impact of COVID-19 on the global supply chains for several weeks. Why would you think the same analysts have not acted before today?
On Jan 20 The COVID-19 outbreak was declared a public health emergency of international concern by the World Health Organization, causing huge impact on people's lives, families and communities.
https://www.pwc.com/gx/en/issues/crisis-solutions/covid-19.html
On 18 February, the FDA announced that it was holding back inspections of facilities in China amid the continuing spread of the coronavirus. The suspended service will disrupt the distribution of food, devices, and drugs flowing from China to the US. Consequently, the FDA has warned that Americans might face shortages of critical medical products if the outbreak persists.
https://www.pharmaceutical-technology.com/comment/covid-19-impact-supply-chains/
Apple warned last week
https://www.vox.com/recode/2020/2/20/21145803/coronavirus-impacting-big-tech-business-apple-amazon-facebook-big-tech-impacted