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並前往https://www.barrons.com/articles/chips-stocks-hit-by-rising-rates-and-china-tensions-are-down-but-hardly-out-51666392301

This Isn't a Chip Winter. It's a Chip War. - Barron's

For now, Bolton recommends companies that are less tied to the industry ... but Bolton likes that nearly half of sales are tied to defense.

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