<p><em>要获得优势，今天你需要知道这些。</em></p>
<h4><strong>纸老虎关税</strong></h4>
<p>请点击这里查看 <strong>Apple Inc</strong> AAPL 的放大图表。</p>
<p>请注意以下几点：</p>
<ul>
<li>本文讨论的是大局，而不是个别股票。AAPL 股票的图表用于说明这一点。</li>
<li>图表显示，AAPL 股票在昨天因苹果公司再投资 1000 亿美元于国内制造而上涨，总承诺达 6000 亿美元。</li>
<li>图表显示，昨天的上涨伴随着较大的交易量，表明市场信心。</li>
<li>图表显示，在特朗普总统表示苹果公司将免于半导体关税后，AAPL 股票在盘后交易中进一步上涨。</li>
<li>图表显示，AAPL 股票已突破阻力区间 1。</li>
<li>图表上的相对强弱指数（RSI）显示，尽管上涨，AAPL 股票并未超买。</li>
<li>在昨天之前，关于苹果公司有三个担忧：
<ul>
<li>苹果需要支付 100% 的半导体关税。</li>
<li>苹果需要对大多数在印度制造的 iPhone 支付额外 50% 的关税。</li>
<li>中国的 iPhone 销售下滑。</li>
</ul>
</li>
<li>特朗普总统已对半导体征收 100% 的关税。然而，这些关税只是纸老虎。特朗普表示：“但对像苹果这样的公司来说，好消息是，如果你在美国建厂或承诺在美国建厂，毫无疑问，承诺在美国建厂，就不会收取费用。” 苹果、<strong>NVIDIA Corp</strong> (NVDA)、<strong>Advanced Micro Devices Inc</strong> (AMD) 和 <strong>Micron Technology Inc</strong> (MU) 是受益的股票之一。</li>
<li><strong>Intel Corp</strong> (INTC) 本应受益，但由于特朗普总统要求英特尔首席执行官辞职，INTC 股票正在下跌。原因是过去英特尔首席执行官在中国进行了投资。作为完全披露，今天早上在我们的 ZYX 买入信号中给出了英特尔 (INTC) 的信号。</li>
<li>昨天，我们与读者分享：</li>
</ul>
<p>&#34;&gt; 在潜在的长期战略失误中，特朗普总统似乎正在将印度推向中国。&#34;</p>
<ul>
<li>特朗普总统对印度从俄罗斯进口石油征收额外 50% 的关税。然而，特朗普并没有对中国威胁类似的关税，尽管中国从俄罗斯进口的石油比印度更多。</li>
<li>印度总理莫迪决定在面临 50% 的关税时也要对抗特朗普。印度是第三个决定对抗特朗普的国家——中国是第一个。然而，在中国，特朗普在中国因其对稀土矿物的控制而退缩。</li>
<li>现在，世界上最大的民主国家印度和第四大民主国家巴西愿意在重大成本下对抗特朗普。</li>
<li>昨天，财政部的拍卖表现疲软。以下是详细信息：
<ul>
<li>420 亿美元的 10 年期国债拍卖</li>
<li>高收益：4.255%（4.304%）</li>
<li>投标覆盖率：2.35（2.57）</li>
<li>间接投标：64.2%（69.7%）</li>
<li>直接投标：19.6%（17.9%）</li>
</ul>
</li>
<li>当拍卖疲软的消息传出时，股市开始回调，但随后因俄罗斯的消息而重新买入。</li>
<li>特朗普总统与俄罗斯总统普京将在未来几天会面。这带来了对乌克兰 - 俄罗斯战争结束的希望，促使买入。</li>
<li>初请失业金人数为 22.6 万，预期为 22 万。</li>
<li>华尔街对特朗普可能签署的允许 401K 计划中的私人资产的行政命令垂涎欲滴。特朗普的命令将是华尔街的一大福音。反罗宾汉交易继续表现良好。在我们的分析中，反罗宾汉交易可能会进一步升温。从短期来看，这对投资者是好事，但从长期来看，低收入家庭正越来越多地为让富人更富而付出更高的代价。</li>
<li><strong>在我们的分析中，昨天和今天盘前推动股市上涨的大部分买入来自散户投资者。机构投资者已变得谨慎。</strong></li>
<li>今天早上特别关注的是 <strong>Eli Lilly And Co</strong> (LLY) 的大幅下跌，因为令人失望的肥胖药物数据掩盖了出色的财报。</li>
</ul>
<p><strong>壮丽七巨头资金流动</strong></p>
<p>在早盘交易中，苹果 (AAPL)、<strong>Alphabet Inc Class C</strong> (GOOG)、<strong>Meta Platforms Inc</strong> (META)、<strong>Microsoft Corp</strong> (MSFT) 和 NVIDIA Corp (NVDA) 的资金流动为正。</p>
<p>在早盘交易中，<strong>Tesla Inc</strong> (TSLA) 的资金流动为中性。</p>
<p>在早盘交易中，<strong>Amazon.com, Inc.</strong> (AMZN) 的资金流动为负。</p>
<p>在早盘交易中，<strong>SPDR S&amp;P 500 ETF Trust</strong> (SPY) 和 <strong>Invesco QQQ Trust Series 1</strong> (QQQ) 的资金流动为正。</p>
<h4><strong>Momo 群体与聪明资金在股票中的表现</strong></h4>
<p>投资机会趋势</p>
<p>投资者可以通过了解 SPY 和 QQQ 的资金流动来获得优势。投资者通过了解聪明资金何时购买股票、黄金和石油，可以获得更大的优势。黄金最受欢迎的 ETF 是 <strong>SPDR Gold Trust</strong> (GLD)。白银最受欢迎的 ETF 是 <strong>iShares Silver Trust</strong> (SLV)。石油最受欢迎的 ETF 是 <strong>United States Oil ETF</strong> (USO)。</p>
<h4><strong>黄金</strong></h4>
<p><strong>谨慎的投资者应注意，黄金在与俄罗斯的谈判消息中应该出现抛售。然而，黄金却在被购买。这种购买主要来自于追逐动量的群体，他们对俄罗斯的消息视而不见。</strong></p>
<h4><strong>比特币</strong></h4>
<p><strong>比特币</strong> 处于区间震荡中。</p>
<h4><strong>现在该做什么</strong></h4>
<p>考虑继续持有良好的、非常长期的现有头寸。根据个人风险偏好，考虑由现金或国库券组成的保护带，或短期战术交易，以及短期和中期对冲。这是一种保护自己并同时参与上涨的好方法。</p>
<p>您可以通过向对冲中添加现金来确定您的保护带。对于年长或保守的人来说，高保护带是合适的。对于年轻或激进的人来说，低保护带是合适的。如果您不进行对冲，则总现金水平应高于上述所述，但显著低于现金加对冲的总和。</p>
<p>0% 的保护带将非常看涨，表示全额投资且现金为 0%。100% 的保护带将非常看跌，表示需要通过现金和对冲进行激进保护或进行激进的卖空。</p>
<p><strong>值得提醒的是，如果您没有持有足够的现金，就无法利用即将到来的新机会。</strong> 在调整对冲水平时，请考虑调整股票头寸（非 ETF）的部分止损数量；考虑对剩余数量使用更宽的止损，并为高贝塔股票留出更多空间。高贝塔股票是指那些波动幅度超过市场的股票。</p>
<h4><strong>传统的 60/40 投资组合</strong></h4>
<p>基于概率的风险回报调整在通胀情况下并不支持长期战略债券配置。</p>
<p>那些希望坚持传统 60% 股票和 40% 债券配置的人可以考虑专注于仅高质量的债券以及五年期或更短的债券。愿意为投资带来复杂性的投资者可以考虑将债券 ETF 作为战术头寸，而不是在此时作为战略头寸。</p>
<p><strong><em>Benzinga 免责声明：本文来自未付费的外部贡献者。它不代表 Benzinga 的报道，并且未经过内容或准确性的编辑。</em></strong></p>

英伟达

美光科技

苹果

半导体 3 倍做多 - Direxion

<p>在特朗普总统宣布对半导体征收 100% 关税后，股市大幅上涨，受益于苹果、英伟达、AMD 和美光等公司。苹果在承诺额外投资 1000 亿美元用于美国制造后，其股票显著上涨，总投资达到 6000 亿美元。尽管对关税和中国 iPhone 销量下降的担忧依然存在，苹果因其在美国的投资而获得了关税豁免。与此同时，英特尔的股票因呼吁其首席执行官辞职而下跌。市场对乌克兰 - 俄罗斯冲突解决的希望以及 401K 资产管理潜在变更的预期反应积极</p>

<p><em>To gain an edge, this is what you need to know today.</em></p>
<div class="lb-trans"><p><em>要获得优势，今天你需要知道这些。</em></p>
</div><h4><strong>Paper Tiger Tariffs</strong></h4>
<div class="lb-trans"><h4><strong>纸老虎关税</strong></h4>
</div><p>Please click here for an enlarged chart of <strong>Apple Inc</strong> AAPL.</p>
<div class="lb-trans"><p>请点击这里查看 <strong>Apple Inc</strong> AAPL 的放大图表。</p>
</div><p>Note the following:</p>
<div class="lb-trans"><p>请注意以下几点：</p>
</div><ul>
<li>This article is about the big picture, not an individual stock. The chart of AAPL stock is being used to illustrate the point.</li>
<li>The chart shows the run up in AAPL stock yesterday on the news of Apple investing an additional $100B in domestic manufacturing, bringing the total commitment to $600B.</li>
<li>The chart shows the move up yesterday was on heavier volume, indicating conviction.</li>
<li>The chart shows the additional jump up in the after market when President Trump indicated an exemption for Apple from the semiconductor tariffs.</li>
<li>The chart shows AAPL stock has crossed into zone 1 (resistance).</li>
<li>RSI on the chart shows that AAPL stock is not overbought despite the up moves.</li>
<li>Prior to yesterday, there were three concerns about Apple:
<ul>
<li>Apple needing to pay 100% semiconductor tariffs.</li>
<li>Apple needing to pay additional 50% tariffs on iPhones as most iPhones coming to the U.S. are manufactured in India.</li>
<li>Declining iPhone sales in China.</li>
</ul>
</li>
<li>President Trump has imposed 100% tariffs on semiconductors. However, the tariffs are a paper tiger. President Trump said, &#34;But the good news for companies like Apple is if you’re building in the United States or have committed to build, without question, committed to build in the United States, there will be no charge.&#34; Apple, <strong>NVIDIA Corp</strong> (NVDA), <strong>Advanced Micro Devices Inc</strong> (AMD), and <strong>Micron Technology Inc</strong> (MU) are among the stocks that are benefiting.</li>
<li><strong>Intel Corp</strong> (INTC) was expected to benefit, but INTC stock is falling on President Trump's demand that Intel's CEO resigns. The reason is that in the past, Intel's CEO made investments in China. As full disclosure, a signal was given this morning for Intel (INTC) in our ZYX Buy.</li>
<li>Yesterday, we shared with readers:</li>
</ul>
<div class="lb-trans"><ul>
<li>本文讨论的是大局，而不是个别股票。AAPL 股票的图表用于说明这一点。</li>
<li>图表显示，AAPL 股票在昨天因苹果公司再投资 1000 亿美元于国内制造而上涨，总承诺达 6000 亿美元。</li>
<li>图表显示，昨天的上涨伴随着较大的交易量，表明市场信心。</li>
<li>图表显示，在特朗普总统表示苹果公司将免于半导体关税后，AAPL 股票在盘后交易中进一步上涨。</li>
<li>图表显示，AAPL 股票已突破阻力区间 1。</li>
<li>图表上的相对强弱指数（RSI）显示，尽管上涨，AAPL 股票并未超买。</li>
<li>在昨天之前，关于苹果公司有三个担忧：
<ul>
<li>苹果需要支付 100% 的半导体关税。</li>
<li>苹果需要对大多数在印度制造的 iPhone 支付额外 50% 的关税。</li>
<li>中国的 iPhone 销售下滑。</li>
</ul>
</li>
<li>特朗普总统已对半导体征收 100% 的关税。然而，这些关税只是纸老虎。特朗普表示：“但对像苹果这样的公司来说，好消息是，如果你在美国建厂或承诺在美国建厂，毫无疑问，承诺在美国建厂，就不会收取费用。” 苹果、<strong>NVIDIA Corp</strong> (NVDA)、<strong>Advanced Micro Devices Inc</strong> (AMD) 和 <strong>Micron Technology Inc</strong> (MU) 是受益的股票之一。</li>
<li><strong>Intel Corp</strong> (INTC) 本应受益，但由于特朗普总统要求英特尔首席执行官辞职，INTC 股票正在下跌。原因是过去英特尔首席执行官在中国进行了投资。作为完全披露，今天早上在我们的 ZYX 买入信号中给出了英特尔 (INTC) 的信号。</li>
<li>昨天，我们与读者分享：</li>
</ul>
</div><blockquote>
<p>In a potential long term strategic blunder, President Trump appears to be pushing India away from the U.S. and close to China.</p>
</blockquote>
<div class="lb-trans"><p>&#34;&gt; 在潜在的长期战略失误中，特朗普总统似乎正在将印度推向中国。&#34;</p>
</div><ul>
<li>President Trump has imposed an additional 50% tariff on India for importing oil from Russia. However, President Trump is not threatening similar tariffs on China even though China imports more Russian oil than India.</li>
<li>Indian Prime Minister Modi has decided to stand up to President Trump even in the face of 50% tariffs. India is the third country to decide to stand up to President Trump – China was the first. However, with China, President Trump chickened out when China turned the tables due to its stranglehold on rare earth minerals.</li>
<li>Now, India, the world's largest democracy, and Brazil, the world's fourth largest democracy, are willing to stand up to President Trump even at a significant cost.</li>
<li>Yesterday, the Treasury auction was soft. Here are the details:
<ul>
<li>$42B 10-year Treasury note auction</li>
<li>High yield: 4.255% (4.304%)</li>
<li>Bid-to-cover: 2.35 (2.57)</li>
<li>Indirect bid: 64.2% (69.7%)</li>
<li>Direct bid: 19.6% (17.9%)</li>
</ul>
</li>
<li>The stock market was beginning to pullback on the soft auction when the news broke about Russia leading to renewed buying.</li>
<li>President Trump and Russian President Putin are set to meet in the coming days. This is bringing in buying on hope of an end to the Ukraine-Russia war.</li>
<li>Initial jobless claims came at 226K vs. 220K consensus.</li>
<li>Wall Street is drooling at the likely Trump executive order to allow private assets in 401K plans. President Trump's order will be a big bonanza for Wall Street. The reverse Robinhood trade continues to work well. In our analysis, the reverse Robinhood trade is likely to pick up more steam. In the short term, this is great for investors but not good in the long term as lower income families are increasingly paying a steeper price to make the rich richer.</li>
<li><strong>In our analysis, a vast majority of buying that ran up the stock market yesterday and in the premarket today is coming from retail investors. Institutional investors have turned cautious.</strong></li>
<li>Of special interest this morning is a big drop in <strong>Eli Lilly And Co</strong> (LLY) as disappointing obesity pill data overshadows excellent earnings.</li>
</ul>
<div class="lb-trans"><ul>
<li>特朗普总统对印度从俄罗斯进口石油征收额外 50% 的关税。然而，特朗普并没有对中国威胁类似的关税，尽管中国从俄罗斯进口的石油比印度更多。</li>
<li>印度总理莫迪决定在面临 50% 的关税时也要对抗特朗普。印度是第三个决定对抗特朗普的国家——中国是第一个。然而，在中国，特朗普在中国因其对稀土矿物的控制而退缩。</li>
<li>现在，世界上最大的民主国家印度和第四大民主国家巴西愿意在重大成本下对抗特朗普。</li>
<li>昨天，财政部的拍卖表现疲软。以下是详细信息：
<ul>
<li>420 亿美元的 10 年期国债拍卖</li>
<li>高收益：4.255%（4.304%）</li>
<li>投标覆盖率：2.35（2.57）</li>
<li>间接投标：64.2%（69.7%）</li>
<li>直接投标：19.6%（17.9%）</li>
</ul>
</li>
<li>当拍卖疲软的消息传出时，股市开始回调，但随后因俄罗斯的消息而重新买入。</li>
<li>特朗普总统与俄罗斯总统普京将在未来几天会面。这带来了对乌克兰 - 俄罗斯战争结束的希望，促使买入。</li>
<li>初请失业金人数为 22.6 万，预期为 22 万。</li>
<li>华尔街对特朗普可能签署的允许 401K 计划中的私人资产的行政命令垂涎欲滴。特朗普的命令将是华尔街的一大福音。反罗宾汉交易继续表现良好。在我们的分析中，反罗宾汉交易可能会进一步升温。从短期来看，这对投资者是好事，但从长期来看，低收入家庭正越来越多地为让富人更富而付出更高的代价。</li>
<li><strong>在我们的分析中，昨天和今天盘前推动股市上涨的大部分买入来自散户投资者。机构投资者已变得谨慎。</strong></li>
<li>今天早上特别关注的是 <strong>Eli Lilly And Co</strong> (LLY) 的大幅下跌，因为令人失望的肥胖药物数据掩盖了出色的财报。</li>
</ul>
</div><p><strong>Magnificent Seven Money Flows</strong></p>
<div class="lb-trans"><p><strong>壮丽七巨头资金流动</strong></p>
</div><p>In the early trade, money flows are positive in Apple (AAPL), <strong>Alphabet Inc Class C</strong> (GOOG), <strong>Meta Platforms Inc</strong> (META), <strong>Microsoft Corp</strong>(MSFT), and NVIDIA Corp (NVDA).</p>
<div class="lb-trans"><p>在早盘交易中，苹果 (AAPL)、<strong>Alphabet Inc Class C</strong> (GOOG)、<strong>Meta Platforms Inc</strong> (META)、<strong>Microsoft Corp</strong> (MSFT) 和 NVIDIA Corp (NVDA) 的资金流动为正。</p>
</div><p>In the early trade, money flows are neutral in <strong>Tesla Inc</strong> (TSLA).</p>
<div class="lb-trans"><p>在早盘交易中，<strong>Tesla Inc</strong> (TSLA) 的资金流动为中性。</p>
</div><p>In the early trade, money flows are negative in <strong>Amazon.com, Inc.</strong> (AMZN).</p>
<div class="lb-trans"><p>在早盘交易中，<strong>Amazon.com, Inc.</strong> (AMZN) 的资金流动为负。</p>
</div><p>In the early trade, money flows are positive in <strong>SPDR S&amp;P 500 ETF Trust</strong> (SPY) and <strong>Invesco QQQ Trust Series 1</strong> (QQQ).</p>
<div class="lb-trans"><p>在早盘交易中，<strong>SPDR S&amp;P 500 ETF Trust</strong> (SPY) 和 <strong>Invesco QQQ Trust Series 1</strong> (QQQ) 的资金流动为正。</p>
</div><h4><strong>Momo Crowd And Smart Money In Stocks</strong></h4>
<div class="lb-trans"><h4><strong>Momo 群体与聪明资金在股票中的表现</strong></h4>
</div><p>Trending Investment Opportunities</p>
<div class="lb-trans"><p>投资机会趋势</p>
</div><p>Investors can gain an edge by knowing money flows in SPY and QQQ. Investors can get a bigger edge by knowing when smart money is buying stocks, gold, and oil. The most popular ETF for gold is <strong>SPDR Gold Trust</strong> (GLD). The most popular ETF for silver is <strong>iShares Silver Trust</strong>(SLV). The most popular ETF for oil is <strong>United States Oil ETF</strong> (USO).</p>
<div class="lb-trans"><p>投资者可以通过了解 SPY 和 QQQ 的资金流动来获得优势。投资者通过了解聪明资金何时购买股票、黄金和石油，可以获得更大的优势。黄金最受欢迎的 ETF 是 <strong>SPDR Gold Trust</strong> (GLD)。白银最受欢迎的 ETF 是 <strong>iShares Silver Trust</strong> (SLV)。石油最受欢迎的 ETF 是 <strong>United States Oil ETF</strong> (USO)。</p>
</div><h4><strong>Gold</strong></h4>
<div class="lb-trans"><h4><strong>黄金</strong></h4>
</div><p><strong>Prudent investors should note that gold should have seen selling on the news of talks with Russia. Instead, gold is seeing buying. The buying is mostly from the momo crowd buying on momentum and being oblivious to the Russia news.</strong></p>
<div class="lb-trans"><p><strong>谨慎的投资者应注意，黄金在与俄罗斯的谈判消息中应该出现抛售。然而，黄金却在被购买。这种购买主要来自于追逐动量的群体，他们对俄罗斯的消息视而不见。</strong></p>
</div><h4><strong>Bitcoin</strong></h4>
<div class="lb-trans"><h4><strong>比特币</strong></h4>
</div><p><strong>Bitcoin</strong> is range bound.</p>
<div class="lb-trans"><p><strong>比特币</strong> 处于区间震荡中。</p>
</div><h4><strong>What To Do Now</strong></h4>
<div class="lb-trans"><h4><strong>现在该做什么</strong></h4>
</div><p>Consider continuing to hold good, very long term, existing positions. Based on individual risk preference, consider a protection band consisting of cash or Treasury bills or short-term tactical trades as well as short to medium term hedges and short term hedges. This is a good way to protect yourself and participate in the upside at the same time.</p>
<div class="lb-trans"><p>考虑继续持有良好的、非常长期的现有头寸。根据个人风险偏好，考虑由现金或国库券组成的保护带，或短期战术交易，以及短期和中期对冲。这是一种保护自己并同时参与上涨的好方法。</p>
</div><p>You can determine your protection bands by adding cash to hedges. The high band of the protection is appropriate for those who are older or conservative. The low band of the protection is appropriate for those who are younger or aggressive. If you do not hedge, the total cash level should be more than stated above but significantly less than cash plus hedges.</p>
<div class="lb-trans"><p>您可以通过向对冲中添加现金来确定您的保护带。对于年长或保守的人来说，高保护带是合适的。对于年轻或激进的人来说，低保护带是合适的。如果您不进行对冲，则总现金水平应高于上述所述，但显著低于现金加对冲的总和。</p>
</div><p>A protection band of 0% would be very bullish and would indicate full investment with 0% in cash. A protection band of 100% would be very bearish and would indicate a need for aggressive protection with cash and hedges or aggressive short selling.</p>
<div class="lb-trans"><p>0% 的保护带将非常看涨，表示全额投资且现金为 0%。100% 的保护带将非常看跌，表示需要通过现金和对冲进行激进保护或进行激进的卖空。</p>
</div><p><strong>It is worth reminding that you cannot take advantage of new upcoming opportunities if you are not holding enough cash.</strong> When adjusting hedge levels, consider adjusting partial stop quantities for stock positions (non ETF); consider using wider stops on remaining quantities and also allowing more room for high beta stocks. High beta stocks are the ones that move more than the market.</p>
<div class="lb-trans"><p><strong>值得提醒的是，如果您没有持有足够的现金，就无法利用即将到来的新机会。</strong> 在调整对冲水平时，请考虑调整股票头寸（非 ETF）的部分止损数量；考虑对剩余数量使用更宽的止损，并为高贝塔股票留出更多空间。高贝塔股票是指那些波动幅度超过市场的股票。</p>
</div><h4><strong>Traditional 60/40 Portfolio</strong></h4>
<div class="lb-trans"><h4><strong>传统的 60/40 投资组合</strong></h4>
</div><p>Probability based risk reward adjusted for inflation does not favor long duration strategic bond allocation at this time.</p>
<div class="lb-trans"><p>基于概率的风险回报调整在通胀情况下并不支持长期战略债券配置。</p>
</div><p>Those who want to stick to traditional 60% allocation to stocks and 40% to bonds may consider focusing on only high quality bonds and bonds of five year duration or less. Those willing to bring sophistication to their investing may consider using bond ETFs as tactical positions and not strategic positions at this time.</p>
<div class="lb-trans"><p>那些希望坚持传统 60% 股票和 40% 债券配置的人可以考虑专注于仅高质量的债券以及五年期或更短的债券。愿意为投资带来复杂性的投资者可以考虑将债券 ETF 作为战术头寸，而不是在此时作为战略头寸。</p>
</div><p><strong><em>Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.</em></strong></p>
<div class="lb-trans"><p><strong><em>Benzinga 免责声明：本文来自未付费的外部贡献者。它不代表 Benzinga 的报道，并且未经过内容或准确性的编辑。</em></strong></p>
</div>

Stocks Jump On 100% Semiconductor Tariffs - Apple, Nvidia, AMD, And Micron Benefit

- 苹果公司宣布再投资 1000 亿美元于美国制造，总投资达 6000 亿美元。  
- 特朗普表示，承诺在美国建厂的公司将免于半导体关税。  
- 投资者应考虑持有现金和短期对冲以保护投资。

由于 100% 的半导体关税，股票大涨 - 苹果、NVIDIA、AMD 和美光科技受益