[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"aihot-art-89180":3},{"itemId":4,"vertical":5,"category":6,"source":7,"score":8,"title":9,"summary":10,"analysis":11,"url":12,"coverUrl":13,"direction":13,"marketSignal":13,"publishedAt":14},"89180","ai","行业动态","Kim",55,"台积电 Q2 净利润创纪录，AI 需求持续驱动增长","台积电2026年Q2营收约400亿美元、净利润约220亿美元均创纪录,同比大增,AI芯片需求仍是主要拉动力,CEO称订单仍供不应求。","台积电公布2026年第二季度财报,营收和净利润双双创历史新高,AI芯片需求持续是核心驱动力,再次印证“卖铲人”在这轮AI浪潮里的确定性最强。\n\n· 营收达新台币1.27万亿元(约合400亿美元),同比增长36%,落在公司自身指引区间(390-402亿美元)的上限\n· 净利润新台币7066亿元(约合220亿美元),同比大增77%,创历史新高,超出分析师预期11.7%\n· 毛利率67.7%,高于此前指引水平\n· CEO魏哲家表示满足客户需求“仍需很长时间”,直接点明AI芯片产能依旧供不应求\n\n台积电的业绩是AI基础设施投资热度的一个硬指标,只要这条曲线不拐头,上游算力军备竞赛大概率还会持续加码。","https:\u002F\u002Fx.com\u002Fkimmonismus\u002Fstatus\u002F2077696241123602593",null,"2026-07-16 18:06:00"]