U.S. Stock Market Midday Update
Ascent Solar Tech rose 24.42%, with a 5-day increase of 80.41%, and there have been no significant news recently. Trading is active, with clear capital flow. Considering the sector and industry trends, the stock shows significant volatility, and the specific reasons need further observation.
Stocks with High Trading Volume in the Industry
Nvidia fell 3.17%. Based on recent key news:
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On December 9, U.S. President Trump announced that Nvidia would be allowed to export H200 chips to China, provided that the U.S. government takes a 25% cut from sales. This marks a policy shift, and Nvidia's stock price rose 1.2% in after-hours trading. Source: Reuters
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On December 10, executives from Haiguang Information stated that the entry of H200 into China may intensify competition in the domestic high-end chip market, but the accompanying sales cut raises procurement costs, and market penetration still faces challenges. Source: Jin10 Data
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On December 11, market news reported that Japanese company Datasection would invest $521 million to purchase Nvidia B300 GPU servers, indicating strong international demand. Source: Market news. The technology sector is under pressure, and market volatility is increasing.
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Broadcom fell 2.97%, with increased trading volume. Based on recent key news:
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On December 11, Broadcom is about to announce its financial report, and the market has doubts about its high valuation, with a forward P/E ratio of 42 times, which may face profit-taking pressure. Analysts expect significant growth in its AI business revenue, driving stock price volatility. Source: Wall Street Insights
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On December 11, the EU antitrust regulator did not adequately analyze the risks of Broadcom's acquisition of VMware, leading to uncertainty about its future development in the market. Source: Reuters
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On December 9, JP Morgan expected Broadcom's financial report to exceed expectations, with strong orders for AI networks and custom ASICs, driving market sentiment volatility. Source: JP Morgan report. Technology stocks are experiencing increased volatility, and the return on AI investments is in doubt.
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AMD fell 3.01%, with increased trading volume. Based on recent key news:
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On December 9, AMD CEO Lisa Su stated that the AI industry is not a bubble, emphasizing future chip demand. She pointed out that the AI industry requires a large number of chips, and AMD has reached a cooperation agreement with OpenAI, driving the stock price up.
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On December 10, AMD and Intel were sued for chip inflow into Russian weapons, affecting stock prices. The lawsuit alleges that they failed to prevent chips from being used in Russian missiles, leading to a decline in stock prices.
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On December 11, the market is focused on the Federal Reserve's economic forecast, affecting the stock market. The Federal Reserve will announce its stance on inflation and interest rates, which may impact stock price trends. The demand for AI chips is growing, and market competition is intensifying.
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Stocks with High Market Capitalization in the Industry
TSMC fell 2.63%. Based on recent key news:
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On December 11, TSMC's ex-dividend caused stock price fluctuations. TSMC distributed a cash dividend of 5 yuan per share, resulting in a market value decrease of approximately 129.7 billion yuan, affecting the weighted stock price index which dropped by 40.26 points at the opening, with the stock price turning negative in early trading and trading volume increasing. Source: Zhitong Finance
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On December 10, TSMC's November revenue increased by 24.5% year-on-year. TSMC's consolidated revenue for November was approximately 343.614 billion yuan, a year-on-year increase of 24.5%, indicating strong demand for AI chips and an optimistic market outlook for its future. Source: Wall Street Insight
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On December 10, the Taiwan stock market was influenced by the U.S. stock market's anticipation of a Fed rate cut. The Taiwan stock market rose in early trading due to the U.S. stock market's anticipation of a Fed rate cut, but during the session, it was impacted by Oracle's disappointing earnings report, leading to a sell-off in electronic weighted stocks and fluctuations in TSMC's stock price. Source: Zhitong Finance AI demand is strong, and the market is optimistic
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ASTI

Ascent Solar Tech rose 24.42%; NVIDIA fell 3.17%, with a trading volume of USD 16 billion; Broadcom fell 2.97%, with a trading volume of USD 5.407 billion; AMD fell 3.01%, with a trading volume of USD 3.277 billion; TSMC fell 2.63%, with a market capitalization of USD 1.56 trillion

U.S. Stock Market Midday Update: Ascent Solar Tech Soars 80.41% in 5 Days, Active Trading Attracts Market Attention