Geopolitics Alpha

Chinese Tech Stocks Sink Even as Chipmaker Sales Surge 1,800%

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GEOPOLITICS ALPHAChinese Tech Stocks Sink Even asChipmaker Sales Surge 1,800%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-12.3% 30d

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

  • SOXX iShares Semiconductor ETF-15.7% 30d

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

  • KWEB KraneShares CSI China Internet ETF-4.6% 30d

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

  • FXI iShares China Large-Cap ETF-5.0% 30d

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

  • ASML ASML Holding N.V+1.0% 18d

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

  • NVDA Nvidia-9.9% 30d

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

  • TSM Taiwan Semiconductor Manufacturing-8.8% 30d

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

  • BABA Alibaba Group Holding-8.2% 17d

    Alibaba Group Holding (business services, with business in China): Chinese tech names move with Beijing policy and US-China relations. Linked by “chinese tech” (Chinese tech) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SMHNo price data for this ticker———————
SOXXNo price data for this ticker———————
KWEBNo price data for this ticker———————
FXINo price data for this ticker———————
ASMLNo price data for this ticker———————
NVDANo price data for this ticker———————
TSMNo price data for this ticker———————
BABANo price data for this ticker———————

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.

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Chinese Tech Stocks Sink Even as Chipmaker Sales Surge 1,800% Bloomberg.com

Source: Bloomberg

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).

This story

12 out of 100

“Chinese Tech Stocks Sink Even as Chipmaker Sales Surge 1,800%” scores 12 out of 100. The score uses 1 sources.