全球半导体股猛涨，中美谈判、AI需求受期待

Group 1 - The core viewpoint of the articles highlights the positive factors attracting investors to semiconductor stocks, including easing export controls and strong sales driven by generative AI [1][2] - The U.S. and China held ministerial-level trade talks on June 10, with indications that the U.S. may relax semiconductor export controls, which is expected to benefit the semiconductor sector [1][2] - TSMC reported a 40% year-on-year increase in sales for May 2025, marking a historical high for that month, indicating robust demand for advanced semiconductors [1] Group 2 - The Evercore ISI index for U.S. high-tech companies reached 57.5 in early June, the highest level in two years, reflecting positive sales and order trends [2] - DeepSeek's advancements in AI models are intensifying competition between U.S. and Chinese companies, which could expand the application range of AI and benefit related manufacturing equipment [2] - The Philadelphia Semiconductor Index (SOX) rose over 2% on June 10, achieving a new high since February, with a 50% increase compared to the low in April [2] Group 3 - The Nikkei Semiconductor Index in Japan saw a 43% increase since its low in early April, reflecting strong performance in the semiconductor sector [3] - Broadcom's market capitalization has surpassed Tesla, breaking the dominance of the "Magnificent 7" tech stocks, which has drawn investor attention [3] - However, there are concerns about overvaluation in Japanese semiconductor stocks, with Advantest's expected price-to-earnings ratio (PER) rising above 34, suggesting potential slowing in future price increases [3]