$Taiwan Semiconductor (TSM.US)$ The hen said the expected production had halved, but those making egg pancakes said the future looked good...
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$Occidental Petroleum (OXY.US)$ The probability of petroleum stocks continuing to decline is high due to the uncertainty in the Middle East, the Russia-Ukraine war, and recent actions by North Korea.
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$Boeing (BA.US)$ Qantas and Singapore Airlines have decided to buy Airbus, which is not good news for Boeing.
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$NIO Inc (NIO.US)$NIO does not sell in the US, nor does it borrow money from the US (can any friends confirm?) Will high US inflation and whether the Federal Reserve is raising interest rates have an impact on NIO?
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$Zoom Video Communications (ZM.US)$ The epidemic in Europe has not improved, and several countries have been closed down again, and the US epidemic has been repeated over and over again. This stock still has prospects.
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$Rivian Automotive (RIVN.US)$ 你会付钱买一张标价$78的空白支票吗？这张支票制作精美，印着许多大公司的美好愿景和承诺。支票制造商还告诉你，它现金充沛，没有大的外债，就算没有营收，也可以坚持至少两年。现在最大的支出就是画饼，一张张，一堆堆的画，但很快就可以变成真的饼。对了，现在面粉虽然短缺，但当他们真的要做饼的时候，面粉就不会缺了。什么时候不缺？大概两年。那时候现金快用完了，怎么办？可以再印空白支票。
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$Apple (AAPL.US)$ It is difficult for companies to be immune to government policies when making decisions. Looking at the performance of Apple and Tesla, one is moving out of some production capacity from China, and the other is increasing investment to build a factory in China. Despite facing similar supply chain challenges, don't the differences reflected in the financial reports explain the problem?
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70911613 OP wantqq123 : You're right. What I want to say is that the entire industry chain is a whole, there may be individual differences, but cannot escape the resonance effect.
70911613 OP 70911613 OP : Today is soaring, I will hedge, chasing high risks is too great.