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Group 1: TSMC Performance - TSMC reported a nearly 61% year-on-year increase in net profit for Q2, exceeding market expectations, driven by strong demand for AI chips [3][4] - The company's Q2 revenue grew by 38.65% year-on-year, reaching NT$933.8 billion (approximately US$31.7 billion), also surpassing market forecasts [4][8] - TSMC expects a revenue growth of about 30% in USD terms for the year, up from a previous estimate of 25%, highlighting robust demand from clients like NVIDIA and AMD for high-end AI chips [5][6] Group 2: Market Reactions - Following TSMC's positive earnings report, its stock surged in after-hours trading [7] - The Nasdaq futures also experienced a sharp increase in response to TSMC's financial results [9] Group 3: A-Share Market Performance - On July 17, the A-share market saw a significant rise, with the ChiNext Index leading the gains, closing with the Shanghai Composite Index up by 0.37%, the Shenzhen Component Index up by 1.43%, and the ChiNext Index up by 1.76% [11] - A total of 3,536 stocks rose, with 66 hitting the daily limit up, while 1,611 stocks declined [12] Group 4: Sector Highlights - AI hardware stocks surged, with companies like Mankun Technology and Shenghong Technology hitting the daily limit up [14] - Innovative drug concept stocks continued to strengthen, with firms such as Chengdu Xian Dao and Seli Medical also reaching the daily limit up [15] - Robotics concept stocks remained active, with companies like Shangwei New Materials and Nanjing Julong hitting the daily limit up [17] - The military industry sector saw gains, with stocks like AVIC Shenfei and Construction Industry reaching the daily limit up [19] Group 5: Citigroup's Market Outlook - Citigroup expressed a constructive view on the mid-term outlook for Asian markets, despite macroeconomic volatility, predicting a 7% return for the MSCI Asia (excluding Japan) index by mid-2026 [21] - The bank raised its rating on the consumer sector in China from "neutral" to "overweight" and adjusted its targets for major indices, including a year-end target of 25,000 for the Hang Seng Index and 4,200 for the CSI 300 Index [21]