🚨 #美国拟收紧数据中心监管，AI扩张或面临新约束 U.S. stocks were battered this week! AI tech stocks took a major hit, wiping out trillions of dollars in a single day. Can they rebound next week?
This week (11/2–11/6), U.S. stocks experienced sharp volatility. The first half of the week showed signs of a rebound, but panic selling erupted suddenly on Thursday, with tech stocks bearing the brunt. A technical rebound finally arrived on Friday.
📉 1. Performance of major U.S. stock indexes this week
* Dow Jones: down about 0.9% for the week
* S&P 500: down about 2.7% for the week
* Nasdaq: down about 3.4% for the week
* Russell 2000: down about 2.1% for the week
The Nasdaq fell for a fourth consecutive week, as selling pressure on tech stocks intensified.
🔥 2. Three major reasons for this week's plunge
1️⃣ Growing concerns about AI investment
The market is beginning to worry that tech giants are investing too much in AI. Whether short-term profits can keep pace with the speed of investment has become the market's biggest concern.
2️⃣ Impact of the U.S. midterm elections
The Democratic Party scored a major victory, prompting market concerns that AI regulations and data center construction policies could change going forward. Tech stocks faced concentrated selling.
3️⃣ Nonfarm payrolls beat expectations
The U.S. added 165,000 nonfarm jobs in October, and the unemployment rate fell to 4.1%. The labor market remains strong, which instead revived market concerns about the possibility of a Fed rate hike in December.
📊 3. Semiconductor and tech stocks
Thursday was the week's worst day:
* NVDA: plunged about 9%
* AMD: plunged about 17%
* MU: plunged about 17%
* AVGO: plunged about 10%
However, the semiconductor index rebounded about 4.4% on Friday. Nvidia, AMD, and SanDisk also recovered, suggesting that buyers are still stepping in at lower levels.
🔮 4. What to expect from the market next week
Next week, the market will be closely watching:
* U.S. CPI inflation data
* U.S. PPI producer price index
* Expectations for the Fed's December rate policy
* AI regulations and tech giants' capital expenditures
* Whether semiconductors can extend Friday's rebound
🚀 Will U.S. stocks make a V-shaped recovery next week, or will a new wave of selling begin? Follow my upcoming analysis to keep up with trading opportunities in SNDK, SOXL, NVDA, and SPCX!
This week (11/2–11/6), U.S. stocks experienced sharp volatility. The first half of the week showed signs of a rebound, but panic selling erupted suddenly on Thursday, with tech stocks bearing the brunt. A technical rebound finally arrived on Friday.
📉 1. Performance of major U.S. stock indexes this week
* Dow Jones: down about 0.9% for the week
* S&P 500: down about 2.7% for the week
* Nasdaq: down about 3.4% for the week
* Russell 2000: down about 2.1% for the week
The Nasdaq fell for a fourth consecutive week, as selling pressure on tech stocks intensified.
🔥 2. Three major reasons for this week's plunge
1️⃣ Growing concerns about AI investment
The market is beginning to worry that tech giants are investing too much in AI. Whether short-term profits can keep pace with the speed of investment has become the market's biggest concern.
2️⃣ Impact of the U.S. midterm elections
The Democratic Party scored a major victory, prompting market concerns that AI regulations and data center construction policies could change going forward. Tech stocks faced concentrated selling.
3️⃣ Nonfarm payrolls beat expectations
The U.S. added 165,000 nonfarm jobs in October, and the unemployment rate fell to 4.1%. The labor market remains strong, which instead revived market concerns about the possibility of a Fed rate hike in December.
📊 3. Semiconductor and tech stocks
Thursday was the week's worst day:
* NVDA: plunged about 9%
* AMD: plunged about 17%
* MU: plunged about 17%
* AVGO: plunged about 10%
However, the semiconductor index rebounded about 4.4% on Friday. Nvidia, AMD, and SanDisk also recovered, suggesting that buyers are still stepping in at lower levels.
🔮 4. What to expect from the market next week
Next week, the market will be closely watching:
* U.S. CPI inflation data
* U.S. PPI producer price index
* Expectations for the Fed's December rate policy
* AI regulations and tech giants' capital expenditures
* Whether semiconductors can extend Friday's rebound
🚀 Will U.S. stocks make a V-shaped recovery next week, or will a new wave of selling begin? Follow my upcoming analysis to keep up with trading opportunities in SNDK, SOXL, NVDA, and SPCX!