黄仁勋，连续4个月卖出英伟达

Market Overview - The U.S. stock market experienced a three-day decline, influenced by weakening technology stocks and rising U.S. Treasury yields [2][3] - Major technology stocks mostly fell, with Oracle down over 5%, Tesla down more than 4%, and Micron Technology down over 3% [1][5] Key Individual Stocks - Intel saw a significant increase of 8.87%, closing at $33.99 per share, following reports of discussions with TSMC regarding investment or manufacturing collaboration [1] - NVIDIA CEO Jensen Huang sold 75,000 shares of NVIDIA, cashing out over $13 million, continuing a trend of selling shares for four consecutive months [7] Oracle's Performance - Oracle's stock dropped over 5%, marking its third consecutive day of decline, and has fallen more than 10% from recent highs [9] - The decline is partly attributed to a "sell" rating from Rothschild & Co., predicting a potential 40% drop in Oracle's stock price due to overvaluation concerns regarding its AI collaborations [11] Economic Indicators - The 10-year U.S. Treasury yield approached 4.19%, a recent high, contributing to the pressure on technology stocks [11] - Recent economic data showed a decrease in initial jobless claims and an upward revision of GDP growth, which tempered expectations for Federal Reserve policy easing [12]