台積電業績強勁 AI成市場新主線！

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大漲近10%！台積電業績全線強於預期 AI或仍是市場最清晰主線之一

美股台積電大漲近10%，收盤刷新記錄新高至205美元/股，總市值達1.07萬億美元。台積電此前公佈了第三季度財報，第三季度淨利潤3,253億元新台幣，同比增長54%，其餘各項指標全線強於預期，還上調了業績指引。在台積電的帶動下，美股芯片股普遍走高，提振投資者對用於人工智能應用的處理器需求的樂觀情緒，英偉達盤中一度刷新歷史新高。

台積電業績亮眼，AI需求推動業務增長

台積電在法說會上表示，公司業務被強大的智能手機和AI相關對3、5nm芯片的需求支撐，強勁的AI需求帶動3、5Nm稼動率提升，預期全年收入增長接近30%。國盛證券研報指出，AI算力仍舊是目前甚至未來兩三年內市場最清晰的主線之一，產業發展趨勢已經形成，在全球宏觀或政策變動下受影響程度較小。

相關上市公司受益

據財聯社主題庫顯示，相關上市公司中：

三孚股份此前公告，全資子公司三孚電子材料的電子級二氯二氫矽產品目前已通過台積電的多次質量驗證並已於近期向其供應首批正式產品。

江豐電子從事高純濺射靶材的研發、生產和銷售業務，客戶涵蓋中芯國際、台積電等全球知名芯片製造企業。

評論與啟示

台積電的強勁表現無疑再次證明了其在全球半導體市場的領導地位。尤其是在AI應用持續增長的背景下，對高性能芯片的需求將進一步推動台積電的業務增長。這也反映出科技行業的快速發展和創新能力，特別是在AI和智能設備領域。

然而，我們也需要關注半導體行業的供應鏈風險和地緣政治因素對市場的潛在影響。儘管目前AI需求強勁，但未來的市場變化和政策調整可能會對行業產生深遠影響。因此，投資者應該保持謹慎，關注市場動態和政策變化。

總的來說，台積電的業績表現和市場反應顯示出，AI仍然是科技行業最重要的發展方向之一。未來，隨著技術的不斷進步和應用場景的擴展，AI將為半導體行業帶來更多機遇和挑戰。同時，相關企業也需要加強技術創新和市場應變能力，以應對不斷變化的市場環境。

以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂

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A low-angle, wide-lens street shot in a bustling cityscape (similar to Shibuya, Tokyo). A young woman crouches confidently beside a modified, glossy purple sports car with a Japanese license plate. She wears a black graphic tee, cargo pants, white sneakers, and silver jewelry. The background features tall glass skyscrapers, colorful billboards, neon signage, and warm late-afternoon lighting. Strong perspective distortion emphasizes the height of the buildings and the car’s aggressive stance. The mood is stylish, bold, and modern, capturing urban automotive culture with a cinematic, hyper-real aesthetic. High detail, high contrast, crisp reflections, editorial fashion vibe, dynamic street energy. Gallery
Generate an ultra-realistic, highly ultra-detailed, 8k resolution with 1080x1080 pixel portrait of me using the uploaded image for reference (preserved the likeness and the original face for reference) of a striking, high-resolution portrait of a young woman with long, flowing wavy brunette hair, seated gracefully on a simple black wooden chair in a dimly lit studio. She wears an oversized, off-white knitted sweater that drapes loosely over her frame, slipping off one shoulder to reveal smooth skin and add a subtle touch of sensuality. Her pose is elegant and contemplative: one arm rests gently on the chair’s backrest while her hand delicately supports her chin, and her gaze is directed thoughtfully toward the side, creating an intimate and introspective mood. The lighting is expertly crafted with a single soft, directional light source positioned to the side, casting gentle shadows that sculpt her form and highlight the texture of the knitwear and the natural contours of her legs and arms. This chiaroscuro effect enhances the depth and dimensionality of the image, emphasizing the softness of her skin and the intricate weave of the sweater. The background is a smooth, muted dark gray, providing a minimalist and distraction-free backdrop that contrasts beautifully with her light-colored apparel and warm skin tones. *** The composition is a full-body vertical frame that captures the model’s seated posture with perfect balance, positioning her slightly off-center to create visual interest and harmony. The overall color palette is subdued and warm, featuring neutral tones that evoke a sense of calm and understated elegance. The image is impeccably sharp, showcasing fine details such as the delicate waves of her hair, the subtle folds in the fabric, and the natural texture of her skin. The style is classic and timeless, blending modern minimalism with emotive portraiture to convey quiet strength, beauty, and introspection. ➖Additional details: - Negative Prompt: cartoon, 3d render, cgi,a low poly, painting, drawing, sketch, anime, deformed, bad anatomy, mutated hands, extra limbs, low quality, blurry, artifacts, plastic skin, out of frame, out of focus, wrong spelling, rumble letters, missing letter, blurry letter, blurry face, lowres, pixelated, jpeg artifacts, repeated face and repeated word. Gallery
Create a photorealistic and highly detailed image featuring the attached image walking confidently down a modern city street, accompanied by Jason Statham, Dwayne “The Rock” Johnson, and Jason Momoa acting as bodyguards. John Wick (Keanu Reeves) is walking just beside or slightly behind the subject, holding an umbrella over him to shield from light rain. The subject should be the central figure, wearing stylish casual clothing — like a fitted jacket, dark jeans, and sunglasses — exuding calm authority and cool charisma. Statham, The Rock, and Momoa are dressed in black tactical-style suits, maintaining alert, protective stances, scanning the surroundings like professional bodyguards. John Wick wears his signature black suit and tie, looking composed as he holds the umbrella. The setting is a downtown urban street with wet pavement reflecting city lights, parked luxury cars, and paparazzi in the background snapping photos. The photo should look like a real paparazzi shot — slightly off-angle, mid-step motion blur, with realistic lighting and reflections. Lighting: natural daylight with overcast skies, reflections from wet concrete, realistic shadows, subtle raindrops on the umbrella and clothing. Camera realism: crisp detail on facial features and clothing textures, shallow depth of field emphasizing the group, with lens flare or light bloom for authenticity. Mood & tone: grounded, cinematic, and stylish — feels like a moment from a celebrity entourage photo or action-movie press capture, taken with an iPhone by paparazzi. Style: ultra-realistic, documentary-style street photography with modern cinematic sharpness. Gallery
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