TSMC(US:TSM) 天天基金网·2025-10-16 08:41Market Overview - The A-share market showed mixed performance on October 16, with the Shanghai Composite Index up by 0.1%, the Shenzhen Component down by 0.25%, and the ChiNext Index up by 0.38% [5][6] - A total of 1,177 stocks rose, while 4,171 stocks fell, indicating a bearish trend overall [6][7] - The total trading volume reached approximately 123.3 billion shares, with a total turnover of about 1.949 trillion yuan [7] Sector Performance - The coal sector experienced a significant rally, with major companies like Dayou Energy seeing a rise of 10.09% [8][9] - Insurance and banking sectors also performed well, with China Life Insurance up by 5.16% and CITIC Bank up by 3.84% [10][11] - The shipping and port sector saw gains, with Nanjing Port rising by 8.01% [13] Notable Stocks - TSMC reported a third-quarter revenue of approximately 989.92 billion NTD (about 230.45 billion yuan), a year-on-year increase of 30.3% [19] - TSMC's net profit reached approximately 452.3 billion NTD (about 105.29 billion yuan), up 39.1% year-on-year [19] - Analysts have raised TSMC's target prices significantly, with Barclays increasing it from $325 to $330 and Deutsche Bank from 1,300 NTD to 1,500 NTD [20][24] Investment Sentiment - TSMC's CEO expressed strong confidence in the sustainability of AI demand, indicating a positive outlook for semiconductor products [20] - The market is witnessing a shift in capital flow towards dividend-paying sectors, reflecting changing investor sentiment [7]