U.S. stock night trading volatility: Canadian Solar rose 3.02% in night trading, with the market focusing on the impact of patent litigation and changes in the competitive landscape

U.S. Stock Night Market Movements Canadian Solar rose 3.02% in the night market. Based on recent key news: On January 20, First Solar won a patent lawsuit at the U.S. Patent and Trademark Office concerning TOPCon solar cell technology patents. This event may impact Canadian Solar, as First Solar's patent protection could limit the development of related technologies by other companies, leading to increased market attention on Canadian Solar. On January 20, First Solar filed a patent infringement lawsuit against JinkoSolar, Mundra Solar, and Canadian Solar, involving patents in multiple countries. This move may affect the market competition environment for Canadian Solar, as investors may expect its market position to be strengthened under patent protection. On January 20, First Solar's stock price fell 2.4%, possibly reflecting market concerns over its patent lawsuits. Although this event directly affects First Solar, it may indirectly influence market sentiment towards Canadian Solar. The risk of patent litigation in the solar industry is increasing. Stocks with High Trading Volume in the Industry Micron Technology rose 1.62% in the night market. Based on recent news: On January 19, Micron Technology warned of a global memory chip shortage, primarily due to surging demand from artificial intelligence, leading to tight supplies of smartphone and personal computer chips. Micron decided to end its consumer memory business and plans to invest $1.8 billion to expand global capacity. This news drove the stock price up. On January 19, JP Morgan raised the target price for SK Hynix to 1 million Korean won, showing confidence in its future profit growth, especially driven by the AI memory business. This move further boosted market confidence in the memory chip industry, indirectly benefiting Micron Technology. On January 19, Citigroup analysts raised their average price expectations for DRAM and NAND in 2026, from 53% and 44% to 88% and 74%, respectively. Analysts believe that the proliferation of AI smart devices and the surge in AI CPU memory demand will drive up storage chip prices, further supporting Micron Technology's stock price. AI demand is driving an increase in the memory chip industry's prosperity, and investors need to pay attention to market volatility risks. NVIDIA rose 0.88% in the night market. Based on recent key news: On January 20, Chinese customs suspended the entry of NVIDIA's H200 chips, causing related suppliers to halt production and affecting NVIDIA's market expectations. NVIDIA originally planned to secure over 1 million orders from Chinese customers, and suppliers had been operating continuously in hopes of starting shipments as early as March. This event put pressure on NVIDIA's stock price, which fell 0.44% on January 20. Source: Zhitong Finance On January 21, NVIDIA invested $150 million in AI startup Baseten, demonstrating its active layout in the AI inference field. This move may enhance NVIDIA's long-term competitiveness in the AI market and boost market confidence. Source: Jinshi Data On January 19, Moody's upgraded NVIDIA's senior unsecured bond rating to AA1 with a positive outlook. This rating upgrade reflects the market's recognition of NVIDIA's financial stability and may have a positive impact on its stock price. Source: The Wall Street Journal AI chip market competition intensifies, caution is needed. Taiwan Semiconductor Manufacturing Company (TSMC) rose 1.75% in after-hours trading. Based on recent key news: On January 20, Deutsche Bank raised TSMC's target price to NT$2200, showing market confidence in its future growth potential, driving the stock price up. Source: Zhitong Finance On January 20, TSMC's stock price frequently hit new highs after its earnings call, rising for three consecutive trading days, reflecting the market's optimistic expectations for its performance. Source: Wall Street Insight On January 19, a FactSet survey showed that analysts generally raised TSMC ADR target prices, reflecting the market's recognition of its technological leadership. Source: FactSet The investment value of Taiwanese stocks is highlighted, attracting foreign capital attention