【10月13日花旗报告：贸易紧张或使投资者调整布局，AI供应链回调有机会】10月13日，花旗发布报 告称，中美贸易紧张上周意外重燃，双方均实施重大新贸易限制。 报告指出，贸易紧张升温或促使投 资者对出口导向股票避险，转而投向本土化概念股及非出口导向企业。 不过，苹果与AI供应链因有海 外产能或不受影响。考虑后续诸多正面催化剂，AI供应链回调或带来逢低布局机会。 涉及概念股有 ASMPT、豪威集团、圣邦股份、长、金蝶国际、丘钛科技及小米。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 和讯猎报 10.13 14:33:15 周- 扫码查看原文 【10月13日花旗报告:贸易紧张或使投资者调整布 局,Al供应链回调有机会】10月13日,花旗发布报 告称,中美贸易紧张上周意外重燃,双方均实施重 大新贸易限制。报告指出,贸易紧张升温或促使投 资者对出口导向股票避险,转而投向本土化概念股 及非出口导向企业。不过,苹果与Al供应链因有海 外产能或不受影响。考虑后续诸多正面催化剂,Al 供应链回调或带来逢低布局机会。涉及概念股有 ASMPT、豪威集团、圣邦股份、长、金蝶国际、丘 钛科技及小米。 本文由 Al ...

Core Viewpoint - The recent escalation of trade tensions between China and the U.S. has led to significant new trade restrictions, prompting investors to shift their focus towards domestic-oriented stocks, particularly in the semiconductor and software sectors, while export-oriented companies may face increased scrutiny [1] Group 1: Trade Tensions - The trade tensions between China and the U.S. unexpectedly reignited last week with both sides announcing major new trade restrictions [1] - The renewed trade conflict may lead investors to adopt a risk-averse approach, favoring local concept stocks over export-oriented companies [1] Group 2: Investment Opportunities - Despite the trade tensions, companies in the AI supply chain, such as Apple, may remain unaffected due to their overseas production capabilities [1] - The report suggests that the pullback in AI supply chain stocks could present buying opportunities, given the numerous positive catalysts ahead [1] - Notable concept stocks mentioned include ASMPT, Omnivision, Sanan Optoelectronics, JCET, Kingdee International, Q Tech, and Xiaomi [1]