---
title: "Apple's Product Launch Lacks Spark; TSMC Sustains Robust YoY Revenue Growth | Review of today's important news"
description: "0610 | Dolphin Research Focus: 🐬 Macro/Industry 1. On June 9 local time, Chinese and U.S. delegations held the first meeting of the China-U.S. economic and trade consultation mechanism in London, UK,"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/30537221.md"
published_at: "2025-06-10T08:36:48.000Z"
author: "[Dolphin Research](https://longbridge.com/en/news/dolphin.md)"
---

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

## 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](https://longportapp.cn/zh-CN/topics/30528129).

**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.

Risk disclosure and disclaimer for this article: [Dolphin Research Disclaimer and General Disclosure](https://support.longbridge.global/topics/misc/dolphin-disclaimer)

### Related Stocks

- [AAPL.US - Apple](https://longbridge.com/en/quote/AAPL.US.md)
- [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.