英伟达大跌 市值蒸发超2万亿元！发生了什么？布油、美油跌超2%

Market Overview - As of November 25, the three major U.S. stock indices showed mixed performance, with the Dow Jones down by 0.19%, the Nasdaq down by 1.16%, and the S&P 500 down by 0.61% [2] - Major tech stocks exhibited varied movements, with Google and Apple rising, while Tesla fell over 2%, Microsoft dropped over 1%, and Amazon decreased by 0.61% [3] Company Performance - Nvidia's stock price fell by 6.64%, reaching a new low since September 17, with a market value loss of approximately $294.76 billion (around 2.09 trillion RMB), bringing its total market cap down to $4.14 trillion, a decline of over $1 trillion from its historical peak [4] - Nvidia's stock had previously peaked at $212 per share on October 29, with a total market cap of $5.15 trillion [4] Competitive Landscape - Google is reportedly set to receive significant orders for its self-developed TPU (Tensor Processing Unit) chips, potentially challenging Nvidia's dominance in the AI chip market [5] - Meta is considering deploying Google's TPU in its data centers starting in 2027, which could be worth several billion dollars, and may also rent TPUs through Google Cloud next year [5] - If successful, Google could capture at least 10% of Nvidia's annual revenue, which amounts to several billion dollars [6] Analyst Sentiment - Notable short-seller Michael Burry reiterated his bearish stance on Nvidia, labeling the current AI hype as a "magnificent absurdity" and suggesting that Nvidia could be a precursor to a bubble burst in the AI sector [6] - Burry's analysis includes scrutiny of the "circular investment" among AI companies and the sustainability of Nvidia's AI infrastructure spending [6] Other Market Movements - Oracle's stock fell to its lowest level in over five months, with a decline of 4.58% [7] - International oil prices dropped significantly, with Brent and WTI crude oil both falling over 2% [8][10]