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These stocks could surge the most if the US lowers tariffs on China and makes a trade deal

Yun Li

The market popped Thursday on a Wall Street Journal report that the U.S. could ease tariffs on China during negotiations, helping to increase the chances of a long-term trade deal. U.S. stocks with revenue exposure to China of more than 20 percent, including Skyworks Solutions, Broadcom, Micron Technology and Marvell Technology Group can be big winners if a trade deal comes through, says HSBC's Ben Laidler.