$BTC On November 5, U.S. stocks saw a broad sell-off, wiping out all gains since the midterm elections, with AI-related stocks bearing the brunt. Nvidia lost 3 trillion yuan in market value overnight, the Nasdaq plunged more than 5.5%, and the Philadelphia Semiconductor Index fell over 12%. Market panic stemmed from 🐻regulatory expectations🐻 fueled by the Democrats’ landslide victory. Investors are repricing the policy ceiling for the U.S. AI industry, putting the industry chain of “AI computing capacity expansion—chip order growth—higher capital spending by cloud providers” at risk of 🔥breaking apart🔥.
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