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国元证券晨会纪要-20251010
Guoyuan Securities2· 2025-10-10 02:58
Core Insights - The report highlights a significant increase in the revenue of TSMC, which reached NT$330.98 billion in September, marking a year-on-year growth of 31.4% [4] - The report indicates a positive trend in China's industrial sector, with a 7.6% year-on-year increase in the value added by large and medium-sized industrial enterprises in the first eight months of the year [4] - The report notes a 11.9% month-on-month increase in sales for the top 100 real estate companies in September [4] Economic Data - The Baltic Dry Index closed at 1923.00, down 2.04% [5] - The Nasdaq Index closed at 23024.63, down 0.08% [5] - The S&P 500 Index closed at 6735.11, down 0.28% [5] - The Shanghai Composite Index closed at 3933.97, up 1.32% [5] - The Shenzhen Composite Index closed at 2549.96, up 1.21% [5] - The Hang Seng Index closed at 26752.59, down 0.29% [5]
音频 | 格隆汇10.10要点—港A美股你需要关注的大事都在这
Ge Long Hui A P P· 2025-10-09 23:21
Market Overview - US stock indices collectively declined, with Oracle rising over 3% and the Chinese concept index falling by 2.03% [1] - New York gold futures dropped over 1.9%, while WTI crude oil for November fell by 1.66% [1] - Silver prices surged over 3%, reaching a historical high with a year-to-date increase of 75% [1] - Japanese stocks closed at a historical high, with a year-to-date increase of 21.77% [1] - Taiwan stocks also reached a historical high, with a year-to-date increase of 18.52% [1] Company Developments - Intel announced key details of its first 18A process PC chip, set to launch in January next year [1] - Ganfeng Lithium reported a complete integrated layout for solid-state batteries and commercial capabilities [1] - Changan Automobile confirmed that Avita Technology has fully paid for the purchase of a 10% stake in Huawei, totaling 11.5 billion yuan [1] Regulatory Changes - The Ministry of Commerce and the General Administration of Customs announced export controls on certain rare earth equipment and raw materials [1] - The Ministry of Commerce has listed foreign entities, including anti-drone technology companies, as unreliable entities [1] - A pilot program for fee payment by disease type in traditional Chinese medicine will be conducted in about 15 provinces or cities [1] Financial Performance - Guangdong Mingzhu expects a net profit increase of 858.45% to 1071.44% year-on-year for the first three quarters [2] - Limin Co. anticipates a net profit growth of 649.71% to 669.25% year-on-year for the first three quarters [2]