【导读】A股大涨，台积电遭泄密 | 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | 68 | | 涨幅 > 7% | 107 | | 涨幅 5-7% | 106 | | 涨幅 3-5% | 296 | | 涨幅 0-3% | 3394 | | 跌幅 0-3% | 1200 | | 践幅 3-5% | 79 | | 跌幅 5-7% | 27 | | 跌幅 > 7% | 21 | | 其中 跌停 | 2 | | 上涨家数 | 3903 | | 下跌家数 | 1327 | | 平盘停牌 | 189 | | 总品种数 | 5419 | | 总成交额 | 16158.21亿 | | 总成交量 | 114587.5 | | 涨家增减 | 1193 | | 涨家增幅 | 44.02% | | 指数量比 | 0.91 | eSIM概念股爆发，澄天伟业涨停。消息面上，欧盟《新电池法》明确规定，自2026年起智能手机需逐步淘汰实体卡槽，这将使eSIM成 为手机等移动设备实现通信功能的主要方式。GSMA预测到2025年底，全球将有10亿台eSIM智能手机投入使用。 中国基金报记者泰勒 大家好，今天的 ...

Market Overview - The A-share market rebounded, with the Shanghai Composite Index closing at 3600 points, up by 0.96% [2][3] - A total of 3903 stocks rose, with 68 hitting the daily limit, while 1327 stocks declined [4][5] - The total trading volume reached 16158.21 billion, with a total of 5419 stocks traded [5] eSIM Concept Stocks - eSIM concept stocks surged, with Cheng Tian Wei Ye hitting the daily limit. The EU's new battery law mandates the gradual elimination of physical SIM card slots in smartphones by 2026, positioning eSIM as the primary communication method [5] - GSMA predicts that by the end of 2025, there will be 1 billion eSIM smartphones globally [5] Semiconductor Industry - TSMC has taken action against multiple employees for leaking confidential information regarding its 2nm chip manufacturing technology [8] - TSMC emphasizes a zero-tolerance policy towards breaches of commercial confidentiality and is committed to protecting its core competitiveness [10] - The semiconductor industry is increasingly strategic, with geopolitical tensions heightening the focus on leading companies like TSMC [10] Investment Activities - SoftBank is increasing its stakes in Nvidia and TSMC, having raised its holdings in Nvidia to approximately $3 billion, up from $1 billion in the previous quarter, and acquiring $330 million in TSMC shares [10]

Group 1 - TSMC has discovered potential leaks of trade secrets related to its advanced chip manufacturing technology and has taken action against responsible employees [1] - The company conducted an internal investigation and found that nine employees were involved, with three being directly dismissed for attempting to obtain proprietary information on 2nm chip development [1] - The 2nm semiconductor process is set to enter mass production in the second half of this year, powering various devices from smartphones to AI accelerators [1] Group 2 - TSMC and its main competitor, Samsung, are investing over $30 billion annually in advanced chip manufacturing, reflecting the high stakes in the semiconductor industry [2] - Despite the potential leak of trade secrets, replicating TSMC's technology is challenging due to the complex technical know-how and long-term operational experience required [2] - Only TSMC, Samsung, Intel, and Rapidus are actively developing 2nm chip technology, while other manufacturers have exited the competition [1]

日本软银集团正大举增持英伟达和台积电股份，这最新体现了孙正义对人工智能基础工具和硬件的战略 聚焦。监管文件显示，软银在3月底将英伟达持仓增至约30亿美元(较上季度10亿美元增长两倍)，同时 购入价值3.3亿美元的台积电股票和1.7亿美元的甲骨文公司股份。 将于周四发布季报的软银账面收益可观——自4月初低点以来，英伟达市值上涨约90%，台积电攀升超 40%。这多少弥补了软银2019年过早抛售4.9%英伟达持股(现值超2000亿美元)的遗憾。 愿景基金巨额亏损曾阻碍软银布局生成式AI，如今通过回购英伟达及代工伙伴台积电股份，孙正义正 重夺半导体供应链关键环节话语权。 孙正义正通过宏大合作架构争夺AI主导权：包括与OpenAI、甲骨文及阿布扎比MGX基金共建5000亿美 元"星际之门"数据中心；推动台积电等参与亚利桑那州1万亿美元AI制造中心。 康宏资产管理日本股票策略联席主管理查德·凯伊指出，Arm知识产权覆盖多数移动芯片并进军服务器 领域，使软银无需自建工厂即可占据独特生态位。 投资者对孙正义的激进计划报以掌声，推动软银股价上月创历史新高。分析师预计其6月季度将扭亏为 盈，65亿美元收购安培计算及300亿美元投 ...

Core Viewpoint - Taiwan Semiconductor Manufacturing Company (TSMC) has detected unauthorized activities leading to potential trade secret leaks and has initiated strict disciplinary actions and legal proceedings against involved personnel [2][3]. Group 1: Company Actions - TSMC has a zero-tolerance policy towards actions that compromise trade secrets and has taken strict disciplinary action against personnel involved in the unauthorized activities [2]. - The company has launched legal proceedings as part of its response to the detected trade secret leaks [2][3]. - TSMC has conducted swift internal investigations due to its comprehensive monitoring mechanisms [4]. Group 2: Industry Context - TSMC is the world's largest semiconductor manufacturer and plays a crucial role in producing advanced chips, including the 2-nanometer chip, which is among the leading-edge manufacturing processes in the semiconductor industry [3][5]. - Major tech companies, such as Apple and Nvidia, are clients of TSMC, highlighting its significance in the tech supply chain [3]. Group 3: Ongoing Investigation - The case is currently under judicial review, limiting TSMC's ability to provide further information on the matter [3]. - Reports indicate that several former employees are suspected of attempting to obtain critical proprietary information related to 2-nanometer chip development while still employed at TSMC [4].

TSMC has discovered a possible leak of trade secrets related to its advanced chipmaking techniques, and has taken action against staff deemed responsible https://t.co/RL2CW4etbw ...

格隆汇8月5日丨软银集团正在增持英伟达(NVDA.US)和台积电(TSM.US)的股份，再次彰显了孙正义对 支撑人工智能的工具与硬件的高度关注。监管文件显示，截至3月底，软银在英伟达的持仓规模从上一 季度的10亿美元增至约30亿美元；同时，该公司购买了价值约3.3亿美元的台积电股票和1.7亿美元的甲 骨文(ORCL.N)股票。此外，据知情人士透露，软银旗下标志性的愿景基金（Vision Fund）在2025年上 半年已将近20亿美元的公共和私人资产变现。愿景基金以投资回报为首要目标，软银并未对其资产变现 施加特殊压力。在软银的人工智能布局中，英国芯片设计商Arm(ARM.O)处于核心地位。由于此前几乎 错过了令英伟达市值跃升至4万亿美元、台积电市值逼近1万亿美元的历史性行情，孙正义正与多家行业 巨头联合，逐步围绕Arm构建战略投资组合，以期迎头赶上。 ...

Group 1: China-Europe Railway Express - The transit time for the China-Europe Railway Express via the "Middle Corridor" to Turkey has been reduced to 15 days [5][6][7] - The route starts from China, passing through Kazakhstan, the Caspian Sea, Azerbaijan, Georgia, and extending to Turkey and European countries [8] Group 2: US Tariff Measures - The US has announced a 50% tariff on imported copper semi-finished products and high-copper derivatives starting August 1 [9][10] - From August 29, the US will suspend the tax exemption for imported packages valued at $800 or less [12] - A 40% tariff will be imposed on products imported from Brazil starting August 6, raising the total tariff rate for most Brazilian products to 50% [12] Group 3: South Africa's Economic Impact - The South African government warns that the US's 30% tariff on South African goods could lead to a loss of approximately 30,000 jobs [13][14] - The high tariffs are expected to severely impact South Africa's automotive manufacturing and agricultural processing sectors [14] Group 4: EU AI Regulation - The EU AI Act has come into effect, imposing fines of up to €35 million for non-compliance, with general AI systems also under regulation [17][18] - Member states are required to appoint market regulatory bodies to oversee compliance with the AI Act [17] Group 5: OpenAI Funding - OpenAI has raised over $8 billion in its latest funding round, achieving a valuation of $300 billion [20][21] - The funding round was led by Dragoneer Investment Group, with participation from several major investment firms [21] Group 6: Meta's Data Center Asset Sale - Meta plans to sell $2 billion worth of data center assets to share the costs of AI infrastructure [25][26] - The company is exploring partnerships with financial entities to co-develop data centers [26] Group 7: Foxconn's Shift to AI - Foxconn is selling its electric vehicle factory in Ohio for approximately $375 million to focus on AI data centers [36][37] - The company aims to pivot its business strategy towards AI infrastructure amid a downturn in the electric vehicle market [39] Group 8: South Korea's AI Semiconductor Initiative - The South Korean government has launched a project worth 30 billion KRW to support the optimization of AI semiconductor design [43][44] - The initiative aims to enhance domestic AI semiconductor companies' participation in national AI projects [43] Group 9: Quantum Research Awards - The 2025 "Mozi Quantum Award" has been awarded to three researchers in the field of quantum simulation for their groundbreaking work [46] Group 10: TSMC's 2nm Technology Transfer - TSMC is preparing to transfer its 2nm technology to the US, with a new production line being set up in Arizona [51][52] - This move is part of a broader trend among tech companies to establish manufacturing capabilities in the US [53]

监管文件显示，截至3月底的季度内，软银将其持有的英伟达股份增至大约30亿美元，高于前一季度的 10亿美元。与此同时，软银还买入了价值约3.3亿美元的台积电股份，以及1.7亿美元的甲骨文公司股 份。 孙正义 凤凰网科技讯 北京时间8月5日，据彭博社报道，软银集团正在增持英伟达、台积电的股份，这一最新 举动再次反映出其CEO孙正义(Masayoshi Son)对于A发展所需工具与硬件的聚焦。 据知情人士透露，2025年上半年，软银旗下标志性愿景基金已通过公开市场资产和私募资产变现近20亿 美元。该人士表示，愿景基金以投资回报为首要目标，软银并未对其施加特定的资产变现压力。 现年67岁的孙正义如今希望通过大规模合作，在AI推广中扮演更核心的角色，其中包括与OpenAI、甲 骨文以及阿布扎比支持的投资基金MGX合作的5000亿美元"星际之门"(Stargate)数据中心计划。孙正义 也在积极游说台积电及其他企业参与其在亚利桑那州打造的1万亿美元AI制造枢纽项目。 目前，软银AI雄心的重中之重是芯片设计公司ARM。孙正义正逐步围绕这家英国剑桥公司，联合关键 行业公司打造投资组合，试图弥补此前错失的历史性大涨。这场AI涨 ...

SoftBank is building up stakes in Nvidia and TSMC, the latest reflection of Masayoshi Son’s focus on the tools and hardware underpinning artificial intelligence. https://t.co/2qnG4Sba3t ...