TSMC chief executive said employee profit-sharing rose 30% YoY, has no cap, and is expected to continue rising.

CITIC Securities says that looking to H2 2026, domestic and international AI compute and embodied intelligence sectors should see material industrial progress, driving strong demand for upstream AI hardware, midstream supporting equipment and downstream application manufacturing. Early signs of a general manufacturing recovery are emerging, led by structural strength in specialized equipment, and China’s export-competitive production capacity abroad is expected to remain a tailwind. The firm recommends monitoring marginal changes in companies’ AI exposure and overseas capacity/exposure and tracking the general manufacturing rebound.

特朗普再度聲稱美伊協議或本週末達成，伊朗拋出四階段計劃！印度政府澄清有關售金報道不實；澤連斯基稱願即刻與普京直接談判……後市情緒如何？歡迎前往“數據庫-嘉盛市場晴雨表”查看並訂閱（數據每10分鐘更新1次）。