Market Overview - The A-share market rebounded to 3600 points, with the Shanghai Composite Index rising by 0.96%, the Shenzhen Component Index increasing by 0.59%, and the ChiNext Index up by 0.39% [3] - A total of 3903 stocks rose, with 68 hitting the daily limit, while 1327 stocks declined [3] Industry Highlights - The eSIM concept stocks surged, with Cheng Tian Wei Ye hitting the daily limit. The EU's new battery law mandates the gradual elimination of physical SIM card slots in smartphones by 2026, positioning eSIM as the primary communication method for mobile devices. GSMA predicts that by the end of 2025, there will be 1 billion eSIM smartphones globally [3] - The robotics sector continued its strong performance [4] - The military industry sector remained active [5] Company News - TSMC dismissed multiple employees for leaking confidential information regarding its 2nm chip technology. The company emphasized its zero-tolerance policy towards breaches of commercial confidentiality and is committed to protecting its core competitiveness [7] - TSMC has a significant amount of intellectual property, with over 200,000 commercial secrets recorded in its internal systems. The company detected the issue early due to its comprehensive monitoring mechanisms and initiated an internal investigation [8] - SoftBank Group is increasing its stakes in Nvidia and TSMC, having raised its holdings in Nvidia to approximately $3 billion from $1 billion in the previous quarter, and also acquiring $330 million in TSMC shares [8]

【导读】A股大涨，台积电遭泄密 | 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | 68 | | 涨幅 > 7% | 107 | | 涨幅 5-7% | 106 | | 涨幅 3-5% | 296 | | 涨幅 0-3% | 3394 | | 跌幅 0-3% | 1200 | | 践幅 3-5% | 79 | | 跌幅 5-7% | 27 | | 跌幅 > 7% | 21 | | 其中 跌停 | 2 | | 上涨家数 | 3903 | | 下跌家数 | 1327 | | 平盘停牌 | 189 | | 总品种数 | 5419 | | 总成交额 | 16158.21亿 | | 总成交量 | 114587.5 | | 涨家增减 | 1193 | | 涨家增幅 | 44.02% | | 指数量比 | 0.91 | eSIM概念股爆发，澄天伟业涨停。消息面上，欧盟《新电池法》明确规定，自2026年起智能手机需逐步淘汰实体卡槽，这将使eSIM成 为手机等移动设备实现通信功能的主要方式。GSMA预测到2025年底，全球将有10亿台eSIM智能手机投入使用。 中国基金报记者泰勒 大家好，今天的 ...