TSMC(US:TSM) 智通财经网·2025-09-10 11:25Group 1 - The core viewpoint highlights that despite rising geopolitical risks in Europe and the Middle East, strong performance in Asian tech stocks has led to a four-day rally in emerging markets, with the MSCI Emerging Markets Index rising by 0.8% to a four-year high [1] - TSMC contributed approximately 25% of the index's gains, driven by a 34% increase in August sales, reflecting ongoing global demand for advanced AI chips [1] - Optimism in the Asian tech sector, expectations of a weaker dollar, and anticipated interest rate cuts by the Federal Reserve have significantly boosted emerging market stocks since September [1] Group 2 - The overall movement of emerging market currencies remained stable, with the New Taiwan Dollar leading gains, while Eastern European assets showed weakness [4] - The Polish Zloty depreciated over 0.5% against the Euro following drone incidents and increased banking tax rates, negatively impacting market sentiment [4] - In Southeast Asia, Indonesia's new finance minister committed to keeping the fiscal deficit within 3% of GDP, leading to a rebound in various Indonesian assets [4]