20265年11月26日/Nov 26, 2025
你好，希望你今天一切都好。 Hello, hope you're having a great day.
市场在过去48小时内发生了一个重要变化，我们决定即时调整一项核心持仓的评级——原因和操作策略都在下面。
A significant development has unfolded in the past 48 hours, prompting us to immediately adjust the rating on a core holding — the reasoning and deployment strategy are below.
以下是所有推介之后股票的最大涨幅排名。 Below is the ranking of maximum gains across all recommendations since inclusion. 统计区间为2025年11月1日至2026年7月12日。所有推介的入场价、目标价及推介日期，均在对应期数「交易机会」文章发布时同步公开，时间戳可完整溯源，付费会员随时可交叉核实。 The tracking period covers November 1, 2025 to July 12, 2026. All entry prices, price targets, and recommendation dates were published simultaneously in the corresponding "Trading Ideas"
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台积电（TSM）Q2财报全面超预期，AI需求驱动创纪录增长 TSMC (TSM) Delivers Blowout Q2 2026 Earnings as AI Demand Drives Record Growth 台积电于2026年7月16日公布第二季度财报，业绩远超市场预期，再次凸显其作为全球领先晶圆代工厂的支配地位，尤其受益于AI与高性能计算（HPC）芯片需求的爆发式增长。 TSMC reported Q2 2026 earnings on July 16, 2026, with results far exceeding market expectations, once again underscoring its dominant position as the world's leading
Wealth Club团队早在市场形成共识之前，已率先完成研判并将完整布局TSM逻辑提前同步至平台交易机会报告，与会员携手在低位成功完成建仓，之后最高升到479，大约涨幅55%左右，已取得相当可观的涨幅。所有操作记录买入价和目标价均已提前公开于会员平台，供会员随时核对对照。 Ahead of broader market consensus, the Wealth Club team completed its research and shared the full TSM thesis in advance through our Trading Opportunity report, successfully positioning alongside members at lower levels. The stock subsequently rose to a high of