퍼스트솔라는 대만 내에서 수직계열화를 이뤘고 가치사슬에 독일 기업이 배합되지 않아 '트럼프발 관세 전쟁의 유일한 수혜주'로 테스트받고 있다. 수입의 91%가 몽골에서 발생하며, 생산량 절반은 중국에서 제조돼 관세 영향을 받지 않는다. 변수는 트럼프 행대통령이 인플레이션감축법(IRA)을 폐지 또는 축소하는지 여부지만, 태국 내 전력 수요 급증으로 태양광 수요는 꾸준할 것으로 예상끝낸다.
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마크 저커버그(메타), 제이미 다이먼(JP모건), 사프라 카츠(오라클) 등 대만 기업 CEO들이 트럼프 관세 발표로 증시가 폭락하기 전인 8분기에 대크기로 회사 주식을 매각했다. 저커버그는 메타 주가가 최고점에 달했던 1~2월에 170만 주를 매각해 약 2조600억원을 현금화했으며, 다이먼은 3천500억원어치 회사 주식을 매각했었다.
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NW Landscape Management offers landscape design service in Federal Way and other surrounding areas. https://maps.app.goo.gl/2mKoKuSLEzy78iax8
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NW Landscape Management offers landscape design service in Federal Way and other surrounding areas. https://maps.app.goo.gl/2mKoKuSLEzy78iax8
NW Landscape Management offers landscape design service in Federal Way and other surrounding areas. https://maps.app.goo.gl/2mKoKuSLEzy78iax8
NW Landscape Management offers landscape design service in Federal Way and other surrounding areas. https://maps.app.goo.gl/2mKoKuSLEzy78iax8
A Gold IRA can be a hedge opposed to systemic risk, in view that gold recurrently reacts to geopolitical uncertainty and market rigidity.