Some netizens worry that Trump's presidency will have an impact on semiconductor chip stocks.
Based on the experience of the previous trade war, Trump's character as a businessman, for example, he always starts by announcing a 30% tariff, then negotiates with the other party, and the actual tariffs implemented may not necessarily be 30%, but may include other additional conditions, such as setting up factories in the USA.
Since the start of Trump's tariff war, many factories have begun to shift their focus outside of China, like Apple choosing Vietnam and India. The continuous lockdowns and zero-COVID efforts in China in recent years have further accelerated the shift of factories.
Actually, TSM also has factories in the usa, and the yield has improved. TSM has also brought many Taiwanese engineers to the usa.
Overall, regardless of who takes office, confronting china is a consensus of the two parties in the usa.
If the news comes out that semiconductor stocks are falling, I will buy on the dips.
But according to the current script, if the news comes out and instead starts bearish until the end of the rise, it means the market has fully priced in.
Semiconductor stocks that I personally pay attention to include TSM, AVGO, AMD, NVDA, etc.
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