Workflow
Nvidia
icon
Search documents
深夜全球巨震,英伟达市值一夜蒸发1.4万亿,虚拟货币46万人爆仓,金价大跌
Market Overview - On November 4, global financial markets experienced significant declines, with major U.S. indices all closing lower: Dow Jones down 0.53%, S&P 500 down 1.17%, and Nasdaq down 2.04%, losing nearly 500 points [1] - The Toronto 300 index fell by 1.64%, while Brazil's IBOVESPA and Mexico's MXX saw minor declines of 0.08% and 0.18% respectively [2] Technology Sector - Major technology stocks faced widespread losses, with Intel dropping over 6%, Tesla down more than 5% (losing approximately $80.2 billion in market value), and Nvidia falling over 3% (losing about $199 billion in market value) [2] - Other tech giants like Google and Amazon also saw declines, while Apple experienced a slight increase [2] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 2.05%, with several Chinese stocks like Xiaoma Zhixing down nearly 10% and Futu Holdings down over 7% [2] Global Indices - The FTSE A50 futures index dropped by 0.24%, while European indices also fell: Euro Stoxx 50 down 0.27%, CAC 40 down 0.52%, and DAX 30 down 0.6% [3] - In Asia, the Seoul Composite Index fell sharply by 2.4%, and the Nikkei 225 dropped by 1.7% [3] Commodities - International precious metals futures saw declines, with COMEX gold futures down 1.81% to $3941.30 per ounce and silver down 2.40% to $46.90 per ounce [4] - Oil prices also fell slightly, with WTI crude oil futures down 0.8% to $60.56 per barrel and Brent crude down 0.69% to $64.44 per barrel [4] Cryptocurrency Market - The cryptocurrency market faced a significant downturn, with Bitcoin dropping over 7% and briefly falling below $100,000, while Ethereum saw a 14% decline [5] - Over 469,000 traders were liquidated in the past 24 hours, with total liquidations amounting to $2.025 billion [6] Economic Concerns - The U.S. government shutdown has reached 35 days, impacting various sectors including aviation, food assistance, and healthcare [6] - Analysts express concerns over the high valuations in the tech sector, particularly following a significant drop in AI-related stocks like Palantir, despite the company reporting record revenues [7] - Warnings have been issued regarding potential risks in the market, including high government debt, overvalued stock prices, and excessive private debt [7]
纳指跌近500点 英伟达市值一夜蒸发1.4万亿元!比特币一度失守10万美元关口 24小时加密币全网40万人爆仓!发生了什么?
Mei Ri Jing Ji Xin Wen· 2025-11-04 22:35
当地时间11月4日,美股三大指数集体收跌,纳指下跌486.08点,跌幅2.04%;标普500指数跌1.17%;道指跌0.53%。 挪威主权财富基金计划在11月6日举行的特斯拉年度股东大会上,对"向马斯克发放特斯拉股票作为CEO绩效奖励"的提案投反对票。该薪酬提案显示,若马 斯克能在未来十年内完成一系列雄心勃勃的营收与产品目标,他将获得高达1万亿美元的薪酬。 据媒体报道,有分析指出,市场抛售的导火索是AI概念股Palantir股价大跌,尽管该公司公布了创纪录营收并上调全年业绩预期,但投资者选择获利了结。 这一表现加剧了市场对科技股估值过高的担忧,反映出投资者开始重新审视科技板块的估值水平。 美国传奇空头迈克尔·伯里旗下的Scion资产管理公司在向散户发出关于市场亢奋的隐晦警告仅数日后,就披露了对英伟达和Palantir的看空押注。根据11月3 日公布的13F监管文件,这位因2008年做空美国楼市而成名的对冲基金经理,买入了英伟达和Palantir的看跌期权(在股价下跌时获利)。 国际原油期货结算价小幅收跌。WTI原油期货12月合约跌0.8%,报60.56美元/桶;布伦特原油期货1月合约跌0.69%,报64.44 ...
美股下跌,大空头做空英伟达
Zhong Guo Ji Jin Bao· 2025-11-04 22:26
黄金跳水 美股下跌 11月4日晚间,美股开盘暴跌,但随后跌幅明显收窄。截至发稿,道指跌约150点,纳指跌约1%,标普500指数跌约0.6%。 有分析指出。投资者对领涨牛市的人工智能相关个股(如Palantir)估值愈发担忧,这些板块走弱拖累大盘。 尽管Palantir第三季度业绩超出华尔街预期并给出强劲指引,但股价仍下跌约7%,其增长动力来自人工智能业务。根据伦敦证券交易所数据,Palantir预 计本期营收为13.3亿美元,高于分析师预期的11.9亿美元;上一季度营收跃升63%。 | 了 筛选 | | 最新价 = | 涨跌幅 = □' | | --- | --- | --- | --- | | 英特尔 | 5 | 37.53 | -4.99% | | US INTC | | | | | 美光科技 | | 225.06 | -4.11% | | us MU | | | | | 特斯拉 | | 453.32 | -3.21% | | US TSLA | | | | | 甲骨文 | | 250.80 | -2.73% | | us ORCL | | | | | 英伟达 | 1 | 201.37 | -2.68% ...
AI Stocks Lead Market Slide As Wall Street Warns Of Possible Pullback
Ulli... The ETF Bully· 2025-11-04 21:57
[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketStocks stumbled out of the gate today, dragged down by some of the biggest names in artificial intelligence.Palantir took a 7% hit—even though it beat Wall Street’s Q3 expectations and offered strong guidance. The catch? Investors weren’t thrilled about the company’s lack of visibility for 2026, which left a sour taste.Oracle slipped over 1%, trimming its impressive 50% gain this year. AMD, which has more than doubled in ...
11月5日美股成交额前20:英伟达遭大空头做空,AI巨头估值引发担忧
Xin Lang Cai Jing· 2025-11-04 21:57
Group 1: Tesla - Tesla's stock fell by 5.21%, with a trading volume of $51.554 billion, ahead of the upcoming shareholder meeting on November 6 to vote on Elon Musk's controversial compensation plan [1] - The Norwegian Sovereign Wealth Fund, as Tesla's largest external investor holding approximately 1.14% of shares valued at 11.83 billion Norwegian Krone (about $1.16 billion), announced its intention to vote against the compensation plan, citing concerns over equity dilution and key person risk [1] Group 2: Nvidia and Palantir - Nvidia's stock decreased by 3.96%, with a trading volume of $37.031 billion, as hedge fund manager Michael Burry's firm disclosed a significant short position against Nvidia and Palantir, amounting to over $1 billion [1][2] - Palantir's stock dropped by 7.94%, with a trading volume of $22.72 billion, reflecting market concerns following Burry's short positions [2] Group 3: AMD and Oracle - AMD's stock fell by 3.70%, with a trading volume of $12.621 billion, and reported third-quarter revenue of $9.25 billion, exceeding analyst expectations of $8.74 billion [2] - Oracle's stock declined by 3.75%, with a trading volume of $4.843 billion, as credit default swaps surged following the company's announcement of significant investments in artificial intelligence [3] Group 4: Uber - Uber's stock decreased by 5.06%, with a trading volume of $4.526 billion, reporting third-quarter operating profit of $1.11 billion, below analyst expectations of $1.62 billion [3][4] - The company anticipates adjusted core profits for Q4 to be between $2.41 billion and $2.51 billion, slightly below market expectations of $2.48 billion [4] Group 5: Coinbase - Coinbase's stock fell by 6.99%, with a trading volume of $3.822 billion, as Bitcoin prices dropped to their lowest level since June, impacting cryptocurrency-related stocks [4]
Hot AI stocks Nvidia and Palantir are falling today. Here's why
Fastcompany· 2025-11-04 21:31
Core Insights - Shares in Nvidia Corporation and Palantir Technologies are experiencing a decline, with Nvidia down more than 2.2% and Palantir shares also falling [1] Company Summary - Nvidia Corporation's stock is currently down over 2.2%, indicating a negative market reaction [1] - Palantir Technologies is also seeing a decrease in its share price, reflecting broader concerns in the AI-adjacent sector [1]
Mithril Intercepts High-Grade Silver At Target 5 Returning 1,714 G/T AGEQ (5.8 G/T AU, 1,308 G/T AG) Over 1.0 M At The Copalquin District, Mexico
Thenewswire· 2025-11-04 21:30
Melbourne, Australia and Vancouver, Canada – November 5, 2025 – TheNewswire - Mithril Silver and Gold Limited ("Mithril” or the "Company") (TSXV: MSG) (ASX: MTH) (OTCQB: MTIRF) is pleased to provide exploration results and update for multiple targets at Mithril’s district scale Copalquin property, Durango State, Mexico. High-grade intercepts returned from initial drilling at Target 5,  a new, silver rich target in the southwest area of the Copalquin District at lower elevation within the large Copalquin e ...
Nvidia cannot sell its most advanced AI chip to China, White House says
Reuters· 2025-11-04 20:26
Core Point - The Trump administration is currently not allowing Nvidia to sell its most advanced AI chip, the Blackwell, to China [1] Group 1 - The decision reflects ongoing tensions between the U.S. and China regarding technology exports [1] - Nvidia's Blackwell chip is significant in the context of AI advancements and competition [1]
Palantir Correction Reflects Rotation From AI Momentum to Valuation Discipline
Investing· 2025-11-04 19:26
Group 1 - The article provides a market analysis focusing on key companies such as NVIDIA Corporation, Super Micro Computer Inc, and Palantir Technologies Inc, as well as the broader S&P 500 index [1] Group 2 - NVIDIA Corporation is highlighted for its significant role in the semiconductor industry, particularly in AI and gaming sectors, which are driving growth [1] - Super Micro Computer Inc is noted for its innovative server solutions that cater to the increasing demand for data centers and cloud computing [1] - Palantir Technologies Inc is discussed in the context of its data analytics capabilities, which are becoming increasingly relevant for various industries [1]
This Big Short Investor Is Betting Against AI. Is He Making a Big Mistake?
Barrons· 2025-11-04 19:02
Core Insights - The article discusses the ongoing debate about market irrationality and the potential for prolonged mispricing, referencing Michael Burry's significant short position against the market [1] Group 1: Market Sentiment - The current market sentiment appears overly optimistic despite underlying economic challenges, leading to questions about sustainability [1] - Historical patterns suggest that markets can remain irrational for extended periods, complicating investment strategies [1] Group 2: Investment Strategies - Investors are advised to consider the timing of their positions, as market corrections may take longer than anticipated [1] - The article highlights the importance of understanding market psychology in making investment decisions [1] Group 3: Economic Indicators - Key economic indicators, such as inflation rates and employment figures, are not aligning with the current market valuations, raising concerns about future performance [1] - The disparity between economic fundamentals and market prices suggests potential volatility ahead [1]