Lates News

CICC Securities research report believes that the imposition of additional tariffs on 232 semiconductors has a very limited impact on domestic semiconductor companies (with small exposure to the US), but instead strengthens the necessity of localization production. For the Apple industry chain and overseas computing power chain, as Trump has promised that companies manufacturing in the US will be exempt, Apple, Nvidia, and others have already made investment commitments. If relevant companies are exempted, it may bring about a certain market sentiment repair.