<p>Picton Mahoney Asset Management 在最近向證券交易委員會提交的 13F 文件中表示，在第一季度將其在台積電（NYSE:TSM - 免費報告）的持股增加了 8.5%。該公司在季度內購買了 7,072 股後，持有 89,861 股這家半導體公司的股票。截至其最近向證券交易委員會提交的文件，Picton Mahoney Asset Management 在台積電的持股價值為 14,916,000 美元。</p>
<ul>
<li>台積電可能因這一人工智能行動計劃而蓬勃發展</li>
</ul>
<p>其他一些對沖基金和機構投資者最近也調整了他們在 TSM 的持股。Price T Rowe Associates Inc. MD 在第四季度將其在台積電的股份增加了 67.0%。Price T Rowe Associates Inc. MD 現在持有 10,365,404 股這家半導體公司的股票，價值 2,047,065,000 美元，在此期間又購買了 4,158,772 股。FMR LLC 在第四季度將其在台積電的股份增加了 4.6%。FMR LLC 現在持有 58,547,257 股這家半導體公司的股票，價值 11,562,498,000 美元，在此期間又購買了 2,572,488 股。Jennison Associates LLC 在第一季度將其在台積電的持股增加了 36.8%。Jennison Associates LLC 現在持有 9,509,032 股這家半導體公司的股票，價值 1,578,499,000 美元，在上個季度又購買了 2,559,512 股。Sarasin &amp; Partners LLP 在第一季度購買了台積電的新股份，價值 362,773,000 美元。最後，Franklin Resources Inc.在第四季度將其在台積電的持股增加了 32.3%。Franklin Resources Inc.現在持有 8,498,063 股這家半導體公司的股票，價值 1,678,283,000 美元，在上個季度又收購了 2,074,329 股。機構投資者持有該公司 16.51% 的股票。</p>
<h2>台積電股價下跌 1.2%</h2>
<p>NYSE:TSM 週二開盤價為 242.71 美元。該公司的 50 日移動平均價格為 218.46 美元，200 日移動平均價格為 194.90 美元。該股票的市值為 1.26 萬億美元，市盈率為 27.68，市盈增長比率為 1.18，貝塔係數為 1.29。該公司的流動比率為 2.39，速動比率為 2.18，債務股本比率為 0.22。台積電的 12 個月低點為 133.57 美元，12 個月高點為 248.28 美元。</p>
<p>台積電（NYSE:TSM - 獲取免費報告）最近在 7 月 17 日（星期四）發佈了季度財報。該半導體公司報告季度每股收益為 2.47 美元，超出市場共識預期的 2.13 美元，超出幅度為 0.34 美元。台積電的淨利潤率為 42.91%，股本回報率為 34.53%。該公司在季度內的收入為 300.7 億美元，而分析師預期為 285 億美元。去年同期，該公司每股收益為 1.48 美元。與去年同期相比，台積電的季度收入增長了 44.4%。股票分析師預測，台積電將在當前年度發佈 9.2 美元的每股收益。</p>
<h2>台積電削減股息</h2>
<p>該公司最近還宣佈了季度股息，將於 10 月 9 日（星期四）支付。9 月 16 日（星期二）登記的投資者將獲得 0.6499 美元的股息。該股息的除息日為 9 月 16 日（星期二）。這代表着每年 2.60 美元的股息，收益率為 1.07%。台積電的派息比率為 28.16%。</p>
<h2>分析師升級與降級</h2>
<ul>
<li>忘掉炒作——台積電才是實際能帶來收益的人工智能股票</li>
</ul>
<p>TSM 最近成為幾份分析師報告的主題。Needham &amp; Company LLC 在 7 月 17 日（星期四）的研究報告中重申了對台積電的 “買入” 評級，並設定了 270.00 美元的目標價。Susquehanna 在 7 月 14 日（星期一）的報告中將台積電的目標價從 255.00 美元上調至 265.00 美元，並給予該公司 “積極” 的評級。巴克萊在 6 月 3 日（星期二）的報告中重申了對台積電的 “增持” 評級，並將目標價從 215.00 美元上調至 240.00 美元。最後，花旗在 5 月 22 日（星期四）的研究報告中重申了對台積電的 “買入” 評級。一位股票研究分析師對該股票給予了持有評級，四位分析師對該公司的股票給予了買入評級。根據 MarketBeat.com 的數據，該公司的共識評級為 “適度買入”，共識目標價為 258.33 美元。</p>
<p><strong>查看我們關於 TSM 的最新報告</strong></p>
<h2>台積電公司簡介</h2>
<p>（免費報告）</p>
<p>台積電及其子公司在台灣、中國、歐洲、中東、非洲、日本、美國及國際上製造、封裝、測試和銷售集成電路及其他半導體設備。它提供一系列晶圓製造工藝，包括製造互補金屬氧化物半導體（CMOS）邏輯、混合信號、射頻、嵌入式存儲器、雙極 CMOS 混合信號等的工藝。</p>
<p><strong>想知道其他對沖基金持有 TSM 的情況嗎？</strong> 請訪問 HoldingsChannel.com 獲取台積電（NYSE:TSM - 免費報告）的最新 13F 文件和內部交易信息。</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>你現在應該投資 1,000 美元在台積電嗎？</h2>
<p>在你考慮投資台積電之前，你需要聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其向客户推薦的股票。MarketBeat 已經識別出五隻頂級分析師悄悄向客户推薦的股票，建議他們現在購買，以便在更廣泛的市場注意到之前……而台積電並不在名單上。</p>
<p>儘管台積電目前在分析師中獲得了買入評級，但頂級分析師認為這五隻股票更值得購買。</p>

台積電

半導體 3 倍做多 - Direxion

<p>Picton Mahoney Asset Management 在第一季度增持了台積電（NYSE:TSM）8.5% 的股份，持有 89,861 股，市值為 1490 萬美元。其他機構投資者也增加了他們的持股，Price T Rowe Associates 增持了 67%。TSM 的股票開盤價為 242.71 美元，市值為 1.26 萬億美元。該公司報告每股收益為 2.47 美元，超出預期，並宣佈季度股息為 0.6499 美元。分析師維持 “適度買入” 的共識評級，目標價為 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 在最近向證券交易委員會提交的 13F 文件中表示，在第一季度將其在台積電（NYSE:TSM - 免費報告）的持股增加了 8.5%。該公司在季度內購買了 7,072 股後，持有 89,861 股這家半導體公司的股票。截至其最近向證券交易委員會提交的文件，Picton Mahoney Asset Management 在台積電的持股價值為 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>台積電可能因這一人工智能行動計劃而蓬勃發展</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>其他一些對沖基金和機構投資者最近也調整了他們在 TSM 的持股。Price T Rowe Associates Inc. MD 在第四季度將其在台積電的股份增加了 67.0%。Price T Rowe Associates Inc. MD 現在持有 10,365,404 股這家半導體公司的股票，價值 2,047,065,000 美元，在此期間又購買了 4,158,772 股。FMR LLC 在第四季度將其在台積電的股份增加了 4.6%。FMR LLC 現在持有 58,547,257 股這家半導體公司的股票，價值 11,562,498,000 美元，在此期間又購買了 2,572,488 股。Jennison Associates LLC 在第一季度將其在台積電的持股增加了 36.8%。Jennison Associates LLC 現在持有 9,509,032 股這家半導體公司的股票，價值 1,578,499,000 美元，在上個季度又購買了 2,559,512 股。Sarasin &amp; Partners LLP 在第一季度購買了台積電的新股份，價值 362,773,000 美元。最後，Franklin Resources Inc.在第四季度將其在台積電的持股增加了 32.3%。Franklin Resources Inc.現在持有 8,498,063 股這家半導體公司的股票，價值 1,678,283,000 美元，在上個季度又收購了 2,074,329 股。機構投資者持有該公司 16.51% 的股票。</p>
</div><h2>Taiwan Semiconductor Manufacturing Trading Down 1.2%</h2>
<div class="lb-trans"><h2>台積電股價下跌 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 週二開盤價為 242.71 美元。該公司的 50 日移動平均價格為 218.46 美元，200 日移動平均價格為 194.90 美元。該股票的市值為 1.26 萬億美元，市盈率為 27.68，市盈增長比率為 1.18，貝塔係數為 1.29。該公司的流動比率為 2.39，速動比率為 2.18，債務股本比率為 0.22。台積電的 12 個月低點為 133.57 美元，12 個月高點為 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>台積電（NYSE:TSM - 獲取免費報告）最近在 7 月 17 日（星期四）發佈了季度財報。該半導體公司報告季度每股收益為 2.47 美元，超出市場共識預期的 2.13 美元，超出幅度為 0.34 美元。台積電的淨利潤率為 42.91%，股本回報率為 34.53%。該公司在季度內的收入為 300.7 億美元，而分析師預期為 285 億美元。去年同期，該公司每股收益為 1.48 美元。與去年同期相比，台積電的季度收入增長了 44.4%。股票分析師預測，台積電將在當前年度發佈 9.2 美元的每股收益。</p>
</div><h2>Taiwan Semiconductor Manufacturing Cuts Dividend</h2>
<div class="lb-trans"><h2>台積電削減股息</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>該公司最近還宣佈了季度股息，將於 10 月 9 日（星期四）支付。9 月 16 日（星期二）登記的投資者將獲得 0.6499 美元的股息。該股息的除息日為 9 月 16 日（星期二）。這代表着每年 2.60 美元的股息，收益率為 1.07%。台積電的派息比率為 28.16%。</p>
</div><h2>Analyst Upgrades and Downgrades</h2>
<div class="lb-trans"><h2>分析師升級與降級</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——台積電才是實際能帶來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 最近成為幾份分析師報告的主題。Needham &amp; Company LLC 在 7 月 17 日（星期四）的研究報告中重申了對台積電的 “買入” 評級，並設定了 270.00 美元的目標價。Susquehanna 在 7 月 14 日（星期一）的報告中將台積電的目標價從 255.00 美元上調至 265.00 美元，並給予該公司 “積極” 的評級。巴克萊在 6 月 3 日（星期二）的報告中重申了對台積電的 “增持” 評級，並將目標價從 215.00 美元上調至 240.00 美元。最後，花旗在 5 月 22 日（星期四）的研究報告中重申了對台積電的 “買入” 評級。一位股票研究分析師對該股票給予了持有評級，四位分析師對該公司的股票給予了買入評級。根據 MarketBeat.com 的數據，該公司的共識評級為 “適度買入”，共識目標價為 258.33 美元。</p>
</div><p><strong>View Our Latest Report on TSM</strong></p>
<div class="lb-trans"><p><strong>查看我們關於 TSM 的最新報告</strong></p>
</div><h2>Taiwan Semiconductor Manufacturing Profile</h2>
<div class="lb-trans"><h2>台積電公司簡介</h2>
</div><p>(Free Report)</p>
<div class="lb-trans"><p>（免費報告）</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>台積電及其子公司在台灣、中國、歐洲、中東、非洲、日本、美國及國際上製造、封裝、測試和銷售集成電路及其他半導體設備。它提供一系列晶圓製造工藝，包括製造互補金屬氧化物半導體（CMOS）邏輯、混合信號、射頻、嵌入式存儲器、雙極 CMOS 混合信號等的工藝。</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>想知道其他對沖基金持有 TSM 的情況嗎？</strong> 請訪問 HoldingsChannel.com 獲取台積電（NYSE:TSM - 免費報告）的最新 13F 文件和內部交易信息。</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>你現在應該投資 1,000 美元在台積電嗎？</h2>
</div><p>Before you consider Taiwan Semiconductor Manufacturing, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考慮投資台積電之前，你需要聽聽這個。</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 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其向客户推薦的股票。MarketBeat 已經識別出五隻頂級分析師悄悄向客户推薦的股票，建議他們現在購買，以便在更廣泛的市場注意到之前……而台積電並不在名單上。</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>儘管台積電目前在分析師中獲得了買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
</div>

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

- Picton Mahoney Asset Management 在第一季度增持台積電 8.5%，持股達 89,861 股。  
- 台積電最新市值為 1491.6 萬美元，季度收入達 300.7 億美元。  
- 分析師對台積電的評級為 “適度買入”，目標價 258.33 美元。  

Picton Mahoney 資產管理公司增持了台灣半導體制造公司有限公司（NYSE:TSM）的股份