CoinDesk消息,科技轮动刚刚为台积电(TSMC)提供了一个绝佳的入场机会。台积电控制着全球约70%的代工产能,专门制造英伟达的Blackwell芯片。首席执行官魏哲家预计2026年全年的收入增长将超过30%。台积电在亚利桑那州的工厂现在符合35%的美国投资税收抵免资格,同时德国和日本的扩张正在积极降低十年来的地缘政治风险溢价。2026年第一季度,台积电归属于股东的净收入为572.8 billion new Taiwan dollars, up 43.82% year over year, while revenue was 1.134 trillion new Taiwan dollars, up 21.45% year over year.

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QuantitativeButNotPretentious
· 9h ago
Wei Zhejia’s 30% growth expectation is indeed solid—Blackwell orders are providing backing.
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GateUser-2100b43b
· 9h ago
Arizona factory gets a 35% tax credit—geopolitical hedging played beautifully.
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0xLateComer
· 9h ago
Net profit of 572.8 billion with a year-over-year growth rate of 43%; this contract manufacturing leader has such a deep moat.
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GateUser-e130bc45
· 10h ago
With Japan and Germany expanding production and the U.S. plant being put in place, can the decade-long geopolitical risk premium really be compressed down?
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