利空突袭！深夜暴跌！

Core Viewpoint - The article discusses the impact of NVIDIA's CEO Jensen Huang's comments on data center cooling technologies, leading to a significant drop in cooling stocks while semiconductor stocks experienced gains. Group 1: Market Performance - The U.S. stock market showed mixed results with the Dow Jones up 0.15%, S&P 500 up 0.31%, and Nasdaq up 0.38% [1] - The Nasdaq China Golden Dragon Index increased by 0.67%, with companies like NIO, XPeng Motors, and NetEase rising over 1%, while Alibaba fell over 1% [5] Group 2: Data Center Cooling Stocks - Data center cooling stocks collectively fell sharply, with Johnson Controls and Trane Technologies dropping by 10%, Modine by 20%, and Carrier and Vertiv Technologies by over 5% [2] - Huang's statement at CES indicated that new server racks using the Rubin chip could operate without water cooling, which affected the market perception of existing cooling technologies [2] Group 3: Semiconductor Stocks - Semiconductor stocks saw a rise, with Microchip Technology increasing by 7.7%, reaching its highest level since July, and NXP Semiconductors and TSMC rising over 2% [3] - Micron Technology's stock rose by 6.5%, reaching a historical high of $332 per share, with a total market capitalization of $370 billion [4]