Muvhiki yekutanga yaNyamavhuvhu takaona China ichivhunduka apo mumwe wevakuru vakuru vehurumende yeUS akashanyira Taiwan kutanga kwemwedzi uno. Kuwedzera kupisa mamiriro ekunze, nhau dzekuti boka revatongi veUS vachasangana dzakangokuchidzira moto wegakava iri. Kutyisidzira kweChina kutora dunhu nechisimba kana zvichidikanwa kunoisa mungozi hupfumi hwenyika hwekugadzira chip uye, nekuwedzera, mari yedu yemasheya.
Chii chaizvo chiri kuitika?🤦♂️
Taiwan inogona kuverengerwa seyegumi nesere hupfumi hukuru pasi rose, asi iri pamusoro penzvimbo yayo yehupfumi kana zvasvika kune semiconductors. Iyi nyika diki inogadzira makumi matanhatu neshanu muzana emakomputa epasi rose, nepo China neUnited States (vaviri vevatengi vakuru vesemiconductors) vane chikamu chemusika chakabatanidzwa che18%. Taiwanese chipmaker TSMC chete inogadzira kanopfuura katatu kuwanda.
Semiconductor musika mugove nenyika.
Parizvino, nyika iri kunyanya kuvimba neTaiwan kuti izadzise akawanda emirairo yayo. Uye kunyangwe China, iyo US neEurope dzakatovimbisa kuisa mari inodarika mabhiriyoni mazana maviri nemakumi mashanu emadhora pakati pavo kuti vawedzere kugona kwavo kugadzira chip, mapurojekiti matsva aya haaburitse chero machipisi pamberi pa250.000. Kana chiri chido cheUS ... US kuti iwane "kuzvigutsa zvakakwana" maererano nekugadzira, zvingangotora makore angangoita gumi uye anopfuura $ 2026 trillion mukudyara, sekureva kweBoston Consulting Group uye Semiconductor Industry Association.
Kupinda kweTaiwan neChina kune simba rei?💣
1. Kunonoka uye kushomeka kwechipi.⏳
Kana China ikapedzisira yarwisa Taiwan, imwe yenjodzi huru ishomeka nyowani yepasi rose. Kunyangwe ivo vachiwanzo miririra chikamu chidiki chemutengo wezvinhu zvese, ivo zvakare havagone kutsiva. Izvi zvinoreva kuti kushomeka kwechip kunogona kumisa kugadzirwa zvachose. Munguva yekuvharirwa kweCovid tairarama. Semuyenzaniso, apuro Yaifanira kunonoka kutanga kwezvigadzirwa zvitsva uye kucheka zvinangwa zvekugadzira, izvo zvaive nemhedzisiro yakaipa pakukura kwayo kwekutengesa. Uye neBloomberg inofungidzira kuti Apple inosvika makumi maviri neshanu muzana ehupfumi hweTSMC, uyu muenzaniso wezvinogona kuitika pamwero wakakura mune ramangwana kune ese zvikamu zvekudyara kwemasheya.
Kukosha kwekudyara muTSMC stock kunoenderana zvakanyanya neApple. Kunobva: TSMC.
2. Zvichawedzera inflation pasi rose.🎈
Mune girafu pazasi iwe unogona kuona mhedzisiro yekushomeka kwakakonzerwa nedenda pamaindasitiri anoenderana nechip muUS, anomiririra pedyo ne40% yechikamu chekugadzira chenyika. Stock investimendi mitengo mumaindasitiri chip-inotsamira akawedzera avhareji 4% kupfuura (mutsvuku) kupfuura stock mari mutengo mumaindasitiri asiri chip-inotsamira (mubhuruu).
Kusiyana kwemitengo mumaindasitiri ekugadzira eUS. Kwakabva: BEA/BLS
3. Kukura kweupfumi hwenyika kwaizokanganiswa.📉
China inopa chikamu chimwe chete muzvishanu zvehupfumi hwenyika, zvichireva kuti kunetsana kwemauto kungave nemhedzisiro mikuru pakudyara mumasheya eChina. Tisingarevi kuti kukanganisa mukugadzirwa kwechip kweTaiwan kunokonzeresa kumira kwekugadzirwa pasirese uye pakupedzisira kukuvadza kuisirwa kwemasheya pasirese. Mushure mezvose, TSMC inogadzira machipi evamwe vanogadzira chip uye vagadziri, senge Broadcom, Qualcomm, Nvidia, AMD y Texas Instruments. Uye sezvo vachipa vagadziri vakuru vepasirese vemagetsi evatengi, michina yekutaurirana uye zvikamu zvemotokari, izvi zvingave nemhedzisiro yakaipa.
Saka, isu tinochengetedza sei mari yedu mumasheya?🧐
Kupokana kwemauto kwagara kwakabatana nekudonha kuri pakati pegumi ne10% mukudyara mumasheya emunyika, uye kwanyanya kukanganisa kuisa mari mumisika yemisika. Izvo zvakare zvave zvichibatanidzwa nenjodzi dzakadai sekukwira kweinflation uye kuderera kunobvira. Sezvo tichiziva izvi, tinokurudzira kuti iwe uite mari yedu mumasheya ne low beta, Treasury inflation-protected bonds (TIPS) uye mu kumwe kudyara.
Pane here maETF anonakidza ekudyara mariri?🧺
Neraki iwe, mhinduro ndihongu. Iwe unogona kusiyanisa mari yako mumasheya neETFs kubva kune aerospace uye chikamu chekudzivirira. Iyo yakanyanya kunaka yemusanganiswa ingave iyo ETF iShares US Aerospace & Defense (NYSE:ITA), iyo ETF Invesco Aerospace & Defense (NYSEARCA:PPA) uye ETF SPDR S&P Aerospace & Defense (NYSEARCA:XAR).
Uye sezvo hondo dzava kuita fashoni, cybersecurity ETFS senge SPDR S&P Kensho Future Security ETF (NYSEARCA:FITE) inogona zvakare kuve bheji yakanaka kusiyanisa mari yedu mumasheya.
Ko kana ndisingade kuisa mari muETFs?🙄
Kana iwe uchinzwa kuda kutora imwe njodzi uye usingade kuisa mari muETFs, unogona kuita mari yako muzvikamu zvemakambani ekugadzira chip ari muUnited States neEurope, akadai se. ASML (NASDAQ:ASML), Global Foundries (NASDAQ:GFS), Shongwe Semiconductor (NASDAQ:TSEM), kana iyo South Korean Samsung Electronics (KRX:005930). Vese vaizobatsirwa kubva kune zvinogoneka zvekugadzirisa matambudziko uye kuwedzera kwemutengo muchiitiko chekuvhiringidzwa, sezvo vagadziri vepasi vaizotendeukira kwavari kuti vatsigire kusavapo kweTaiwan.