TSLA
Tesla
-- 440.130 NVDA
NVIDIA
-- 128.910 MU
Micron Technology
-- 103.900 QUBT
Quantum Computing
-- 25.680 AMD
Advanced Micro Devices
-- 121.410 
Escalation of the China-US trade war
Today, glove stocks once again become the most handsome guys on the market.
The main reason is that the United States has escalated the trade war to a new level.
Yesterday evening,
The White House announced the latest round of import tariffs on Chinese products, significantly increasing the import tariffs on specific products from China. The products involved are as follows:
1. Steel and aluminum (increasing from 0-7.5% to 25% in 2024)
2. Semiconductors (increasing from 25% to 50% in 2025)
3. Electric vehicles (increasing from 25% to 100% in 2024)
4. Lithium-ion batteries (increasing from 7.5% to 25% in 2024)
5. Electric vehicle battery components (increasing from 7.5% to 25% in 2024)
6. Solar energy batteries (increasing from 25% to 50% in 2024)
10. Medical injectors and needles (increasing from 0% to 50% in 2024)
7. Personal protective equipment, including certain respirators and masks (increasing from 0-7.5% to 25% in 2024)
8. Rubber medical and surgical gloves (increasing from 7.5% to 25% in 2026)
This measure,
Besides nominally encouraging the localization of American products,
is also expected to make American importers,
Shift the source of imported products to Southeast Asian countries / countries in South America.
In concept,
The areas of the Malaysian stock market that benefit are as follows:
1. Aluminum alloy product manufacturers (extrusion/casting)
The main reason is that the United States has escalated the trade war to a new level.
Yesterday evening,
The White House announced the latest round of import tariffs on Chinese products, significantly increasing the import tariffs on specific products from China. The products involved are as follows:
1. Steel and aluminum (increasing from 0-7.5% to 25% in 2024)
2. Semiconductors (increasing from 25% to 50% in 2025)
3. Electric vehicles (increasing from 25% to 100% in 2024)
4. Lithium-ion batteries (increasing from 7.5% to 25% in 2024)
5. Electric vehicle battery components (increasing from 7.5% to 25% in 2024)
6. Solar energy batteries (increasing from 25% to 50% in 2024)
10. Medical injectors and needles (increasing from 0% to 50% in 2024)
7. Personal protective equipment, including certain respirators and masks (increasing from 0-7.5% to 25% in 2024)
8. Rubber medical and surgical gloves (increasing from 7.5% to 25% in 2026)
This measure,
Besides nominally encouraging the localization of American products,
is also expected to make American importers,
Shift the source of imported products to Southeast Asian countries / countries in South America.
In concept,
The areas of the Malaysian stock market that benefit are as follows:
1. Aluminum alloy product manufacturers (extrusion/casting)
$LBALUM (9326.MY)$ $PA (7225.MY)$ $PMETAL (8869.MY)$
2. Solar energy battery (first solar industry chain) related
2. Solar energy battery (first solar industry chain) related
$KOSSAN (7153.MY)$ $HARTA (5168.MY)$ $TOPGLOV (7113.MY)$ $
4. Needle and medical syringe manufacturing related / ventilator consumables
4. Needle and medical syringe manufacturing related / ventilator consumables
$SCOMNET (0001.MY)$
6. Electric vehicle batteries and components, semiconductors
(and many other instrument/semiconductor manufacturers and EMS)
6. Electric vehicle batteries and components, semiconductors
(and many other instrument/semiconductor manufacturers and EMS)
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