According to Coin World news, on August 7, U.S. President Trump announced a comprehensive 100% tariff on imported semiconductor products, with exemptions only for companies that promise to build factories in the U.S., benefiting Apple (AAPL) and several tech giants. Apple, along with CEO Cook, publicly announced a $100 billion investment plan for U.S. manufacturing to expand its local supply chain layout. This move is interpreted by the market as Trump's policy of 'forcing funds to return through tariffs' being concretely implemented. In the crypto market, there has been a replenishment of funds in cryptocurrencies related to AI, computing power, and supply chain decentralization. Although the overall crypto market has not yet escaped the consolidation pattern, the market remains highly sensitive to the themes of AI infrastructure and U.S. manufacturing linkage. Bitunix analysts suggest: The event reinforces U.S. policy control over technology supply chains, indirectly benefiting AI and high-performance computing themes. Traders are advised to pay attention to cryptocurrencies related to AI training infrastructure in the short term. If capital flow continues, there is hope for thematic rotation trading opportunities. It is recommended to strictly control risks, enter and exit quickly, and observe whether the performance of U.S. tech stocks further influences market trends.

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