<p>作者：诺拉·雷德蒙德</p>
<p>台积电的收入在 6 月份同比增长 67%，达 4426.8 亿新台币。</p>
<p>台积电（TSMC）刚刚报告了创纪录的收入月份，因其芯片需求激增，分析师认为未来还有更多增长空间。</p>
<p>这家市值 2.25 万亿美元的公司表示，6 月份净收入增长 67%，达到 4426.8 亿新台币（约 132 亿美元）。这使得 4 月至 6 月期间的收入达到 1.27 万亿新台币（约 400 亿美元），并使 6 月成为台积电历史上收入最高的月份。</p>
<p>这一数字高于伦敦证券交易所集团编制的分析师预期的 1.264 万亿新台币。</p>
<p>这家成立 39 年的公司（TW:2330）在台湾股市上涨了 1%，自年初以来整体涨幅接近 60%。其在纽约证券交易所上市的股票在周一的盘前交易中基本持平。</p>
<p>台积电将在周四公布第二季度业绩，预计每股收益为 24.45 新台币，较去年同期的 15.36 新台币有所上升，依据 LSEG 收集的估计数据。</p>
<p>随着公司在人工智能建设中发挥了不可或缺的作用，苹果（AAPL）和英伟达（NVDA）等大型科技公司依赖台积电的半导体，竞争在人工智能行业中愈演愈烈。</p>
<p>高盛的策略师们在尤艾薇（Evelyn Yu）的带领下指出，人工智能和高性能计算的需求是台积电的 “多年度结构性增长引擎”。</p>
<p>摩根大通的分析师在最近的一份报告中表示，他们将今年及未来两年的每股收益预测分别上调了 5%、10% 和 16%，以反映近期盈利能力的增强、对人工智能需求的更好可见性、强劲的产能建设和到 2028 年的更稳固定价。</p>
<p>他们表示：“我们预计台积电的结构性增长驱动因素将保持非常强劲，因为领先技术的供应（N4、N3 和 N2）在 2027 年或 2028 年初之前将保持紧张。”</p>
<p>-诺拉·雷德蒙德</p>
<p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻通讯</p>
<p>07-13-26 0501ET</p>

台积电

2 倍做多 TSM ETF - Leverage Shares

2 倍做多台积电 ETF - Direxion

<p>台积电报告了创纪录的 6 月收入为 4426.8 亿新台币，同比增长 67%，超出分析师预期。这一强劲表现得益于人工智能和高性能计算的需求，预示着其将在周四发布的第二季度财报。高盛和摩根大通的分析师对其前景持乐观态度，指出结构性增长动力和到 2028 年领先芯片的紧张供应</p>

<p>By Nora Redmond</p>
<div class="lb-trans"><p>作者：诺拉·雷德蒙德</p>
</div><p>Revenue for Taiwan Semiconductor Manufacturing Corp. grew by 67% year-on-year to 442.68 billion new Taiwanese dollars in June, the company said.</p>
<div class="lb-trans"><p>台积电的收入在 6 月份同比增长 67%，达 4426.8 亿新台币。</p>
</div><p>Taiwan Semiconductor Manufacturing Corp., or TSMC, just reported a record month for revenue as demand for its chips soared - and analysts think there's more to come.</p>
<div class="lb-trans"><p>台积电（TSMC）刚刚报告了创纪录的收入月份，因其芯片需求激增，分析师认为未来还有更多增长空间。</p>
</div><p>The $2.25 trillion company said its net revenue increased by 67% to 442.68 billion new Taiwanese dollars, or $13.2 billion, in June. It brings revenue for the period covering April to June to 1.27 trillion new Taiwanese dollars - about $40 billion, and makes June the best month TSMC has ever seen for revenue.</p>
<div class="lb-trans"><p>这家市值 2.25 万亿美元的公司表示，6 月份净收入增长 67%，达到 4426.8 亿新台币（约 132 亿美元）。这使得 4 月至 6 月期间的收入达到 1.27 万亿新台币（约 400 亿美元），并使 6 月成为台积电历史上收入最高的月份。</p>
</div><p>The figure came in higher than analysts' estimates of 1.264 trillion new Taiwanese dollars, according to estimated compiled by the London Stock Exchange Group.</p>
<div class="lb-trans"><p>这一数字高于伦敦证券交易所集团编制的分析师预期的 1.264 万亿新台币。</p>
</div><p>Shares in the 39-year-old company (TW:2330) edged 1% higher in Taiwan, with overall gains at almost 60% since the start of the year. Its stock listed on the New York Stock Exchange broadly flatlined in pre-market trading on Monday.</p>
<div class="lb-trans"><p>这家成立 39 年的公司（TW:2330）在台湾股市上涨了 1%，自年初以来整体涨幅接近 60%。其在纽约证券交易所上市的股票在周一的盘前交易中基本持平。</p>
</div><p>TSMC will report its results for the second quarter on Thursday, with earnings per share of 24.45 new Taiwanese dollars forecast, per estimates collected by LSEG, up from 15.36 in the year-earlier period.</p>
<div class="lb-trans"><p>台积电将在周四公布第二季度业绩，预计每股收益为 24.45 新台币，较去年同期的 15.36 新台币有所上升，依据 LSEG 收集的估计数据。</p>
</div><p>It comes as the company has proved invaluable to the build-out of artificial intelligence, with Big Tech names like Apple (AAPL) and Nvidia (NVDA) relying on TSMC's semiconductors as the race continues to gain dominance in the AI industry.</p>
<div class="lb-trans"><p>随着公司在人工智能建设中发挥了不可或缺的作用，苹果（AAPL）和英伟达（NVDA）等大型科技公司依赖台积电的半导体，竞争在人工智能行业中愈演愈烈。</p>
</div><p>Goldman Sachs strategists led by Evelyn Yu cited demand for AI and high-performance computing as a &#34;multi-year structural growth engine&#34; for TSMC.</p>
<div class="lb-trans"><p>高盛的策略师们在尤艾薇（Evelyn Yu）的带领下指出，人工智能和高性能计算的需求是台积电的 “多年度结构性增长引擎”。</p>
</div><p>Analysts at JPMorgan, led by Gokul Hariharan, wrote in a recent note that they raised their EPS forecasts for the company this year and the following two years by 5%, 10% and 16%, respectively &#34;to reflect stronger near-term profitability, better visibility on AI demand, stronger capacity build and firmer pricing into 2028.&#34;</p>
<div class="lb-trans"><p>摩根大通的分析师在最近的一份报告中表示，他们将今年及未来两年的每股收益预测分别上调了 5%、10% 和 16%，以反映近期盈利能力的增强、对人工智能需求的更好可见性、强劲的产能建设和到 2028 年的更稳固定价。</p>
</div><p>&#34;We expect TSMC's structural growth drivers to remain very strong as leading-edge supply (N4, N3, and N2) stays tight well into 2027 or early 2028,&#34; they said.</p>
<div class="lb-trans"><p>他们表示：“我们预计台积电的结构性增长驱动因素将保持非常强劲，因为领先技术的供应（N4、N3 和 N2）在 2027 年或 2028 年初之前将保持紧张。”</p>
</div><p>-Nora Redmond</p>
<div class="lb-trans"><p>-诺拉·雷德蒙德</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>07-13-26 0501ET</p>
<div class="lb-trans"><p>07-13-26 0501ET</p>
</div>

TSMC just reported a record month for revenue ahead of critical earnings report on Thursday

- 台湾半导体制造公司 (TSMC) 六月收入同比增长 67% 达 4426.8 亿新台币。  
- 第二季收入预计将达到 1.27 万亿新台币，显示出强劲的 AI 需求。  
- 高盛与摩根大通分析师均上调 TSMS EPS 预测，认为增长动力强劲。

Dow Jones

1 倍做空 TSM ETF - Direxion

2 倍做多 TSM ETF - GraniteShares

Defiance Daily Target 2X Short TSM ETF

GraniteShares YieldBOOST TSM ETF

YieldMax TSM Option Inc Strat ETF

半导体 ETF - VanEck Vectors

费城交易所 半导体 ETF - iShares

半导体 3 倍做多 - Direxion

Invesco PHLX Semiconductor ETF

标普半导体 ETF - SPDR

动态半导体 ETF - Invesco

纳斯达克半导体 ETF - First Trust

苹果

英伟达

高盛

摩根大通

NVIDIA Corporation

GS Hldg R

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

台积电刚刚报告了创纪录的月度收入，这在周四关键财报发布之前