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Gene Munster Predicts 'Bull Market Driven By AI' Amid TSMC's Stellar Performance
TSMC Hits $1 Trillion Market Cap, Setting New Benchmark for Asian Companies
300 billion share buyback shareholding reloan "order", current trend, overall controllable risk for banks, may generate more business opportunities
①From the current policies and market trends, the gradual recovery of stock market and market confidence upwards is a high-probability event, and the overall risk of loans is still manageable. ②Although the interest rate spread of share buyback and shareholding loans is not particularly large, this business can be used to expand and maintain clients of listed companies, leading to more business opportunities. ③In practice, the main consideration may not necessarily be using purchased stocks as collateral, but more emphasis will be placed on the comprehensive credit rating of the borrower.
TSMC Financial Report Review: Gross Margin Significantly Exceeds Expectations, Strong AI Demand | Moomoo Research
Wall Street is firmly bullish on Taiwan Semiconductor amid concerns about crushing AI demand!
Nomura analysis indicates that this strong cycle is driven by AI demand, with Taiwan Semiconductor as the "AI enabler" capturing orders from almost all AI innovators, and Taiwan Semiconductor itself is also utilizing AI in research and development to obtain internal return on investment (ROI).
Today, the six major banks and others took the initiative to lower the deposit benchmark interest rates. Experts believe this shows the effective operation of the central bank's interest rate policy transmission mechanism, which will support the stability
On October 18, the major commercial banks have lowered the deposit listed interest rates, and the LPR reported on October 21 will also reflect the corresponding decrease in policy interest rates, indicating that the market-oriented interest rate control mechanism is further improved, and the interest rate transmission channels are effectively cleared. This adjustment of deposit rates by commercial banks is beneficial for reducing the bank's cost of liabilities, providing support for stabilizing net interest margins, and enhancing the sustainability of financial support for the real economy.