Group 1: Market Performance - TSMC reported Q4 2024 revenue of $26.88 billion, a year-over-year increase of 37.0% and a quarter-over-quarter increase of 14.4%[14] - The gross margin for TSMC in Q4 2024 was 59.0%, up 6.0 percentage points year-over-year and 1.2 percentage points quarter-over-quarter[14] - The Hang Seng Tech Index rose by 5.1% during the week of January 13 to January 17, 2025, outperforming the Hang Seng Index by 2.4 percentage points[7] Group 2: Cryptocurrency Market Insights - The total market capitalization of cryptocurrencies reached $3.51 trillion as of January 17, 2025, up from $3.27 trillion the previous week[19] - Daily trading volume in the cryptocurrency market was $155.84 billion, accounting for 4.44% of the total market capitalization[19] - On January 17, 2025, the Fear and Greed Index for cryptocurrencies was at 57, indicating a neutral market sentiment[20] Group 3: Investment Opportunities - AI accelerator revenue is expected to double in 2025, contributing nearly 15% to TSMC's total revenue in 2024, with a projected CAGR of 45% over the next five years[15] - The recent liquidity improvement due to the U.S. debt ceiling approaching is seen as a favorable window for risk assets, particularly in precious metals, cryptocurrencies, and uranium sectors[4] - The net inflow for cryptocurrency ETFs reached $1.863 billion this week, with over $900 million on a single day[24]
海外科技周报：债务上限即将触发 风险资产迎来流动性改善窗口
Hua Yuan Zheng Quan·2025-01-19 14:19