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據伊朗塔斯尼姆通訊社:知情人士稱,伊朗革命衛隊在霍爾木茲海峽襲擊了一艘船隻。
2026-07-18
據伊朗塔斯尼姆通訊社:知情人士稱,伊朗革命衛隊在霍爾木茲海峽襲擊了一艘船隻。
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2026-07-17
中國地震臺網正式測定:07月17日22時48分在墨西哥恰帕斯州沿岸近海(北緯14.80度,西經92.95度)發生7.2級地震,震源深度10千米。
中國地震臺網正式測定:07月17日22時48分在墨西哥恰帕斯州沿岸近海(北緯14.80度,西經92.95度)發生7.2級地震,震源深度10千米。
2026-07-17
Bernstein says TSMC (TSM.N) has reasonably increased its 2026 capex plan on the back of a solid demand base. Management reiterated on its recent earnings call it will not impose sudden large price hikes; with limited near-term price upside and shipments constrained by capacity, TSMC’s upward revenue revision suggests prior forecasts may have been too conservative. Bernstein states that, despite market volatility, sustainability of AI demand has improved over the past three months and that the re
Bernstein says TSMC (TSM.N) has reasonably increased its 2026 capex plan on the back of a solid demand base. Management reiterated on its recent earnings call it will not impose sudden large price hikes; with limited near-term price upside and shipments constrained by capacity, TSMC’s upward revenue revision suggests prior forecasts may have been too conservative. Bernstein states that, despite market volatility, sustainability of AI demand has improved over the past three months and that the recent market pullback should be viewed as an opportunity to add AI-related stocks.
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