BlockBeats news, on August 7, U.S. President Trump announced a 100% tariff on imported semiconductor products, with exemptions only for companies that commit to building factories in the U.S. Apple (AAPL) and several tech giants benefit. Apple and CEO Cook simultaneously announced a $100 billion U.S. manufacturing investment plan to expand local supply chain arrangements. This move is interpreted by the market as Trump's policy of 'forcing capital to return through tariffs' taking concrete form.
In the cryptocurrency market, there is a phenomenon of capital replenishment for currencies related to AI, computing power, and supply chain decentralization. Although the overall cryptocurrency market has not yet escaped a consolidation pattern, the market remains highly sensitive to themes linking AI infrastructure and U.S. manufacturing.
Bitunix analysts suggest: The event strengthens U.S. policy control over the tech supply chain, 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 a potential 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.
