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Nvidia Leads Chip Stocks Higher After 3-Session Sell-Off: What's Going On?

Nvidia Leads Chip Stocks Higher After 3-Session Sell-Off: What's Going On?

英伟达领导芯片股票在连续三个交易日的抛售后走高:发生了什么?
Benzinga ·  08:53

Semiconductor stocks could leap back to life, led by Nvidia Corp. (NASDAQ:NVDA), going by the trend in the premarket session.

按照盘前趋势,半导体股票可能会反弹,特别是由英伟达公司(NASDAQ:NVDA)领导的股票。

The iShares Semiconductor ETF (NASDAQ:SOXX), which is an exchange-traded fund that tracks the Philadelphia Semiconductor Index, has been moving lower for the past three sessions and in the process has shed about 13.7%.

iShares Semiconductor ETF (NASDAQ:SOXX)是一个跟踪费城半导体指数的交易所交易基金,过去三个交易日一直在下跌,同时跌幅也达到13.7%。

On Thursday, chip stocks swooned along with the broader market, reacting to the weak manufacturing and job market data. The weakness was aggravated Friday as Intel Corp.'s (NASDAQ:INTC) earnings disappointment and rumors of Nvidia potentially facing an anti-trust probe added to macro concerns.

周四,随着制造业和就业市场疲软的数据,芯片股票以及整个广泛市场出现暴跌。由于英特尔公司(NASDAQ:INTC)业绩不佳以及有谣言称英伟达可能会面临反垄断调查,使局势更加严峻。

The losses extended into Monday's session as the unwinding of the yen carry trades triggered a global sell-off, which impacted the chip sector too. Nvidia was hit with another negative headline as The Information reported that the company might be delaying the second iteration of its Blackwell chips due to some design flaws.

由于日元交易的负利率解除引发了全球范围内的抛售潮,整个芯片股票行业镇压了星期一的盘面。英伟达又因The Information报道称其Blackwell芯片的第二版可能由于设计缺陷而被延迟而受到负面影响。

Nvidia is now in bear-market territory, having pulled back about 29% from its June 20 high of 140.76. The SOXX has shed about 24% from its July 11 high, also in bear territory.

英伟达已经进入熊市区间,从6月20日高点140.76点下跌约29%。SOXX也已经从7月11日的高点下跌了约24%,也处于熊市地带。

Bargain hunters may swoop up these stocks in the absence of any major negative catalysts.

在没有任何主要负面事件的情况下,抢购者可能会收购这些股票。

The next big catalyst for the sector will likely be the earnings report from Nvidia, due Aug. 28.

该行业的下一个重大推动力很可能是英伟达的财报,将于8月28日公布。

According to Benzinga Pro data, in premarket trading:

据Benzinga Pro数据,在盘前交易中:

  • Nvidia climbed 2.02% to $102.48
  • Intel gained 1.39% to $20.39.
  • Arm Holdings plc (NASDAQ:ARM) climbed 2.04% to $112.70.
  • SOXX rose 0.72% to $204.63.
  • 英伟达上涨2.02%,报102.48美元。
  • 英特尔上涨1.39%,报20.39美元。
  • 计算机芯片设计公司Arm Holdings plc (NASDAQ:ARM)上涨2.04%,报112.70美元。
  • SOXX上涨0.72%,报204.63美元。
  • Strategist Warns 'There's A Serious Collapse That's Coming' After Monday's Global Market Crash: 'Tons And Tons Of Yen Carry Trades...Have To Be Closed Out'
  • 策略师警告道:“在周一的全球市场崩盘后,有一场严重的崩溃即将到来:大量的日元套利交易……必须被平仓。”

Image via NVIDIA

图像由英伟达提供。

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