TSMC(US:TSM) Sou Hu Cai Jing·2026-01-05 14:07Group 1 - U.S. oil stocks are rising collectively, while copper prices have reached a new high of $13,000, and both gold and silver prices are increasing amid turmoil in Venezuela [1] - China's December RatingDog services PMI remains at 52, indicating continued expansion, but new export orders have fallen back into contraction [1] - The Federal Reserve's Kashkari notes a significant cooling in the job market, suggesting interest rates are nearing neutral levels [1] Group 2 - Vietnam's GDP grew by 8.46% year-on-year in the fourth quarter, driven by rapid growth in the manufacturing sector [2] - Goldman Sachs has significantly raised its target price for TSMC, leading to a nearly 3% pre-market increase in TSMC's U.S. stock, with the Taiwanese stock market experiencing its largest gain in eight months [3] - Hon Hai's Q4 sales increased by 22%, exceeding expectations, with a remarkable 31.8% increase in December alone [4] Group 3 - Due to surging demand for AI, Samsung and SK Hynix plan to raise DRAM prices by 60% to 70% [5] - Samsung aims to double the number of mobile devices equipped with Gemini to 800 million units, intensifying competition with Apple [6] - Zhiyuan Robotics expects to exceed 5,100 units in shipments by 2025, with projections for "tens of thousands" of units in 2026 [8] Group 4 - MiniMax is likely to set its IPO price at the high end of the guidance range and may end the subscription period early [9] - The Nikkei 225 index rose by 3%, while the Shanghai Composite Index increased by 1.38%, and the Hang Seng Index saw a slight rise of 0.03% [10]