$Taiwan Semiconductor(TSM.US) hits a new high; $Alphabet(GOOGL.US) has settled with Apple, no worries about the cloud, the most critical variable in 2C seems to be settled. In the morning, Deepseek published an article personally signed by the great Liang, the core message is that increasing memory can continue to scale. In the early Hong Kong stock market auction, some $XL2CSOPHYNIX(07709.HK) were added to continue the catalysis.
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