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A股盘前播报 | 台积电计划对2纳米制程涨价 15连板牛股天普股份今日开市起停牌
智通财经网·2025-09-24 00:49

Company Insights - TSMC plans to increase prices for its 2nm process by at least 50% compared to the 3nm process, leading to a stock price increase of 5% overnight, closing up 3.7% [1] - Micron's revenue surged by 46% in the last quarter, with EPS doubling and guidance for the upcoming quarter indicating over 40% year-on-year growth, leading to a stock price increase of over 4% in after-hours trading [2] - Tianpu Co., a stock that has seen 15 consecutive trading increases, announced a suspension for further verification due to significant deviation from its fundamentals, warning investors of market risks [4] Industry Trends - The penetration rate of combination driving assistance systems in the passenger car market has exceeded 60%, indicating a strong growth potential for related components and technology providers [9] - China's monthly electricity consumption has surpassed 1 trillion kilowatt-hours for two consecutive months, suggesting a stable demand for long-duration assets like hydropower and nuclear power [10] - The solid-state battery industry is expected to see accelerated development, with a potential industrialization milestone by 2027, driven by collaboration between automakers and battery manufacturers [11]