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Participations on the floor of the exhibition during the NVIDIA GTC in San Jose, California, March 20, 2025
Technological losses weighed on the main clues Thursday, extending Sale of yesterday In the midst of concerns, the tightening of restrictions on exports to China could have large -scale impacts.
The technological sector has led to losses on the S&P 500 as a actions of Nvidia (Nvda) fell by more than 3% in recent exchanges, making it one of the main declines on the Industrial average Dow Jones. The stock had dropped almost 7% on Wednesday after the flea manufacturer said he was set to take a fee of $ 5.5 billion Due to new export edges on the sale of its H20 chips to China.
Advanced micro devices actions (Dmla), who also warned that she would probably take a blow from the new export restrictions in China, slipped 1%. Broadcom (Avo), Micron Technology (Mu), and other semiconductor actions were also lowerSMCI) and several other manufacturers of AI equipment. (Read Investor live cover of Today’s market action here.)
“The increase in Restrictions on AI is likely to have an impact on other calculation, networking and optical actions of the main AIs (Avgo, AMD, MU, ARM, MRVL, COHR, Lite) and raises concerns about improved restrictions in other areas,” said Bank of America analysts after Nvidia.
As Morgan Stanley analystsThey added that NVIDIA’s reduction indicates a “low probability of future licenses” to bypass new restrictions, and that the rules of di ff usion of the AI to take effect in May could limit the sales of American EA equipment more to a wider set of countries.
Wedbush analysts told customers in a note on Thursday: “We expect practically no technological business give advice During the following month, there was this Twilight Zone backdrop. While Nvidia’s news is worrying, this is not a shock because we are in the middle of a The trade war between the United States and China And expect more punches launched by both sides before the cooler heads prevail and negotiations in a form can start playing in the coming weeks / months. “”
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