Do you really want to go to the US stock market to 'bargain hunt'? I choose to go to the US stock market PVP Let Grok analyze which of the leading technology stocks in the United States rely mainly on China to form the main part of their profits, and how much impact they have. In summary: 👉 Revenue Dependence Ranking: Qualcomm (60% -65%)>Applied Materials (30% -35%)>Tesla (25% -30%)>Intel (25% -30%)>Apple (15% -20%)>NVIDIA (15%) 👉 Supply chain risk: Apple and Tesla's reliance on the Chinese supply chain is particularly prominent, and production disruptions may amplify the impact 👉 Geopolitical risk: The technology war between China and the United States (such as export restrictions and tariffs) has the greatest impact on Qualcomm, Nvidia, and Applied Materials, as their core businesses involve the chip supply chain 👉 Market substitution risk: The rise of Chinese domestic manufacturers (such as Huawei, Xiaomi, DeepSeek) may weaken the market share of all of the aforementioned companies After comprehensive analysis, it seems that these are not very useful. At its core, the feeling is that the US stock market is also somewhat emotionally driven in the short term, but if China and the US officially decouple and negotiations are not completed within a certain period of time, the impact on the overall technology stock leaders will still be very significant Stocks are still subject to significant fundamental influences, especially now that political struggles serve not innovation, efficiency, and the iteration of production relations, but rather an individualistic revenge From an individual perspective, cash flow is king. Bring the spirit of PVP to the US stock market and retreat after experiencing emotional rebound If you really want value investing, take a look at what Buffett is doing: -Reduce holdings of a large number of technology stocks -Increase a large amount of cash, keep enough bullets, and remove leverage