台积电，创下1999年以来新高

半导体行业观察12-25 09:42

如果您希望可以时常见面，欢迎标星收藏哦~来源：内容编译自彭博社，谢谢。台积电股价创下历史新高，这家全球最大的合约芯片制造商有望创下 25 年来的最佳年度股价表现。周二，该股在台北上涨 1.4%，短暂超过 11 月 8 日的高点，随后回吐涨幅，收盘持平。此前，包括主要客户 Nvidia Corp. 在内的美国芯片股隔夜上涨。由于投资者对人工智能交易的热情持续高涨，台积电股价今年已上涨 82%。...

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年以来的最高水平。知名分析师陆行之发文表示，自己与资产管理界前同事聊到，虽然台积电市值占台股大盘超过30%，但一般主动基金持股不能超过10%，规定基金持股对单一个股不超过10%，这还算合理，但如果台积电长期占大盘30到40%，以后甚至更高，主动基金经理人要打败台积电，甚至要打败大盘或以大盘为主的被动ETF，直言“这真的是有难度” 。但陆行之也提出疑问指出，这会不会也是外资持有台积电虽超过70%，但台积电一直比全球前10大市值高科技公司估值低的原因之一？并表示，不知道金管会有没有打算要解开这个主动基金紧箍咒。此外，陆行之也表示，虽然紧箍咒坏处是估值有折扣，但好处是全球股灾时，台积电可能会跌得比较少。同时也提到3兆美元市值的苹果、英伟达达、微软，在美国好像没有类似问题，因为美国大盘市值大，高市值公司太多，没有一家公司超过10%，真是很多公司富可敌国，但如果比较美国基础建设如机场、高铁、MRT，真的是一个国家两种景色。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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