FattyFaCai
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$WCT(9679.MY$ What's the news pushing this? Bought last week on first big vol candle. Didn't expect it to fly today
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FattyFaCai
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$Snowflake(SNOW.US$ rumors not verified. Better price to load more 🚀
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FattyFaCai
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Today, the glove stock once again became the most beautiful boy in the game.
The main reason was that the US escalated the trade war to a higher level.
Yesterday evening,
The US President's Office announced the latest round of import tariff lists for Chinese products, which has drastically raised import tariffs on specific products from China. The products involved are as follows:
1. Steel and aluminum (2024, increase from 0-7.5% to 25%)
2. Semiconductors (increase from 25% to 50% in 2025)
3. Electric vehicles (2024, increase from 25% to 100%)
4. Lithium-ion batteries (increase from 7.5% to 25% in 2024)
5. Electric vehicle battery components (increase from 7.5% to 25% in 2024)
6. Solar cells (2024, increase from 25% to 50%)
10. Medical syringes and needles (increase from 0% to 50% in 2024)
7. Personal protective equipment, including certain respirators and masks (in 2024, increase from 0-7.5% to 25%)
8. Rubber medical and surgical gloves (2026, increase from 7.5% to 25%)
This measure,
Nominally, in addition to encouraging the localization of American products,
It is also expected that it will allow American importers,
Shifting the source of product imports to Southeast Asia/South American countries.
Conceptually,
The beneficiaries of the Malaysian stock market are as follows:
1. Aluminum product manufacturer (extrusion/casting)
$LBALUM(9326.MY$ $PA(7225.MY$ $PMETAL(8869.MY$
...
The main reason was that the US escalated the trade war to a higher level.
Yesterday evening,
The US President's Office announced the latest round of import tariff lists for Chinese products, which has drastically raised import tariffs on specific products from China. The products involved are as follows:
1. Steel and aluminum (2024, increase from 0-7.5% to 25%)
2. Semiconductors (increase from 25% to 50% in 2025)
3. Electric vehicles (2024, increase from 25% to 100%)
4. Lithium-ion batteries (increase from 7.5% to 25% in 2024)
5. Electric vehicle battery components (increase from 7.5% to 25% in 2024)
6. Solar cells (2024, increase from 25% to 50%)
10. Medical syringes and needles (increase from 0% to 50% in 2024)
7. Personal protective equipment, including certain respirators and masks (in 2024, increase from 0-7.5% to 25%)
8. Rubber medical and surgical gloves (2026, increase from 7.5% to 25%)
This measure,
Nominally, in addition to encouraging the localization of American products,
It is also expected that it will allow American importers,
Shifting the source of product imports to Southeast Asia/South American countries.
Conceptually,
The beneficiaries of the Malaysian stock market are as follows:
1. Aluminum product manufacturer (extrusion/casting)
$LBALUM(9326.MY$ $PA(7225.MY$ $PMETAL(8869.MY$
...
Translated
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FattyFaCai
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On Wednesday, shares of Malaysian technology firms soared to a 15-month peak, buoyed by the announcement of the US intention to impose a twofold increase in tariffs on Chinese semiconductors. Propelled by these developments, the Bursa Malaysia Technology Index, encompassing 48 sector-specific stocks, ascended by 1.2%, reaching its zenith since February 3, 2023.
Amidst an election year, U.S. President Joe Biden ...
Amidst an election year, U.S. President Joe Biden ...
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FattyFaCai
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Interview with a former $Intel(INTC.US$ employee who worked in the semiconductor industry for 30 years. Explaining the advantages and relationships between $NVIDIA(NVDA.US$ , $Taiwan Semiconductor(TSM.US$ , $Intel(INTC.US$ and others:
- He believes $Intel(INTC.US$ 's foundry is underloaded and subscale, which makes it inefficient. On the contrary, $Taiwan Semiconductor(TSM.US$ has a very clever model where they burden their suppliers with some of the development costs.
- In his view, because of...
- He believes $Intel(INTC.US$ 's foundry is underloaded and subscale, which makes it inefficient. On the contrary, $Taiwan Semiconductor(TSM.US$ has a very clever model where they burden their suppliers with some of the development costs.
- In his view, because of...
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