<p><strong>台積電</strong>(TSM -3.59%) 的股票在週三的交易中遭遇了顯著的拋售。這家半導體代工領導者的股價在當天收盤時下跌了 3.6%，在交易中一度下跌了 5.6%。與此同時，<strong>標準普爾 500 指數</strong>(^GSPC -2.24%) 和 <strong>納斯達克綜合指數</strong>(^IXIC -3.07%) 分別下跌了 2.2% 和 3.1%。</p>
<p>今天，台積電的估值因有關 <strong>英偉達</strong> 處理器的新出口限制、對中國的更高關税以及美聯儲主席傑羅姆·鮑威爾的謹慎評論而下滑。該股票年初至今已下跌 23%。</p>
<h2>台積電股票因多重看跌因素暴跌</h2>
<p>英偉達昨天提交了一份文件，披露了一個重大的新業務阻力。該公司現在被要求在想要向中國銷售更多 H20 處理器時提交出口許可證，這可能意味着該產品將被禁止銷售到中國。</p>
<p>台積電為這些處理器製造芯片設計，而這家代工專家可能會因新限制而面臨整體需求壓力，這些限制阻止先進的人工智能 (AI) 半導體進入中國市場。</p>
<p>今天，台積電的股票也因美國對中國的關税將提高至 245% 以及傑羅姆·鮑威爾關於新出口税潛在影響的評論而遭到拋售。鮑威爾表示，美聯儲將在新關税的潛在通脹影響變得更加明確之前，暫時不會降息。</p>
<h2>台積電的下一步是什麼？</h2>
<p>根據今天發佈的_DigiTimes_報告，台積電計劃將其 4nm 芯片的價格提高 30%，以應對激增的需求。這一消息表明，該公司在短期內仍將繼續實現強勁的銷售增長，但仍然存在一些重大風險因素。台積電看起來有望在可預見的未來成為先進 AI 應用芯片的領先製造商，但其在美中日益緊張關係中的重要性意味着該股票面臨着巨大的地緣政治風險。</p>

台積電

<p>台積電（TSM）股票因重大拋售而下跌 3.6%，受到對 Nvidia 處理器的新出口限制、對中國的關税增加以及美聯儲主席傑羅姆·鮑威爾的謹慎言論的影響。台積電的股票年初至今已下跌 23%。儘管由於需求旺盛，公司計劃將其 4nm 芯片的價格提高 30%，但在美中緊張局勢中，公司面臨地緣政治風險</p>

<p><strong>Taiwan Semiconductor Manufacturing</strong>(TSM -3.59%) stock got hit with significant sell-offs in Wednesday's trading. The semiconductor foundry leader's share price closed out the day down 3.6% after having been off as much as 5.6% in the session. Meanwhile, the <strong>S&amp;P 500</strong>(^GSPC -2.24%) and <strong>Nasdaq Composite</strong>(^IXIC -3.07%) fell 2.2% and 3.1% in the session, respectively.</p>
<div class="lb-trans"><p><strong>台積電</strong>(TSM -3.59%) 的股票在週三的交易中遭遇了顯著的拋售。這家半導體代工領導者的股價在當天收盤時下跌了 3.6%，在交易中一度下跌了 5.6%。與此同時，<strong>標準普爾 500 指數</strong>(^GSPC -2.24%) 和 <strong>納斯達克綜合指數</strong>(^IXIC -3.07%) 分別下跌了 2.2% 和 3.1%。</p>
</div><p>TSMC's valuation moved lower today in conjunction with news of new export restrictions on <strong>Nvidia</strong>'s processors, higher tariffs on China, and cautious commentary from Federal Reserve Chairman Jerome Powell. The stock is now down 23% year to date.</p>
<div class="lb-trans"><p>今天，台積電的估值因有關 <strong>英偉達</strong> 處理器的新出口限制、對中國的更高關税以及美聯儲主席傑羅姆·鮑威爾的謹慎評論而下滑。該股票年初至今已下跌 23%。</p>
</div><h2>TSMC stock tumbles in response to multiple bearish catalysts</h2>
<div class="lb-trans"><h2>台積電股票因多重看跌因素暴跌</h2>
</div><p>Nvidia submitted a filing yesterday disclosing a significant new business headwind. The company is now being required to submit for an export license if it wants to sell more of its H20 processors to China, which likely means that the product will be barred from being sold to the country.</p>
<div class="lb-trans"><p>英偉達昨天提交了一份文件，披露了一個重大的新業務阻力。該公司現在被要求在想要向中國銷售更多 H20 處理器時提交出口許可證，這可能意味着該產品將被禁止銷售到中國。</p>
</div><p>TSMC manufactures the chip designs for the processors, and the foundry specialist could see overall demand pressured by new restrictions preventing advanced artificial intelligence (AI) semiconductors from being sold into the Chinese market.</p>
<div class="lb-trans"><p>台積電為這些處理器製造芯片設計，而這家代工專家可能會因新限制而面臨整體需求壓力，這些限制阻止先進的人工智能 (AI) 半導體進入中國市場。</p>
</div><p>TSMC stock also sold off today in response to news that the U.S.'s tariffs on China will be raised to 245% and commentary from Jerome Powell on the potential impacts of the new export taxes. Powell indicated that the Fed would hold off on cutting interest rates until the potential inflationary impacts of new tariffs became more clear.</p>
<div class="lb-trans"><p>今天，台積電的股票也因美國對中國的關税將提高至 245% 以及傑羅姆·鮑威爾關於新出口税潛在影響的評論而遭到拋售。鮑威爾表示，美聯儲將在新關税的潛在通脹影響變得更加明確之前，暫時不會降息。</p>
</div><h2>What's next for TSMC?</h2>
<div class="lb-trans"><h2>台積電的下一步是什麼？</h2>
</div><p>According to a report published by <em>DigiTimes</em> today, TSMC intends to increase the prices on its 4nm chips by 30% in response to surging demand. The news suggests that the company should continue to post very strong sales growth in the near term, but there are still some big risk factors on the horizon. TSMC looks poised to be the leading manufacturer of advanced chips for AI applications for the foreseeable future, but its significance in the escalating tensions between the U.S. and China means the stock comes with outsized geopolitical risk.</p>
<div class="lb-trans"><p>根據今天發佈的_DigiTimes_報告，台積電計劃將其 4nm 芯片的價格提高 30%，以應對激增的需求。這一消息表明，該公司在短期內仍將繼續實現強勁的銷售增長，但仍然存在一些重大風險因素。台積電看起來有望在可預見的未來成為先進 AI 應用芯片的領先製造商，但其在美中日益緊張關係中的重要性意味着該股票面臨着巨大的地緣政治風險。</p>
</div>

Why Taiwan Semiconductor Manufacturing Stock Sank Today

- 台積電股價週三下跌 3.6%，年初至今累計下跌 23%。  
- 新的出口限制和關税上調對需求造成壓力。  
- 儘管面臨風險，台積電計劃將 4nm 芯片價格提高 30%。