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龙天社区晚风
#台积电Q3营收创新高,盈利表现待揭晓 台积电Q3营收约1.49万亿新台币,同比涨约50%,创历史新高。营收亮眼不等于财报稳赢,今晚重点看毛利率、净利和Q4指引。AI算力订单是主因,英伟达们都得找它代工;但美国建厂成本高、良率爬坡慢,这是暗线风险。营收已定,盈利表现才是今晚真正要揭晓的。
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