After a sharp rise the previous day, the US stock market overall fluctuated and declined last night. Near the end of trading, the chip Sector experienced a significant drop. At the close, the Dow fell 0.58%, the Nasdaq fell 0.51%, and the S&P 500 fell 0.56%.
The market is being caught off guard by a "policy black swan." $NVIDIA (NVDA.US)$Directly "throwing out bombs" after hours.——Q1 Earnings Reports completely exceeded expectations, and the stock price surged over 5% after hours, breaking through historical highs and reigniting the AI main line!
Sudden Bearish signals in the chip industry: EDA software may be banned!
The news has emerged: Trump's administration has issued a ban to the three major EDA companies in the U.S., demandingto stop selling key chip design software to Chinese customers.。
This type of EDA software is known as the "drawing tool" and "brain" of the chip industry; without it, chip design drawings cannot even be made. If implemented, it will severely impact the entire advanced process Industry Chain.
the stock fell by 7.26% on Wednesday, with a single-day Market Cap loss of over 140 billion dollars. Apple also dropped by more than 1%. $Synopsys (SNPS.US)$ During the trading session, there was a plunge; the Technology Sector faced overall pressure, market sentiment took a sharp downturn, and chip stocks weakened across the board near the closing.
NVIDIA's Earnings Reports have 'Triple Signals' that turn the tide!
Just when market panic set in, NVIDIA's Earnings Reports made an appearance, not only were they explosive but also released three Bullish Signals—Directly killing the bears!
Core data from Earnings Reports (significantly exceeding expectations):
Q1 revenue reached 44.1 billion USD, +69% year-on-year, far exceeding the market expectation of 43.1 billion;
Net income was 18.8 billion USD, a remarkable increase of 26% year-on-year;
Adjusted EPS reached 0....