According to the Financial News on November 18 (Editor Liu Rui), with Trump's election victory, many company executives from american technology firms are feeling excited, as Trump's win means that USA's fiscal spending is expected to increase, and trade regulations will be relaxed, which is crucial for american technology companies.

IBM: Reducing regulations is a good thing.

IBM's chief executive officer Arvind Krishna stated at the Yahoo Finance conference: "The business environment will be much better once uncertainty disappears... We hope there will be more innovation and less regulation. This is a good thing for businesses."

Krishna believes that a relaxed regulatory environment will prompt clients to make investment decisions more quickly, which will also lay the foundation for a more favorable trading environment.

"If we are more certain about the outcome, then we will be more willing to get involved in..."Merger...if the regulatory procedures and antitrust rules are more certain, then you can take greater risks," Krishna added.

Reducing regulation is significant for the technology industry. In recent years, the usa technology industry has faced strict scrutiny from the Biden administration. Under the leadership of Lina Khan, chair of the Federal Trade Commission, usa regulators have been actively pursuing cases against numerous tech giants such as amazon, apple, Meta, and Alphabet.

In stark contrast to the position of the Biden administration, Trump has promised to reduce excess regulatory measures, including a commitment to abolish Biden's executive order aimed at setting safety barriers for ai—an action that will be viewed as controversial within the industry.

"Good days" are coming?

Although Trump's antitrust agenda remains uncertain, there seems to be growing optimism that he will adopt a less interventionist approach to monopoly compared to Biden.

Wedbush analyst Dan Ives wrote in a recent report:

"We expect technology stocks to rise further by the end of the year, as Wall Street further digests the regulatory reductions under Trump's leadership; the days of Khan/Federal Trade Commission dominance are over, and a stronger ai program in core areas is underway, with major tech companies and Tesla already looking forward to better days in 2025 and beyond."

Cisco's chief financial officer Scott Herren is also confident about Cisco's momentum in 2025. She stated:

"While it's politically difficult to predict what will happen, when you look at the things that will drive government efficiency, we have established a Department of Government Efficiency (DOGE) focused on enhancing productivity, and technology is always crucial for improving productivity."

Although company executives in the technology industry express optimism, investor sentiment seems more cautious. Since the day of the usa election, influenced by the strengthening of the dollar and the risks related to increased tariffs, the performance of the 'Seven Giants' stocks in the usa, except for tesla, has been mediocre.

Editor/ping