Last night, U.S. stocks suffered a Black Wednesday, with AI and semiconductor stocks getting absolutely hammered!
Nasdaq 100: plunged 6.4% (its biggest one-day drop since March 2020), wiping out $2.3 trillion in market value in a single day
S&P 500: closed down 4.4%
VIX fear index: surged 70%
Democrats secured control of both chambers of Congress, stoking market fears of tighter restrictions on AI capital spending and data center regulation
Goldman Sachs' trading desk noted: If approvals for power, land, and server racks are restricted, chip capacity before 2028 could face a relative glut, completely undermining the thesis that memory stocks are being propped up by a “supply-demand gap”
Philadelphia Semiconductor Index: plunged 12%
Nvidia (NVDA): plunged 9%, wiping out all its gains for the year
Memory stocks: SanDisk -22%, Micron -17.46%, Western Digital -17%
Optical communications: AAOI -20.89%, LITE -18.68%, MRVL -16.43%
Big-name stocks: Tesla -10.77%, Apple edged down 1.53%
Concept stocks such as COIN and MSTR fell between 8% and 12%
After opening with a sharp drop, BTC found support at the $76,000 level and is currently at $76,292, tentatively stabilizing
The combination of macro headwinds and regulatory pressure could send compute-related stocks and high-valuation tech stocks lower in the short term. Don't rush to buy the dip—it feels like the black swan hasn't arrived yet!
#美股遭遇2020年以来最严重抛售
Nasdaq 100: plunged 6.4% (its biggest one-day drop since March 2020), wiping out $2.3 trillion in market value in a single day
S&P 500: closed down 4.4%
VIX fear index: surged 70%
Democrats secured control of both chambers of Congress, stoking market fears of tighter restrictions on AI capital spending and data center regulation
Goldman Sachs' trading desk noted: If approvals for power, land, and server racks are restricted, chip capacity before 2028 could face a relative glut, completely undermining the thesis that memory stocks are being propped up by a “supply-demand gap”
Philadelphia Semiconductor Index: plunged 12%
Nvidia (NVDA): plunged 9%, wiping out all its gains for the year
Memory stocks: SanDisk -22%, Micron -17.46%, Western Digital -17%
Optical communications: AAOI -20.89%, LITE -18.68%, MRVL -16.43%
Big-name stocks: Tesla -10.77%, Apple edged down 1.53%
Concept stocks such as COIN and MSTR fell between 8% and 12%
After opening with a sharp drop, BTC found support at the $76,000 level and is currently at $76,292, tentatively stabilizing
The combination of macro headwinds and regulatory pressure could send compute-related stocks and high-valuation tech stocks lower in the short term. Don't rush to buy the dip—it feels like the black swan hasn't arrived yet!
#美股遭遇2020年以来最严重抛售