Search
Morgan Stanley: Tariffs on Chips and Other Trade Risks May Trigger 20% Decline in Asian Tech Stocks
2025-02-05 /
Read about 0 minute
Author：小编
Morgan Stanley has issued a cautionary note, warning investors that trade risks, including potential tariffs on chips, could lead to a short-term drop of up to 20% in Asian tech stocks. In light of this, the firm advises investors to consider taking profits. Analysts highlight the dual challenges faced by Asian tech stocks: overvaluation and constrained profit growth. Consequently, they recommend reducing exposure to this sector. Conversely, Chinese foundry and equipment stocks may emerge as beneficiaries of trade tensions, leveraging their domestic sales strength to mitigate potential adverse effects.
-
C114 Communication Network -
Communication Home
7 X 24 Track global technological trends
