Dolphin Research
2025.06.10 08:36

Apple's Product Launch Lacks Spark; TSMC Sustains Robust YoY Revenue Growth | Review of today's important news

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0610 | Dolphin Research Key Focus:

🐬 Macro/Industry

1、On June 9 local time, Chinese and U.S. delegations held the first meeting of the China-U.S. trade consultation mechanism in London, where they had in-depth discussions on trade issues. The market experienced fluctuations today, and we continue to closely monitor the progress of the meeting.

🐬 Stocks

1、$Apple(AAPL.US)

Apple's WWDC event fell flat. Despite releasing new systems like iOS 26, Apple's stock price closed down 1.21% after the event. The overall focus was on UI interface updates, with little innovation in AI, continuing Apple's incremental "small-scale" updates. Previously anticipated upgrades to the Siri voice assistant and new Mac hardware were not released, making the event generally disappointing. Dolphin Research has already published a brief review, see Apple WWDC2025 Event: Relatively Disappointing.

2、$Taiwan Semiconductor(TSM.US)

TSMC's May revenue was NT$320.52 billion, up 39.6% year-on-year, slowing from the previous month's 48.1% growth, and down 8.3% month-on-month. The high year-on-year growth was mainly driven by the surge in demand for AI chips and global supply chain stockpiling. The month-on-month decline reflects short-term inventory adjustments and fluctuations in the New Taiwan Dollar exchange rate. TSMC's U.S. stock price rose slightly in pre-market trading.

🐬 Top Gainers

Shanghai/Shenzhen: Professional financial services, leisure products like sports equipment, and marine freight and passenger transport;

Hong Kong: Silver, textiles, commercial printing;

U.S.: Tires and rubber, coal and consumable fuels, industrial chemicals.

🐬 Tomorrow's Focus

1、U.S. seasonally adjusted CPI month-on-month rate, U.S. seasonally adjusted CPI year-on-year rate, U.S. unadjusted CPI year-on-year rate, U.S. unadjusted core CPI year-on-year rate.

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