讀後心得

After Trump announced the reciprocal tariff policy, market analysis showed varying degrees of impact across different industries. Although the semiconductor and pharmaceutical sectors have not yet been affected, ODM manufacturers and the apparel industry may face greater challenges. The United States is the world's second-largest consumer electronics market, and this new policy could negatively impact the consumer semiconductor market. Brands like Apple may adjust their pricing and supply chain strategies, further influencing market demand. In contrast, the heavy electrical industry is less affected, with demand likely stabilizing due to increasing electricity demand in the United States.

With Trump's official announcement of the reciprocal tariff policy, market analysis indicates that different industries will face varying degrees of impact. The semiconductor and pharmaceutical industries have not yet been affected by the tariffs, while the automotive and heavy electrical industries are relatively unharmed by significant impacts. However, ODM (Original Design Manufacturer) factories and the garment industry may encounter greater negative effects.

The United States is the second-largest consumer electronics market in the world, and this tariff policy may have a negative impact on the consumer semiconductor market. Particularly, brand companies like Apple may adjust their product prices and supply chain strategies in the future, which could further affect market demand. About one-quarter of electronic components manufacturers sell their products to the United States, and with the implementation of the tariff policy, more products might flow into the U.S. market, causing price increases and affecting consumer demand. In contrast, the heavy electrical industry is relatively less impacted. Companies like Hua Cheng still have demand for large power transformers in the United States, especially as the power demand in the U.S. increases, the demand for transformers is expected to rise steadily. As AI technology drives the growth of energy consumption in U.S. data centers, the demand for transformers will inevitably increase, further prompting the U.S. to upgrade its power grid and electrical infrastructure.

This information is for reference only, and investors should make independent judgments, carefully assess, and take responsibility for their investment risks.