$ProShares Ultra Semiconductors(USD)$ Last night, the US stock market had another surprise at the end of trading! Powell stabilized the market with one sentence, and did not rush to respond to Trump's tariffs, which was stable and firm. The most explosive news was that Trump was going to lift the export restrictions on global AI chips, and $NVIDIA(NVDA)$ and $Qualcomm(QCOM)$ took off directly, and the chip sector as a whole recovered! It is absolutely right to buy semiconductors. Increase your holdings.
$HUTCHMED(00013)$ 's partnership model is quite smart! Through the License-out model, the company collaborates with Takeda Pharmaceutical to handle the clinical development, production, and sales of its core product, Furmonertinib, in overseas markets. This approach ensures that the income mainly comes from milestone payments and sales shares, rather than direct exports, making it immune to direct tariff impacts. Additionally, after Furmonertinib was approved in the U.S. in 2024, it triggered a $35 million milestone payment, and its overseas sales grew by 134% year-over-year, demonstrating that this collaboration model effectively avoids trade barriers, making the future outlook very promising!