Group 1 - Major tech stocks in the US saw an upward trend on February 10, with Netflix rising over 3% [1] - Disney's stock increased by nearly 3% [1] - Oracle and Salesforce both experienced gains of over 2% [1] - Microsoft and TSMC saw their stocks rise by nearly 2% [1] - Tesla's stock increased by over 1% [1]

台积电(TSM.US)盘前涨近3%，报364.98美元。消息面上，台积电刚刚公布，1月销售额4012.6亿元台 币，首次突破4000亿关卡，同比增长36.8%，较2025年12月增长19.8%。 ...

2月10日消息，据台媒报道，台积电当日召开董事会，集中通过多项关键性投资决策与人事任免决议，其中包括核准高达449.62亿美元的资本预算，持续 加码先进制程与先进封装领域的产能布局，同时正式拍板8位高阶主管的晋升事宜，进一步优化核心管理团队架构。 此次台积电同步推进重大投资与人事调整，既是其加码先进产能、巩固行业领先地位的战略举措，也是优化管理团队梯队、夯实长期发展根基的重要布 局，将进一步支撑其在全球半导体领域的核心竞争力。据悉，台积电2026年股东常会将于6月4日在新竹喜来登大饭店举行。 声明：本文仅为信息交流之用，不构成任何投资建议，股市有风险，投资需谨慎。 加入"中国IC独角兽联盟"，请点击进入 是说芯语原创，欢迎关注分享 在资本支出与长期产能规划层面，此次董事会核准的资本预算约为449.62亿美元（约合新台币1.4万亿元），资金将重点投向四大领域：先进制程产能的建 置与升级、先进封装产能的完善与优化、成熟及特殊制程产能的补充，以及厂房兴建与厂务设施的工程建设，以此精准匹配市场需求预测，支撑公司技术 开发蓝图落地，巩固长期产能竞争优势。据悉，这一预算规模已接近台积电2025年全年680亿美元资本预算的 ...

Taiwan Semiconductor Manufacturing (NYSE: TSM) stock has gained 61% over the past year, crushing the S&P 500's 14% rise. But it still has a huge opportunity, and even if you've missed out on the stock until now, you can still benefit from buying it today. Here are three reasons why you might want shares of this dominant semiconductor foundry in your portfolio. Image source: Taiwan Semiconductor. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy ...

A new perps market is now live for trading.TAIWAN SEMICONDUCTOR MANUFACTURING - TSMGo long or short with up to 10x leverage. https://t.co/QIatpakQFK ...

Core Viewpoint - Nvidia's upcoming earnings report is highly anticipated by shareholders, especially in light of recent performance trends and the positive sales data from Taiwan Semiconductor, which could indicate strong demand for Nvidia's chips [1][3]. Group 1: Nvidia's Performance and Market Context - Nvidia's stock has been relatively flat this year, with only a 4.3% increase over the past six months, despite being a strong performer historically [1]. - Over the past year, Nvidia's stock is up nearly 42%, and it has seen an impressive increase of over 1,167% in the past five years [7]. - The current valuation of Nvidia's stock is trading at less than 25 times forward earnings, significantly lower than its five-year historical average of close to 35 times [7]. Group 2: Taiwan Semiconductor's Impact - Taiwan Semiconductor reported a nearly 37% year-over-year increase in January sales, which is above its historical average and has driven its stock to all-time highs [2]. - As the primary manufacturer of Nvidia chips, strong sales from Taiwan Semiconductor are seen as a positive indicator for Nvidia's demand [3]. - Additional positive data from Taiwan includes an 8% increase in automatic data-processing equipment exports in January, which typically sees a decline from December [4]. Group 3: Future Outlook - While the positive sales data from Taiwan Semiconductor does not guarantee exceptional quarterly results for Nvidia, it positions the company favorably for potential strong performance [6]. - UBS projects an 18% quarterly growth in Nvidia's data center division, which is crucial for powering AI workloads, although this is lower than the growth seen in Taiwan's ADP exports [5].

The dawn of artificial intelligence (AI) roughly three years ago has had a profound impact on the face of technology. Many experts claim that the advances brought by generative AI are ushering in the Fourth Industrial Revolution. In recent months, however, investors have become concerned that a slowdown will eventually hit AI, as hype has outpaced reality. Taiwan Semiconductor Manufacturing (NYSE: TSM), commonly known as TSMC, reports monthly sales numbers, and the latest figures are eye-opening, helping ...

Market Performance - As of February 10, U.S. stock indices showed mixed performance, with the Dow Jones Industrial Average rising by 0.7% to reach a new high, while the Nasdaq and S&P 500 indices turned positive, increasing by 0.09% and 0.2% respectively [1] - The Philadelphia Semiconductor Index experienced a significant drop, falling over 1% at one point, with major tech stocks like Google declining by over 2%, while Tesla, Microsoft, and Amazon saw gains [1] Company Specifics - Nvidia's stock decreased by 0.48%, closing at $189.12, while Tesla's stock rose by 0.89% to $421.03 [2] - TSMC's stock increased by 1.49%, reaching $360.70, marking a new high [2] - Google’s stock fell by 1.73%, closing at $318.78 [2] Bond Issuance - Alphabet, Google's parent company, has initiated its first bond issuance in Swiss Francs, including bonds with maturities of 3, 6, 10, 15, and 25 years, with pricing expected later the same day [4] - Additionally, Alphabet has also started its first bond issuance in British Pounds, with maturities of 3, 6, 15, 32, and 100 years, also expected to be priced later [4] Market Sentiment - The Nasdaq Golden Dragon China Index rose by 0.78%, with Chinese stocks like Alibaba, JD.com, and others experiencing gains, while Dingdong Maicai surged over 9% [4] - International gold prices fell, briefly dropping below $5,000, with the current spot price reported at $5,043.35, reflecting a daily decline of 0.31% [4] Economic Commentary - Former President Trump attributed the stock market's rise to his tariff policies, predicting that the Dow Jones will reach 100,000 points before the end of his term [5] - Ray Dalio, founder of Bridgewater Associates, warned of a potential collapse in the U.S. economy, citing significant debt imbalances and suggesting investors allocate 5%-15% of their portfolios to gold as a hedge [5]

Market Performance - As of February 10, US stock indices showed mixed performance, with the Dow Jones Industrial Average rising by 0.7% to reach a new high, while the Nasdaq and S&P 500 indices turned positive with increases of 0.09% and 0.2% respectively [1] - The Philadelphia Semiconductor Index experienced a significant drop, falling over 1% at one point, while major tech stocks showed varied performance, with Google down over 2% and Nvidia and Meta also declining, whereas Tesla, Microsoft, and Amazon saw gains [1] Company Specifics - Alphabet, Google's parent company, has initiated its first bond issuance in Swiss Francs, including bonds with maturities of 3, 6, 10, 15, and 25 years, and is also launching its first bond issuance in British Pounds with maturities of 3, 6, 15, 32, and 100 years, both expected to be priced later the same day [3] - In the tech sector, TSMC (Taiwan Semiconductor Manufacturing Company) saw its stock rise by 1.49%, reaching a new high, while other companies like Alibaba and Oracle also reported gains of 1.95% and 3.24% respectively [2][3] Economic Commentary - Former President Trump expressed optimism about the stock market, predicting that the Dow Jones Industrial Average will reach 100,000 points by January 2029, attributing the market's rise to his tariff policies [5] - In contrast, Ray Dalio, founder of Bridgewater Associates, warned of a potential collapse in the US economy, citing significant debt imbalances and suggesting that investors should allocate 5%-15% of their portfolios to gold as a hedge against currency devaluation [6]

Market Performance - The US stock market opened higher, with the Dow Jones Industrial Average rising over 360 points, reaching a new intraday historical high [1] - As of the latest update, the Dow Jones stood at 50,498.45 (+362.58, +0.72%), the Nasdaq at 23,254.24 (+15.57, +0.07%), and the S&P 500 at 6,979.29 (+14.47, +0.21%) [2] Technology Sector - Major tech stocks showed mixed performance, with Microsoft up over 2%, Amazon up over 1%, while Google fell over 1% [2] - Notable gains were seen in software stocks, with Spotify and Datadog both rising approximately 16%, and Shopify increasing nearly 7% [3] Semiconductor Industry - TSMC reported a nearly 20% month-over-month revenue increase in January and a nearly 40% year-over-year growth, indicating strong global AI spending [2] - TSMC also projected a significant capital expenditure increase, potentially reaching $56 billion by 2026, a 37% year-over-year rise [2] Chinese Tech Stocks - The Nasdaq Golden Dragon China Index rose by 0.72%, with notable increases in stocks such as Dingdong Maicai (+9%) and Tencent Music (+2%) [3] - However, some Chinese stocks like Kingsoft Cloud fell over 3%, and Daqo New Energy and Vipshop both dropped over 1% [3] Commodity Market - Gold and silver prices experienced a decline, with silver dropping nearly 2% to below $82, and gold falling about 0.5% to around $5,030 [3] - Bitcoin also saw a short-term drop, with a decrease of 1.69%, trading at $68,167.9 per coin [5] Oil Market - WTI crude oil fluctuated, narrowly holding above $64 per barrel, while ICE Brent crude slightly increased to $69 per barrel [7] - Ongoing geopolitical tensions in the Middle East continue to pose risks to oil prices [7][8]