Key TakeawaysNvidia shares set yet another record high Thursday as concerns earlier this week about a softening in the semiconductor market was eased by TSMC's earnings report.The Taiwanese supplier of chips to Nvidia, Apple, and others reported a huge jump in profit and sales on AI chip demand, and predicted a continuation of that demand in the future.Also boosting Nvidia's stock were comments by billionaire Stanley Druckenmiller that he lamented selling all his shares of the company earlier this year. Sha ...

The foundry giant served up convincing evidence that the artificial intelligence (AI) revolution is far from over.Shares of Taiwan Semiconductor Manufacturing Company (TSM 10.68%), also known as TSMC, charged as much as 13.4% higher on Thursday. As of 2:13 p.m. ET, the stock was still up 11.4%.Driving the semiconductor specialist higher were its quarterly financial results, which came in ahead of expectations.AI continues to chug alongAfter the blistering share price rally that kicked off early last year, m ...

文章核心观点 - 台积电公司第三季度业绩超预期,带动芯片股上涨 [1][2] - 台积电公司AI处理器销售占其总收入的比重将在今年翻三倍 [2] - 半导体行业内部分公司仍面临库存过剩的问题,导致整体行情低迷 [2][3] 行业总结 - 芯片股周四上涨,主要受益于台积电公司的强劲业绩和乐观前景 [1] - 台积电公司第三季度净利润同比增长超过50%,超出华尔街预期 [2] - 台积电公司表示,智能手机和人工智能相关需求推动了其业绩 [2] - 尽管人工智能领域表现强劲,但其他市场分部的复苏仍需更长时间 [2] - 受ASML公司发出的警告影响,半导体指数在周二出现下跌,但周四随台积电反弹有所回升 [3]

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

Many investors still hold high regard for the technology sector in the United States today, which makes sense as the services PMI index is carrying most—if not all—of the economic growth left in the country, compared to the 23-month contraction in the manufacturing sector, as seen in that PMI index. However, not all technology sectors are equal.Taiwan Semiconductor Manufacturing TodayTSMTaiwan Semiconductor Manufacturing$211.82 +24.34 (+12.98%) 52-Week Range$84.95▼$212.30Dividend Yield0.92%P/E Ratio37.89Pri ...

文章核心观点 - 台积电第三季度利润超过分析师预期 [1] - 台积电预计最后三个月的年度收入增长,人工智能(AI)推动需求 [1] - 台积电股价大涨20%,创下5月以来单日最大涨幅,今年迄今已涨100% [1] 公司表现 - 台积电股价创历史新高,达到212.50美元 [1] - 台积电是2024年Schaeffer's的首选股票 [1] 投资者情绪 - 期权交易者之前对台积电持有看跌情绪,10日平均看跌/看涨比率位于过去一年的90%区间 [2] - 台积电的Schaeffer's看跌/看涨未平仓合约比率(SOIR)位于过去一年的高位,表明短期内投资者更倾向于看跌 [2] - 但今日交易情况出现转变,看涨期权成交量大幅增加,10月210和220strike期权最受青睐 [2]

Thursday, October 17th, 2024The biggest day of economic reports has begun, with numbers feeding Q3 GDP accounts yet to come. The only people disappointed this morning will be people who are looking for an economic downturn in the United States. It ain’t happening.Off new closing highs, the Dow is up another +58 points at this hour. The S&P 500, nearing an all-time closing high of its own yesterday, is up another +25 points. The Nasdaq, having lagged the other industries over the past couple trading sessions ...

Philippe Laffont's hedge fund, Coatue Management, has been scooping up shares of Taiwan Semiconductor for several consecutive quarters.Billionaire investor Philippe Laffont is the founder of Coatue Management, one of Wall Street's most prestigious hedge funds. Below, I'm going to explore some of the more interesting moves Coatue has made as of late as it pertains to the firm's artificial intelligence (AI) positions.To locate this information, I've reviewed the firm's Form 13F form. It's an incredibly useful ...

Taiwan Semiconductor Manufacturing reported strong demand for AI chips.In today's video, I discuss Taiwan Semiconductor Manufacturing (TSM 11.32%) and why Nvidia (NVDA 2.82%) stock investors should pay attention. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the pre-market prices of Oct. 17, 2024. The video was published on Oct. 17, 2024. ...

文章核心观点 - TSMC股价在上次报道后上涨13%,接近210美元的目标价位 [1] - TSMC在2024年第三季度的财报显示收入和利润同比大幅增长,公司长期前景看好 [1] 公司概况 - TSMC是一家专注于半导体制造的公司,是全球最大的晶圆代工企业 [1] - 公司专注于为客户提供高质量的半导体制造服务,拥有强大的技术实力和市场地位 [1] 财务表现 - TSMC 2024年第三季度的收入和利润同比大幅增长 [1] - 公司长期前景看好,有望继续保持良好的财务表现 [1] 投资评级 - 分析师给予TSMC"买入"评级,目标价为210美元 [1] - 公司股价有望进一步上涨,为投资者带来收益 [1]