Xin Lang Cai Jing·2026-01-16 06:40Group 1: Market Overview - Wall Street ended a two-day decline, slightly rebounding close to historical highs, driven by rising stock prices of tech giants like Nvidia [1][12] - Asian stock markets showed mixed results, influenced by the performance of US markets and tech stocks [1][3] - US stock futures rose, while international oil prices experienced a decline [1][6] Group 2: Semiconductor Industry - TSMC reported strong earnings and announced significant investment plans, leading to a 2.7% increase in its stock price and a 2% rise in the Taiwan Weighted Index [1][12] - TSMC's CFO indicated that the company is facing "sustained strong demand," boosting confidence in the AI sector [1][12] - TSMC's US stock rose 4.4% following a signed agreement for a $250 billion investment from Taiwanese semiconductor and tech companies in the US [13] Group 3: Economic Indicators - A report indicated a decrease in initial jobless claims in the US, suggesting a potential slowdown in layoffs, which positively impacted market sentiment [10][19] - Manufacturing performance in the Mid-Atlantic and New York regions exceeded economists' expectations, further supporting market confidence [10][19] - The Russell 2000 index rose by 0.9%, reflecting the strong correlation of small-cap stocks with the US domestic economy [10][19] Group 4: Oil Market - International oil prices fell, with US benchmark crude futures at $58.96 per barrel, down 12 cents from the previous trading day [6][17] - Brent crude futures also declined by 16 cents, closing at $63.60 per barrel [7][18] - Market interpretations of Trump's comments suggested a potential easing of tensions over major oil fields, reducing the likelihood of supply disruptions [7][19]