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Jennifer241
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Revenue of 1.49 trillion is just the obvious card; watch these three things in Thursday's earnings report
TSMC's Q3 revenue hit 1.49 trillion New Taiwan dollars, up 50% year-on-year, a historic high — but this was already known, announced last week. The real highlights of the October 15 earnings report are the following three points.
First, gross margin. Guidance is 65%-67%, while Q2 was 67.7%. Morgan Stanley directly estimates 67.5%, and the market is fully betting on the high end. Whether
Rumors behind the sharp drop make my heart tighten😨
Recently, the market suddenly weakened, and the community has been spreading this news: Qian Zhimin's 61,000 BTC was confiscated by the Tianjin court, with an estimated value exceeding 30 billion.
The release of such a large chip clearly pressured the market at the time, causing the trend to dip.
What everyone is most concerned about now is the subsequent disposal plan for this massive chip. After all, with such a volume, if it floods the market all at once, the selling pressure is unimaginable.
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