来源：智通财经 美股涨幅扩大，纳斯达克综合指数涨2.01%，道琼斯指数涨1.08%，标普500指数涨1.50%。英伟达涨 3.7%，博通涨近10%，台积电涨6.6%，甲骨文涨5.5%。 ...

A SK Hynix Inc. 12-layer HBM3E memory chip displayed at the Semiconductor Exhibition in Seoul, South Korea.Chip stocks bounced on Monday, clawing back losses from Friday's market rout as OpenAI announced another computing deal with a major chipmaker and U.S.-China tensions eased.OpenAI and Broadcom announced a deal to develop custom artificial intelligence chips. The Sam Altman-led startup has recently inked agreements with Nvidia and Advanced Micro Devices.Broadcom shares bounced 9% on the news.Over the we ...

Market Overview - U.S. stocks experienced an upward trend, with the Dow Jones index increasing by approximately 500 points on Monday [1] Bloom Energy Corporation - Bloom Energy Corporation's shares surged by 25.5%, reaching $109.03, following the announcement of a $5 billion partnership with Brookfield Asset Management to advance AI infrastructure [2][1] - The partnership will focus on deploying Bloom's technology for global AI factory projects, including a European site expected to be announced by the end of the year [1] American Battery Technology Company - American Battery Technology Company's shares rose by 35% to $9.11 after completing all required NEPA baseline studies for its Tonopah Flats Lithium Project, one of the largest lithium projects in the U.S. [4] Rare Earth Mineral Stocks - Stocks related to rare earth minerals saw significant gains, with Critical Metals Corp. increasing by 34% to $20.08 and USA Rare Earth, Inc. rising by 26% to $40.96, following President Trump's consideration of increased tariffs on Chinese products [4] - United States Antimony Corporation's shares rose by 24.4% to $15.20, while MP Materials Corp. gained 21.8% to $95.47 amid ongoing strength in the sector [4] Semiconductor Companies - Semiconductor stocks experienced a boost, with Broadcom Inc. rising by 9.3% to $354.83 after announcing a collaboration with OpenAI to deploy 10 gigawatts of AI accelerators [4] - Taiwan Semiconductor Manufacturing Company Limited gained 7.5% to $301.79, reflecting overall market strength and increased trader confidence [4] Tesla, Inc. - Tesla, Inc. shares increased by 3.5% to $428.14, as the company recorded its second-highest monthly sales in China for 2025 during September, indicating continued growth in the Chinese market [4]

Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM ) aka TSMC has helped drive strength among non-U.S. stocks in 2025. Shares are up almost 50%, even after the beating the bulls endured last Friday . The Taiwanese InformationFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a ...

Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM ) aka TSMC has helped drive strength among non-U.S. stocks in 2025. Shares are up almost 50%, even after the beating the bulls endured last Friday . The Taiwanese InformationFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a ...

| (-) (+) | TSM 台积电 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 311.101 | 307 300 | 300 100 ↑ +19.440 +6.93% | 交易中 10/13 10:08 美安 | | | | | | 三月24年8月9日选 | 294.629 | | | | | | | | 最高价 300.245 | 开盘价 298.250 | 成交量 622.02万 | 286.392 | 最低价 292.380 | 成交额 18.41亿 | FERA 280.660 | | | 278.156 | 总市值 1.56万亿 (m) | 平均价 296.006 | 市公室 TM 33.03 | 振 幅 2.80% | 总股本 51.87亿 | 市德率(辞) 41.21 | | | 269.919 | 换手率 0.13% | 市净率 10.420 | 流值值 1.4万亿 | 权息资料变动 | | | | | 261.683 | 52周最高 307.300 | 流通险 46.72亿 | KH | -84.5 ...

Core Insights - Airbus has experienced a significant improvement in supplier confidence and performance, which is crucial for achieving its delivery targets [1] Group 1: Company Performance - The company aims to increase jet deliveries by 7% to approximately 820 jets this year, indicating a strong recovery and growth trajectory [1]

美国微软公司将于10月14日起，停止对Windows 10系统提供安全更新和技术支持，这意味着大量用户 的电脑可能更容易遭到网络攻击。微软表示，虽然安装Windows 10系统的设备还可继续运行，但将不 再接受定期的安全更新，同时部分应用程序的功能可能会减弱。另外，微软还建议用户尽快升级到 Windows 11系统，但实际上，一些旧电脑并不符合运行新系统的硬件要求。因此，这些用户要不选择 更换设备，要不就要花30美元或1000个微软奖励积分来注册微软的扩展安全更新程序，该程序可帮助降 低恶意软件攻击和网络安全威胁的风险。 【特斯拉陶琳：上海超级工厂已经开始了四季度爬产】 特斯拉全球副总裁陶琳在微博发帖称，近日上海超级工厂已经开始了四季度爬产。陶琳还表示，2025年 第三季度，特斯拉全球共交付了49.7万辆新车，创下季度交付新纪录。 【台积电供应商MKS据悉将出售10亿美元的化学部门】 凤凰网财经讯 10月13日，美股三大指数集体高开，道指涨0.79%，纳指涨1.71%，标普500指数涨 1.18%。 稀土概念股大涨，USA Rare Earth涨超18%，Critical Metals涨超13%；博通涨超8% ...

Core Insights - Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is set to report its third-quarter 2025 results on October 16, with earnings expected to rise by 33.5% year-over-year to $2.59 per share [1][2] - The company anticipates revenues between $31.8 billion and $33 billion, reflecting a 34% increase from the previous year [2][8] Financial Performance - The Zacks Consensus Estimate for TSM's third-quarter earnings has been revised upward by a penny over the past week [1] - TSM has a history of earnings surprises, having outperformed the Zacks Consensus Estimate in the last four quarters with an average beat of 6% [3] Market Position and Demand Drivers - TSM is benefiting from a robust semiconductor industry rebound, driven by the increasing demand for artificial intelligence (AI) applications [6] - The company's leadership in advanced chip technologies, particularly in 7nm and 3nm processes, is expected to contribute significantly to its growth [7][9] Revenue Growth Factors - The consensus estimates indicate a year-over-year increase in revenues and earnings per share, driven by advanced chip technologies and AI-led demand [8] - TSM's expansion into high-performance computing (HPC) and smartphone sectors is anticipated to enhance its performance [9][10] Cost Pressures - Rising operational costs from overseas expansions in Arizona, Japan, and Germany may negatively impact TSM's gross margins [11][22] - Increased electricity prices in Taiwan are also expected to affect profitability in the upcoming quarter [11] Stock Performance and Valuation - TSM shares have appreciated 42.1% year-to-date, outperforming the Zacks Computer and Technology sector [12] - The company is currently trading at a forward 12-month P/E of 25.62, which is lower than the sector average of 28.43 [15][18] Strategic Outlook - TSM is positioned as a key player in the AI revolution, with AI-related revenues expected to double in 2025 and a projected 40% compound annual growth rate over the next five years [20] - However, geopolitical tensions, particularly regarding U.S.-China relations, pose strategic risks that could impact TSM's near-term performance [21][22] Conclusion - TSM remains a cornerstone of the semiconductor industry, with strong capabilities in advanced chip manufacturing and exposure to AI demand [23] - Short-term headwinds, including geopolitical issues and margin pressures from global expansion, suggest a cautious approach to investment in TSM stock [24]

Group 1: TSMC's Position and Strategy - Demand for advanced chip manufacturing is rising sharply, and TSMC is well positioned to benefit from these trends due to its status as the world's largest third-party chip foundry [1] - TSMC is investing almost $165 billion in the U.S. to expand its advanced manufacturing capacity, including six advanced wafer fabs and two advanced packaging facilities in Arizona [7] - TSMC's geographic expansion aims to maintain its role as a neutral and trusted foundry partner, with overseas fabs expected to impact gross margins by 2% to 3% annually in early stages [8] Group 2: Advanced Technology Development - TSMC is focused on introducing advanced process nodes, including the 2-nanometer (N2) node, which is on track for volume production in the second half of 2025 [9] - The A16 chip, which offers significant improvements in power efficiency, is expected to begin volume production in the second half of 2026 [9] - Higher-margin advanced process nodes (7-nanometer and below) already contribute nearly 74% of wafer revenue, supporting TSMC's long-term gross margin target of 53% or higher [8] Group 3: Market Dynamics and Growth Potential - Global trade tensions are reshaping supply chains, prompting countries to invest in regional manufacturing capacity, which presents new growth opportunities for the technology sector [4] - The demand for AI-grade computing power has escalated dramatically, with significant investments from the European Union and the U.S. government to promote AI initiatives and advanced chip manufacturing [3] - TSMC trades at about 26.2 times forward earnings, indicating significant room for share price growth given the explosive demand for its cutting-edge chips [10] Group 4: Snowflake's Market Position - Snowflake is well positioned to benefit from increasing data localization laws, as its AI Data Cloud is designed to be secure and compliance-driven [12] - The company's product revenue grew by 32% year over year to $1.09 billion in its fiscal 2026 second quarter, highlighting strong revenue visibility [14] - Snowflake's AI capabilities have driven almost half of all new customer wins in Q2, with a net revenue retention of 125%, indicating strong customer spending growth [15]