Geopolitics Alpha

China opposes abuse of export controls on computing power​

Published . Updated .

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GEOPOLITICS ALPHAChina opposes abuse of exportcontrols on computing power​GEOPOLITICS ALPHA

This report is about semiconductors and Chinese tech.

Directly affected

  • No company is named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-16.2% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF-20.7% 30d

    iShares Semiconductor ETF: it holds chipmakers. Linked by “export controls” (semiconductors) in this story.

  • KWEB KraneShares CSI China Internet ETF-5.9% 30d

    KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “china” (Chinese tech) in this story.

  • XRT SPDR S&P Retail ETF

    SPDR S&P Retail ETF: it holds retailers. Linked by “china” (retail and consumer goods) in this story.

  • FXI iShares China Large-Cap ETF-2.2% 30d

    iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).

  • ASML ASML Holding N.V-13.3% 10d

    ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.

  • NVDA Nvidia-8.2% 30d

    Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.

  • TSM Taiwan Semiconductor Manufacturing-10.2% 30d

    Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “export controls” (semiconductors) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SMH-7.61%-3.62%baseafter closeafter closeafter closeafter close
SOXX-11.91%-5.47%baseafter closeafter closeafter closeafter close
KWEB+8.65%+5.07%baseafter closeafter closeafter closeafter close
XRT-1.32%+1.93%baseafter closeafter closeafter closeafter close
FXI+4.36%+2.79%baseafter closeafter closeafter closeafter close
ASML-4.85%+0.72%baseafter closeafter closeafter closeafter close
NVDA+12.42%+1.63%baseafter closeafter closeafter closeafter close
TSM-7.50%-2.24%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

China opposes abuse of export controls on computing power​ China Daily

Source: China Daily

This story

CompanyWhenMoveStatus
ASMLthree days earlier+0.72%final price
ASMLfive days earlier-4.85%final price
FXIthree days earlier+2.79%final price
FXIfive days earlier+4.36%final price
KWEBthree days earlier+5.07%final price
KWEBfive days earlier+8.65%final price
NVDAthree days earlier+1.63%final price
NVDAfive days earlier+12.42%final price
SMHthree days earlier-3.62%final price
SMHfive days earlier-7.61%final price
SOXXthree days earlier-5.47%final price
SOXXfive days earlier-11.91%final price
TSMthree days earlier-2.24%final price
TSMfive days earlier-7.50%final price
XRTthree days earlier+1.93%final price
XRTfive days earlier-1.32%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

How solid “China opposes abuse of export controls on computing power​” looks

12 out of 100

“China opposes abuse of export controls on computing power​” scores 12 out of 100. The score uses 1 sources.