关税突发！A股超4000家下跌，量能跌破2万亿，外交部重磅回应

Group 1 - The core viewpoint of the news highlights ongoing trade friction uncertainties, particularly regarding U.S. Treasury Secretary's comments on China's rare earth export controls, leading to increased market caution and a significant drop in trading volume [1][4][6] - U.S. Treasury Secretary emphasized the need for U.S. allies to reduce dependency on China and diversify supply chains, indicating a potential extension of tariff suspensions in exchange for China delaying its rare earth export controls [4][6] - Domestic semiconductor suppliers, such as Hengshuo Co., announced a 10% price increase for NOR Flash products due to rising raw material costs, while NAND and DRAM prices have also seen significant increases, with SSD prices rising by 10-20% [7] Group 2 - TSMC reported Q3 revenue of NT$989.92 billion, a 30.3% year-on-year increase, with net profit reaching NT$452.3 billion, marking a record high and a 39.1% increase year-on-year [13] - TSMC's Q4 revenue guidance is between $32.2 billion and $33.4 billion, exceeding market expectations, with a projected gross margin of 59% to 61% [13] - The semiconductor market is experiencing strong demand driven by artificial intelligence, with TSMC expressing increased confidence in this trend [13] Group 3 - Reports indicate that Microsoft is preparing to shift production of Surface devices and data center servers outside of China, which has led to a rise in related stocks, particularly in the Hongmeng ecosystem [9] - The defense sector saw a slight uptick following Indonesia's confirmation of purchasing Chinese J-10 fighter jets [10] - A rumor about the establishment of a polysilicon storage platform was reported, but industry insiders have deemed the information inaccurate [12]