TSMC(US:TSM) Sou Hu Cai Jing·2025-07-07 01:34Group 1 - The U.S. plans to revoke exemptions for Samsung, SK Hynix, and TSMC regarding their wafer fabs in China, requiring them to apply for licenses to use U.S. equipment [1] - The potential visit of Trump to China suggests a shift in U.S.-China trade relations, indicating a possible move towards cooperation rather than continued conflict [1] Group 2 - The A-share market saw the Shanghai Composite Index reaching 3500 points, with the banking sector hitting a historical high, while the index continued to rise to 4500 points [3] - The Federal Reserve's decision in July is expected to significantly impact market trends, with a 90% probability of no interest rate cut, making a reversal in the Shanghai Composite Index unlikely [3] - The Shanghai Composite Index has been fluctuating within a defined range since September last year, with key resistance and support levels identified [5] Group 3 - The ChiNext Index has shown active performance due to a rebound from previous declines, particularly in the photovoltaic sector, which is expected to continue its upward trend [6] - The new energy and electric vehicle sectors are anticipated to provide potential opportunities for the ChiNext Index, given their significant weight in the index [6] Group 4 - The three major A-share indices exhibited mixed performance, with the Shanghai Composite Index closing up by 0.32% [7]