In 2020, China generated $1.167 trillion in revenue for S&P 500 companies. This represented 7.6% of the total S&P 500 revenue. About 29.6% of all S&P 500 companies' revenue comes from outside the U.S. In 2020, the top three S&P 500 companies with the highest percentage of revenue from China were Wynn Resorts (69.8%), Texas Instruments (50.1%), and Qualcomm (47.8%).
In 2020, China generated $1.167 trillion in revenue for S&P 500 companies. This represented 7.6% of the total S&P 500 revenue. About 29.6% of all S&P 500 companies' revenue comes from outside the U.S. In 2020, the top three S&P 500 companies with the highest percentage of revenue from China were Wynn Resorts (69.8%), Texas Instruments (50.1%), and Qualcomm (47.8%).
一旦切断,美股还要大跌。
我有朋友在Johnson&Johnson中国工作,是J&J在亚太的总部,就是卖那些东西。
中国做一件衬衫3美元,GAP在美国卖20美元,17美元都被GAP挣走了,还让中国背一个贸易逆差的黑锅。贸易逆差的计算是衬衫进口美国的价钱(接近20元),而不是美国公司付给中国人的价钱(3美元)。
China - $3 -> GAP Caymen Island -> $15 -> GAP USA.
Chinese import is counted as $15.
GAP Caymen Island get $12,
GAP USA get $5
越是依靠代工厂多的企业,下面几年日子会比较难过。越是对国外依赖少的公司,下面几年日子会变得相对更轻松,NFLX ?MSFT?