After the results of the special training meeting, China will increase its purchases in accordance with the list proposed by the United States, and the United States will postpone its original tariffs on China's 300 billion U.S. dollars in imports in July, and promised that US companies could supply to Huawei without affecting national security.
The positive news led Taiwan's Huawei supply chain to go up. In addition to the upward attack on stocks such as lenses, IC design, gallium arsenide, and heat dissipation, the ABF / PCB stocks also rose strongly. Nandian has already locked its daily limit in the early morning. It gapped back to all the moving averages, while Xinxing and Taiwan Optoelectronics rose 7%, and Lianmao rose 6%. Taiyao, Taijun, Jinxiang, Nanzi Electric After Jian Ding entered the fund, they all increased by more than 3%. Others, such as Xianfeng, Taiwan Watch Division, Taiding-KY, etc., also showed an increase of 1% to 2%.
According to investment institutions, with the increasing demand for 5G commercialization and high-performance computing, related supply chains such as heat dissipation, China Netcom, and ABF / PCB groups have room to play on the subject; as Taiwan stocks enter the third quarter, 5G-related supply chains There is still a possibility of continued strength, especially for upstream copper foil substrate manufacturers as the main beneficiaries. Although the related business has not yet contributed substantial real revenue to the manufacturers, the market has a high degree of recognition for 5G themes, plus The United States and China negotiate to expand Huawei's operating space, which will help the relevant supply chain to re-launch goods.
