TSMC(US:TSM) 智通财经网·2025-10-16 14:53Group 1: Industry Developments - The Ministry of Industry and Information Technology (MIIT) has launched a special initiative to achieve a city-wide computing power latency of less than 1 millisecond, aiming for a coverage rate of no less than 70% by 2027 [1] - The Ministry of Commerce plans to strengthen policy reserves and timely introduce new policies to stabilize foreign trade, focusing on enhancing services for foreign trade enterprises [2] - TSMC reported a Q3 revenue of NT$989.92 billion, a year-on-year increase of 30.3%, with a net profit of NT$452.3 billion, marking a record high and a 39.1% year-on-year growth [4][3] Group 2: Market Trends - International gold prices have reached a historical high for four consecutive days, driven by investor concerns over U.S. government shutdowns and global trade tensions, with COMEX gold peaking at $4,255.4 per ounce [5] - The U.S. is pressuring Japan to stop importing Russian energy, following similar actions taken against India [6] - Concerns about a potential market adjustment in the AI sector have been raised by a former Meta executive, indicating a high likelihood of market corrections [7] Group 3: Investment Opportunities - XPeng Motors plans to mass-produce flying cars next year, with expectations that the growth rate will surpass that of traditional automobiles [9] - The low-altitude economy is projected to exceed RMB 1 trillion by 2026, with significant market potential in various commercial scenarios [9] - Positive announcements include Fuyao Glass reporting a net profit of RMB 7.064 billion for the first three quarters, a year-on-year increase of 28.93% [16]