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Group 1: TSMC Performance - TSMC reported a nearly 61% year-on-year increase in net profit for Q2, exceeding market expectations, driven by strong demand for AI chips [4][6] - The company's Q2 revenue grew by 38.65% year-on-year, reaching NT$933.8 billion (approximately $31.7 billion), also surpassing market forecasts [5][9] - TSMC expects a revenue growth of about 30% in USD terms for the year, up from a previous estimate of 25%, highlighting robust demand for high-end AI chips [6][7] Group 2: Market Reactions - Following TSMC's positive earnings report, its stock surged in after-hours trading [8] - The Nasdaq futures experienced a sharp increase as a result of TSMC's performance [11] Group 3: A-Share Market Performance - On July 17, the A-share market saw a significant rise, with the ChiNext Index leading the gains, closing with the Shanghai Composite Index up 0.37%, the Shenzhen Component Index up 1.43%, and the ChiNext Index up 1.76% [13] - A total of 3,536 stocks rose, with 66 hitting the daily limit up, while 1,611 stocks declined [14] Group 4: Sector Highlights - Innovation drug concept stocks continued to strengthen, with companies like Chengdu XianDao and Saily Medical hitting the daily limit up [16] - AI hardware stocks surged again, with companies like Mankun Technology reaching the daily limit up [17] - Robotics concept stocks were also active, with firms like Shangwei New Materials and Nanjing Julong hitting the daily limit up [19] Group 5: Citigroup's Market Outlook - Citigroup released a report indicating that despite macroeconomic volatility, Asian stock markets are performing better than global peers, maintaining a constructive view on the medium-term outlook [21] - The bank forecasts a 7% return for the MSCI Asia (excluding Japan) index by mid-2026, with a target of 25,000 points for the Hang Seng Index by the end of this year [22]