Nvidia Plunges Nearly 10% To Sub-$100 Level, Leading Other Semiconductor Stocks Lower In Premarket: Why Their Chips Are Down?
Nvidia Plunges Nearly 10% To Sub-$100 Level, Leading Other Semiconductor Stocks Lower In Premarket: Why Their Chips Are Down?
The tech rout on Wall Street appears to be alive and kicking, with semiconductor stocks particularly coming in for severe punishment. The tech wreck seen in the premarket on Monday is being led by artificial intelligence stalwart Nvidia Corp. (NASDAQ:NVDA).
华尔街科技行业崩盘仍在持续，尤其是半导体板块遭受了严重打击。周一早盘的科技崩盘由人工智能巨头Nvidia Corp.（纳斯达克股票代码：NVDA）带头。
Nvidia is falling along with the rest as the tide ebbs and the underperformance of Nvidia is due to the fact that it has outperformed the high-flying tech stocks amid the market upturn seen since 2023. The Jensen Huang-led company also hit with a negative headline regarding the rumored delay in its next-gen Blackwell accelerators. The information reported that Blackwell B200 AI chips will be delayed due to a design flaw found late in the production process and may not ship until early 2025, potentially impacting customers such as Microsoft Corp. (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META) and Google parent Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG).
Nvidia和其他股票一样在跟随退潮，其表现不佳是因为在自2023年市场上升期以来，它的表现优于高飞扬的科技股。该公司由Jensen Huang领导，同时还受到了关于其下一代Blackwell加速器的延迟流言的负面影响。有消息称，由于在生产过程的后期发现了设计缺陷，Blackwell B200 AI芯片将被推迟，并可能在2025年初之前无法出货，可能影响其客户，如微软公司（纳斯达克股票代码：MSFT）、Meta平台公司（纳斯达克股票代码：META）和谷歌母公司Alphabet Inc.（纳斯达克股票代码：GOOGL）（纳斯达克股票代码：GOOG）。
In an emailed reply to Benzinga, Nvidia said, "Hopper demand is very strong, broad Blackwell sampling has started, and production is on track to ramp in 2H. Beyond that, we don't comment on rumors."
Nvidia在给Benzinga的一封电子回复中表示：“Hopper的需求非常旺盛，Blackwell的广泛抽样已经开始，生产准备在下半年启动进行。除此之外，我们不评论任何谣言。”
The semiconductor industry is also stymied by weak results reported by some of the chipmakers, notable of them being Intel Corp. (NASDAQ:INTC).
芯片行业也受到一些芯片制造商的业绩疲软所阻碍，其中最值得关注的是英特尔公司（纳斯达克股票代码：INTC）。
According to Benzinga Pro data, in premarket trading:
据Benzinga Pro数据，在盘前交易中：
- Nvidia fell 9.07% to $97.54.
- Advanced Micro Devices, Inc. (NASDAQ:AMD) slipped 5.52% to $125.19.
- Arm Holdings plc (NASDAQ:ARM) plunged 10% to $102.10 as its owner SoftBank Group Corp.'s (OTC:SFTBY) Japan-listed shares plunged 18.66% amid a sharp plunge in the Japanese market, which swooned on fears concerning a global recession and the strength of the yen. Japan's stock market is heavily weighted with export stocks and a stronger yen is negative for their fundamentals.
- Dutch chip equipment maker ASML Holding N.V. (NASDAQ:ASML) fell 4% to $777.
- Intel moved down 4.66% to $20.48.
- iShares Semiconductor ETF (NASDAQ:SOXX) fell 6.14% to $194.12.
- Nvidia股价下跌9.07％，至97.54美元。
- 美国超微公司（NASDAQ：AMD）股价下跌5.52％，至125.19美元。
- Arm Holdings plc（纳斯达克股票代码：ARM）股价暴跌10％，至102.10美元，由于其所有者SoftBank Group Corp.（场外交易）日本上市的股票暴跌18.66％，日本股市暴跌，担心全球经济衰退和日元走强。日本的股市重点关注出口业，而强劲的日元对它们的基本面是负面的。
- 荷兰芯片设备制造商阿斯麦（NASDAQ：ASML）的股价下跌4％，至777美元。
- 英特尔（NASDAQ：INTC）股价下跌4.66％，至20.48美元。
- iShares费城交易所半导体ETF（NASDAQ: SOXX）下跌6.14％至194.12美元。
- What Investors Should Know About Yen Carry-Trade Unwinding That Is Sending Global Markets Into A Tailspin
- 投资者应该知道关于日元交易的拆除，这正在引导全球市场陷入动荡。
Image via Nvidia Blog
参考 Nvidia 博客的图片。