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TSM 台积电
交易中 05-20 09:51:07 EDT
399.56
+6.95
+1.77%
最高
400.59
最低
395.97
成交量
155.19万
今开
397.00
昨收
392.61
日振幅
1.18%
总市值
2.07万亿
流通市值
1.87万亿
总股本
51.87亿
成交额
6.18亿
换手率
0.03%
流通股本
46.71亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
芯片股盘初多股走强 兆易创新(03986)涨5.15%、澜起科技(06809)涨4.34%
金吾财讯 · 09:44
芯片股盘初多股走强 兆易创新(03986)涨5.15%、澜起科技(06809)涨4.34%
美股半导体板块整体承压下行 高通(QCOM)大跌5.34% 存储厂商扩产意愿受限
金吾财讯 · 05-19 22:40
美股半导体板块整体承压下行 高通(QCOM)大跌5.34% 存储厂商扩产意愿受限
涨价潮蔓延至电源管理芯片 多厂商计划调价
中国经营报 · 05-19 17:33
涨价潮蔓延至电源管理芯片 多厂商计划调价
苹果重投英特尔怀抱代工M7、A21芯片！华尔街直言：订单太少 根本动摇不了台积电
快科技 · 05-19 11:42
苹果重投英特尔怀抱代工M7、A21芯片！华尔街直言：订单太少 根本动摇不了台积电
大小摩一起喊：长协（LTA）推动存储公司重估，市场尚未完全定价
华尔街见闻 · 05-19 11:14
大小摩一起喊：长协（LTA）推动存储公司重估，市场尚未完全定价
科技投资大佬Gavin Baker：台积电每季仅扩产5%，保守策略避免了AI行业出现泡沫
格隆汇 · 05-19 10:03
科技投资大佬Gavin Baker：台积电每季仅扩产5%，保守策略避免了AI行业出现泡沫
英特尔CEO称代工业务取得进展，下一代制造工艺有望与台积电竞争
环球市场播报 · 05-19 07:15
英特尔CEO称代工业务取得进展，下一代制造工艺有望与台积电竞争
群智咨询：预计2026年全球先进封装市场规模将达587亿美元 同比增长约97%
智通财经 · 05-18 18:26
群智咨询：预计2026年全球先进封装市场规模将达587亿美元 同比增长约97%
CoWoS，变了
格隆汇 · 05-18 14:24
CoWoS，变了
台积电CPO布局升级加速，ABF基板供需恐再现紧张局面
华尔街见闻 · 05-18 10:32
台积电CPO布局升级加速，ABF基板供需恐再现紧张局面
国金证券：看好AI覆铜板/PCB及核心算力硬件、半导体设备及苹果产业链
智通财经 · 05-18 07:04
国金证券：看好AI覆铜板/PCB及核心算力硬件、半导体设备及苹果产业链
碳化硅衬底需求大涨？业内专家“泼冷水”：台积电2.5D封装根本不用它
每日经济新闻 · 05-16
碳化硅衬底需求大涨？业内专家“泼冷水”：台积电2.5D封装根本不用它
中国顶流私募Q1调仓揭秘：重仓AI和半导体 中概核心稳中有调
智通财经网 · 05-16
中国顶流私募Q1调仓揭秘：重仓AI和半导体 中概核心稳中有调
桥水一季度持仓大调仓：猛买英伟达、博通等芯片股，清仓赛富时等多只软件股
格隆汇 · 05-16
桥水一季度持仓大调仓：猛买英伟达、博通等芯片股，清仓赛富时等多只软件股
AI行业大洗牌!桥水Q1加码AI芯片与云硬件，清仓赛富时(CRM.US)等软件股
智通财经 · 05-16
AI行业大洗牌!桥水Q1加码AI芯片与云硬件，清仓赛富时(CRM.US)等软件股
AI信仰不动摇！索罗斯Q1加码英伟达、台积电、建仓伯克希尔，近乎清仓太阳能公司Sunrun
智通财经 · 05-16
AI信仰不动摇！索罗斯Q1加码英伟达、台积电、建仓伯克希尔，近乎清仓太阳能公司Sunrun
桥水Q1新进台积电，增持半导体，清仓软件
华尔街见闻 · 05-16
桥水Q1新进台积电，增持半导体，清仓软件
桥水新进台积电，增持半导体，清仓软件
华尔街见闻 · 05-16
桥水新进台积电，增持半导体，清仓软件
美股AI硬件股票集体下挫 美光、阿斯麦、英特尔等均跌超5%
每日经济新闻 · 05-15
美股AI硬件股票集体下挫 美光、阿斯麦、英特尔等均跌超5%
台积电(TSM)单季营收首破万亿新台币 料26年销额同比增长超30%
金吾财讯 · 05-15
台积电(TSM)单季营收首破万亿新台币 料26年销额同比增长超30%
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公司概况
公司名称：
台积电
所属市场：
NYSE
上市日期：
--
主营业务：
台湾积体电路制造股份有限公司是中国台湾省政府、飞利浦公司和其他私人投资者的合资企业，于1987年2月21日在中国台湾省注册成立。公司是目前全球半导体行业最大的LED晶圆代工厂。作为一家代工厂，该公司根据客户自己或第三方的专有集成电路设计，使用其制造工艺为其制造半导体。该公司提供全面的晶圆制造工艺，包括制造CMOS逻辑、混合信号、射频、嵌入式存储器、BiCMOS混合信号和其他半导体的工艺。该公司还提供设计、掩模制作、探测、测试和组装服务。
发行价格：
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11:42","pubTimestamp":1779162136,"startTime":"0","endTime":"0","summary":"快科技5月19日消息，伯恩斯坦法兴集团最新研究报告指出，苹果与英特尔达成的芯片代工协议不会对台积电构成实质性威胁。从成本效益和量产可行性来看，台积电依然是苹果的核心首选。目前苹果已经获取了工艺设计套件样品用以评估。华尔街看好台积电的核心原因在于技术代差。为了巩固在2nm以及A14工艺节点上的领先地位，台积电目前有12座不同的晶圆厂处于建设或规划阶段。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8tFdJqTGeNh","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["TSMU","LU0642271901.SGD","BK4543","LU2360106780.USD","LU0265550946.USD","IE00BLSP4452.SGD","LU0572940350.SGD","SG9999014880.SGD","IE0004086264.USD","LU0143863784.USD","BK4571","LU2028103732.USD","LU0965508806.USD","LU0061474960.USD","LU0541502299.USD","LU2108987350.USD","LU2403377893.USD","IE00BN29S564.USD","LU0724617625.USD","NVDA","LU0069063385.USD","BK4585","IE0000B7K699.USD","LU0823434583.USD","LU0784383803.USD","LU2087621335.USD","LU2487616109.SGD","SGXZ51526630.SGD","LU0323591593.USD","LU1548497426.USD","LU1035775433.USD","BK4581","LU0070217475.USD","LU2054465674.USD","LU2458330243.SGD","BK4507","IE00B19Z9505.USD","LU2087625088.SGD","LU1023057109.AUD","LU0708994859.HKD","LU1267930730.SGD","LU1934455863.HKD","BK4170","IE00BQXX3C00.GBP","LU0210528500.USD","IE0004445239.USD","HK0000320264.USD","LU0256863902.USD","LU0097036916.USD","GOOG","LU1712237335.SGD","BK4576","LU1935043023.USD","IE000WAW04H5.SGD","LU2360108059.USD","LU1496350171.SGD","HK0000532082.HKD","LU1803068979.SGD","BK4504","LU0308772762.SGD","LU2505996509.AUD","LU1974910355.USD","SG9999014559.SGD","LU1791710582.SGD","LU1989764664.SGD","BK4548","LU1988902786.USD","LU0234572021.USD","LU0211327993.USD","LU2092627202.USD","BK4566","LU0345768153.USD","LU2148611432.USD","LU2023250843.SGD","LU0082616367.USD","LU0823434740.USD","IE00BWXC8680.SGD","LU1935043536.SGD","TSMG","LU1037948897.HKD","LU0820561818.USD","LU0175139822.USD","LU0048584097.USD","LU0965509010.AUD","LU1116320901.HKD","LU1119994496.HKD","LU1267930490.SGD","LU0053666078.USD","LU1674673691.USD","LU2237443465.HKD","LU0094547139.USD","IE00B7KXQ091.USD","IE00B4JS1V06.HKD","LU0267386448.USD","META","LU0861579265.USD","LU0784384876.USD","LU1232071149.USD","IE00B775H168.HKD","LU0345770993.USD","LU1551013342.USD","HK0000914686.HKD","LU1642822529.SGD","LU2242650005.HKD","LU0143551892.USD","BK4533","AAPW","TSMZ","BK4579","LU2746668974.SGD","LU1815336760.USD","BK4602","BK4574","LU2552382058.USD","LU0823421333.USD","LU0316494557.USD","LU2458330169.SGD","LU2462157665.USD","LU0056508442.USD","LU0943347566.SGD","LU2065171311.SGD","LU2247934214.USD","LU2237443622.USD","LU0557290698.USD","LU2471134879.HKD","LU0158827781.USD","LU1366192091.USD","LU0384037296.USD","LU0985320562.USD","LU1037948541.HKD","IE00B19Z8W00.USD","IE00BJJMRY28.SGD","LU0170899867.USD","SG9999015945.SGD","LU0572939691.SGD","LU1868838027.USD","IE00BSNM7G36.USD","LU0472753341.HKD","AAPL","IE00B1BXHZ80.USD","LU0965509283.SGD","LU0215105999.USD","LU0784385840.USD","IE000ITXATA3.USD","IE0004445015.USD","LU0949170426.SGD","LU2663582299.SGD","LU2237443978.SGD","LU2860962120.EUR","TSMX","IE0001KFT4U8.USD","LU1506573853.SGD","LU0359201612.USD","LU1267930573.SGD","LU2264538146.SGD","BK4573","BK4554","LU1699723380.USD","LU0274383776.USD","LU1852331112.SGD","LU0029864427.USD","LU2764263039.SGD","SG9999018865.SGD","SGXZ99366536.SGD","LU0348723411.USD","LU2092937148.SGD","LU0345769631.USD","LU1069344957.HKD","LU1804176565.USD","IE00BQXX3F31.USD","LU2361044865.SGD","IE00BFSS7M15.SGD","LU0154236417.USD","LU0708995401.HKD","LU2756315664.SGD","LU0795875169.SGD","LU0957791311.USD","IE000M9KFDE8.USD","LU0878005551.USD","HK0000914660.USD","LU1066053197.SGD","LU0823414551.USD","SG9999014575.USD","LU0488056044.USD","LU1244550577.SGD","LU1582986433.USD","LU2089284900.SGD","SG9999017495.SGD","LU1935042488.USD","AAPY","LU1674673428.USD","BK4559","IE0009G5SDU7.USD","LU0256863811.USD","LU0359201885.HKD","LU0264606111.USD","LU1046421795.USD","LU0234570918.USD","HK0000320223.HKD","LU2211815571.USD","LU0359202008.SGD","IE00B5TLWC47.USD","LU1732799900.SGD","LU0868494617.USD","LU2347655156.SGD","IE00BKDWB100.SGD","BK4512","LU2471134523.USD","LU0203202063.USD","LU1839511570.USD","LU1496350502.SGD","LINT","AMZN","HK0000306701.USD","LU2092937221.SGD","LU0878004406.USD","LU2491050071.SGD","IE00B775SV38.USD","LU2097344431.USD","LU2750360641.GBP","LU2023251221.USD","IE0034235303.USD","LU0210536198.USD","LU0444973449.USD","SG9999014567.USD","LU2265009873.SGD","LU2294711713.HKD","BK4534","LU1206712785.SGD","LU1066051811.HKD","LU0957808578.USD","LU1623119135.USD","LU0541501648.USD","LU0289739343.SGD","IE0005OL40V9.USD","IE000MB6IJN5.SGD","LU0820561909.HKD","IE00BJTD4N35.SGD","IE00BZ199S13.USD","SGXZ31699556.SGD","APLY","LU2430703095.HKD","LU2746668461.USD","LU1084165304.USD","GB00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11:14","pubTimestamp":1779160456,"startTime":"0","endTime":"0","summary":"存储芯片正从周期性大宗商品，跃升为AI基础设施的战略资源。摩与小摩相继表示，长期供货协议（LTA）正将存储“涨价-扩产-崩价”的传统周期逻辑，改写为预付款锁量、价格有底、盈利可见的新范式。一旦估值框架从市净率P/B切换至市盈率P/E，SK海力士等龙头或存38%以上重估空间，而市场尚未对此“买单”。","market":"us","thumbnail":"https://community-static.tradeup.com/news/8473ce76ed97bc3a63417137fc1828df","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/8473ce76ed97bc3a63417137fc1828df"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"3383bcc923955ed2fdf09d8a7ffd432b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3772588","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,analysis","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE0034235303.USD","TSMX","IE00BKDWB100.SGD","LU0345769631.USD","LU0868494708.USD","LU2505996509.AUD","LU2357627491.SGD","LU0496365809.HKD","TSM","LU0256863902.USD","TSMG","TSMU","LU1670627923.USD","IE00BBT3K403.USD","LU0265550946.USD","STSM","BK4550","LU0323591593.USD","LU0215105999.USD","JPX","IE00BLSP4452.SGD","MU","LU0820561818.USD","LU1261432733.SGD","LU2237443465.HKD","BK4585","JPMO","LU2237443622.USD","LU1720051108.HKD","LU2746668974.SGD","MULL","LU0345770993.USD","LU0689472784.USD","LU2242649171.HKD","TSMZ","LU1551013342.USD","LU0234572021.USD","MUD","SSNLF","SG9999002224.SGD","LU0820562030.AUD","LU0942090050.USD","LU1084165304.USD","LU1548497426.USD","LU1914381329.SGD","LU1244550577.SGD","LU2430703178.SGD","LU2756315664.SGD","LU0106261372.USD","IE00BDCRKT87.USD","LU0976567544.SGD","IE000M9KFDE8.USD","MUU","LU1116320737.USD","LU0203345920.USD","LU0256863811.USD","IE00BKVL7J92.USD","LU0211327993.USD","TSMY","JPO","LU2054465674.USD","LU0048584097.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2636885042","title":"科技投资大佬Gavin Baker：台积电每季仅扩产5%，保守策略避免了AI行业出现泡沫","url":"https://stock-news.laohu8.com/highlight/detail?id=2636885042","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636885042?lang=zh_cn&edition=full","pubTime":"2026-05-19 10:03","pubTimestamp":1779156199,"startTime":"0","endTime":"0","summary":"5月19日，半导体领域资深投资者、Atreides Management创始人兼投资总监Gavin Baker称，台积电由70多岁的老一辈管理，他们不希望快速扩产，每季仅扩产5%，但这种保守的扩产策略却避免了人工智能(AI)行业出现泡沫。Baker分析，历史上每一次出现重大新技术，无一例外会伴随着泡沫，但这次情况不同，原因在于电力与晶圆的短缺。晶圆短缺的关键正是台积电的保守态度，若台积电每季的产能可以翻倍甚至翻三倍，英伟达明年可卖出1.5万亿至2万亿美元的芯片，但泡沫破裂的代价非常痛苦。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\r\n 责任编辑：栎树","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/05/19100357136268.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_highlight","symbols":["LU1989764664.SGD","LU2211815571.USD","BK4512","LU2125154935.USD","LU1037948897.HKD","LU2360032135.SGD","IE00B5TLWC47.USD","LU2471134879.HKD","LU0359201885.HKD","LU0823421416.USD","LU2089284900.SGD","LU1211504680.USD","LU2860962120.EUR","LU1974910355.USD","BK4550","LU1868837722.USD","LU0158827948.USD","SG9999000418.SGD","BK4588","BK4612","LU1934455863.HKD","LU2360106780.USD","LU0541501648.USD","LU0264606111.USD","LU1934455277.USD","TSMU","LU0345770993.USD","LU1037948541.HKD","LU2750360641.GBP","TSMX","LU0198837287.USD","TSMY","LU0689626769.HKD","LU0094547139.USD","LU0878004406.USD","BK4527","BK4533","LU1868838027.USD","SGXZ51526630.SGD","LU0124676726.USD","BK4505","LU0572939691.SGD","LU0345770308.USD","IE00BQXX3C00.GBP","LU0861579265.USD","LU0889566641.SGD","SGXZ81514606.USD","LU2491050154.USD","LU2271345857.HKD","LU0572940350.SGD","LU2250418816.HKD","LU2458330169.SGD","LU2125154778.USD","LU1989772923.USD","LU2357125470.USD","IE00BFXG0V08.USD","LU1934455194.USD","LU0238689110.USD","LU2089283258.USD","IE0004445239.USD","LU0316494557.USD","IE00BQXX3F31.USD","LU2023250504.SGD","NVDA","LU2750360997.AUD","LU2041044095.USD","LU2211814178.USD","BK4526","LU0965508806.USD","LU1917777945.USD","LU0175139822.USD","LU0541502299.USD","BK4581","LU0882747503.HKD","BK4548","LU2491049909.HKD","LU2023251221.USD","LU0642271901.SGD","LU0965509101.SGD","LU0289960550.SGD","LU0889565833.HKD","IE00BYQQ9H92.USD","LU0353189680.USD","SGXZ99366536.SGD","LU0109392836.USD","IE00B3M56506.USD","BK4535","LU0359202008.SGD","LU0384037296.USD","LU2237443382.USD","LU1282649810.SGD","BK4585","BK4602","STSM","LU2237443622.USD","LU1852331112.SGD","LU2247934214.USD","LU1623119135.USD","LU1803068979.SGD","IE00BD6J9T35.USD","LU0348723411.USD","LU1989772840.SGD","TSM","BK4534","LU2133065610.SGD","BK4503","LU2111349929.HKD","LU0719512351.SGD","LU2249611893.SGD","LU0792757196.USD","LU0823414551.USD","LU0878005551.USD","LU0056508442.USD","BK4543","LU2294711713.HKD","IE0004091025.USD","LU0823421333.USD","LU1267930813.SGD","LU2087625088.SGD","LU1316542783.SGD","LU2360108059.USD","LU0965509010.AUD","BK4591","LU1023057109.AUD","LU1282649067.USD","LU2063271972.USD","SG9999004220.SGD","LU2106854487.HKD","BK4554","BK4141","LU0143863198.USD","LU0359201612.USD","LU2298321311.HKD","IE00BHPRN162.USD","LU2506951792.HKD","LU1868837565.USD","LU2663582299.SGD","LU2237443978.SGD","BK4605","TSMG","LU1323610961.USD","LU0323591593.USD","BK4504","IE00BQXX3D17.EUR","LU2092937221.SGD","LU0082616367.USD","LU2028103732.USD","IE00BZ199S13.USD","LU0823414478.USD","LU1508157978.USD","LU0143863784.USD","LU1712237335.SGD","IE00BKPKM429.USD","LU2054465674.USD","LU2471134523.USD","LU2471134796.USD","LU0965509283.SGD","LU0158827781.USD","LU2237443549.SGD","LU2543165471.USD","LU2491050071.SGD","BK4532","03145","LU0488056044.USD","LU1989764748.USD","TSMZ","LU2458330243.SGD","LU0353189763.USD","LU2471134952.CNY","IE0004086264.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636600220","title":"英特尔CEO称代工业务取得进展，下一代制造工艺有望与台积电竞争","url":"https://stock-news.laohu8.com/highlight/detail?id=2636600220","media":"环球市场播报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636600220?lang=zh_cn&edition=full","pubTime":"2026-05-19 07:15","pubTimestamp":1779146100,"startTime":"0","endTime":"0","summary":"英特尔CEO陈立武在当地时间周一接受采访时表示，该公司的外部代工业务正在稳步发展，成为其扭亏为盈的关键一环。其中一个关键问题是，陈立武能否实现英特尔的代工目标，使其制造能力与台积电等公司展开竞争。 他特别指出，英特尔先进的18A制造工艺取得了改进，投资者一直密切关注这一工艺，将其视为该公司扭亏为盈的关键考验。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-19/doc-inhyknrs3472225.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1989764664.SGD","LU2211815571.USD","BK4512","LU2125154935.USD","LU1037948897.HKD","LU2360032135.SGD","LU0321505868.SGD","IE00B5TLWC47.USD","LU2471134879.HKD","LU0321505439.SGD","LU0359201885.HKD","LU0823421416.USD","LU2089284900.SGD","LU1211504680.USD","LU2148611432.USD","LU2860962120.EUR","LU1974910355.USD","LU2931357623.SGD","BK4550","LU1868837722.USD","LU0158827948.USD","SG9999000418.SGD","BK4588","BK4612","LU1934455863.HKD","LU2360106780.USD","LU2764262908.HKD","LU0541501648.USD","LU0264606111.USD","LU1934455277.USD","TSMU","LU0345770993.USD","LU1037948541.HKD","LU2750360641.GBP","TSMX","LU0198837287.USD","TSMY","LU2089985449.USD","LU0689626769.HKD","LU0094547139.USD","LU0878004406.USD","BK4527","BK4533","LU0274383776.USD","LU1868838027.USD","SGXZ51526630.SGD","LU0124676726.USD","BK4505","LU0572939691.SGD","LU0345770308.USD","IE00BQXX3C00.GBP","LU2764263039.SGD","LU0861579265.USD","LU0889566641.SGD","BK4515","SGXZ81514606.USD","LU2491050154.USD","LU2271345857.HKD","LU0572940350.SGD","LU2250418816.HKD","LU2458330169.SGD","LU2125154778.USD","LU1989772923.USD","LU2357125470.USD","IE00BFXG0V08.USD","LU1934455194.USD","LU0238689110.USD","LU2089283258.USD","IE0004445239.USD","LU0316494557.USD","IE00BQXX3F31.USD","LU0081259029.USD","LU2023250504.SGD","LU2750360997.AUD","LU2041044095.USD","LU2211814178.USD","BK4526","LU0965508806.USD","LU1917777945.USD","LU0175139822.USD","LU0541502299.USD","BK4581","LU0882747503.HKD","BK4579","BK4548","LU2491049909.HKD","LU2023251221.USD","04335","LU0642271901.SGD","LU0965509101.SGD","LU0289960550.SGD","LU0889565833.HKD","IE000M9KFDE8.USD","IE00BYQQ9H92.USD","LU0353189680.USD","LU0109392836.USD","SGXZ99366536.SGD","IE00B3M56506.USD","BK4535","LU0359202008.SGD","LU0384037296.USD","LU2237443382.USD","LU1282649810.SGD","BK4585","BK4602","STSM","INTW","LU2237443622.USD","LU1852331112.SGD","LU2247934214.USD","LU2720916845.USD","LU1623119135.USD","LU1803068979.SGD","IE00BD6J9T35.USD","LU0348723411.USD","LU1989772840.SGD","TSM","BK4529","BK4534","LU2133065610.SGD","BK4503","LU2111349929.HKD","LU0719512351.SGD","LU2249611893.SGD","LU0792757196.USD","LU0823414551.USD","LU0878005551.USD","BK4575","LU0056508442.USD","BK4543","LU2294711713.HKD","IE0004091025.USD","LU0823421333.USD","LU1267930813.SGD","LU2087625088.SGD","LU1316542783.SGD","LU2360108059.USD","LU0965509010.AUD","BK4591","LU1023057109.AUD","LU1282649067.USD","LU2063271972.USD","SG9999004220.SGD","LU2106854487.HKD","BK4554","BK4141","LU0143863198.USD","LU0154236417.USD","LU0359201612.USD","LU2298321311.HKD","IE00BHPRN162.USD","LU2506951792.HKD","LU1868837565.USD","LU2764263203.CNY","LU2663582299.SGD","LU2237443978.SGD","BK4605","TSMG","LU1323610961.USD","LU0323591593.USD","INTC","BK4504","IE00BQXX3D17.EUR","LU2092937221.SGD","LU0082616367.USD","LU2028103732.USD","IE00BZ199S13.USD","LU0823414478.USD","LU1508157978.USD","LU0143863784.USD","LU1712237335.SGD","IE00BKPKM429.USD","LU2054465674.USD","LU2471134523.USD","LU2471134796.USD","LU0965509283.SGD","LU0158827781.USD","LU2237443549.SGD","LU2543165471.USD","LU2491050071.SGD","BK4532","03145","LU0488056044.USD","LU1989764748.USD","LU0097036916.USD","TSMZ","LU2458330243.SGD","LU0353189763.USD","LINT","LU2471134952.CNY","IE0004086264.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636559022","title":"群智咨询：预计2026年全球先进封装市场规模将达587亿美元 同比增长约97%","url":"https://stock-news.laohu8.com/highlight/detail?id=2636559022","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636559022?lang=zh_cn&edition=full","pubTime":"2026-05-18 18:26","pubTimestamp":1779099968,"startTime":"0","endTime":"0","summary":"根据群智咨询数据，全球先进封装产能在2025-2030年间保持41%的复合年均增长率，2025-2027年间则高达77%。预计到2027年下半年，全球先进封装产能将达到平衡点，并进入相对温和的增长周期。2025年，台积电在全球先进封装产能中拥有58%的份额。群智咨询认为，在先进封装需求日益增长的背景下，台积电一方面积极扩产封测新厂，另一方面将原有成熟制程代工产能优化整合，将厂房、人力等资源倾斜给先进封装业务，预计2026年台积电先进封装产能将同比增长约84%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442994.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2041044095.USD","LU2360032135.SGD","IE00BQXX3D17.EUR","LU1037948897.HKD","LU2357125470.USD","BK4527","SGXZ51526630.SGD","LU0541501648.USD","BK4532","LU0323591593.USD","LU2491049909.HKD","TSMX","LU2294711713.HKD","LU0143863784.USD","TSMU","BK4543","LU0882747503.HKD","LU2250418816.HKD","VGT","LU0572939691.SGD","LU0965508806.USD","LU0965509283.SGD","IEMG","LU0823421333.USD","LU2106854487.HKD","LU1712237335.SGD","BK4605","LU2237443382.USD","BK4512","LU1323610961.USD","LU1868837722.USD","TWN","LU0289960550.SGD","BK4535","BK4602","LU0353189680.USD","LU0823414478.USD","LU1508157978.USD","LU2750360997.AUD","IE00BFXG0V08.USD","IE00BHPRN162.USD","LU0965509101.SGD","BK4023","LU0541502299.USD","LU0143863198.USD","LU0158827948.USD","LU0348723411.USD","LU0082616367.USD","LU1211504680.USD","BK4503","LU0264606111.USD","LU0823421416.USD","BK0139","IE0004445239.USD","BK0125","LU2471134952.CNY","LU1989772840.SGD","IE00BQXX3C00.GBP","LU2092937221.SGD","LU0689626769.HKD","LU1934455863.HKD","LU0175139822.USD","LU0316494557.USD","BK4587","AIPO","BK4612","LU2663582299.SGD","SGXZ81514606.USD","BK4534","LU1934455277.USD","STSM","SOXX","LU2023250504.SGD","LU2458330169.SGD","IE00B3M56506.USD","LU0359201612.USD","LU0488056044.USD","BK0188","LU2089284900.SGD","LU2063271972.USD","EWT","IE0004086264.USD","LU0158827781.USD","LU2125154935.USD","LU1282649067.USD","TEKX","IE0004091025.USD","TSM","LU0642271901.SGD","BK4588","LU2471134796.USD","SGXZ99366536.SGD","002185","LU0359201885.HKD","LU1974910355.USD","LU0889566641.SGD","BK4585","LU0719512351.SGD","LU2125154778.USD","LU2298321311.HKD","CHPS","LU1037948541.HKD","LU2543165471.USD","EMXC","LU1917777945.USD","BK4551","ARTY","LU0889565833.HKD","LU0359202008.SGD","LU0823414551.USD","BK4548","LU0878005551.USD","SG9999004220.SGD","SSG","LU1316542783.SGD","XSD","LU2133065610.SGD","INTC","LU0238689110.USD","BK4533","LU2860962120.EUR","LU1989764748.USD","LU1934455194.USD","SMHX","BK4526","LU2089283258.USD","LU2237443978.SGD","03145","LU0878004406.USD","IE00BQXX3F31.USD","LU2506951792.HKD","LU2471134879.HKD","SOXL","BK4505","USD","TSMZ","FTXL","LU0345770308.USD","LU2360108059.USD","TSMY","LU1989772923.USD","LU0124676726.USD","BK0132","BK0121","LU0353189763.USD","LU2111349929.HKD","TSMG","LU1868838027.USD","LU2491050071.SGD","BK0198","BK0214","BK4528","IE00BD6J9T35.USD","BK0028","BK4550","LU2491050154.USD","SOXQ","SOXY","AI","LU1282649810.SGD","LU2360106780.USD","LU2750360641.GBP","LU2054465674.USD","LU1868837565.USD","SG9999000418.SGD","LU0792757196.USD","LU0056508442.USD","LU2023251221.USD","LU2249611893.SGD","IE00BYQQ9H92.USD","LU0965509010.AUD","AGIX","SOXS","LU0109392836.USD","LU2237443622.USD","LU2471134523.USD","SMH","AIYY","LU2271345857.HKD","LU2237443549.SGD","LU1623119135.USD","LU0861579265.USD","IE00BKPKM429.USD","LU1267930813.SGD","FLTW","LU0345770993.USD","LU1989764664.SGD","LU2028103732.USD","PSI","LU2087625088.SGD","LU0384037296.USD","BK4581","LU1023057109.AUD","LU0198837287.USD","LU1852331112.SGD","LU2458330243.SGD","BK4554","BK4591","IE00BZ199S13.USD","LU0094547139.USD","LU2247934214.USD","LU2211814178.USD","CHPY","LU0572940350.SGD","LU1803068979.SGD","IE00B5TLWC47.USD","BK4141","04335","LU2211815571.USD","BK4504"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636042618","title":"CoWoS，变了","url":"https://stock-news.laohu8.com/highlight/detail?id=2636042618","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636042618?lang=zh_cn&edition=full","pubTime":"2026-05-18 14:24","pubTimestamp":1779085467,"startTime":"0","endTime":"0","summary":"台湾半导体产业正在分裂成两条平行线","market":"sg","thumbnail":"https://img3.gelonghui.com/54a65-3019ff24-0832-4c09-823f-f08bbeaddc4d.jpg?guru_height=3264&guru_width=5824&guru_size=1075590","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/54a65-3019ff24-0832-4c09-823f-f08bbeaddc4d.jpg?guru_height=3264&guru_width=5824&guru_size=1075590"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4807359","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["LU0965509101.SGD","LU1989764664.SGD","LU0175139822.USD","LU2860962120.EUR","SGXZ81514606.USD","LU1934455277.USD","BK4534","LU0198837287.USD","LU1267930813.SGD","LU1023057109.AUD","TSM","LU2471134523.USD","LU1868837565.USD","LU2237443382.USD","LU0541501648.USD","TSMU","LU2054465674.USD","BK4533","LU2211815571.USD","LU2106854487.HKD","LU0965509010.AUD","LU2237443549.SGD","LU0345770993.USD","LU1037948897.HKD","LU2750360997.AUD","IE00BYQQ9H92.USD","IE00B3M56506.USD","LU2087625088.SGD","BK4505","LU2023250504.SGD","LU2543165471.USD","IE00BKPKM429.USD","LU0056508442.USD","LU0823421416.USD","BK4535","LU0158827781.USD","IE0004445239.USD","BK4543","LU0264606111.USD","LU0143863198.USD","LU1934455194.USD","BK4504","LU0109392836.USD","LU0094547139.USD","IE00BQXX3D17.EUR","LU0882747503.HKD","LU2357125470.USD","LU0488056044.USD","LU0353189763.USD","LU2028103732.USD","LU2271345857.HKD","LU0384037296.USD","LU2211814178.USD","LU1989772923.USD","TSMZ","IE00BQXX3F31.USD","LU0823421333.USD","LU1868838027.USD","LU2458330169.SGD","BK4554","LU0689626769.HKD","LU2294711713.HKD","BK4550","TSMX","LU0861579265.USD","LU0345770308.USD","LU2491050071.SGD","LU0572939691.SGD","LU1712237335.SGD","LU2458330243.SGD","LU0348723411.USD","LU0878004406.USD","IE00B5TLWC47.USD","BK4512","LU0642271901.SGD","LU0823414478.USD","LU2298321311.HKD","BK4527","BK4612","LU2023251221.USD","LU1974910355.USD","LU2249611893.SGD","LU2750360641.GBP","TSMY","BK4605","LU2133065610.SGD","LU2491050154.USD","LU2471134879.HKD","LU1316542783.SGD","LU0889566641.SGD","IE00BHPRN162.USD","LU0359201612.USD","BK4526","LU0124676726.USD","LU1623119135.USD","LU0823414551.USD","BK4141","LU0359201885.HKD","LU1934455863.HKD","LU0289960550.SGD","IE0004091025.USD","LU2089283258.USD","LU2247934214.USD","LU1868837722.USD","LU2360032135.SGD","LU1211504680.USD","LU2506951792.HKD","LU2111349929.HKD","BK4503","LU0316494557.USD","IE00BQXX3C00.GBP","LU2237443978.SGD","LU1917777945.USD","LU1037948541.HKD","LU1282649067.USD","BK4585","03145","LU0323591593.USD","LU2092937221.SGD","LU2089284900.SGD","IE00BFXG0V08.USD","BK4581","LU0359202008.SGD","LU0965509283.SGD","LU0238689110.USD","BK4548","BK4588","LU1282649810.SGD","LU0541502299.USD","LU0353189680.USD","IE00BZ199S13.USD","LU0889565833.HKD","LU0143863784.USD","LU2063271972.USD","LU0965508806.USD","BK4602","LU2125154935.USD","LU2237443622.USD","LU2471134796.USD","LU1323610961.USD","STSM","LU0878005551.USD","LU1803068979.SGD","IE0004086264.USD","LU1508157978.USD","LU1989772840.SGD","LU0719512351.SGD","LU2041044095.USD","LU2491049909.HKD","LU2360106780.USD","LU0572940350.SGD","LU2125154778.USD","LU2663582299.SGD","LU0082616367.USD","SG9999004220.SGD","LU2250418816.HKD","BK4591","LU0158827948.USD","IE00BD6J9T35.USD","BK4532","LU2471134952.CNY","SGXZ99366536.SGD","LU1989764748.USD","SG9999000418.SGD","SGXZ51526630.SGD","LU1852331112.SGD","TSMG","LU0792757196.USD","LU2360108059.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636101036","title":"台积电CPO布局升级加速，ABF基板供需恐再现紧张局面","url":"https://stock-news.laohu8.com/highlight/detail?id=2636101036","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636101036?lang=zh_cn&edition=full","pubTime":"2026-05-18 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GPU所需ABF基板材料消耗量较传统CPU暴增5至10倍，英伟达或效仿锁定CoWoS与HBM产能的惯例提前锁定ABF基板。","market":"fut","thumbnail":"https://community-static.tradeup.com/news/01eaf058af436cca2f4a0dfb3f908c1a","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/01eaf058af436cca2f4a0dfb3f908c1a"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5025dc3c20f14808adebf26909c9e535","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3772469","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"台积电CPO布局升级加速，ABF基板供需恐再现紧张局面","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2471134952.CNY","IE0004091025.USD","LU0109392836.USD","LU2106854487.HKD","LU0541501648.USD","LU2750360997.AUD","LU0861579265.USD","BK4526","LU2133065610.SGD","LU2092937221.SGD","LU2028103732.USD","LU2360106780.USD","LU2250418816.HKD","TSMX","BK4512","BK4581","LU0823414551.USD","LU0359201612.USD","LU2543165471.USD","BK4527","LU0238689110.USD","LU2294711713.HKD","BK4588","LU0823421333.USD","LU2054465674.USD","LU0175139822.USD","LU1037948897.HKD","LU1989764664.SGD","LU0572940350.SGD","LU2089283258.USD","LU2041044095.USD","LU1989772923.USD","IE00BZ199S13.USD","LU1917777945.USD","SGXZ99366536.SGD","LU2211814178.USD","BK4532","IE00BQXX3D17.EUR","LU0143863784.USD","LU0056508442.USD","LU0689626769.HKD","LU1974910355.USD","LU1316542783.SGD","LU1803068979.SGD","BK4535","LU2360032135.SGD","IE00BKPKM429.USD","LU0348723411.USD","BK4534","BK4503","LU1852331112.SGD","LU1868837722.USD","LU1211504680.USD","LU2298321311.HKD","03145","BK4554","LU0158827781.USD","LU0889566641.SGD","LU2125154935.USD","LU0359202008.SGD","TSMU","LU0572939691.SGD","LU0965509283.SGD","BK4543","LU2506951792.HKD","BK4141","LU1037948541.HKD","SG9999004220.SGD","LU2111349929.HKD","SG9999000418.SGD","LU2491049909.HKD","BK4504","BK4533","LU0359201885.HKD","LU1623119135.USD","LU0264606111.USD","LU2860962120.EUR","LU0353189763.USD","LU0541502299.USD","LU0488056044.USD","LU2247934214.USD","LU2089284900.SGD","LU0719512351.SGD","LU2750360641.GBP","LU0965509101.SGD","LU2237443622.USD","BK4548","LU1934455194.USD","IE00B3M56506.USD","LU1989764748.USD","LU1868837565.USD","LU0158827948.USD","LU2663582299.SGD","BK4602","TSMG","IE00BHPRN162.USD","LU2023250504.SGD","LU2237443549.SGD","LU0878004406.USD","LU0198837287.USD","IE00BQXX3F31.USD","LU0878005551.USD","LU2063271972.USD","LU1934455863.HKD","LU2249611893.SGD","LU2491050071.SGD","BK4550","LU1323610961.USD","LU0094547139.USD","LU1282649810.SGD","LU2125154778.USD","LU2491050154.USD","IE00BD6J9T35.USD","LU0143863198.USD","IE00BFXG0V08.USD","BK4585","LU0882747503.HKD","LU0345770308.USD","BK4505","STSM","SGXZ51526630.SGD","BK4605","LU2271345857.HKD","LU2471134796.USD","SGXZ81514606.USD","LU2087625088.SGD","LU0823421416.USD","LU1282649067.USD","BK4591","LU1989772840.SGD","IE00BYQQ9H92.USD","LU1868838027.USD","LU0642271901.SGD","LU0965508806.USD","LU1023057109.AUD","LU2023251221.USD","TSMZ","LU1267930813.SGD","LU0823414478.USD","LU2211815571.USD","LU0965509010.AUD","LU1712237335.SGD","LU2458330169.SGD","TSMY","IE0004445239.USD","IE00B5TLWC47.USD","LU0323591593.USD","LU1934455277.USD","BK4612","LU0353189680.USD","LU0316494557.USD","LU0345770993.USD","LU2471134523.USD","IE0004086264.USD","LU2357125470.USD","LU0082616367.USD","LU2360108059.USD","TSM","LU0792757196.USD","LU2237443978.SGD","LU2471134879.HKD","LU2237443382.USD","IE00BQXX3C00.GBP","LU0124676726.USD","LU0384037296.USD","LU1508157978.USD","LU2458330243.SGD","LU0289960550.SGD","LU0889565833.HKD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2636014145","title":"国金证券：看好AI覆铜板/PCB及核心算力硬件、半导体设备及苹果产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=2636014145","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636014145?lang=zh_cn&edition=full","pubTime":"2026-05-18 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09:08","pubTimestamp":1778893722,"startTime":"0","endTime":"0","summary":"文件显示，该基金在AI芯片领域继续加码，大幅增持英伟达，同时新进建仓伯克希尔哈撒韦和在线心理健康平台Talkspace。索罗斯基金延续了对半导体行业的看好态势。一季度，该基金将英伟达持股从66.6万股增加至107万股，增幅超过60%。按英伟达一季度均价计算，本次增持规模约合数亿美元。当前，AI算力需求持续增长，英伟达和台积电作为产业链核心环节，已成为多家机构一季度配置重点。","market":"us","thumbnail":"https://static.tigerbbs.com/2d5bfbe6753d37de668d38f4e03a7350","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2d5bfbe6753d37de668d38f4e03a7350"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442575.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999015986.USD","LU0264606111.USD","LU2360032135.SGD","LU0070217475.USD","LU1037948541.HKD","LU0347712357.USD","LU2272731782.SGD","LU0786609619.USD","LU0345770993.USD","LU1116320737.USD","HK0000304805.HKD","STSM","LU1642822529.SGD","IE0009356076.USD","LU0133085943.USD","TSMY","LU0251142724.SGD","LU2242650005.HKD","LU0081259029.USD","IE00BJLML261.HKD","IE00B1XK9C88.USD","LU0476273544.USD","LU2125909247.SGD","NVDS","LU1066051498.USD","LU2168564222.USD","HK0000914660.USD","LU2413666699.HKD","LU0289961442.SGD","LU0106261372.USD","LU1366192091.USD","LU1951198990.SGD","LU0187121727.USD","LU0097036916.USD","IE00BK4W5M84.HKD","LU0289739343.SGD","SG9999015978.USD","LU2860962120.EUR","LU0203202063.USD","LU2087625088.SGD","LU0689626769.HKD","SG9999004220.SGD","IE0034235295.USD","LU0210533765.USD","LU1992135399.USD","LU0266013472.USD","BK4535","NVDO","LU2462157665.USD","LU1242518931.SGD","LU1917777945.USD","LU0957808578.USD","LU1363072403.SGD","LU1923622614.USD","LU2294711713.HKD","LU1145028129.USD","BK4588","LU0143863784.USD","LU0107464264.USD","LU0488056044.USD","IE00BMPRXQ63.HKD","LU1868838027.USD","LU1861127337.USD","LU1282649067.USD","LU2361044949.HKD","LU0251132253.USD","LU0511384066.AUD","BK4532","LU2931357623.SGD","LU2471134523.USD","LU1201861249.SGD","LU1951200564.SGD","IE00B1BXHZ80.USD","LU0823414478.USD","BK4608","LU0211327993.USD","LU2491050071.SGD","LU1815336760.USD","LU2077746001.SGD","LU0882574139.USD","IE00BJTD4V19.USD","LU0494093205.USD","LU0708995401.HKD","LU1066051225.USD","LU1935043536.SGD","LU2264538146.SGD","BK4519","LU0985320562.USD","SG9999014880.SGD","SG9999018857.SGD","LU0256863811.USD","IE00B3SWFQ91.USD","BK4551","IE00B3M56506.USD","IE000M9KFDE8.USD","LU1508157978.USD","LU2322448957.HKD","LU1718418525.SGD","LU1429558221.USD","LU2065169927.USD","LU0882747503.HKD","LU2487616109.SGD","LU0390134368.USD","LU2954938101.SGD","LU0077335932.USD","LU1066051811.HKD","LU2237443622.USD","LU2237443978.SGD","LU2360106780.USD","LU0943347566.SGD","LU0082616367.USD","LU2433249047.HKD","IE00B775H168.HKD","LU0265550946.USD","LU0310800379.SGD","LU1267930730.SGD","LU2461242641.AUD","GB00BDT5M118.USD","IE00BJJMRX11.SGD","LU0965509101.SGD","LU1989772923.USD","BK4591","SG9999014898.SGD","LU1548497426.USD","BK4596","LU0072462426.USD","IE00B4YYXB79.USD","LU1720051108.HKD","IE00BN29S564.USD","LU1316542783.SGD","LU1935042991.SGD","IE00BDRTCR15.USD","HK0000914686.HKD","LU1244550494.USD","NVDQ","HK0000532082.HKD","LU1244550221.USD","LU1720051017.SGD","LU1989772840.SGD","LU0310799852.SGD","LU0158827781.USD","LU2089283258.USD","LU2413666426.HKD","LU2458330169.SGD","LU1935042488.USD","LU2111349929.HKD","IE00BWXC8680.SGD","HK0000304797.USD","LU1914381329.SGD","LU0708994859.HKD","LU2100268510.USD","HK0000320264.USD","LU1983260115.SGD","BK0271","LU2458330243.SGD","NVDA","IE0004091025.USD","LU0861579265.USD","LU2168564149.EUR","SG9999018865.SGD","LU2357305700.SGD","LU1496350171.SGD","SG9999015945.SGD","LU1267930490.SGD","LU0308772762.SGD","BK4612","LU2403377893.USD","LU0878005551.USD","LU2543165471.USD","LU2065171311.SGD","LU0048573561.USD","LU0823421416.USD","LU0823434740.USD","BK4602","LU0143551892.USD","LU0289960550.SGD","IE00BKPKM429.USD","IE00B3S45H60.SGD","LU1066053197.SGD","LU1153585028.USD","NVDU","LU0128525929.USD","LU0980610538.SGD","SG9999002232.USD","SGXZ51526630.SGD","IE00BYXW3230.USD","LU0359202008.SGD","LU0642271901.SGD","LU2092937221.SGD","LU1633808545.USD","LU2361044865.SGD","LU0158827948.USD","LU0965509283.SGD","LU0053666078.USD","HK0000306701.USD","IE00B775SV38.USD","LU0274383776.USD","LU2168563687.JPY","NVDW","LU1496350502.SGD","BK4533","LU2237443549.SGD","LU0787776722.HKD","LU1571399168.USD","LU2552382215.SGD","LU2125909593.SGD","IE0034235188.USD","NVDY","LU0820562030.AUD","LU2271345857.HKD","BK4504","LU1400636657.SGD","LU0265550359.USD","LU0157215616.USD","LU1868836914.USD","LU0820561818.USD","BK4587","LU0011850046.USD","LU2097344431.USD","BK0054","SG9999014567.USD","SGXZ23171101.USD","LU1211504680.USD","LU2272731600.USD","NVYY","LU2265009873.SGD","SG9999015952.SGD","LU1868836757.USD","LU2322448791.USD","LU2430703095.HKD","NVII","NVDG","LU0957791311.USD","LU2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A亦遭清仓，持仓减少约56.8万股，同期跌幅约33%。","market":"us","thumbnail":"https://static.tigerbbs.com/88f85dc76b5adb5ebd7174ff487b0e0a","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/88f85dc76b5adb5ebd7174ff487b0e0a"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3772403","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1762389672944","symbols":["TSMZ","XSD","LU0889566641.SGD","CHPY","LU0689626769.HKD","LU0345770993.USD","LU0345770308.USD","SG9999004220.SGD","LU2491050071.SGD","BK4585","FLTW","EWT","LU2106854487.HKD","LU0965509010.AUD","IE00BQXX3D17.EUR","LU2089283258.USD","SMH","FTXL","IEMG","SGXZ81514606.USD","LU2211815571.USD","LU0158827948.USD","LU0572940350.SGD","LU2041044095.USD","SMHX","LU2087625088.SGD","LU0316494557.USD","LU1868838027.USD","LU1917777945.USD","LU2663582299.SGD","USD","LU1282649067.USD","BK4534","LU0158827781.USD","LU2271345857.HKD","SOXY","LU2360108059.USD","LU1508157978.USD","LU2543165471.USD","LU1868837565.USD","LU0861579265.USD","LU1868837722.USD","BK4504","BK4581","159180","LU0823421333.USD","LU2750360641.GBP","BK4554","SOXS","BK4602","LU1623119135.USD","LU0882747503.HKD","LU2237443622.USD","LU0264606111.USD","LU2237443978.SGD","IE0004086264.USD","LU0384037296.USD","LU1037948541.HKD","BK4612","BK4505","LU0541501648.USD","LU0289960550.SGD","BK4591","SOXQ","LU2125154935.USD","IE0004445239.USD","TSMX","LU2360106780.USD","LU2237443382.USD","LU1316542783.SGD","LU0642271901.SGD","TSM","LU2471134796.USD","LU0124676726.USD","LU0175139822.USD","LU2063271972.USD","LU0792757196.USD","LU0823414551.USD","LU2491050154.USD","LU2023251221.USD","LU2089284900.SGD","IE00BYQQ9H92.USD","LU2133065610.SGD","BK4535","LU1852331112.SGD","SOXL","LU2471134879.HKD","LU1037948897.HKD","LU2360032135.SGD","BK4543","STSM","VGT","LU0353189763.USD","LU2860962120.EUR","BK4526","BK4588","LU1989764664.SGD","BK4141","LU1974910355.USD","TEKX","IE00BD6J9T35.USD","LU0541502299.USD","LU2458330169.SGD","IE00BKPKM429.USD","BK4532","LU0238689110.USD","LU0056508442.USD","LU2491049909.HKD","IE00B3M56506.USD","LU0878004406.USD","LU1803068979.SGD","SGXZ51526630.SGD","LU1267930813.SGD","LU0359201612.USD","LU0572939691.SGD","LU0823414478.USD","159582","LU0965509283.SGD","IE00BQXX3C00.GBP","LU0823421416.USD","LU2028103732.USD","LU0082616367.USD","LU1712237335.SGD","LU2357125470.USD","LU1211504680.USD","LU2125154778.USD","SG9999000418.SGD","BK4550","LU0965508806.USD","LU2750360997.AUD","LU0719512351.SGD","LU1989772923.USD","IE00BZ199S13.USD","IE00B5TLWC47.USD","LU2471134952.CNY","PSI","TSMU","LU0109392836.USD","LU2250418816.HKD","03145","LU2111349929.HKD","LU0488056044.USD","LU0198837287.USD","LU2054465674.USD","IE0004091025.USD","LU2023250504.SGD","SOXX","BK4512","LU2458330243.SGD","LU0359201885.HKD","SSG","LU1282649810.SGD","LU0878005551.USD","LU0143863198.USD","LU1323610961.USD","LU2249611893.SGD","LU0348723411.USD","LU1989764748.USD","IE00BHPRN162.USD","LU2506951792.HKD","LU2298321311.HKD","LU2092937221.SGD","CHPS","IE00BFXG0V08.USD","LU2294711713.HKD","IE00BQXX3F31.USD","LU1934455277.USD","LU1989772840.SGD","LU2211814178.USD","LU0359202008.SGD","LU0143863784.USD","EMXC","LU0323591593.USD","BK4503","BK4533","LU0353189680.USD","LU2471134523.USD","LU2237443549.SGD","LU0889565833.HKD","TSMG","BK4548","SGXZ99366536.SGD","LU0965509101.SGD","BK4605","TSMY","LU1934455863.HKD","LU1023057109.AUD","LU1934455194.USD","BK4527","LU2247934214.USD","LU0094547139.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2635058273","title":"桥水新进台积电，增持半导体，清仓软件","url":"https://stock-news.laohu8.com/highlight/detail?id=2635058273","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635058273?lang=zh_cn&edition=full","pubTime":"2026-05-16 04:31","pubTimestamp":1778877116,"startTime":"0","endTime":"0","summary":"桥水新进台积电，清仓Salesforce、Workday、ServiceNOW等，增持亚马逊、美光、博通、迈威尔科技，减持Adobe等，重仓亚马逊、英伟达、谷歌A等。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3772403","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BHPRN162.USD","IE00BQXX3D17.EUR","AMZN","LU2360108059.USD","IE00BFXG0V08.USD","LU0878004406.USD","LU0541501648.USD","LU0965509283.SGD","LU1989764748.USD","LU1989772923.USD","LU0094547139.USD","TSM","LU0488056044.USD","LU1989772840.SGD","LU1917777945.USD","LU0143863784.USD","LU1974910355.USD","LU0792757196.USD","LU2471134523.USD","IE0004086264.USD","LU1712237335.SGD","LU1316542783.SGD","LU0238689110.USD","LU1282649067.USD","MU","BK4605","BK4141","BK4535","LU2298321311.HKD","LU0353189680.USD","LU0541502299.USD","LU0158827948.USD","LU2211814178.USD","LU0572940350.SGD","BK4534","BK4602","IE0004091025.USD","LU0124676726.USD","LU1852331112.SGD","LU2023250504.SGD","IE00BQXX3C00.GBP","BK4505","LU2360032135.SGD","NOW","LU2211815571.USD","BK4554","LU1023057109.AUD","IE00B5TLWC47.USD","LU1623119135.USD","LU0823421333.USD","LU2041044095.USD","BK4512","LU1934455863.HKD","BK4526","LU2063271972.USD","TSMU","LU1267930813.SGD","LU0861579265.USD","LU2089284900.SGD","LU2491050154.USD","STSM","LU0965508806.USD","LU2125154778.USD","LU1508157978.USD","BK4548","LU2750360997.AUD","IE00BZ199S13.USD","IE00BQXX3F31.USD","NVDA","LU2860962120.EUR","LU2458330169.SGD","BK4533","LU0198837287.USD","MRVL","SGXZ99366536.SGD","AVGO","BK4532","LU2133065610.SGD","LU2106854487.HKD","LU1037948897.HKD","LU0345770308.USD","LU0359201612.USD","LU2491050071.SGD","LU0878005551.USD","LU1323610961.USD","BK4503","BK4591","IE00BD6J9T35.USD","LU0889566641.SGD","LU2089283258.USD","LU2249611893.SGD","LU2543165471.USD","SG9999000418.SGD","LU2237443549.SGD","LU2237443978.SGD","LU0264606111.USD","LU2750360641.GBP","BK4581","LU2054465674.USD","LU0882747503.HKD","03145","SGXZ51526630.SGD","LU0353189763.USD","LU0823421416.USD","LU1868837722.USD","LU0823414478.USD","LU2125154935.USD","LU2028103732.USD","LU2111349929.HKD","CRM","LU1037948541.HKD","LU2237443622.USD","LU2360106780.USD","LU0345770993.USD","LU2092937221.SGD","LU2471134796.USD","IE00BYQQ9H92.USD","SGXZ81514606.USD","LU0348723411.USD","LU0056508442.USD","LU0889565833.HKD","LU2663582299.SGD","LU1868838027.USD","LU1934455194.USD","LU1282649810.SGD","LU1989764664.SGD","BK4588","LU0359202008.SGD","TSMY","LU2458330243.SGD","LU2247934214.USD","LU0572939691.SGD","BK4550","IE00B3M56506.USD","LU0323591593.USD","TSMG","LU0359201885.HKD","LU2491049909.HKD","SG9999004220.SGD","BK4612","TSMX","LU0719512351.SGD","TSMZ","ADBE","LU2271345857.HKD","LU2357125470.USD","WDAY","LU0175139822.USD","LU0689626769.HKD","LU2471134952.CNY","LU0642271901.SGD","BK4585","LU2023251221.USD","LU1211504680.USD","BK4504","BK4543","LU0143863198.USD","LU2087625088.SGD","IE00BKPKM429.USD","LU0289960550.SGD","IE0004445239.USD","LU0158827781.USD","LU1868837565.USD","LU0384037296.USD","LU2506951792.HKD","LU2471134879.HKD","LU0965509010.AUD","LU0823414551.USD","LU0109392836.USD","LU0965509101.SGD","LU1934455277.USD","LU1803068979.SGD","LU2237443382.USD","LU0316494557.USD","BK4527","LU2294711713.HKD","GOOGL","LU2250418816.HKD","LU0082616367.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635038806","title":"美股AI硬件股票集体下挫 美光、阿斯麦、英特尔等均跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635038806","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635038806?lang=zh_cn&edition=full","pubTime":"2026-05-15 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