$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ ...
I spoke with a semiconductor manufacturing equipment salesperson and a company executive of a chemical supplier for semiconductors.
According to the salesperson of the manufacturing equipment, orders have decreased rapidly since the beginning of last month.
The background is still unclear as to whether Chinese semiconductor manufacturers are not investing in equipment or if they have become capable of manufacturing domestically, but orders have significantly decreased.
Currently, there are almost no companies other than TSMC.
Next, regarding the chemical company, there have been no significant changes so far, but the outlook is not very promising for the next 25 years.
I do not know to what extent it will affect the stock price, but I will share it just in case.
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J_M_RIN : Did china also take emergency easing measures out of a sense of crisis~..
シャケちゃ OP J_M_RIN : If it is not a very complex device, there is a high possibility that it can be manufactured domestically. However, in the past few days, the Hong Kong Hang Seng Index has risen significantly, and mainland China has also shown some signs of recovery, making it extremely difficult to connect to medium-term financial estimates from here.
J_M_RIN シャケちゃ OP : I see~![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Regarding China, since there is no reliable information itself, I will interpret it based on indicators related to stock prices 
Thank you.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")