A · Important
[Selected evening news on October 15th] 1. In response to the recent significant increase in the interest in long-term government bond yield trading, some securities firms and banks have received reminders from regulatory authorities, requiring relevant institutions to strengthen bond investment risk management. 2. TSMC’s net profit in the third quarter was NT$763.06 billion, a year-on-year increase of 68.7%; it confirmed that capital expenditures in 2026 are expected to be US$60 billion to US$64 billion. 3. After the United States released CPI data that exceeded expectations, the probability of the Federal Reserve raising interest rates in October has increased. Senior forecaster: No change expected in October. 4. Cook said that Apple Smart and related Alibaba Qianwen large models have indeed been approved, and a test version will be released in China at the end of October, including real-time translation, writing tools, photo cleaning tools, etc. 5. Company news: ① Guangxun Technology: Net profit in the first three quarters is expected to increase by 65%-82% year-on-year. Demand for datacom optical modules is growing rapidly. ②Muxi Shares: Net profit in the first three quarters is expected to be 587 million yuan-717 million yuan, turning losses into profits year-on-year. ③ Haiguang Information: Net profit in the first three quarters is expected to increase by 38%-52% year-on-year. Domestic demand for high-end chips continues to rise. ④ Sugon: Net profit in the first three quarters increased by 78.48% year-on-year. ⑤ Baiwei Storage: The controlling shareholder proposed to repurchase 200 million to 250 million yuan of A shares to cancel and reduce registered capital. ⑥Tianfu Communications: The controlling shareholder proposed to repurchase A shares for 100 million to 150 million yuan. ⑦Shanghai Electric Co., Ltd.: The controlling shareholder proposed a cash dividend of no less than 2.2 billion yuan in 2026. ⑧Xinyisheng: The controlling shareholder proposed to buy back 800 million to 1 billion A shares. ⑨ Longsys: Net profit in the first three quarters is expected to increase by 1865%-1991% year-on-year.
🕐 2026-10-15 22:02

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