台積電（2330）法說會將於下周四（7月17日）登場，國泰證期顧問處司理蔡明翰、統一投顧董事長黎方國今（11）日接管採訪時，點出五大重點，其中一點最關鍵。

市場關注台積電對輝達市值走勢的觀點，以及AI需求是不是起頭趨緩，是不是仍保持強勁成長態勢。

蔡明翰與黎方國均指出，輝達（NVIDIA）事迹持續強勁，並於近期成為全球首家市值沖破4兆美元的企業。

重點三：匯兌損失狀態

重點五：從輝達市值看AI需求

重點二、下半年景氣見解

國泰證期垂問協理蔡明翰則直言，若台積電董事長魏哲家能再度重申全年營收年增逾兩成，將成為股價轉強的主要利多訊號。","publisher":{"@type":"Organization","name":"Yahoo奇摩新聞","logo":{"@type":"ImageObject","url":"https://s.yimg.com/cv/apiv2/twmobi/icon/yahoo_tw_logo_structuredata_20200630.png","width":136,"height":60}},"author":{"@type":"Person","name":"陳依旻｜Yahoo財經特派記者","url":"https://tw.stock.yahoo.com/author/%E9%99%B3%E4%BE%9D%E6%97%BB","jobTitle":""},"creator":{"@type":"Person","name":"陳依旻｜Yahoo財經特派記者","url":"https://tw.stock.yahoo.com/author/%E9%99%B3%E4%BE%9D%E6%97%BB","jobTitle":""},"provider":{"@type":"Organization","name":"Yahoo奇摩股市","url":"https://tw.stock.yahoo.com/reporter/","logo":{"@type":"ImageObject","width":156,"height":32,"url":"https://s.yimg.com/os/creatr-uploaded-images/2024-12/1eeff400-bcd6-11ef-8ffc-9e7a7e9d3e65"}},"image":{"@type":"ImageObject","url":"https://s.yimg.com/ny/api/res/1.2/n1YqBfI.bVIuoUrDR7DmnA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTYyMA--/https://s.yimg.com/os/creatr-uploaded-images/2025-03/314a7dc0-f8b1-11ef-bfd7-17f12c34e167","height":620,"width":960},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/n1YqBfI.bVIuoUrDR7DmnA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTYyMA--/https://s.yimg.com/os/creatr-uploaded-images/2025-03/314a7dc0-f8b1-11ef-bfd7-17f12c34e167"}