The higher the growth expectations of a company like those in GAFA, the greater the impact and the greater the concern about a decline in stock prices.
As is the case with macroeconomic discussions in a global financial market, it does not seem like a good idea to simply wait for the U.S. to do the right thing about big tech companies.
The decoupling of U.S. and China capital markets is occurring faster than expected; how this will affect the rest of the world, and Taiwan, remains to be seen and requires close attention.