mushi_mushi
liked
$NVIDIA (NVDA.US)$ Even if the USA imposes tariffs on chips imported from China, NVIDIA still has the ability to pass on the cost through price increases, and the impact on its performance may be limited. Let's analyze this logic more deeply:
🔍 1. The extent to which tariffs affect NVIDIA
The impact of Trump's tariffs is mainly reflected in two aspects:
1️⃣ The Impact on NVIDIA's Supply Chain
• NVIDIA mainly relies on Taiwan Semiconductor Manufacturing Company (TSMC) for chip production, and since TSMC is located in Taiwan, the tariffs mainly affect the Chinese market rather than NVIDIA's production costs.
• However, some backend packaging and testing processes still involve China (such as JCET Group Co., Ltd.), and if tariffs are increased, these costs may rise.
2️⃣ The Impact on NVIDIA in the Chinese Market
NVIDIA's high-end AI chips (such as H100, H200) can no longer be directly sold to China due to US export controls, can only provide special edition H20.
If tariffs are imposed, the price of H20 may increase, but considering that there are no alternatives in China, customers may still continue to purchase, and NVIDIA only needs to adjust the price to pass on the cost of the tariff.
📊 2. NVIDIA can raise prices to pass on costs.
• AI芯片市场基本处于英伟达垄断，AMD、英特尔虽然有竞争产品，但性能、软件生态无法替代英伟达。
• 大型科技公司（如微软、谷歌、Meta、亚马逊）都需要英伟达的AI芯片，即使涨价，它们也只能接受。
• 由于供不...
🔍 1. The extent to which tariffs affect NVIDIA
The impact of Trump's tariffs is mainly reflected in two aspects:
1️⃣ The Impact on NVIDIA's Supply Chain
• NVIDIA mainly relies on Taiwan Semiconductor Manufacturing Company (TSMC) for chip production, and since TSMC is located in Taiwan, the tariffs mainly affect the Chinese market rather than NVIDIA's production costs.
• However, some backend packaging and testing processes still involve China (such as JCET Group Co., Ltd.), and if tariffs are increased, these costs may rise.
2️⃣ The Impact on NVIDIA in the Chinese Market
NVIDIA's high-end AI chips (such as H100, H200) can no longer be directly sold to China due to US export controls, can only provide special edition H20.
If tariffs are imposed, the price of H20 may increase, but considering that there are no alternatives in China, customers may still continue to purchase, and NVIDIA only needs to adjust the price to pass on the cost of the tariff.
📊 2. NVIDIA can raise prices to pass on costs.
• AI芯片市场基本处于英伟达垄断，AMD、英特尔虽然有竞争产品，但性能、软件生态无法替代英伟达。
• 大型科技公司（如微软、谷歌、Meta、亚马逊）都需要英伟达的AI芯片，即使涨价，它们也只能接受。
• 由于供不...
Translated
56
9
11
mushi_mushi
liked
The Federal Reserve on Wednesday implemented its first rate cut in over four years, reducing the benchmark rate by 50 basis points to a range of 4.75%-5%.
The move surpassed Wall Street's expectations. Analysts had generally anticipated a 25 basis point cut, while the futures market had priced in a 61% probability of a 50 basis point cut and a 39% probability of a 25 basis point reduction.
Market Response to First Rate Cut
St...
The move surpassed Wall Street's expectations. Analysts had generally anticipated a 25 basis point cut, while the futures market had priced in a 61% probability of a 50 basis point cut and a 39% probability of a 25 basis point reduction.
Market Response to First Rate Cut
St...
+7
75
9
84
mushi_mushi
liked
ref: https://finance.yahoo.com/news/expect-first-fomc-meeting-2023-232011871.html?fr=sycsrp_catchall
The FOMC is a group of Federal Reserve officials responsible for setting benchmark interest rates. The committee meets at least eight times a year, and after each meeting, it announces a new interest rate target in an effort to keep inflation and employment steady.
The next FOMC meeting starts Tuesday, Jan. 31, and ends Wednesday, Feb. 1. Th...
The FOMC is a group of Federal Reserve officials responsible for setting benchmark interest rates. The committee meets at least eight times a year, and after each meeting, it announces a new interest rate target in an effort to keep inflation and employment steady.
The next FOMC meeting starts Tuesday, Jan. 31, and ends Wednesday, Feb. 1. Th...
7
mushi_mushi
voted
$Microsoft (MSFT.US)$ founder Bill Gates said rising inflation and interest rates in Western economies would drive the world toward an economic slowdown "eventually."
"I'm afraid the bears on this one have a pretty strong argument that concerns me a lot," Gates said Sunday on CNN's "Fareed Zakaria GPS."
![]()
Do you think he's right?
![]()
If it's going to happen, what would you do?
"I'm afraid the bears on this one have a pretty strong argument that concerns me a lot," Gates said Sunday on CNN's "Fareed Zakaria GPS."
27
9
4
mushi_mushi
liked
$Netflix (NFLX.US)$ Netflix is hogging the headlines again. This time is about the loss of 200,000 subscribers, the first loss since 2011. A far cry from analysts’ expectation of adding 2.5m subscribers. To make matter worse, Netflix now expect to lose another 2m subscribers in the second quarter. Share price has tanked over 25% after market hours.
I have analysed Netflix previously when the share price tumbled 40% so you can head on...
I have analysed Netflix previously when the share price tumbled 40% so you can head on...
29
2
4
mushi_mushi
liked
UPDATED VERSION PART 3 $BABA — STOCK & OPTION PLAY
🥇 SIGNED OF AN UPTREND: $123.73
NEED IT TO BREAK OVER: $124.18
🗝️ indicator for MORE uptrend $124.55
confirmation uptrend - $124.97
mini breakout - $125
full breakout - $125.60
SEMI PARABOLIC - $125.81
stop loss — $119.02
support - $117.59. $Alibaba (BABA.US)$
🥇 SIGNED OF AN UPTREND: $123.73
NEED IT TO BREAK OVER: $124.18
🗝️ indicator for MORE uptrend $124.55
confirmation uptrend - $124.97
mini breakout - $125
full breakout - $125.60
SEMI PARABOLIC - $125.81
stop loss — $119.02
support - $117.59. $Alibaba (BABA.US)$
2
1
mushi_mushi
voted
moomoo annual ceremony is happening right now!
Check it out here:
2021 in Review: Grow Together to the Moon!
When can I get the vaccine? One of the most-searched questions on Google indicates people's biggest worry in 2021. However, it's an entirely different story for vaccine stocks holders. Sometimes they want the market sentiments to be different because they found that the line in the cases-versus-price graph increases exponentially.
Instead of getting vaccinated, investors stared at news channels. They tried to find the next catalyst for a strong momentum of growth. Are they speculating? Yes, they are. Maybe you'd like to join them if you look at the cost-benefit ratio or the daily performance of the trending vaccine stocks.
Anyway, I sincerely hope that the vaccines will be enough for every mooer![]()
. Sufficient supply also indicates healthy cash flows... Oh, I mean, the virus might stop spreading if most of us are vaccinated.
We also hope that the vaccine stocks could become value stocks with solid business models and stable cash flows one day. In that case, there will be no need for us to be on tenterhooks all day, waiting for monthly job reports or the infection numbers anymore.
Well, unless you enjoy the extreme volatility of the sudden outbreaks and are confident that you can profit from the biotech stocks shortly.
Did you get the vaccine?
Do you think the word "Vaccine" here qualifies to be the word of the year?
If you've got better ideas, please comment below to let us know.
You May Also Like:
Word of the Year: Apes
Word of the Year: Musk
Check it out here:
2021 in Review: Grow Together to the Moon!
When can I get the vaccine? One of the most-searched questions on Google indicates people's biggest worry in 2021. However, it's an entirely different story for vaccine stocks holders. Sometimes they want the market sentiments to be different because they found that the line in the cases-versus-price graph increases exponentially.
Instead of getting vaccinated, investors stared at news channels. They tried to find the next catalyst for a strong momentum of growth. Are they speculating? Yes, they are. Maybe you'd like to join them if you look at the cost-benefit ratio or the daily performance of the trending vaccine stocks.
Anyway, I sincerely hope that the vaccines will be enough for every mooer
We also hope that the vaccine stocks could become value stocks with solid business models and stable cash flows one day. In that case, there will be no need for us to be on tenterhooks all day, waiting for monthly job reports or the infection numbers anymore.
Well, unless you enjoy the extreme volatility of the sudden outbreaks and are confident that you can profit from the biotech stocks shortly.
Did you get the vaccine?
Do you think the word "Vaccine" here qualifies to be the word of the year?
If you've got better ideas, please comment below to let us know.
You May Also Like:
Word of the Year: Apes
Word of the Year: Musk
140
15
7
mushi_mushi
liked
1. If you want to be a day trader in stocks, you need a minimum of $30,000 in the USD.
2. TA Technical analysis and CR chart reading are both essential skills for a day trader to have but use with care.
3. Beware emotion swings in the Market
4. Flip away your Hearsay Prata Friends who will cloud your judgements.
5. Be clear about a stock you buy is for short term or long term. Often, day trading earn by entering and closing out multiple trades in a day in pursuit of profits is for short term for example.
Love 💝 💕 ❤️
110
71
5
mushi_mushi
voted
Value or Growth Stocks? Lots of investors have long argued the dilemma.
The so-called growth stocks have been through their hard time in recent days. High-flying growth stocks are bordering on correction territory.
Familiar names like $Palantir (PLTR.US)$, $CrowdStrike (CRWD.US)$, $Snowflake (SNOW.US)$ $Salesforce (CRM.US)$ etc.
When talking about disruptive innovation, the name that comes up to investors' mind must be "ARK". And it's been a dismal week for Cathie Wood's flagship fund, $ARK Innovation ETF (ARKK.US)$ , that's left nearly all of her holdings in bear market.
ARKK fell 12.6% this week for its worst week since February. It dropped 5.5% on Friday.
Is this the sign that people are not in favor of growth stocks and disruptive innovation companies? Or maybe it's just because investors need something more solid fundamentally under the risk of Omicron? Would you comment down below and tell mooers about your thoughts?
The so-called growth stocks have been through their hard time in recent days. High-flying growth stocks are bordering on correction territory.
Familiar names like $Palantir (PLTR.US)$, $CrowdStrike (CRWD.US)$, $Snowflake (SNOW.US)$ $Salesforce (CRM.US)$ etc.
When talking about disruptive innovation, the name that comes up to investors' mind must be "ARK". And it's been a dismal week for Cathie Wood's flagship fund, $ARK Innovation ETF (ARKK.US)$ , that's left nearly all of her holdings in bear market.
ARKK fell 12.6% this week for its worst week since February. It dropped 5.5% on Friday.
Is this the sign that people are not in favor of growth stocks and disruptive innovation companies? Or maybe it's just because investors need something more solid fundamentally under the risk of Omicron? Would you comment down below and tell mooers about your thoughts?
95
5
8
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)