● Tesla’s Respite, Market’s Precipice
U.S. Auto Tariff Announcement and Initial Market Reaction
Trump’s Announcement of a 25% Tariff
The U.S. government has decided to impose a 25% tariff on imported cars.
This measure is not merely a negotiating tactic but a fundamental policy aimed at inducing the reshoring of American manufacturing.
The same tariff will be applied to all foreign cars starting on the 2nd of next month.
With no exceptions for negotiation, this is expected to significantly impact the automotive industry as a whole over the next four years.
Reactions of Major Automotive Companies and Investors
Tesla and Other Automaker Stock Trends
Tesla’s stock has slightly increased in the short term due to the Model Y, which has a high proportion of U.S. production.
However, the high proportion of foreign parts means that the cost increase due to tariffs is still an issue.
GM, Ford, and Stellantis all showed declines in the market due to the tariff imposition.
Investors are being cautious, recognizing that the tariff is likely to act as a real burden rather than a mere negotiating card.
Major Tech Stock and AI Investment Trends
Status of Tech Stocks Such as Apple and Nvidia
Apple has rebounded from the 2002 moving average after short-term shocks such as tariff policies and AI issues.
However, according to UBS analysis, Apple’s buying appeal has fallen somewhat due to a lack of enhanced AI competitiveness.
Meanwhile, the artificial intelligence leader Nvidia is seeing its stock price decline due to its entry into the large data center market and imbalances in the supply and demand of AI chips.
External factors such as China’s energy efficiency regulations are putting additional pressure on Nvidia’s stock price.
Cryptocurrencies and Other Market Interests
Bitcoin and Other Corporate Trends
Bitcoin is moving sideways near $87,000, showing a weak trend but attempting a technical recovery.
GameStop was highly volatile despite expectations of buying the previous day, and Chinese e-commerce company Alibaba saw its stock price rise on news of the launch of an AI model.
There were price fluctuations due to individual issues in various sectors, including AMD, Liberty Energy, and pet retail company Petco.
Portfolio Strategy and Future Outlook
Safe Assets and Long-Term Investment Strategy
Berkshire Hathaway continues to record new highs with a long-term investment strategy of buying good companies at reasonable prices.
Investors expect that the U.S. economy will not fall into recession despite short-term volatility such as tariff policies.
It is necessary to maintain a balanced portfolio of safe assets, tech stocks, and stock investments, and to continuously monitor future market trends and new trading opportunities.
Summary
The U.S. government has decided to impose a 25% tariff on imported cars.
This measure aims to reshore manufacturing and is not a mere negotiating card.
Automakers, including Tesla, are being affected in their stock prices due to rising costs from tariff burdens.
Tech stocks such as Apple and Nvidia, as well as companies related to AI investment, are also showing volatility depending on various external factors.
Price fluctuations due to individual issues are appearing in Bitcoin and other sectors, and from a long-term investment perspective, it is important to include safe assets and tech stocks in the portfolio in a balanced way.
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