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总结
多家美媒报道，台积电公布最新季度财报及未来指引，在AI服务器与高端加速器芯片需求推动下，营收创下新里程碑并再创新高，利润同比增长约35%。公司对后续景气给出强劲展望，带动美股盘前纳斯达克期货走高，半导体与AI相关个股上涨，市场对AI繁荣可持续性的预期升温；也有观点提醒仅凭单季财报难完全判断AI周期强度。
正文
TSMC's Strong Outlook Fires Up Hopes of Sustained AI Boom Yahoo Finance Stock market today: Nasdaq futures lead Dow, S&P 500 higher as TSMC's strong outlook buoys AI hopes Yahoo Finance TSMC Earnings Don't Tell What You Really Need to Know About the AI Boom Barron's TSMC delivers another record quarter as profit jumps 35% fueled by robust AI chip demand CNBC TSMC breaks big revenue milestone - and sends these stocks soaring MarketWatch
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