股票比较

NVDA vs TSM

NVIDIA Corporation 对比 Taiwan Semiconductor Manufacturing Company Limited

NVDA

NVIDIA Corporation

$203.53

开盘
208.54
最高
210.57
最低
203.35
市值
4.93万亿
查看单股研究

TSM

Taiwan Semiconductor Manufacturing Company Limited

$421.58

开盘
433.82
最高
437.99
最低
420.36
市值
2.19万亿
查看单股研究

对象特定比较结论

业务敞口

NVDA: Semiconductors

TSM: Semiconductor Foundry

上行情景

NVDA: 多头重点关注 accelerator demand, CUDA depth, and inference adoption。

TSM: 多头重点关注 advanced-node share and AI chip production。

风险情景

NVDA: 空头重点关注 valuation sensitivity and custom chip competition。

TSM: 空头重点关注 geopolitical risk and customer concentration。

核验来源

NVIDIA Announces Financial Results for First Quarter Fiscal 2027NVIDIA Corporation · earnings已核验

抓取时间: 2026/7/11 UTC 0:00:00

发布时间: 2026/5/20 00:00:00

查看原始来源
NVIDIA Investor RelationsNVIDIA Corporation · company已核验

抓取时间: 2026/7/11 UTC 0:00:00

查看原始来源
NVIDIA SEC FilingsNVIDIA Corporation · filing已核验

抓取时间: 2026/7/11 UTC 0:00:00

查看原始来源
NVDA editorial research profileAlphaVue Research · editorial已核验

抓取时间: 2026/7/11 UTC 0:00:00

TSMC 2026 Q1 Quarterly ResultsTaiwan Semiconductor Manufacturing Company Limited · earnings已核验

抓取时间: 2026/7/11 UTC 0:00:00

发布时间: 2026/4/16 00:00:00

查看原始来源
TSMC Investor RelationsTaiwan Semiconductor Manufacturing Company Limited · company已核验

抓取时间: 2026/7/11 UTC 0:00:00

查看原始来源
2025 Annual Report on Form 20-FTaiwan Semiconductor Manufacturing Company Limited · filing已核验

抓取时间: 2026/7/11 UTC 0:00:00

发布时间: 2026/4/17 00:00:00

查看原始来源
TSM editorial research profileAlphaVue Research · editorial已核验

抓取时间: 2026/7/11 UTC 0:00:00