黄金台积电同涨

Group 1 - The article emphasizes the dominance of TSMC in the semiconductor industry, particularly in the context of GPU and ASIC production, suggesting that TSMC is the best in this field [3] - There is a mention of a potential shift towards cyclical commodities, with a public fund director indicating that the fourth quarter may enter a cyclical phase, highlighting the importance of capital market trends [9] - The article lists several companies in the cyclical commodities sector that have shown significant price increases, including China Silver Group with a rise of 22.64%, Zijin Mining International at 14.59%, and Tianqi Lithium at 13.26% [10]