TSMC(US:TSM) 智通财经网·2026-01-05 06:40Group 1 - TSMC's stock price surged, reaching its highest single-day increase since April last year, driven by optimism in AI demand [1] - Goldman Sachs raised TSMC's target price by 35% to NT$2330, anticipating robust growth for the company this year [1] - Despite concerns about market overheating, investors continue to inject funds into AI themes, with TSMC leading a rise in Asian tech stocks [1] Group 2 - Other chip stocks, including Samsung Electronics, have also seen gains, with Samsung expected to release preliminary earnings soon [3] - TSMC's influence pushed Taiwan's weighted index above 30,000 points, marking a historical record [3] - TSMC's stock price is projected to rise 44% by 2025, with its market value surpassing $1 trillion, reflecting investor confidence in its core position in the AI boom [3] Group 3 - TSMC is set to announce its financial results on January 15, which could act as a catalyst for the sector [4] - Approximately 11 AI-related companies are planning to go public in Hong Kong this month, potentially raising up to $4.1 billion [4] Group 4 - Valuation factors are seen as supportive for Asian stocks relative to global peers, with tech hardware companies in the region trading at about 16 times expected earnings compared to 25 times for the Nasdaq 100 [5]