TSLA
Tesla
-- 232.760 NVDA
NVIDIA
-- 110.080 PLTR
Palantir
-- 78.930 AAPL
Apple
-- 221.850 AMD
Advanced Micro Devices
-- 97.030 
The Impact of Trump on the semiconductor stocks
Some netizens are worried that Trump's inauguration may impact semiconductor chip stocks.
Based on the experience of the last trade war, Trump's personality as a businessman, such as always starting with a 30% tariff announcement, and then negotiating with the other party before implementing tariffs which may not necessarily be 30%, and could include other additional conditions, like setting up factories in the USA.
Based on the experience of the last trade war, Trump's personality as a businessman, such as always starting with a 30% tariff announcement, and then negotiating with the other party before implementing tariffs which may not necessarily be 30%, and could include other additional conditions, like setting up factories in the USA.
Since the start of Trump's tariff war, many factories have begun to relocate outside of China, like Apple choosing to establish bases in Vietnam and India. The continuous lockdowns and 'Zero COVID' efforts in China in recent years have intensified the factory relocations.
In fact, TSMC has also established factories in the USA, and the yield has also improved. TSMC has also brought many Taiwanese engineers to the USA.
In general, regardless of who takes office, confronting China is a consensus between the two major parties in the USA.
假使，消息出来半导体股下跌，我会逢低买入。
但依照目前的剧本，如果消息出来，反而开始利空出尽拉涨，代表市场已经充分price in。
我个人留意的半导体股包括TSM、AVGO、AMD、NVDA等。
Moomoo开户链接 🔗
https://bit.ly/Mrgeleexmoo
#川普
#半导体
#moomoo
In fact, TSMC has also established factories in the USA, and the yield has also improved. TSMC has also brought many Taiwanese engineers to the USA.
In general, regardless of who takes office, confronting China is a consensus between the two major parties in the USA.
假使，消息出来半导体股下跌，我会逢低买入。
但依照目前的剧本，如果消息出来，反而开始利空出尽拉涨，代表市场已经充分price in。
我个人留意的半导体股包括TSM、AVGO、AMD、NVDA等。
Moomoo开户链接 🔗
https://bit.ly/Mrgeleexmoo
#川普
#半导体
#moomoo
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