全线大涨！科技股传来重磅利好！

Group 1 - The core viewpoint of the article highlights the positive performance of the US stock market, particularly in the technology and financial sectors, driven by strong earnings reports and robust demand for AI-related products [2][4][6]. - Major US stock indices saw slight gains, with the Dow Jones up 0.6% to 49,442.44 points, the S&P 500 up 0.26% to 6,944.47 points, and the Nasdaq up 0.25% to 23,530.02 points [4]. - The semiconductor sector experienced significant growth, with the Philadelphia Semiconductor Index rising 1.76% to reach a new historical high, driven by strong performances from companies like TSMC and ASML [4][5]. Group 2 - TSMC reported impressive earnings for Q4 2025, with revenue of $33.73 billion, a year-on-year increase of 25.5%, and a net profit of approximately $16 billion, up 35% [4][5]. - TSMC's gross margin reached 62.3%, indicating strong cost control and pricing power despite expansion efforts [4]. - The company plans to increase its capital expenditure budget for 2026 to between $52 billion and $56 billion, with an expected rise in revenue contribution from advanced processes [4]. Group 3 - Morgan Stanley and Goldman Sachs both released strong quarterly earnings, boosting the performance of US financial stocks [6][7]. - Morgan Stanley's Q4 2025 net revenue was $17.89 billion, a 10% year-on-year increase, with a net profit of $4.4 billion, up 18% [7][8]. - Goldman Sachs reported Q4 net revenue of $13.45 billion, a 3% year-on-year decline, but achieved record stock trading revenue of $4.31 billion [8].