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TheMajestic12

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- TheMajestic12TheMajestic12
  ·07-18
  This will erase all the loss yesterday[Happy] Time to reap the profit[Miser] [Miser] [Miser] Duck duck go away come again another day[Claw] little me want to play, duck duck go away. 🦆
  TSMC's Profit Surpasses Estimates After AI Investment Surges
  Taiwan Semiconductor Manufacturing Co.’s earnings beat lofty analysts’ estimates on growing AI investments around the world.Market expectations had risen in the weeks leading up to TSMC’s report on Thursday, with the AI frenzy and related investment showing no signs of slowing down.The chipmaker for Apple Inc. and Nvidia Corp. said net income rose to NT$247.8 billion . The average estimate was for a 29% increase, and many expected TSMC to hike its full-year outlook after sales jumped in the June
  TSMC's Profit Surpasses Estimates After AI Investment Surges
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- TheMajestic12TheMajestic12
  ·07-17
  this is ridiculous. First, Taiwan bought a lot of weapon from US. Second, Taiwan also following US to block latest chips export to Russia and Mainland China. taiwan is also one of the main supplier for US tech industries. Should Taiwan also charge these favor to US? 😅 really. Not make sense.
  Trump Says Taiwan Should Pay for Defence, Sending TSMC Stock Down 3%
  (Recasts, adds details) TAIPEI, July 17 (Reuters) - Taiwan should pay the United States for its defence as it does not give the country anything, U.S. Republican presidential candidate Donald Tru
  Trump Says Taiwan Should Pay for Defence, Sending TSMC Stock Down 3%
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- TheMajestic12TheMajestic12
  ·07-04
  $Taiwan Semiconductor Manufacturing(TSM)$ Ahead of this month's earnings report, TSMC stock is bullish due to high semiconductor demand and strategic investments in advanced technologies. Investor optimism is fueled by expectations of strong financial performance, driving the stock's upward momentum.
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- TheMajestic12TheMajestic12
  ·07-03
  $Taiwan Semiconductor Manufacturing(TSM)$ Let's start the dance
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The average estimate was for a 29% increase, and many expected TSMC to hike its full-year outlook after sales jumped in the June","content":"<html><head></head><body><p>Taiwan Semiconductor Manufacturing Co.’s earnings beat lofty analysts’ estimates on growing AI investments around the world.</p><p style=\"text-align: start;\">Market expectations had risen in the weeks leading up to TSMC’s report on Thursday, with the AI frenzy and related investment showing no signs of slowing down.</p><p style=\"text-align: start;\">The chipmaker for Apple Inc. and Nvidia Corp. said net income rose to NT$247.8 billion ($7.6 billion). The average estimate was for a 29% increase, and many expected TSMC to hike its full-year outlook after sales jumped in the June period. The company said last week that its second-quarter sales grew at the fastest pace since 2022.</p><p>TSMC expects Q3 revenue of $22.4-23.2 bln (Q3 2023 revenue $17.3 bln). TSMC expects Q3 gross margin at 53.5-55.5% (Q2 53.2%).</p><p>TSMC shares rose 4.17% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ef58fef433a95c8aa6cda6d1ee4bd19b\" tg-width=\"1170\" tg-height=\"1003\"/></p><p>Shares of the world’s largest maker of advanced chips have more than doubled since the AI boom took off in late 2022, and hit a series of all-time highs as the firm’s market capitalization briefly crossed the $1 trillion mark.</p><p>Insatiable demand for Nvidia chips has propped up TSMC’s performance, while the wider smartphone market is on a path to recovery. Apple has seen handset sales stabilize, and provided an upbeat guidance to its suppliers on shipments for the upcoming iPhone 16 based on the potential strength of its new AI tools.</p><h3 id=\"id_169669250\" style=\"text-align: start;\">What Bloomberg Intelligence Says</h3><blockquote><p style=\"text-align: start;\">ASML’s 23.7% jump in order bookings in 2Q suggests TSMC’s N2 development is proceeding healthily, potentially accelerating capacity buildup. TSMC is scheduled to start mass production in 2H25, starting with an approximate 30,000-wafer monthly capacity in Hsinchu, Taiwan. Its N2 process will be priced at least 15% higher than N3, we believe.</p><p style=\"text-align: start;\">— Charles Shum, BI analyst</p></blockquote><p>Caution about AI is now emerging in corners of the market. This month, Goldman Sachs warned that the biggest US tech firms may be spending too much on AI.</p><p style=\"text-align: start;\">SemiAnalysis’s Chaolien Tseng warned that TSMC’s stock may take a hit if expectations for the chipmaker to lift its 2024 revenue growth to at least 25% fail to materialize. In the last earnings call, TSMC Chief Executive Officer C.C. Wei reiterated the company’s estimate for full-year revenue to record a growth rate of low- to mid-20% in US dollar terms.</p><p style=\"text-align: start;\">In the immediate term, the AI infrastructure buildout that’s driving chip sales is boosting expectations for TSMC to increase its capital expenditure. Its capex guidance for this year is $28 billion to $32 billion, with analysts estimating $29.5 billion.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC's Profit Surpasses Estimates After AI Investment Surges</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC's Profit Surpasses Estimates After AI Investment Surges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-18 14:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-07-18/tsmc-s-profit-surpasses-estimates-after-ai-investment-surges?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taiwan Semiconductor Manufacturing Co.’s earnings beat lofty analysts’ estimates on growing AI investments around the world.Market expectations had risen in the weeks leading up to TSMC’s report on ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-07-18/tsmc-s-profit-surpasses-estimates-after-ai-investment-surges?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.bloomberg.com/news/articles/2024-07-18/tsmc-s-profit-surpasses-estimates-after-ai-investment-surges?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103662074","content_text":"Taiwan Semiconductor Manufacturing Co.’s earnings beat lofty analysts’ estimates on growing AI investments around the world.Market expectations had risen in the weeks leading up to TSMC’s report on Thursday, with the AI frenzy and related investment showing no signs of slowing down.The chipmaker for Apple Inc. and Nvidia Corp. said net income rose to NT$247.8 billion ($7.6 billion). The average estimate was for a 29% increase, and many expected TSMC to hike its full-year outlook after sales jumped in the June period. The company said last week that its second-quarter sales grew at the fastest pace since 2022.TSMC expects Q3 revenue of $22.4-23.2 bln (Q3 2023 revenue $17.3 bln). TSMC expects Q3 gross margin at 53.5-55.5% (Q2 53.2%).TSMC shares rose 4.17% in overnight trading.Shares of the world’s largest maker of advanced chips have more than doubled since the AI boom took off in late 2022, and hit a series of all-time highs as the firm’s market capitalization briefly crossed the $1 trillion mark.Insatiable demand for Nvidia chips has propped up TSMC’s performance, while the wider smartphone market is on a path to recovery. Apple has seen handset sales stabilize, and provided an upbeat guidance to its suppliers on shipments for the upcoming iPhone 16 based on the potential strength of its new AI tools.What Bloomberg Intelligence SaysASML’s 23.7% jump in order bookings in 2Q suggests TSMC’s N2 development is proceeding healthily, potentially accelerating capacity buildup. TSMC is scheduled to start mass production in 2H25, starting with an approximate 30,000-wafer monthly capacity in Hsinchu, Taiwan. Its N2 process will be priced at least 15% higher than N3, we believe.— Charles Shum, BI analystCaution about AI is now emerging in corners of the market. This month, Goldman Sachs warned that the biggest US tech firms may be spending too much on AI.SemiAnalysis’s Chaolien Tseng warned that TSMC’s stock may take a hit if expectations for the chipmaker to lift its 2024 revenue growth to at least 25% fail to materialize. In the last earnings call, TSMC Chief Executive Officer C.C. Wei reiterated the company’s estimate for full-year revenue to record a growth rate of low- to mid-20% in US dollar terms.In the immediate term, the AI infrastructure buildout that’s driving chip sales is boosting expectations for TSMC to increase its capital expenditure. Its capex guidance for this year is $28 billion to $32 billion, with analysts estimating $29.5 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328442588631096,"gmtCreate":1721200679848,"gmtModify":1721203253479,"author":{"id":"4170582400981612","authorId":"4170582400981612","authorIdStr":"4170582400981612","name":"TheMajestic12","avatar":"https://community-static.tradeup.com/news/ef00c0dbed00619d63120ff0c6646f24","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170582400981612"},"themes":[],"htmlText":"this is ridiculous. First, Taiwan bought a lot of weapon from US. Second, Taiwan also following US to block latest chips export to Russia and Mainland China. taiwan is also one of the main supplier for US tech industries. Should Taiwan also charge these favor to US? 😅 really. Not make sense.","listText":"this is ridiculous. First, Taiwan bought a lot of weapon from US. Second, Taiwan also following US to block latest chips export to Russia and Mainland China. taiwan is also one of the main supplier for US tech industries. Should Taiwan also charge these favor to US? 😅 really. Not make sense.","text":"this is ridiculous. First, Taiwan bought a lot of weapon from US. Second, Taiwan also following US to block latest chips export to Russia and Mainland China. taiwan is also one of the main supplier for US tech industries. Should Taiwan also charge these favor to US? 😅 really. Not make sense.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/328442588631096","repostId":"2452976442","repostType":2,"repost":{"id":"2452976442","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1721197972,"share":"https://ttm.financial/m/news/2452976442?lang=&edition=fundamental","pubTime":"2024-07-17 14:32","market":"us","language":"en","title":"Trump Says Taiwan Should Pay for Defence, Sending TSMC Stock Down 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2452976442","media":"Reuters","summary":"(Recasts, adds details)      TAIPEI, July 17 (Reuters) - Taiwan should pay the United States for its defence as it does not give the country anything, U.S. Republican presidential candidate Donald Tru","content":"<html><head></head><body><p>Taiwan should pay the United States for its defence as it does not give the country anything, U.S. Republican presidential candidate Donald Trump said, sending shares of Taiwanese chip manufacturer TSMC down on Wednesday.</p><p>Shares in Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world&#39;s largest contract chipmaker and a major Apple and Nvidia supplier, fell nearly 3% in overnight trading. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a74480a3a5720f7436832ef77bea1afc\" tg-width=\"786\" tg-height=\"845\"/></p><p>&#34;I know the people very well, respect them greatly. They did take about 100% of our chip business. I think, Taiwan should pay us for defence,&#34; Trump said in interview with Bloomberg Businessweek on June 25 but published on Tuesday.</p><p>&#34;You know, we&#39;re no different than an insurance company. Taiwan doesn&#39;t give us anything.&#34;</p><p>The U.S. is Taiwan&#39;s most important international supporter and arms supplier, but there is no formal defence agreement. The U.S. is however bound by law to provide Taiwan with the means to defend itself.</p><p>U.S. President Joe Biden has upset the Chinese government with comments that appeared to suggest the U.S. would defend Taiwan if it were attacked, a deviation from a long-held U.S. position of &#34;strategic ambiguity&#34;.</p><p>Washington and Taipei have had no official diplomatic or military relationship since 1979, when the U.S. switched recognition to Beijing.</p><p>There was no immediate reaction from Taiwan&#39;s government, nor TSMC which is currently in its quiet period ahead of its second quarter earnings report on Thursday.</p><p>TSMC is spending billions building new factories overseas, including $65 billion on three plants in the U.S. state of Arizona, though it says most manufacturing will remain in Taiwan.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Says Taiwan Should Pay for Defence, Sending TSMC Stock Down 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Says Taiwan Should Pay for Defence, Sending TSMC Stock Down 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-07-17 14:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Taiwan should pay the United States for its defence as it does not give the country anything, U.S. Republican presidential candidate Donald Trump said, sending shares of Taiwanese chip manufacturer TSMC down on Wednesday.</p><p>Shares in Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world&#39;s largest contract chipmaker and a major Apple and Nvidia supplier, fell nearly 3% in overnight trading. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a74480a3a5720f7436832ef77bea1afc\" tg-width=\"786\" tg-height=\"845\"/></p><p>&#34;I know the people very well, respect them greatly. They did take about 100% of our chip business. I think, Taiwan should pay us for defence,&#34; Trump said in interview with Bloomberg Businessweek on June 25 but published on Tuesday.</p><p>&#34;You know, we&#39;re no different than an insurance company. Taiwan doesn&#39;t give us anything.&#34;</p><p>The U.S. is Taiwan&#39;s most important international supporter and arms supplier, but there is no formal defence agreement. The U.S. is however bound by law to provide Taiwan with the means to defend itself.</p><p>U.S. President Joe Biden has upset the Chinese government with comments that appeared to suggest the U.S. would defend Taiwan if it were attacked, a deviation from a long-held U.S. position of &#34;strategic ambiguity&#34;.</p><p>Washington and Taipei have had no official diplomatic or military relationship since 1979, when the U.S. switched recognition to Beijing.</p><p>There was no immediate reaction from Taiwan&#39;s government, nor TSMC which is currently in its quiet period ahead of its second quarter earnings report on Thursday.</p><p>TSMC is spending billions building new factories overseas, including $65 billion on three plants in the U.S. state of Arizona, though it says most manufacturing will remain in Taiwan.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK4527":"明星科技股","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4550":"红杉资本持仓","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","BK4526":"热门中概股","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4141":"半导体产品","BK4588":"碎股","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4503":"景林资产持仓","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK4512":"苹果概念","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4591":"室温超导概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4585":"ETF&股票定投概念","TSM":"台积电","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452976442","content_text":"Taiwan should pay the United States for its defence as it does not give the country anything, U.S. Republican presidential candidate Donald Trump said, sending shares of Taiwanese chip manufacturer TSMC down on Wednesday.Shares in Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world's largest contract chipmaker and a major Apple and Nvidia supplier, fell nearly 3% in overnight trading. \"I know the people very well, respect them greatly. They did take about 100% of our chip business. I think, Taiwan should pay us for defence,\" Trump said in interview with Bloomberg Businessweek on June 25 but published on Tuesday.\"You know, we're no different than an insurance company. Taiwan doesn't give us anything.\"The U.S. is Taiwan's most important international supporter and arms supplier, but there is no formal defence agreement. The U.S. is however bound by law to provide Taiwan with the means to defend itself.U.S. President Joe Biden has upset the Chinese government with comments that appeared to suggest the U.S. would defend Taiwan if it were attacked, a deviation from a long-held U.S. position of \"strategic ambiguity\".Washington and Taipei have had no official diplomatic or military relationship since 1979, when the U.S. switched recognition to Beijing.There was no immediate reaction from Taiwan's government, nor TSMC which is currently in its quiet period ahead of its second quarter earnings report on Thursday.TSMC is spending billions building new factories overseas, including $65 billion on three plants in the U.S. state of Arizona, though it says most manufacturing will remain in Taiwan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4178332581629092","authorId":"4178332581629092","authorIdStr":"4178332581629092","name":"Boybabyrage","avatar":"https://community-static.tradeup.com/news/5b59a07cca9804884b312ca8a7ac871d","crmLevel":7,"crmLevelSwitch":1,"idStr":"4178332581629092"},"content":"Trump is a pure comedian. Plz ignore him 🤣","text":"Trump is a pure comedian. Plz ignore him 🤣","html":"Trump is a pure comedian. Plz ignore him 🤣"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323688623374384,"gmtCreate":1720050882957,"gmtModify":1720495312594,"author":{"id":"4170582400981612","authorId":"4170582400981612","authorIdStr":"4170582400981612","name":"TheMajestic12","avatar":"https://community-static.tradeup.com/news/ef00c0dbed00619d63120ff0c6646f24","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170582400981612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Ahead of this month's earnings report, TSMC stock is bullish due to high semiconductor demand and strategic investments in advanced technologies. Investor optimism is fueled by expectations of strong financial performance, driving the stock's upward momentum.","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Ahead of this month's earnings report, TSMC stock is bullish due to high semiconductor demand and strategic investments in advanced technologies. Investor optimism is fueled by expectations of strong financial performance, driving the stock's upward momentum.","text":"$Taiwan Semiconductor Manufacturing(TSM)$ Ahead of this month's earnings report, TSMC stock is bullish due to high semiconductor demand and strategic investments in advanced technologies. Investor optimism is fueled by expectations of strong financial performance, driving the stock's upward momentum.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323688623374384","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":323484411695160,"gmtCreate":1720001143149,"gmtModify":1720001524985,"author":{"id":"4170582400981612","authorId":"4170582400981612","authorIdStr":"4170582400981612","name":"TheMajestic12","avatar":"https://community-static.tradeup.com/news/ef00c0dbed00619d63120ff0c6646f24","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170582400981612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a> Let's start the dance","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a> Let's start the dance","text":"$Taiwan Semiconductor Manufacturing(TSM)$ Let's start the dance","images":[{"img":"https://community-static.tradeup.com/news/189d4fb78e7d01f889841b205d735258","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323484411695160","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}