智通财经网·2025-09-05 14:10Core Viewpoint - Semiconductor stocks experienced a decline despite market trends, with Nvidia (NVDA.US) dropping over 2% and AMD (AMD.US) falling more than 4% due to new tariff announcements from the U.S. government targeting companies that do not relocate production to the U.S. [1] Group 1: Market Reaction - Nvidia (NVDA.US) shares fell by more than 2% [1] - AMD (AMD.US) shares decreased by over 4% [1] Group 2: Government Policy - Trump announced that the U.S. government will impose tariffs on semiconductor companies that do not shift production to the U.S. [1] - Companies that invest in the U.S. or plan to build factories may be exempt from these tariffs [1] - The tariffs will be "considerable but not excessive" according to Trump [1]