#美国半导体关税 Trump's Tariff Tactics: How Do People in the Crypto Circle View It?
Recently, Trump has once again changed his stance on tariffs, causing a stir in the semiconductor sector, which in turn has affected the crypto market. This wave of actions feels a bit surreal, so let's break down the key points:
1️⃣ Three Consecutive Moves:
Early April: Mobile phones and computers are exempt from tariffs, and the market thinks there is a respite.
Immediately after: The Secretary of Commerce clarifies it is just a "temporary delay."
Then another jab: Trump states that "semiconductors must be made in America," and chip tariffs are coming soon.
2️⃣ Real-World Impact:
Apple iPhones are being snatched up, and the supply chain is tense.
NVIDIA and AMD stocks drop, while domestic chip concepts surge collectively.
The domestic chip localization rate is increasing, with companies like Yangtze Memory Technologies potentially benefiting.
3️⃣ Impact on the Crypto Market:
ETH/tech assets are experiencing increased volatility; be wary of high-level spikes.
Assets in the domestic narrative sector may be influenced by short-term market sentiment.
Meme/hotspot projects are likely to capitalize on emotional trading.
4️⃣ Operational Thoughts (Not Investment Advice):
Long-Term Holders: Pay attention to domestic chip chains and safety chain concept assets.
Short-Term Traders: Avoid chasing hot spots; be cautious of repeated news cycles.
Onlookers: Trump's tweets are like a remote control for crypto market candlestick charts; observe the memes before acting.
In summary:
Trump's speed of changing his stance = Maximum elasticity of sentiment assets; don’t predict, just watch.
Market volatility is high, remember to fasten your seatbelt!
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