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至少要等等

https://bbs.wenxuecity.com/finance/6475899.html

By 未知就是风险

Trump ticket is negative on Big tech

Given his stand on trade, on Semi, on trade with China more sepcificially, as well as his negative feeling on some big tech name. 

Market is nervous abut Trump's upcoming speak tonigh.  I would not expect a big rebound of big tech before his speak. There could a big down after his speak.

But his ticket may potentially good for Tesla? why 1) even if he drop the $7000 subside, it will hit tesla domestic competetiors much more, and benetif Tsla; 2) his deregualtion bias may be a plus for tsla to roll out robatax.

not a recommendation on investment in any way.

 

 

 

speech tonight. if too heavy on trade, and big tech -未知就是风险-

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Replies, comments and Discussions:

  • 现在股市危险 +2

    https://bbs.wenxuecity.com/finance/6475906.html

    By 大铁牛

    现在股市很危险,拜登老年痴呆,根本没法选,老鲍耶奶马上要换人,也不托市了,川普打压现在市场,有利于他上台再拉起

    大嘴要范众怒?适得其反 -青裁-

    • 至少要等等 +2

      https://bbs.wenxuecity.com/finance/6475899.html

      By 未知就是风险

      Trump ticket is negative on Big tech

      Given his stand on trade, on Semi, on trade with China more sepcificially, as well as his negative feeling on some big tech name. 

      Market is nervous abut Trump's upcoming speak tonigh.  I would not expect a big rebound of big tech before his speak. There could a big down after his speak.

      But his ticket may potentially good for Tesla? why 1) even if he drop the $7000 subside, it will hit tesla domestic competetiors much more, and benetif Tsla; 2) his deregualtion bias may be a plus for tsla to roll out robatax.

      not a recommendation on investment in any way.

       

       

       

      speech tonight. if too heavy on trade, and big tech -未知就是风险-