TSMC(US:TSM) Xin Lang Cai Jing·2026-01-15 15:07Group 1 - The core point of the news is that the US stock market continued to rise, driven by strong performance in the chip sector following TSMC's record quarterly earnings, which boosted confidence in AI demand resilience [1][3][19] - The Dow Jones Industrial Average rose by 212.51 points, or 0.43%, closing at 49,362.14 points; the Nasdaq increased by 174.877 points, or 0.75%, to 23,646.627 points; and the S&P 500 gained 36.10 points, or 0.52%, to 6,962.70 points [3][19] - TSMC reported a profit increase of 35%, which reignited investor confidence in AI demand, leading to a broad rally in chip stocks including Micron Technology, NVIDIA, and AMD [3][19] - The announcement of a 25% tariff on certain chip products by President Trump, including NVIDIA's H200 and AMD's MI325X, was made, but it was clarified that chips imported to support the US technology supply chain would be exempt from this tariff [3][19] Group 2 - Economic data showed a decrease in initial jobless claims to 198,000, down by 9,000 from the previous week, which is below the Dow Jones estimate of 215,000 [6][22] - The Empire State Manufacturing Index for January rose to 7.7, an increase of 11 points from December, exceeding expectations of 1.0; the Philadelphia Fed Manufacturing Index was reported at 12.6, significantly higher than the previous month's -8.8 and above the expected -4.5 [7][22] - Small-cap stocks, represented by the Russell 2000 index, have outperformed the S&P 500 for nine consecutive trading days, indicating a notable rotation in market dynamics [4][20]