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TSMG 2倍做多TSM ETF- Leverage Shares
盘前交易 08-14 06:15:00 EDT
39.78
+0.28
+0.71%
盘前
39.20
-0.58
-1.45%
04:25 EDT
最高
40.71
最低
39.48
成交量
4.80万
今开
39.69
昨收
39.49
日振幅
3.11%
总市值
3,441万
流通市值
3,441万
总股本
86.50万
成交额
193.73万
换手率
5.55%
流通股本
86.50万
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
英伟达CPO交换机全面量产，AI数据中心迈入“硅光时代”！
华尔街见闻 · 16:32
英伟达CPO交换机全面量产，AI数据中心迈入“硅光时代”！
三星电子拟将器兴 NRD-K 研发产线改为晶圆代工用途，目标 HBM 用 2nm 基础芯片量产
链捕手 · 14:20
三星电子拟将器兴 NRD-K 研发产线改为晶圆代工用途，目标 HBM 用 2nm 基础芯片量产
台积电第二季净利润为台币7067.8亿元，上年同期为台币3974.9亿元。
智通财经 · 13:47
台积电第二季净利润为台币7067.8亿元，上年同期为台币3974.9亿元。
英伟达加速推进下代芯片架构：直奔台积电升级版A16制程 制造压力陡增
快科技 · 11:32
英伟达加速推进下代芯片架构：直奔台积电升级版A16制程 制造压力陡增
英伟达Feynman直上CPO、A16 台积电加速助攻2028放量
格隆汇 · 10:13
英伟达Feynman直上CPO、A16 台积电加速助攻2028放量
期权聚焦 | 台积电跨期牛市价差大单净支出328万美元，双重CALL组合押注延续走强；远月虚值Put同步防御
期权女巫 · 09:02
期权聚焦 | 台积电跨期牛市价差大单净支出328万美元，双重CALL组合押注延续走强；远月虚值Put同步防御
英伟达 Feynman 平台预计 2028 年量产，台积电 A16 与 SoIC 同步扩产
链捕手 · 08:58
英伟达 Feynman 平台预计 2028 年量产，台积电 A16 与 SoIC 同步扩产
人工智能芯片制造商Cerebras：业务将以卓越的速度增长。
智通财经 · 08-13 23:50
人工智能芯片制造商Cerebras：业务将以卓越的速度增长。
高毅资产二季度大幅加仓美光科技与闪迪 台积电升至第一大重仓股
澎湃新闻 · 08-13 21:59
高毅资产二季度大幅加仓美光科技与闪迪 台积电升至第一大重仓股
晶圆代工“双雄”争锋：中芯、华虹二季度利润飙升
第一财经 · 08-13 21:01
晶圆代工“双雄”争锋：中芯、华虹二季度利润飙升
人工智能芯片制造商Cerebras Systems股价在美股盘前交易中下跌17.3%，因第二季度营收未达预期。
智通财经 · 08-13 16:02
人工智能芯片制造商Cerebras Systems股价在美股盘前交易中下跌17.3%，因第二季度营收未达预期。
外资涌入日本芯片行业，投资规模已达6万亿日元
智通财经 · 08-13 15:24
外资涌入日本芯片行业，投资规模已达6万亿日元
台积电部分CoWoS产品生产良率升至98%至99%
智通财经 · 08-13 08:54
台积电部分CoWoS产品生产良率升至98%至99%
8月13日热门中概股多数下跌，台积电涨1.66%，阿里巴巴跌约2%
环球市场播报 · 08-13 04:16
8月13日热门中概股多数下跌，台积电涨1.66%，阿里巴巴跌约2%
但斌美股持仓“大换血”：芯片仓位超七成，英特尔空降第二大重仓股
澎湃新闻 · 08-12 22:01
但斌美股持仓“大换血”：芯片仓位超七成，英特尔空降第二大重仓股
Omdia：AI需求激增 2026年半导体市场增幅上调至94.1%
智通财经 · 08-12 13:34
Omdia：AI需求激增 2026年半导体市场增幅上调至94.1%
台积电营收创新高、存储芯片短缺延续，科创半导体设备ETF华泰柏瑞(588710)近30个交易日累计吸金超97亿元
新浪基金 · 08-12 11:35
台积电营收创新高、存储芯片短缺延续，科创半导体设备ETF华泰柏瑞(588710)近30个交易日累计吸金超97亿元
台积电董事会核准 294 亿美元资本预算，今年累计达 607 亿美元
链捕手 · 08-12 10:33
台积电董事会核准 294 亿美元资本预算，今年累计达 607 亿美元
台积电先进封装，最新研判！
格隆汇 · 08-12 09:27
台积电先进封装，最新研判！
【券商聚焦】交银国际：科技板块震荡 AI资本支出进一步上调
金吾财讯 · 08-12 09:11
【券商聚焦】交银国际：科技板块震荡 AI资本支出进一步上调
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公司概况
公司名称：
2倍做多TSM ETF- Leverage Shares
所属市场：
NASDAQ
上市日期：
--
主营业务：
发行价格：
--
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NRD-K 研发产线改为晶圆代工用途，目标 HBM 用 2nm 基础芯片量产","url":"https://stock-news.laohu8.com/highlight/detail?id=2659611565","media":"链捕手","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659611565?lang=zh_cn&edition=full","pubTime":"2026-08-14 14:20","pubTimestamp":1786688442,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据韩媒 ZDNet Korea 报道，三星电子正调整其器兴园区 NRD-K 2 号产线的原定用途，从研发设施改为晶圆代工产线，主要目标产品为英伟达 HBM 所需的 2nm 基础芯片。该产线预计将于 2028 年下半年启用，采用“Send-Fab”模式，即从其他量产线接收晶圆并代工特定工序。\n\nNRD-K 是三星电子为抢占未来半导体技术而建设的最尖端复合研发园区，总投资约 20 万亿韩元，共规划 3 条产线，其中第 1 条已于 2024 年底竣工。此次调整旨在提前应对 AI 基础设施投资带动的 HBM 需求扩张。三星计划在定制 HBM 及 HBM5 上率先应用 2nm 工艺以保持性能优势。\n\n业内人士指出，NRD-K 2 号线规模相对较小，适合以 Send-Fab 形式运作。但距离产线启用仍有约两年时间，最终用途仍可能根据市场形势再次调整。三星此前曾考虑将该产线用于 DRAM 生产，相关计划在本月被修改后，DRAM 产能将更集中于平泽园区。设备采购订单尚未正式发出。 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制造压力陡增","url":"https://stock-news.laohu8.com/highlight/detail?id=2659511994","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659511994?lang=zh_cn&edition=full","pubTime":"2026-08-14 11:32","pubTimestamp":1786678370,"startTime":"0","endTime":"0","summary":"对于台积电而言，NVIDIA产品迭代周期的持续缩短，直接加剧了先进制程与先进封装产能的扩产压力。业界分析指出，Feynman平台预计将直接采用台积电2纳米升级版A16制程，同时大幅提升SoIC 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| 台积电跨期牛市价差大单净支出328万美元，双重CALL组合押注延续走强；远月虚值Put同步防御","url":"https://stock-news.laohu8.com/highlight/detail?id=1119869581","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1119869581?lang=zh_cn&edition=full","pubTime":"2026-08-14 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Feynman 平台预计 2028 年量产，台积电 A16 与 SoIC 同步扩产","url":"https://stock-news.laohu8.com/highlight/detail?id=2659199155","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659199155?lang=zh_cn&edition=full","pubTime":"2026-08-14 08:58","pubTimestamp":1786669088,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 DIGITIMES 报道，英伟达下一代 AI 平台 Feynman 的量产时间目标锁定在 2028 年下半年，将采用台积电 A16 制程，并导入 SoIC 3D 堆叠及 CPO 技术。Rubin 世代以多颗小芯片与 HBM 整合为主，Feynman 则进一步向 3D 小芯片、SoIC 及 CPO 方向发展。报道指出，台积电正加速推进相关产能建设，原规划 2026 年底 SoIC 月产能达 2 万片，目前最新目标已上调至 2027 年底达 5 万片。\n\n台积电嘉义 AP7 与南科 AP8 的建厂进度同步加快，其中 AP7 共规划 8 个阶段，P1、P2 已进入装机，P3、P4 已取得建照，P5 至 P8 持续规划中。该厂除量产苹果专用的 WMCM 外，后续将依客户需求配置 SoIC、CoPoS 及 CPO 相关产线。英伟达已将研发与供应链资源快速转向 Feynman 平台，台积电先进封装订单外溢效应持续扩大，硅品已成为承接英伟达 CoWoS 与 CPO 订单的主力封测厂。英伟达 Feynman 平台的 NVLink 互连带宽预计突破 1 PB/s，较 Rubin Ultra 的 520 TB/s 进一步提升。台积电的 COUPE 技术通过 SoIC 将 EIC 与 PIC 进行 3D 整合形成光引擎，将光电转换由传统电路板推进至封装架构内部。2026 年以来，英伟达已投入超 400 亿美元布局 AI 生态，涵盖模型、晶圆制造、数据中心及光通讯等领域。 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22:01","pubTimestamp":1786543260,"startTime":"0","endTime":"0","summary":"但斌最新美股持仓出炉。近日，深圳东方港湾投资管理股份有限公司旗下海外基金向美国证券交易委员会（SEC）提交了截至2026年二季度末的持仓报告。文件显示，该基金美股持仓总市值达到16.5亿美元，较一季度末的11.3亿美元环比增长约45.63%，规模扩张显著。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608123839471254.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608123839471254.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0488056044.USD","LU2275660780.HKD","BK4526","LU2592432038.USD","LU1489326972.SGD","SGXZ23171101.USD","LU2471134879.HKD","BK4538","IE0009G5SDU7.USD","LU2663582299.SGD","LU2125909759.SGD","BK4548","LU0070217475.USD","LU2237957902.USD","LU1883839398.USD","TSM","AMD","IE000ITXATA3.USD","IE00B7KXQ091.USD","HK0000320223.HKD","03145","LU0345774391.USD","LU0345768153.USD","LU1508157978.USD","LU1551013342.USD","HK0000320264.USD","LU0345769128.USD","LU0109391861.USD","LU0648001328.SGD","LU2211814178.USD","ROM","LEGR","LU0203347892.USD","LU0321505439.SGD","LU1814569148.SGD","SNDX","LU0320765059.SGD","SGXZ51526630.SGD","BK4579","LU0395794307.EUR","IE00BKDWB100.SGD","FAI","CMAG","LU2237443622.USD","LU2236285917.USD","IE00BJTD4N35.SGD","IE00B3S45H60.SGD","LU0081259029.USD","IE00BHPRN162.USD","LU0127658192.USD","04335","IE0001KFT4U8.USD","LU0266013472.USD","ARMG","AIFD","BK4141","AMZU","IE0009356076.USD","IE00BYXW3230.USD","LU0234570918.USD","LU1267930573.SGD","NVDY","IE000WAW04H5.SGD","LU1169590202.USD","IE0004445239.USD","LU2237443382.USD","IE00BLSP4452.SGD","LU0965509283.SGD","QQQA","LU2403377893.USD","BK4614","IE00BQXX3F31.USD","EMC","LU0069063385.USD","LU0256863811.USD","SMH","IE00B1XK9C88.USD","IE00BYQQ9H92.USD","LU0348723411.USD","LU0820561909.HKD","LU2065171402.SGD","IE0003U64NQ7.SGD","LU2360107168.USD","AMDS","LU1861220033.SGD","LU0726765562.USD","LU0553294199.USD","LU2462591277.SGD","LU2249611893.SGD","THMR","LU1023057109.AUD","LU0472753341.HKD","SG9999002232.USD","LU0323591593.USD","LU1670710661.SGD","LU0162691827.USD","LU2471134952.CNY","EFIV","IE00B3PB1722.GBP","CWI","AMDY","LU0541502299.USD","AMZY","LU0359201885.HKD","LU0792757196.USD","LU0124676726.USD","LU1366192091.USD","LU1400636657.SGD","IE000BZT7R73.USD","CGIC","IE0034235295.USD","IE00BN29S564.USD","LU2063271972.USD","AMDG","LU1868836757.USD","AVSE","IE00BGHQF631.EUR","LU2361045086.USD","LU1074936037.SGD","AGOX","BK4524","LU0321505868.SGD","LU2357125470.USD","LU1116320901.HKD","LU0985320562.USD","LU1244550577.SGD","LU0868494708.USD","TSMZ","BK4527","LU2294711713.HKD","BK4587","LU0494093205.USD","LU1232071149.USD","DRIV","LU0210528500.USD","SOXY","LU2211817866.USD","LU0061474705.USD","LU2023250330.USD","IE00BJJMRY28.SGD","LU0289941410.SGD","LU1202635105.USD","LU2041044095.USD","LU2089284900.SGD","LU0096362180.USD","LU1868836591.USD","TSMY","LU1267930730.SGD","LU0203202063.USD","LU1633808545.USD","HULL","TSMX","NVDX","LU2092937148.SGD","LU0077335932.USD","LU1823568750.SGD","LU0784384876.USD","LU0795875169.SGD","IE00BDGV0183.EUR","LU2602419157.SGD","AVGW","LU0158827948.USD","LU2860962120.EUR","LU1934455277.USD","EGGY","LU1670628061.USD","LU0053666078.USD","LU0198837287.USD","LU0661504455.SGD","UMMA","BK4592","LU0109392836.USD","LU2433249047.HKD","SG9999014567.USD","LU1934455863.HKD","07388","USD","BK4588","LU1935042215.USD","LU1244550494.USD","OGIG","LU1699723380.USD","SG9999014898.SGD","NVDB","LU2471134523.USD","LU0210536198.USD","LU2491050154.USD","LU0251131958.USD","LU0965508806.USD","LU2023250843.SGD","LU1868838027.USD","IE00BFXG0V08.USD","IE00B7SZLL34.SGD","HK0000304797.USD","LU0048573561.USD","LU0878866978.SGD","LU2764263039.SGD","LU1035775433.USD","LU1242518857.USD","LU0211327993.USD","JGRO","LU0965509010.AUD","LU1244550221.USD","LU0557290698.USD","LU2211815571.USD","INTC","IE0000B7K699.USD","LU0444973449.USD","LU2750360997.AUD","ADVE","LU0784385170.HKD","LU2242649171.HKD","LU2471134796.USD","LU1804176565.USD","LU0265550359.USD","IE00BMPRXQ63.HKD","HAKY","IE00B19Z9P08.USD","LU0878004406.USD","LU1821325948.USD","LU1861559042.SGD","LU2317271919.USD","SG9999011175.SGD","MIC","LTL","AVGU","SGXZ31699556.SGD","BK4602","SG9999017495.SGD","IE00BYV24P56.USD","WISE","DTCR","LU0820561818.USD","LU2250418816.HKD","LU2491050071.SGD","NULC","LU0276348264.USD","XNTK","ILDR","LU1923622291.USD","LU2456880835.USD","LU0788109477.HKD","LU2362541513.USD","IE0004086264.USD","LU0466842654.USD","LU0823414478.USD","IE00B19Z3B42.SGD","SGXZ80539844.SGD","LU1880398471.USD","LU1861215975.USD","LU1791710582.SGD","LU0256863902.USD","LU2272731782.SGD","LU0672654240.SGD","LU1935043023.USD","LU0029864427.USD","LU2237443549.SGD","BK4567","SNVD.UK","BLOX","LU1861127337.USD","LU0964807845.USD","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13:34","pubTimestamp":1786512860,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，由于AI需求持续超过全球供应能力，推动DRAM和NAND市场实现强劲增长，Omdia将2026年全球半导体市场营收增长预测上调至同比增长94.1%。预计2026年存储器芯片收入将占全球半导体总营收的50%以上。计算与数据存储将成为半导体市场增长核心动力Omdia预计，计算与数据存储将成为2026年半导体营收增长最快的应用市场，市场营收预计同比增长超过150%，并接近1万亿美元规模。2026年消费电子和无线通信应用仍将保持较强的半导体营收增长势头。","market":"sh","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/1478870.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":["ABFL","LU1221951129.SGD","LU0149725797.USD","3NVD.UK","LU0784384876.USD","LU1629891620.HKD","BK4535","IE000W1ABFV2.USD","LU0661504455.SGD","UMMA","CWI","XNTK","LU2047632596.USD","LU1974910355.USD","NVDD","CQTM","AMDD","LU1242518857.USD","BK4534","IE0009356076.USD","IE00B5949003.HKD","LU2063271972.USD","LU2552382058.USD","SGXZ99366536.SGD","LU0302445910.USD","IE00B1BXHZ80.USD","LU1282649067.USD","DRIV","LU1803068979.SGD","LU1935043023.USD","LU1861220033.SGD","LU0965509101.SGD","LU2491050154.USD","AIPI","LU2100268510.USD","LU1988902786.USD","LU2133065610.SGD","HK0000532082.HKD","BK4554","LU2065169927.USD","LU2237957902.USD","SG9999004303.SGD","LU1642822529.SGD","IE0004086264.USD","LU2272731865.HKD","LU2023250504.SGD","LU0976567544.SGD","LU2417539215.USD","AGOX","IE00BDRTCR15.USD","LU1989772923.USD","BAI","LU0683600562.USD","SG9999014559.SGD","IE00B7SZLL34.SGD","IE000SO60NU8.SGD","LU1084165304.USD","EGGY","AVEM","CGDG","LU0143551892.USD","LU1066051225.USD","LU0964807845.USD","BK4548","LU2265009873.SGD","GB00BDT5M118.USD","LU0211327993.USD","MUD","LU1861127337.USD","LU0203347892.USD","DIPS","LU2756315318.SGD","MULL","LU0689472784.USD","BK4576","LU0320765059.SGD","LU0979878070.USD","LU1267930730.SGD","LU1301847155.USD","LU2543165471.USD","AMYY","LU1923622291.USD","LU2637965513.SGD","AMDL","LU0265550359.USD","LU0130518102.USD","LU2750360997.AUD","LU2746668461.USD","XLK","LU2361044949.HKD","LU1699723380.USD","LU2098885051.SGD","LU0203202063.USD","IE00BQXX3D17.EUR","SNPE","LU2092937221.SGD","HK0000306685.HKD","LU1323610961.USD","TRUC","LU2764263203.CNY","LU0308772762.SGD","LU0820562030.AUD","LU0472753341.HKD","LU1127390331.HKD","LU2065171402.SGD","LU2054465674.USD","LU2286300806.USD","BK4579","LU2552382132.HKD","IE0034235188.USD","LU1400636491.USD","LU1435385759.SGD","IE00BZ1G4Q59.USD","CNEQ","LU0310799852.SGD","LU2487616109.SGD","GOOY","LU1267930490.SGD","GB00B4LPDJ14.GBP","NVDA","LU0274383776.USD","LU2756315664.SGD","HK0000304797.USD","LU0553294199.USD","BK4605","LU0477156797.USD","LU2077746001.SGD","BK4581","IE000F7OJYX1.SGD","SMH","LU1023057109.AUD","ARTY","LU0011850046.USD","LU2362541273.HKD","LU0158827781.USD","LU2764262908.HKD","LU0738911758.USD","LU0395794307.EUR","LU0321505439.SGD","SG9999002232.USD","LU2298321311.HKD","LU0266013472.USD","LU1003077747.HKD","GOU","IE00BD6J9T35.USD","LU1035773651.USD","IE00BZ199S13.USD","LU2089985449.USD","LU0323240290.USD","BK4077","LU1196500208.SGD","LU2097829019.USD","LU2430703178.SGD","LU1585245621.USD","IE00B775H168.HKD","AMDY","LU2473716301.USD","IE00B5TLWC47.USD","LU0081259029.USD","04335","LU1720051017.SGD","LU2249611893.SGD","LU2326559502.SGD","LU0957791311.USD","BLOX","LU1400636574.HKD","SG9999000418.SGD","AIQ","BK4612","LU2065171311.SGD","LEGR","LU2462157665.USD","AMUU","SG9999014575.USD","LU0097036916.USD","LU0795875086.SGD","LU2403377893.USD","LU0056508442.USD","BK4551","LU0211326839.USD","LU2362541513.USD","SG9999014906.USD","BK4588","IE000BZT7R73.USD","IE000KEQY171.SGD","LU1989764748.USD","LU2242649171.HKD","LU1116320737.USD","LU2360032135.SGD","SG9999014898.SGD","BK4575","LU0541501648.USD","LU0359202008.SGD","LU0130102774.USD","LU0154236417.USD","LU1923623000.USD","LU0823421333.USD","LU2360108059.USD","LU1261432733.SGD","LU2065170008.USD","LU2430703095.HKD","IE00BJJMRY28.SGD","TYLG","LU2290526834.HKD","LU2552382215.SGD","LU1267930227.SGD","LU1823568750.SGD","03145","LU2592432038.USD","GOOX","LU1551013425.SGD","LU0820561909.HKD","LU2092627202.USD","LU0878004406.USD","LU2720916845.USD","LU0251131958.USD","LU1979441026.SGD","ADVE","LU2125154778.USD","NVDY","TTEQ","VOX","BOBP","LU2471134796.USD","METV","LU1201861249.SGD","LU0225283273.USD","SHOC","LU2279689827.SGD","JGRO","LU2237443465.HKD","LU0861579265.USD","BK4566","GXPC","LU0859254822.USD","LU1718418525.SGD","LU0094547139.USD","LU0320765489.SGD","IE00B3M56506.USD","LU2294711713.HKD","IE000MB6IJN5.SGD","TSMZ","IE00B19Z3581.USD","LU2023251221.USD","BK4608","LU0234572021.USD","LU2028103732.USD","LU0444971666.USD","LU2089283258.USD","LU1069344957.HKD","IE00BFXG0V08.USD","LU0354030511.USD","TRFK","LU2471134879.HKD","NULC","NVIW.SI","IE000M9KFDE8.USD","LU2360106780.USD","SNVD.UK","CHPX","IE00BK4W5M84.HKD","INTC","BK4567","LU0133085943.USD","IE00BMPRX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11:35","pubTimestamp":1786505700,"startTime":"0","endTime":"0","summary":"8月10日，台积电公布7月合并营收约4675.8亿新台币，环比增5.6%，同比增44.7%，首破4600亿，创单月新高。7月营收超预期后，业内预计台积电三季度营收及毛利率或有上调空间。Wind和交易所数据显示，人气产品——科创半导体设备ETF华泰柏瑞近30个交易日累计获得97.72亿元资金净流入，8月以来日均成交额达23.11亿元。资金的踊跃布局助推该ETF最新份额达35.18亿份，规模达110.86亿元，年内分别增长517%和1151%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/jjh/2026-08-12/doc-inimzqcv4065826.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0541501648.USD","LU2491050154.USD","LU1023057109.AUD","BK4548","LU0323591593.USD","LU0198837287.USD","LU0878005551.USD","BK4554","WUGI","BK4512","LU0211327993.USD","LU2237443549.SGD","03145","BAI","LU0889565833.HKD","LU2125154778.USD","LU0109392836.USD","SPWO","LU1623119135.USD","LU2458330243.SGD","IE00B5TLWC47.USD","LU0823421333.USD","LU0158827781.USD","IE00BFXG0V08.USD","LU2471134879.HKD","IE00BZ199S13.USD","LU0348723411.USD","BK4503","LU1267930813.SGD","LU2092937221.SGD","LU2247934214.USD","LU0889566641.SGD","LU2023250504.SGD","LU1037948897.HKD","LU0572939691.SGD","CGNG","LU0143863198.USD","LU2089284900.SGD","LU1282649067.USD","LU2237443382.USD","KNOW","LU0541502299.USD","SGXZ51526630.SGD","ESIM","588710","LU0823421416.USD","LU0289960550.SGD","CGDG","IE0004445239.USD","LU2250418816.HKD","LU1868837722.USD","LU0310799852.SGD","LU1211504680.USD","LU1508157978.USD","EMC","LU2491049909.HKD","LU2458330169.SGD","LU2357125470.USD","SG9999004220.SGD","TSM","LU2471134796.USD","IE00BD6J9T35.USD","BK4534","LU2506951792.HKD","TSMX","LU0965508806.USD","LU0878004406.USD","LU0353189680.USD","LU2111349929.HKD","LU0238689110.USD","IE00BQXX3C00.GBP","BK4591","LU1934455277.USD","LU1974910355.USD","LU2063271972.USD","LU2471134523.USD","LU2106854487.HKD","LU0094547139.USD","LU2360032135.SGD","LU1989772923.USD","LU0823414551.USD","BK4527","LU2237443978.SGD","TSMG","LU1803068979.SGD","LU1712237335.SGD","LU2028103732.USD","LU0359201885.HKD","LU0353189763.USD","LU0792757196.USD","LU0359202008.SGD","LU0719512351.SGD","LU1868838027.USD","CGGO","LU2271345857.HKD","LU0345770308.USD","STSM","LU1989764664.SGD","ASIA","LU1934455863.HKD","TINS","BK4581","TSMY","CGIC","LU2294711713.HKD","LU2211815571.USD","LU2054465674.USD","CHPX","CORO","LU0175139822.USD","LU0359201612.USD","LU2471134952.CNY","LU2491050071.SGD","LU2087625088.SGD","TEK","SMH","LU2041044095.USD","LU1852331112.SGD","LU2023251221.USD","LU1868837565.USD","MEMX","LU1316542783.SGD","TTEQ","IE00BHPRN162.USD","SG9999000418.SGD","LU0211328371.USD","BK4532","SGXZ99366536.SGD","LU2211814178.USD","LU2750360997.AUD","TSMU","BK4533","IE00BQXX3D17.EUR","AVXC","LU0882747503.HKD","LU1917777945.USD","LU0642271901.SGD","LU1989772840.SGD","BK4588","IE00BQXX3F31.USD","LU0823414478.USD","AIQ","LU0861579265.USD","IE0004091025.USD","IE00B3M56506.USD","LU2125154935.USD","LU0488056044.USD","FDTX","LU2237443622.USD","LU2750360641.GBP","LU2663582299.SGD","LU0056508442.USD","LU1989764748.USD","EMM","ADVE","LU2089283258.USD","UMMA","LU0082616367.USD","AVEM","BK4602","LU0143863784.USD","LU0264606111.USD","LU0384037296.USD","LU2860962120.EUR","TSMZ","LU0158827948.USD","BK4526","IE00BKPKM429.USD","LU0345770993.USD","SPTE","BK4612","LU2543165471.USD","LU1267930490.SGD","BLOX","LU1282649810.SGD","CWI","LU0965509101.SGD","CNEQ","LU1323610961.USD","SGXZ81514606.USD","LU0572940350.SGD","LU0965509010.AUD","BK4505","LU0965509283.SGD","BK4543","BK4585","AVSE","BK4605","LU0316494557.USD","IE0004086264.USD","BK4141","LU2298321311.HKD","LU0689626769.HKD","LU2249611893.SGD","LU2360106780.USD","LU2360108059.USD","LU1934455194.USD","LU1037948541.HKD","LU2133065610.SGD","LU0124676726.USD","BK4550","IE00BYQQ9H92.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658142940","title":"台积电董事会核准 294 亿美元资本预算，今年累计达 607 亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2658142940","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658142940?lang=zh_cn&edition=full","pubTime":"2026-08-12 10:33","pubTimestamp":1786501995,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，台积电于 8 月 11 日召开董事会，核准资本预算约 294.43 亿美元，用于扩充先进制程及先进封装产能，以应对 AI 与高性能计算带来的强劲需求。今年 5 月董事会已核准 312.83 亿美元，累计全年核准资本预算达 607.26 亿美元（约新台币 1.96 万亿元）。台积电董事长魏哲家此前在 7 月法说会上表示，未来几年将在台湾持续兴建 13 座先进晶圆厂及先进封装厂，涵盖高雄、新竹宝山及台南，美国亚利桑那州总投资规模亦增至 2650 亿美元。\n\n董事会同时核准与索尼半导体解决方案公司成立合资公司，台积电认股上限为 2820 亿日元，合资公司位于日本熊本县合志市，目标 2029 年量产智能手机用下一代影像传感器。此外，董事会核准第二季度每股现金股利 7 元新台币，除息交易日为 12 月 10 日。台积电将提供符合规定的外资股东以美元收受现金股利的选择权利。 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AI资本支出进一步上调","url":"https://stock-news.laohu8.com/highlight/detail?id=2658494225","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658494225?lang=zh_cn&edition=full","pubTime":"2026-08-12 09:11","pubTimestamp":1786497070,"startTime":"0","endTime":"0","summary":"该机构看到，微软、谷歌在CY2Q26 分别实现43%/82%的云收入同比增长，超市场预期，反映AI变现或加速。7 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