RGTI
Rigetti Computing
-- 17.0800 TSLA
Tesla
-- 431.660 NVDA
NVIDIA
-- 137.010 LAES
SEALSQ Corp
-- 9.080 PLTR
Palantir
-- 79.080 Caution on china-related stocks.
Stock prices of companies with high dependency on China are lackluster. The 'China Risk Index', composed of 52 constituent stocks with a high revenue ratio in China, is down 4% compared to the end of July with weak rebound.
Chinese nationals are eerily reminiscent of Japan's deflation in the 2000s. Focus on saving.
As BRICS move away from the dollar and lose faith in US bonds, the previously strong manner of the dollar-yen pair is surging.
In china, the debt-to-equity ratio is 120% in 11 provinces. In 7 provinces, it exceeds 170%, posing a risk of bankruptcy.
$Apple (AAPL.US)$ Dependency on china sales.
The explanation video is here.
From YouTube
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