最起码还要疯长三个季_老虎社区_美港股上老虎 - 老虎社区

最起码还要疯长三个季度，下跌就是大机会

台积电Q2营收6735.1亿新台币，同比增长40.1%

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charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电Q2营收6735.1亿新台币，同比增长40.1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电Q2营收6735.1亿新台币，同比增长40.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-18 13:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月18日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2024年第二季度业绩。财报显示，第二季度营收6735.1亿新台币，市场预期6581.4亿新台币，去年同期4808.41亿新台币；净利润2478.45亿新台币，市场预期2350亿新台币，去年同期1818亿新台币；每股收益9.56新台币，去年同期7.01新台币。</p><p style=\"text-align: left;\">本季度毛利率为53.2%，营业利润率为42.5%，净利润率为36.8%。</p><p style=\"text-align: left;\">第二季度，3纳米出货量占晶圆总收入的15%；5纳米占35%；7纳米占17%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39188bac1f747c7d3e6cf1e2fb6aece\" title=\"\" tg-width=\"1071\" tg-height=\"538\"/></p><p><strong>财报电话会：</strong></p><p>台积电在随后的电话会议上表示：</p><blockquote><p>预计第三季度营收为224-232亿美元（上年同期为173亿美元）；</p><p>预计第三季度毛利率为53.5-55.5%（第二季度为53.2%）；</p><p>预计第三季度营运利润率为42.5-44.5%（第二季度为42.5%）；</p><p>预计第三季度业务将受到强劲的智能手机和人工智能相关需求的支持；</p><p>预计全年资本支出300亿美元至320亿美元，此前预计280-320亿美元，市场预估295.5亿美元；</p><p>2024年以美元计价收入增幅将略高于25%左右（此前预测增幅在20—25%左右）；</p><p>预计2024年芯片代工业务将增长接近10%；</p><p>预计2024年将是台积电的一个强劲增长年。</p></blockquote><p>财报发布后，台积电美股夜盘涨幅扩大至4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/567d8bd199ce7733d3cea9e61e82b545\" title=\"\" tg-width=\"865\" tg-height=\"825\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","03145":"华夏亚洲高息股","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","BK4141":"半导体产品","BK4503":"景林资产持仓","TSM":"台积电","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190782277","content_text":"7月18日，台积电发布2024年第二季度业绩。财报显示，第二季度营收6735.1亿新台币，市场预期6581.4亿新台币，去年同期4808.41亿新台币；净利润2478.45亿新台币，市场预期2350亿新台币，去年同期1818亿新台币；每股收益9.56新台币，去年同期7.01新台币。本季度毛利率为53.2%，营业利润率为42.5%，净利润率为36.8%。第二季度，3纳米出货量占晶圆总收入的15%；5纳米占35%；7纳米占17%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的67%。财报电话会：台积电在随后的电话会议上表示：预计第三季度营收为224-232亿美元（上年同期为173亿美元）；预计第三季度毛利率为53.5-55.5%（第二季度为53.2%）；预计第三季度营运利润率为42.5-44.5%（第二季度为42.5%）；预计第三季度业务将受到强劲的智能手机和人工智能相关需求的支持；预计全年资本支出300亿美元至320亿美元，此前预计280-320亿美元，市场预估295.5亿美元；2024年以美元计价收入增幅将略高于25%左右（此前预测增幅在20—25%左右）；预计2024年芯片代工业务将增长接近10%；预计2024年将是台积电的一个强劲增长年。财报发布后，台积电美股夜盘涨幅扩大至4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":37,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/328769877967016"}