A股*ST香雪股价低开低走，盘中一度跌逾14%，现跌幅缩窄至10.58%，报8.2元/股；日前公司及董事长被深交所公开谴责。

TSMC will report Q2 results and hold an earnings briefing on Thursday. Analysts see the company likely to post strong results but view Q3 as uncertain. Liao Wanting, general manager at Uni‑President Investment Advisory, said global compute sales growth has recently shown signs of slowing; if management calms investor concerns over AI supply‑chain lead times and shipment disruptions at the briefing, the stock should rebound, but any signal to curb capex would validate market worries. She added AI growth remains positive but not yet strong enough to justify upward revisions, and supply‑chain bottlenecks are making firms cautious ahead of July earnings. Huang Yiting, chairman of First Securities Investment Advisory, called the briefing pivotal: better‑than‑expected results and positive guidance could push Taiwan stocks back toward or above prior highs. He warned that Samsung’s post‑earnings collapse reflected high leverage in Korean markets and is unlikely to be broadly replicated.

伊朗总统：我们正参与一场复杂的经济战争，成功克服这一阶段需要公民的积极参与。