GPU/CPU Sector Broadly Declines During Regular Hours, CBRS Falls Over 3%

During regular trading hours on September 23, the GPU/CPU sector faced comprehensive selling pressure, with all major component stocks declining and market sentiment clearly weakening. As of press time, CBRS led the sector lower by over 3%, trading at $205.81 with a decline of 3.11%; Intel fell 2.73% to $120.48, Broadcom dropped 2.55% to $355.23, Arm declined 2.12% to $326.14, and NVIDIA fell 2.01% to $224.28.

Other chip stocks also failed to escape today's downturn, with AMD down 1.75% at $612.86, Marvell falling 1.70% to $257.90, Qualcomm declining 1.27% to $195.75, and Dell edging down 0.14% to $548.14, showing relative resilience. On the derivative ETF front, leveraged products saw amplified losses, with CBRG plunging 6.03% to $3.67, INTW and AVGX falling 5.44% and 5.23% respectively, while ARMG and NVDL both dropped over 4%, and MVLL declined 3.48%.

Notably, NVDD emerged as the only advancing stock in the sector, rising 1.99% to $29.26, demonstrating some resilience. Overall, the GPU/CPU sector showed clear weakness during today's regular session, with most component stocks declining between 1% and 3%. Investors should closely monitor follow-up trends and industry fundamentals, particularly the sustainability of AI chip demand. Trading volume remained active, indicating significant divergence in capital flows, suggesting short-term volatility may continue.

Sector constituents