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Bitunix Analyst: News of Tariff Exemption for Chips Released, Technology and Blockchain Integration Becomes Focus of Attention, Suggests Monitoring AI Track Coins Support and Rotation Opportunities
Summary: According to reports, US President Trump announced a 100% tariff on imported semiconductor products, but exempted companies that promise to build factories in the US, benefiting Apple (AAPL) and other tech giants. Apple and CEO Cook simultaneously announced a $100 billion US manufacturing investment plan to expand their local supply chain layout. This move is ...
According to reports, US President Trump announced a 100% tariff on imported semiconductor products, but exempted companies that promise to build factories in the US, benefiting Apple (AAPL) and other tech giants. Apple and CEO Cook simultaneously announced a $100 billion US manufacturing investment plan to expand their local supply chain layout. This move is seen by the market as Trump's policy to force funds back to the US through tariffs.
In the crypto market, coins related to AI, computing power, and decentralized supply chains are seeing a resurgence of funds. Although the overall crypto market has not yet broken free from consolidation, the market remains highly sensitive to the theme of AI infrastructure and US manufacturing.
Bitunix analysts suggest:
The event reinforces US policy control over the dominance of the technology supply chain, indirectly benefiting AI and high-performance computing themes. Traders are advised to focus on coins related to AI training infrastructure in the short term. If funds continue to flow, there may be opportunities for thematic rotation. It is recommended to strictly control risks, enter and exit quickly, and observe whether the trend of US tech stocks further influences the market direction.
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Link: Bitunix Analyst: News of Tariff Exemption for Chips Released, Technology and Blockchain Integration Becomes Focus of Attention, Suggests Monitoring AI Track Coins Support and Rotation Opportunities [Copy]
