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特朗普最新签署,事关“对等关税”!美股巨震 桥水3个月狂抛65%英伟达股票!金价大跳水 比特币暴跌 还降息吗?美联储吵翻

Market Performance - On November 14, U.S. stock indices experienced a collective drop at the opening, with the Nasdaq and S&P 500 quickly narrowing their losses, while the Dow Jones continued to decline significantly [1] - By the close, the Dow Jones fell by 0.65%, the S&P 500 decreased by 0.05%, and the Nasdaq Composite rose by 0.13% [1] Company Movements - Bridgewater Associates sold 65.3% of its Nvidia shares, reducing its holdings from 723,000 shares to 251,000 shares, making Nvidia one of its top sells [5] - Oracle's stock rose over 2%, while Nvidia and Microsoft saw gains of over 1%. In contrast, Netflix dropped over 3%, and both Intel and Amazon fell by over 1% [2] - SoftBank Group liquidated all its Nvidia shares, cashing out $5.83 billion, while Nvidia's founder Jensen Huang has sold over $1 billion worth of Nvidia stock since June [5] Analyst Ratings - Citigroup maintained a "buy" rating for Nvidia, raising its target price from $210 to $220 per share, addressing investor concerns regarding AI capital expenditure [5] - Analysts noted that despite worries about AI investment funding, the supply of AI chips will remain below demand until 2026 due to limited advanced packaging capacity [6] - Nvidia's current price-to-earnings ratio is approximately 28, which is more attractive compared to its peers Broadcom at 38 and AMD at 37 [6] Commodity Prices - International gold prices saw a significant drop, with spot gold falling over 3% during the day and closing down more than 2% [8] - Oil prices increased, with West Texas Intermediate crude rising by 2.15% to $59.95 per barrel, and Brent crude up by 1.97% to $64.25 per barrel [8] Cryptocurrency - Bitcoin experienced a notable decline, dropping below the $95,000 mark, with a current price of approximately $94,800, reflecting a nearly 5% decrease [9]