文章核心观点 - 台积电是多家亿万富豪对冲基金经理共同持有的热门股票 其作为全球关键芯片供应商 在人工智能需求推动下 预计将在2026年迎来股价大幅上涨[1][3][12] - 尽管根据13F表格的持仓信息存在延迟 但鉴于台积电股价自报告期以来表现平稳 这些基金经理很可能仍持有其股份[2][11] - 台积电估值合理 以其在AI领域的关键地位和预期的持续增长来看 是市场上最值得买入的股票之一[11][12][13] 亿万富豪持仓情况 - 截至报告期末 四位亿万富豪基金经理在其投资组合中均持有台积电股票 具体为：Chase Coleman (Tiger Global Management) 持仓占比4% Steve Mandel (Lone Pine Capital) 持仓占比6.2% David Tepper (Appaloosa Management) 持仓占比4% Daniel Loeb (Third Point) 持仓占比3.7%[5][8] - 这些基金经理通常不会每季度对单一头寸进行大规模交易 而是进行必要的增减以管理风险[3] 行业前景与公司地位 - 人工智能需求正在加速 英伟达预计到2030年全球数据中心资本支出将达到3万亿至4万亿美元 远高于2025年的6000亿美元 AMD预计到2030年计算市场将是1万亿美元的市场机会[9] - 台积电在AI领域扮演关键角色 是英伟达、AMD和博通等主要AI芯片公司的核心芯片供应商 处于绝对中立地位[6][7] - 只要为开发生成式AI技术而进行的大规模数据中心建设持续 台积电就将处于极佳的地位[7] 公司财务与估值 - 台积电当前股价为302.84美元 市值达1.6万亿美元 毛利率为57.75% 股息收益率为1.02%[9] - 以2026年预期收益计算 台积电的市盈率约为23倍 与同业相比并不昂贵[13] - 考虑到其关键地位以及预计在2026年后仍将持续数年的强劲增长 台积电是市场上最佳买入选择之一[13]

投资策略 - 股息增长投资是一种旨在为退休积累长期财富的投资策略 [1] - 该策略的核心是专注于那些能够持续增加股息支付的公司 [1]

As part of the offers, Vijay Sales is providing MyVS Rewards loyalty points worth a flat Rs 3,000 on purchases of the iPhone 17. These points can be redeemed on subsequent in-store purchases to avail additional discounts.The sale also features attractive deals on older iPhone models such as the iPhone 16, iPhone 16 Plus, iPhone 16E and iPhone 15. In addition to discounts on iPhones, MacBooks and Apple Watches, customers can also avail special pricing on Apple accessories, including chargers, cables, pencil ...

Women have made incredible strides over the past 50 years, but retirement planning remains a challenge. From the gender pay gap to longer life expectancies, these factors fuel financial fears — and planning is key to overcoming them. In this “Financially Savvy Female” column, we’re breaking down the top retirement fears women face, and offering practical, expert-backed ways to plan around them. Outliving Savings According to a survey conducted by the Transamerica Institute for Retirement Studies, worki ...

Fact checked by Suzanne Kvilhaug Willie B. Thomas / Getty Images If you're constantly worried about retirement, you're not alone. Key Takeaways For many Americans, peak earning years are between the ages of 45 and 54, and many of them worry about saving enough for retirement. The earlier you start saving for retirement, the more you can benefit from compound interest. Taking advantage of retirement accounts, such as 401(k) plans, and individual retirement accounts is a way to build savings and ease r ...

Since gold can’t be printed, and it isn’t tied to a single country, currency or economy, it can provide a safer alternative investment strategy during challenging times. Gold has surged approximately 60% over the past year and skyrocketed by more than 750% in the last 20 years as of December 15 (3).Dalio’s post on X this June also noted that America’s economic problem isn’t unique. Other countries like Japan, the U.K. and China all have similar debt and deficit problems: “I expect a similar debt and currenc ...

York Water commands massive respect for its dedication to rewarding shareholders, but I'd prefer this other royal choice.With 620 consecutive dividend payments, York Water (YORW 0.80%) has rewarded its shareholders with dividends for over two centuries. In light of this track record, it's unsurprising that the water utility is a staple of many conversations addressing reliable dividend stocks.However, York Water's success in providing steady dividend payments since the early 1800s isn't distracting me from ...

YuriArcursPeopleimages / Envato Homeowners’ association fees and property taxes can add up, and homebuyers should consider just how much they can impact the overall cost of a home. As of 2024, about 3 million households in the U.S. paid more than $500 a month in HOA or condo fees. (1) In some cases, increases in HOA fees and property taxes could even make a home that was once within your budget suddenly unaffordable. Imagine the case of Mark, a father of two who has recently gone through a divorce. He ...

Social Security was never designed to cover your entire retirement, yet many women expect it to play a major role. A recent Transamerica Center for Retirement Studies survey found that 27% of women workers expect Social Security to be their primary source of retirement income, compared with just 19% of men. This reliance is concerning because the Social Security trust fund is projected to be depleted by 2033, which could lead to benefit cuts if no reforms are made. In this “Financially Savvy Female” col ...

Investing in value-driven stocks can be a wise strategy for any long-term investor.Some stocks can teach you to think like a value investor by providing real-world opportunities to practice the patience to let your investment grow, apply disciplined research to understand their respective business models, and leverage the skill of recognizing intrinsic value versus market price. Broadly speaking, long-term investors should develop a mindset of seeking out quality companies, rather than chasing market trends ...