Dow, S&P 500, Nasdaq crater after China’s prices increased the heat of the trade war

Brian Sozzi of Yahoo Finance has traveled the avalanche of research notes of the Wall Street community of the last 48 hours to see what analysts say of winners and losers of the trade war of President Trump.

First of all, the good news. Analysts of Evercore ISI and RBC capital markets have found seven actions relative to the tariff test.

They noted that sellers of automotive parts such as the real parts company (GPC) and O’Reilly Automotive (Orly) are well placed for prices. Some cheaper software names, such as Microsoft (MSFT), Salesforce (CRM), Intuit (Intu), Workday (WDAY) and Adobe (Adbe), can also be relatively safe bets.

“Although there is no” safety havens “… We believe that companies that are already back to their multiple of 2022 on the value of the company / available cash flows or the profit prices are probably a little safer (on a relative basis),” wrote Evercore Isi, Kirk Materne.

Learn more about the seven stocks in terms of prices here.

However, the feeling of a legion of other names quickly changed. Apple (AAPPL) and NVIDIA (NVDA) immediately come to mind, but as Sozzi notes, there are less obvious names that are also bruised.

Citi and Evercore ISI analysts have appointed Internet companies with significant exposure to discretionary expenses, such as Shopify (Shop), Airbnb (ABNB), Booking Holdings (BKNG), Ebay (Ebay), Etsy (Etsy), Trade Desk (TTD), Snap (SNAP), Roku (Roku) risk. Analysts were also broken on Wayfair (W) and Best Buy (BBY), which are mainly supplied in China.

Learn more about the 10 actions that Wall Street hates here.