Sino-US confrontation will not hurt U.S. stocks too much.
TSMC gets serious crises, there is only one major crisis for TSMC in the future, and that is “geopolitics”. And I personally think the situation is very bad for TSMC
The technology gap between China and US, On 5/6/2022, there was a news report that Beijing ordered central government agencies, state-owned enterprises and government-related enterprises or institutions to replace the currently used foreign brand computers with domestic equipment.
Chinese stocks is not a wise choice, I have previously written two articles on the theme of China concept stocks: “The biggest risk to hold Chinese stocks, taking Alibaba and Tencent as examples”, and “Why do many Chinese companies want to be US listed?”.
Why did Sea’s share price drop 70% in three months?