The competition among defensive stocks is intense! How is the relative safety of this "heavy electrical plant"? With the rising electricity demand in the United States, can it drive "it" to take off as well?
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.