Semiconductor Manufacturing to a &#34;moderate buy&#34; rating in a research note on Friday, January 23rd. Finally, TD Cowen increased their price objective on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a &#34;hold&#34; rating in a research note on Friday, January 16th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of &#34;Buy&#34; and an average target price of $404.29.</p>
<div class="lb-trans"><p>一些券商最近对 TSM 发表了看法。Weiss Ratings 在 3 月 20 日的研究报告中将台积电的评级从 “持有（c+）” 上调至 “买入（b-）”。Freedom Capital 在 1 月 15 日的研究报告中将台积电的评级上调至 “强力买入”。Zacks Research 在 3 月 16 日的研究报告中将台积电的评级从 “强力买入” 下调至 “持有”。Dbs Bank 在 1 月 23 日的研究报告中将台积电的评级上调至 “适度买入”。最后，TD Cowen 在 1 月 16 日的研究报告中将台积电的目标价格从 325.00 美元上调至 370.00 美元，并给予该公司 “持有” 评级。两位投资分析师给予该股票 “强力买入” 评级，十一位给予 “买入” 评级，两位给予 “持有” 评级。根据 MarketBeat 的数据，台积电的平均评级为 “买入”，平均目标价格为 404.29 美元。</p>
</div><ul>
<li>AMD’s Breakout Isn’t the Story—This Catalyst Is</li>
</ul>
<div class="lb-trans"><ul>
<li>AMD 的突破并不是故事——这个催化剂才是</li>
</ul>
</div><p><strong>Check Out Our Latest Research Report on TSM</strong></p>
<div class="lb-trans"><p><strong>查看我们关于 TSM 的最新研究报告</strong></p>
</div><h2>Taiwan Semiconductor Manufacturing News Roundup</h2>
<div class="lb-trans"><h2>台积电新闻汇总</h2>
</div><p>Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:</p>
<div class="lb-trans"><p>以下是本周影响台积电的关键新闻：</p>
</div><ul>
<li>Positive Sentiment: Inclusion in thematic AI/infra discussions — TSM is named among the “AIR 7” group of infrastructure-oriented tech stocks being recommended for AI exposure, reinforcing its role as a core AI-infrastructure name. Read More.</li>
<li>Positive Sentiment: Analyst checks highlight extremely strong AI demand and supply constraints, supporting continued revenue/capacity tailwinds for TSM. Read More.</li>
<li>Positive Sentiment: Longer-term bull case: some outlets forecast multi‑year upside (e.g., “3x by 2030”) based on TSMC’s central role in AI infrastructure and advanced nodes. Read More.</li>
<li>Positive Sentiment: Big cloud/AI buildouts (e.g., reported multi‑year capex plans) are cited as catalysts that could meaningfully lift demand for TSM’s capacity. Read More.</li>
<li>Neutral Sentiment: Relative performance: TSM lagged some peers in April (Qualcomm, Broadcom outperformed), suggesting rotation within the chip group even as overall demand remains strong. Read More.</li>
<li>Negative Sentiment: Apple exploratory talks with Intel and Samsung are the immediate catalyst for weakness — reports that Apple may onshore some main‑processor production lifted Intel shares and prompted investor concern over TSM’s customer concentration and potential lost share. Read More.</li>
<li>Negative Sentiment: Intel’s reported chance of landing a major chip‑making customer (and the attendant stock move) is an explicit competitive risk to TSM’s foundry dominance if such deals scale. Read More.</li>
<li>Negative Sentiment: Talent/packaging competition: MediaTek hired a former TSMC executive to advance advanced packaging, signaling rising competition in back-end capabilities that could chip away at TSM’s edge over time. Read More.</li>
</ul>
<div class="lb-trans"><ul>
<li>积极情绪：被纳入主题 AI/基础设施讨论——TSM 被列为推荐用于 AI 曝光的 “ AIR 7” 基础设施导向科技股票之一，强化了其作为核心 AI 基础设施名称的角色。阅读更多。</li>
<li>积极情绪：分析师检查显示出极强的 AI 需求和供应限制，支持 TSM 持续的收入/产能顺风。阅读更多。</li>
<li>积极情绪：长期看涨案例：一些机构预测多年的上涨（例如，“到 2030 年增长 3 倍”），基于 TSMC 在 AI 基础设施和先进节点中的核心角色。阅读更多。</li>
<li>积极情绪：大型云/AI 建设（例如，报告的多年资本支出计划）被视为可能显著提升 TSM 产能需求的催化剂。阅读更多。</li>
<li>中性情绪：相对表现：TSM 在四月份落后于一些同行（高通、博通表现优于），这表明尽管整体需求仍然强劲，但芯片组内出现了轮换。阅读更多。</li>
<li>消极情绪：苹果与英特尔和三星的探索性谈判是导致弱势的直接催化剂——有报道称苹果可能将一些主要处理器生产转移到本土，推动英特尔股价上涨，并引发投资者对 TSM 客户集中度和潜在市场份额丧失的担忧。阅读更多。</li>
<li>消极情绪：英特尔获得主要芯片制造客户的机会（以及随之而来的股价波动）对 TSM 的代工主导地位构成明确的竞争风险，如果此类交易规模化。阅读更多。</li>
<li>消极情绪：人才/封装竞争：联发科技聘请了一位前 TSMC 高管以推进先进封装，表明在后端能力方面的竞争正在上升，可能会随着时间的推移削弱 TSM 的优势。阅读更多。</li>
</ul>
</div><h2>Taiwan Semiconductor Manufacturing Stock Performance</h2>
<div class="lb-trans"><h2>台积电股票表现</h2>
</div><ul>
<li>Ternus the Page: Apple's Engineering Prodigy Takes the Reins</li>
</ul>
<div class="lb-trans"><ul>
<li>Ternus the Page：苹果的工程天才接管</li>
</ul>
</div><p>NYSE TSM opened at $394.37 on Wednesday. The firm has a market capitalization of $2.04 trillion, a P/E ratio of 32.81, a P/E/G ratio of 1.17 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $170.59 and a 1-year high of $414.50. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.51 and a quick ratio of 2.32. The business's 50-day simple moving average is $359.51 and its 200-day simple moving average is $328.68.</p>
<div class="lb-trans"><p>NYSE TSM 周三开盘价为 394.37 美元。该公司的市值为 2.04 万亿美元，市盈率为 32.81，市盈增长比率为 1.17，贝塔值为 1.39。台积电的 1 年最低价为 170.59 美元，1 年最高价为 414.50 美元。该公司的债务与股本比率为 0.17，流动比率为 2.51，速动比率为 2.32。该公司的 50 日简单移动平均为 359.51 美元，200 日简单移动平均为 328.68 美元。</p>
</div><p>Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%. Equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 EPS for the current year.</p>
<div class="lb-trans"><p>台积电（NYSE:TSM - 获取免费报告）最近于 2 月 10 日发布了季度财报。这家半导体公司报告本季度每股收益为 3.11 美元。该公司本季度的收入为 306.5 亿美元。台积电的股本回报率为 38.17%，净利润率为 46.97%。股票分析师预测，台积电将在本年度发布 15.24 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 business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is presently 24.71%.</p>
<div class="lb-trans"><p>该公司最近还宣布了一项季度股息，将于 7 月 9 日（星期四）支付。6 月 11 日（星期四）登记的投资者将获得每股 0.9503 美元的股息。这相当于每年 3.80 美元的股息和 1.0% 的股息收益率。除息日期为 6 月 11 日（星期四）。台积电目前的股息支付比率为 24.71%。</p>
</div><h2>Insider Transactions at Taiwan Semiconductor Manufacturing</h2>
<div class="lb-trans"><h2>台积电的内部交易</h2>
</div><p>In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the company's stock in a transaction on Sunday, March 22nd. The shares were bought at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the acquisition, the vice president directly owned 9,051 shares of the company's stock, valued at $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities &amp; Exchange Commission, which can be accessed through this link. 1.11% of the stock is owned by corporate insiders.</p>
<div class="lb-trans"><p>在其他台积电的新闻中，副总裁 Bor-Zen Tien 于 3 月 22 日（星期日）购买了该公司 1,000 股股票。每股的平均购买成本为 55.93 美元，总交易额为 55,930.00 美元。收购后，该副总裁直接持有该公司 9,051 股股票，价值 506,222.43 美元。这笔交易代表了他们持股比例的 12.42% 的增长。该交易已在证券交易委员会的备案中披露，您可以通过此链接访问。1.11% 的股票由公司内部人士持有。</p>
</div><h2>About Taiwan Semiconductor Manufacturing</h2>
<div class="lb-trans"><h2>关于台积电</h2>
</div><p>(Free Report)</p>
<div class="lb-trans"><p>（免费报告）</p>
</div><p>Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.</p>
<div class="lb-trans"><p>台积电（TSMC）是领先的纯代工半导体制造厂，为全球半导体行业提供晶圆制造及相关服务。台积电成立于 1987 年，由张忠谋创办，总部位于台湾新竹，代表无厂半导体和集成器件制造商生产集成电路，提供广泛技术和产品的合同芯片生产。</p>
</div><p>TSMC's service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.</p>
<div class="lb-trans"><p>台积电的服务涵盖逻辑和混合信号工艺技术、射频、电源管理和嵌入式存储的特殊工艺，以及用于移动、高性能计算和人工智能应用的先进节点。</p>
</div><h2>Featured Articles</h2>
<div class="lb-trans"><h2>精选文章</h2>
</div><ul>
<li>Five stocks we like better than Taiwan Semiconductor Manufacturing</li>
</ul>
<div class="lb-trans"><ul>
<li>五只我们认为比台积电更好的股票</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 TSM 感兴趣的对冲基金持有哪些股票？</strong> 请访问 HoldingsChannel.com，获取台积电（NYSE:TSM - 免费报告）的最新 13F 备案和内部交易。</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述科学技术和 MarketBeat 的金融数据生成，以便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在更广泛的市场注意到之前立即购买的股票……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>

Ballast Advisors LLC Grows Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

- Ballast Advisors LLC 在第四季度将其对台积电的持股增加 10.2% 至 23,286 股。  
- 多家机构投资者也调整了对台积电的持股，包括 SurgoCap Partners 和 Thrivent Financial 等。  
- 台积电近期的股价目标均有所上调，分析师给予 “买入” 评级。

Ballast Advisors LLC 增持了台湾半导体制造公司有限公司的股票头寸 $TSM