- Trump administration has announced numerous release Late on Friday night, to their “mutual tariffs”, including popular household electronics and critical technological components. This offers a huge deferral for US technological leaders like Apple and NvidiaBy prompting the Wedbush analyst Dan Jus to announce it “the best opportunities for technological investors.”
According to Wedbush analyst Dan Ius, President Donald Trump distracted the US technology sector from the crash edge after its administration released popular household electronics and critical deposits from its “mutual tariffs”.
Issued customs and border defense new guide Late night on Friday By Trump’s tariffs Release of a number of imports Like smartphones, computers, semiconductors, chips preparing, solar panels, flat television displays, flash drives, memory cards and hard-state storage disks.
While some products may eventually be affected by future tariffs, they are likely to be lower than the Trump previously represented. In particular, it offers a huge break for companies that depend on factories in China, which is facing 125% mutual tariff by 20%. This caused 125% retaliation in China, which means that both sides were ready to stop the trade from each other effectively.
In A Post on X on Saturday morningJus called Trump’s exceptions “the best news for technological investors”, which raises a huge cloud over the sector, since the American technological giants have virtually no alternatives outside their Asia supply networks.
“Without these exceptions, the American technological industry will be accepted for ten years, and the” al -revolution “dissertation would be significantly slowed down,” he added. “Instead, we believe that the White House has received a rather preferred feedback from technology and business leaders from the Silicone Valley during the week, so that tariffs, especially in China, are structurally changed businesses, while this tariff war and negotiations are held in China.”
The exceptions note the last turn in the again and the newly, the deployment of their tariffs. On Wednesday, he announced a 90-day pause at high tariffs over the base line, but hiking rates for China. He also comes after he and his staff promised not to retreat, and then reported that they were open for negotiations.
For Jusa, new cuts show that the American technological industry has a “loud voice” and that despite the strong former resistance of the White House, “the reality of the situation was finally recognized in BelTV.”
Of course, there is still great uncertainty and volatility ahead, as at least any negotiations with China are likely to take several months. But for now, similar to Apple, Nvidia, Microsoft And others can breathe with a huge sigh of relief this weekend.
“Big technologies are receding from the cliff through these exceptions, and this changes the whole situation for technology stocks with this Black Swan event for the remote industry,” Jus wrote. “Great US technologies are in a massive position at the al Revolution … and with these releases this statement remains unchanged and will make some happy technological bulls (including oneself) this weekend after the dark 10 days of fear and questions.”
In A Next postHe added that “there will still be some moving positions” against the background of the negotiations “, but the court scenario is now in our opinion.”
The White House did not immediately respond to the request to comment on why the administration released the import of technology from its tariffs.
Last weekend, after the markets suffered a rigid 5 trillion. Dollars as a result of Trump’s announcement “Liberation Day” about its 10% of the basic tariffs and even higher duties on dozens of other countries, Appeared signs of ruling from corporate America.
Trump’s advisor Elon Musk seemed to break with the White House trading war last Saturday when Tesla CEO expressed hope on The Zero-Tariff system between the US and Europe This would create a “free trade zone”.
And earlier on this day, Muscova was humiliated A key figure of the tariff policy is reportedoffering further X The fact that his degree in Harvard is “bad thing” and that he never built anything.
Meanwhile, technological journalist Kara Svisher Posted on topics Last Friday, “the message of high-profile technologies, as well as finance leaders, makes a trip to Mar-a-lago to read Trump’s riot law, talking common sense at the tariffs.”
Originally this story was presented on Fortune.com
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2025-04-12 17:16:00
Jason Ma
