好不容易翻出这个贴，十个月过去了。十个月前，这里的常客，最近都很少看到他们留言了。关税利好已经反应在股价，美国保护主义抬头给手套股添加了很多不确定性，股价已经从低谷升上来蛮多的了，加上市场也能找到更好的标的，站在这个时间点看来风险和潜在回报不成正比。有始有终，我想还是应该交代一下，我卖完了，没等到我说的六块，大家共勉。

全球供应链的重组为什么会对马来西亚芯片封装测试和半导体生产的需求减少呢？你有可能把事情想倒反了。

这是他对你们的礼遇。

简直不可理喻

lower cost for epcc

got impact.

跟natgate什么关系leh？

除非supermax的美国工厂用机器人，不然售价肯定让美国买家吃不消。更好的设厂地点其实应该在南美洲。

Yes, a 100% tariff on BRICS and their partners' gloves could potentially benefit Malaysian glove manufacturers, as Malaysia is not a full BRICS member but rather a trade partner. While Malaysia may not face the same tariffs, its competitiveness relative to BRICS countries like China and India could increase, especially if U.S. buyers seek alternative sources for medical gloves.

Currently, China holds a significant share of the U.S. glove market, particularly in nitrile and PVC gloves. With the proposed tariff hike on Chinese gloves reaching 100% by 2026, demand is expected to shift towards other suppliers, and Malaysian glove manufacturers are well-positioned to capture this market share. Reports suggest that U.S. buyers would have limited alternatives outside of BRICS and their partners, making Malaysia an attractive option for cost-effective, high-quality gloves.

This scenario could allow Malaysia to leverage its strategic position to dominate the glove market in the U.S., provided it can manage its production capacity and pricing efficiently to remain competitive amidst this potential trade disruption.

刚刚查了，印尼，泰国都是跟马来西亚一样是brics的partner country。全部生产国要不就是brics本身，要不就是partner，美国还能跟谁买？