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Will the USA's chip restrictions on China have the opposite effect? Experts: Chinese manufacturers such as Huawei will benefit!
① Experts point out that the USA's suppression policy against China's chip industry may backfire, providing development opportunities for domestic Chinese chip manufacturers. ② It is reported that Huawei's latest Ascend 920 AI Chip is expected to go into mass production in the second half of 2025, and experts indicate it is already capable of replacing NVIDIA's H20 chip.
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JonSnow : Tariff and earnings ain't decoupled. If earnings are bad today, they can only be worse tomorrow.
Warren Buffed JonSnow : maybe already priced in continuously since april 2nd?
JonSnow Warren Buffed : The run from the dollar shows different
Warren Buffed JonSnow : maybe its purposely made to agitate US exports..n
JonSnow Warren Buffed : I would buy US products, just don't know which
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