셀스마트 대니
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4 months ago
Is Your Stock at Risk? Top 10 U.S. Companies Most Exposed to the China Slowdown (Apr 13, 2025)
As U.S.–China trade tensions escalate, a select group of U.S.-listed companies with significant revenue exposure to China may be facing heightened earnings risk.According to Goldman Sachs and CarbonFinance, these companies span various industries, yet share a common vulnerability: China accounts for a substantial portion of their total sales.Las Vegas Sands (LVS, 63%) and Wynn Resorts (WYNN, 47%) generate a majority of revenue from Macau-based casino operations, effectively tying performance to the Chinese consumer economy.Qualcomm (QCOM, 62%) and Intel (INTC, 40%) rely heavily on Chinese handset and electronics clients for chip sales.Even Nvidia (NVDA, 39%), despite its AI and datacenter-driven growth, remains exposed to export risks should high-performance chip restrictions broaden.Other notable names include:KLA Corp (KLAC, 51%) – semiconductor inspection toolsCorning (GLW, 39%) – display glassBroadcom (AVGO, 32%) – networking chipsAptiv (APTV, 28%) – auto electronics & wiringTeradyne (TER, 26%) – semiconductor test equipmentIf tariffs increase or export controls are expanded, these companies could see near-term volatility in earnings, paired with declining investor sentiment tied to geopolitical uncertainty.Source: https://t.me/insidertracking/8975[Compliance Note]All posts by Sellsmart are for informational purposes only. Final investment decisions should be made with careful judgment and at the investor’s own risk.The content of this post may be inaccurate, and any profits or losses resulting from trades are solely the responsibility of the investor.Core16 may hold positions in the stocks mentioned in this post and may buy or sell them at any time.
