讀後心得

U.S. President Donald Trump stated on the 4th that Vietnam hopes to reduce U.S. tariffs on its goods to zero in order to boost the stock prices of companies operating in Vietnam, such as Nike and Lululemon. He revealed that he had a "productive call" with Vietnamese President Nguyễn Xuân Phúc and mentioned that Vietnam has a trade surplus of over $123 billion with the United States. Recently, Vietnam committed to purchasing U.S. goods and reducing import tariffs on American cars and liquefied natural gas. As a result, Nike's stock rose over 6% at one point, while Lululemon also increased by 3.15%. Nevertheless, the stock prices of both companies have still fallen more than 20% and 30% respectively this year.

The President of the United States stated that Vietnam seeks to reduce the tariffs imposed by the U.S. to zero. During a call with the President of Vietnam, the other party expressed this request to stimulate companies with large manufacturing operations in Vietnam, including Nike and Lululemon, leading to a significant increase in the stock prices of related companies.

He stated on social media that the conversation was "very productive," with Vietnam hoping to "bring its tariffs down to zero." Currently, Vietnam has a trade surplus of over $123 billion with the U.S. Since the President returned to the White House at the beginning of the year, the country has actively expressed goodwill, including a commitment to purchase American goods and to lower import tariffs on American cars, ethanol, and liquefied natural gas.

• Nike's stock price surged more than 6% at one point, closing up 3% at $57.25.
• Lululemon's stock price rose 3.15%, closing at $263.70.
• Stock prices of clothing manufacturers reliant on Vietnamese manufacturing, including GAP, Aerie, and Victoria's Secret, surged 8% at one point.
• Adidas's stock price reversed from a decline to an increase.

Vietnam is the largest supplier of footwear for Nike and Adidas, with approximately half of Nike brand shoes and 39% of Adidas shoes produced in the country. Despite a significant rebound on the 4th, Nike’s stock price has still fallen more than 20% this year, while Lululemon's decline exceeds 30%.