系统开发和软件

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面对特朗普关税,哪些股票在成为赢家?
日经中文网· 2025-05-06 03:27
Core Viewpoint - The article discusses the impact of tariff policies on global stock markets, highlighting companies that are less affected by these policies, particularly in the AI and content development sectors, while noting significant declines in the market values of Chinese companies and energy-related stocks due to trade tensions and economic concerns [1][5]. Group 1: Companies with Increased Market Value - Palantir Technologies, an AI systems development company, saw its market value increase by 43% to $293.1 billion, making it a favored stock among investors due to its perceived immunity to tariff impacts [2]. - Netflix's market value increased by 24%, attributed to its diversified content distribution strategy and the advantages of its subscription business model [4]. - Nintendo's market value rose by 19%, driven by expectations surrounding the performance of its newly launched gaming console [4]. - ServiceNow and CrowdStrike Holdings, both in the software sector, experienced a 19% increase in market value, benefiting from their domestic service models [3]. Group 2: Companies with Decreased Market Value - JD.com, a major Chinese e-commerce company, saw its market value decrease by 18%, impacted by domestic competition and trade tensions with the U.S. [5]. - BP's market value fell by 20%, while Chevron and ConocoPhillips experienced declines of 17% and 14%, respectively, due to stagnating demand and increasing supply in the oil market [5].