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Chinese Stocks Drop as Trade Risks Bite
Barrons· 2025-10-17 16:50
CONCLUDED Stock Market News From Oct. 17, 2025: Dow Rises After Trump's China Comments Last Updated: 16 hours ago Chinese Stocks Drop as Trade Risks Bite By Tracy Qu, Dow Jones Newswires Chinese stocks ended lower, with the Shanghai Composite Index dropping 1.95% to close at 3839.75. The Shenzhen Composite Index fell 2.7% to 2396.92 and ChiNext Price Index declined 3.4% to 2935.37. So far this year, China's equity market remains one of the best-performing Asian stock markets. HSBC analysts noted that risks ...
'Headline Risk' Lurks as TSM Shines Bright on AI Demand
Benzinga· 2025-04-18 23:20
文章核心观点 - 台积电基本面强劲但股价技术指标不佳,AI需求虽热但贸易风险和技术压力或使股价受困 [7] 公司业绩表现 - 第一季度营收同比增长41.6%至255.3亿美元,超预期的239.2亿美元 [2] - 每股收益为2.12美元,远高于市场共识的1.82美元 [2] - 预计第二季度营收在284亿至292亿美元之间,受AI处理器需求持续强劲推动 [2] 行业地位与前景 - 作为英伟达关键供应商,强劲业绩预示半导体财报季前景向好,是行业风向标,显示AI驱动需求持续 [3] 股价技术指标 - 股价为151.74美元,低于8日、20日、50日和200日简单移动平均线,各主要趋势线均释放看跌信号 [4] - 50日简单移动平均线为177.31美元,200日简单移动平均线为183.96美元,二者近期形成死亡交叉 [4] 潜在风险 - 前期关税抢购潮或使短期销售虚高,引发对长期销售疲软的担忧 [5] - 贸易战言论和关税担忧使行业面临头条风险,是关键逆风因素 [6] 投资建议 - 投资者可通过Direxion Daily TSM Bull 2X Shares TSMX(2倍每日回报)和Direxion Daily TSM Bear 1X Shares TSMZ(-1倍每日回报)应对股价波动 [6]