半导体股走强，天岳先进大涨超12%

Core Viewpoint - TSMC's strong Q4 earnings report and optimistic outlook have led to a surge in semiconductor stocks in the A-share market, with several companies experiencing significant gains [1] Group 1: TSMC Performance - TSMC reported a robust Q4 financial performance, exceeding market expectations, which contributed to its stock price reaching an all-time high [1] - TSMC's Chairman and CEO, C.C. Wei, announced a capital expenditure plan for 2026 that could reach up to $56 billion, representing a 37% increase from the actual spending of $40.9 billion in 2025, marking the highest in the company's history [1] Group 2: A-share Market Reaction - Following TSMC's performance, several semiconductor stocks in the A-share market saw significant increases, with Tianyue Advanced rising over 12%, Hengkun New Materials and Xingchen Technology both increasing over 8%, and others like Zhenlei Technology and Shanghai Hejing rising nearly 8% [1] - The overall positive sentiment in the semiconductor sector is reflected in the year-to-date performance of these stocks, with some companies like Hengkun New Materials and Zhenfu Technology showing year-to-date increases of 45.28% and 60.56%, respectively [2]