Lots of companies talking about investing jobs in the US, tax cuts coming, possible relations with Russia improving, possible energy imports from Russia to dampen the Middle East market...etc.
I'm thinking of trying to figure out who would be at the forefront of the Russia/US energy trade that could happen under this administration. Exxon maybe due to Chief of Staff, but that would scream "insider trading", so who else?
I don't see the lack of IP protection hurting China much. Consumer devices (commonly claimed to be innovative) have little IP protection beyond design patents and code copyrights, both of which are trivially avoided. It has always been the case that a new type of mp3 player can be easily "ripped off" legally.
Tesla is doing fine despite competitors which were quick to develop their own self driving offerings.
Software patents are easily avoided. Copyrights aren't very important to consumer goods, they live more in the realm of entertainment and art. And even then similar stories are bought and popularized to try to compete for the "young wizard in wizard school" fan base, for example.
The real innovation happens under patents for things like the process for doping silicon to create blue LEDs, or a method for continuous production of a chemical that previously required batch processing. And these developments are lucrative but rare.