These companies are likely to benefit from tariff
Trump admin announces exclusions to its reciprocal tariff spree targeting China.
Smartphones, computers, chip manufacturing equipment - all excluded.
Looks like $Apple(AAPL)$ $IBM(IBM)$ $Helmerich & Payne(HP)$ $Cisco(CSCO)$ can breathe a bit easier for now.
Don’t forget that with many tech related exports excluded from the reciprocal tariffs, it’s not just US companies in line to benefit. The following are likely to benefit:
$LENOVO GROUP(00992)$ $SUNNY OPTICAL(02382)$ $COOLPAD GROUP(02369)$ $XIAOMI-W(01810)$ $BYD ELECTRONIC(00285)$
Sports related stimmy launched in China! Here are potential winners:
$ANTA SPORTS(02020)$ $LI NING(02331)$ $XTEP INT'L(01368)$ $361 DEGREES(01361)$ $SINO GOLF HOLD(00361)$ $YUE YUEN IND(00551)$ $WIN HANVERKY(03322)$
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