精选85Chubby♨️行业动态多源精选 ×3
台积电2026年Q2营收1270亿新台币，净利润创纪录
TSMC Q2 2026 Results (As always, the biggest winners of the AI boom are the "s…
推荐理由
台积电作为AI算力核心供应商，财报直接反映行业景气度。净利润暴增77%且超预期，建议关注产业链上下游动向。
TSMC Q2 2026 Results (As always, the biggest winners of the AI boom are the "shovel sellers", TSMC and NVIDIA.)
-Revenue: NT$1.27T (~US$40B) (+36% YoY) -Net profit: NT$706.6B (~US$22B) (+77% YoY, record high) -Beat analyst consensus of NT$632.6B by 11.7% -Gross margin: 67.7% (above guidance) -Revenue landed at the top end of TSMC’s own guidance (US$39.0–40.2B) -AI chip demand remains the primary growth driver -CEO C.C. Wei: “It will be a long time before we can meet customer demand.”
Insane increase, no end in sight.
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力