Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2026-02-03 22:33Market Overview - On February 3, US stock indices collectively declined, with the Dow Jones down 0.34%, the Nasdaq falling 1.43% (down 336.92 points), and the S&P 500 decreasing by 0.84% [1]. - Major tech stocks experienced a downturn, with Broadcom dropping over 3%, Microsoft and Meta down more than 2%, and Nvidia seeing a peak drop of over 5%, ultimately closing down 2.84%, resulting in a market value loss of $128.1 billion (approximately 88.88 billion RMB) [2]. Sector Performance - The AI startup Anthropic's new automation tool triggered panic selling in the software sector, significantly impacting legal software and data service companies. Thomson Reuters (TRI) saw an intraday drop of 20.7%, while Legalzoom.com (LZ) also fell over 20%. The London Stock Exchange Group's stock dropped 12.8%, and CS Disco (LAW) experienced a decline of over 10% [5]. - In terms of sector performance, rare earth, non-ferrous metals, and precious metals led the gains, with gold resources rising over 20%, Southern Copper up over 11%, and Americas Silver Corporation increasing by over 8%. Conversely, application software, cryptocurrency, and weight-loss drug stocks faced significant declines, with Novo Nordisk down over 14% and Coinbase and Circle both dropping over 4% [7]. Cryptocurrency Market - The Nasdaq Golden Dragon China Index fell by 0.94%, with most popular Chinese concept stocks declining, including Bilibili down over 4% and Alibaba and Baidu down over 2%. However, Xpeng Motors rose over 4%, and Li Auto increased nearly 3% [9]. - Bitcoin experienced a significant drop, falling nearly 8% at one point, and was reported at $76,452.13, down 2.9%. In the last 24 hours, a total of 168,414 individuals were liquidated, with a total liquidation amount of $734 million (approximately 5.1 billion RMB) [9][11]. Geopolitical and Economic Insights - Ray Dalio, founder of Bridgewater Associates, warned of a "capital war" on the brink due to escalating geopolitical tensions and high market volatility. He emphasized that despite recent historical sell-offs in precious metals, gold remains the best place to store funds [14][15]. - Dalio noted that gold and silver showed signs of initial stabilization after experiencing rare price drops, asserting that gold's status as a safe asset will not change over time [15].