$台积电(TSM)$_老虎社区_美港股上老虎

吾股丰登123
07-19

$台积电(TSM)$ 表面看，由于台积电受惠于Al、高速运算（HPC）需求强劲，市场普遍预期下半年业绩大幅增长。
不过，CoWoS先进封装产能跟不上，是无法改变现状。我有一同学，供应CoWoS先进封装流程中的湿式制程化学台，从我得到数据推算出，台积电下半年业绩没有市场预期那么乐观。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

雪梨小茜
·07-20 13:42
精彩
我已割肉平仓扛不过空军
回复
点赞
举报
收起
- 吾股丰登123:
  哈哈
  21:24
  回复
  举报

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":329294649196656,"tweetId":"329294649196656","gmtCreate":1721394684017,"gmtModify":1721394688265,"author":{"id":10000000000010302,"authorId":10000000000010302,"authorIdStr":"10000000000010302","name":"吾股丰登123","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","vip":8,"userType":8,"introduction":"。","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":20,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/17e123fe82da520ccdedd70ba440c641","width":"440","height":"416"}],"coverImages":[{"img":"https://static.tigerbbs.com/17e123fe82da520ccdedd70ba440c641","width":"440","height":"416"}],"html":"<html><head></head><body> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v> 表面看，由于台积电受惠于Al、高速运算（HPC）需求强劲，市场普遍预期下半年业绩大幅增长。 不过，CoWoS先进封装产能跟不上，是无法改变现状。我有一同学，供应CoWoS先进封装流程中的湿式制程化学台，从我得到数据推算出，台积电下半年业绩没有市场预期那么乐观。<img src=\"https://static.tigerbbs.com/17e123fe82da520ccdedd70ba440c641\" tg-width=\"440\" tg-height=\"416\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v> 表面看，由于台积电受惠于Al、高速运算（HPC）需求强劲，市场普遍预期下半年业绩大幅增长。 不过，CoWoS先进封装产能跟不上，是无法改变现状。我有一同学，供应CoWoS先进封装流程中的湿式制程化学台，从我得到数据推算出，台积电下半年业绩没有市场预期那么乐观。<img src=\"https://static.tigerbbs.com/17e123fe82da520ccdedd70ba440c641\" tg-width=\"440\" tg-height=\"416\"></body></html>","text":"$台积电(TSM)$ 表面看，由于台积电受惠于Al、高速运算（HPC）需求强劲，市场普遍预期下半年业绩大幅增长。 不过，CoWoS先进封装产能跟不上，是无法改变现状。我有一同学，供应CoWoS先进封装流程中的湿式制程化学台，从我得到数据推算出，台积电下半年业绩没有市场预期那么乐观。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/329294649196656","repostId":0,"isVote":1,"tweetType":1,"viewCount":1007,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":243,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":329414582624400,"gmtCreate":1721454127737,"gmtModify":1721454131546,"authorId":3571926598065209,"author":{"id":3571926598065209,"authorId":3571926598065209,"name":"雪梨小茜","avatar":"https://static.tigerbbs.com/4e9e8cb3b0823337fba059536638b32a","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.18","exceedPercentage":"80.91%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":329294649196656,"type":1,"supId":0,"prevId":0,"content":"我已割肉平仓 扛不过空军","text":"我已割肉平仓 扛不过空军","html":"我已割肉平仓 扛不过空军","likeSize":0,"commentSize":1,"subComments":[{"id":330263501729792,"gmtCreate":1721654698732,"gmtModify":1721654702331,"authorId":10000000000010302,"author":{"id":10000000000010302,"authorId":10000000000010302,"name":"吾股丰登123","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":329294649196656,"type":1,"supId":329414582624400,"prevId":0,"content":"哈哈","text":"哈哈","html":"哈哈"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}

评论（2）

热议股票