Tech Stocks Mein Bhari गिरावट
US government ne jab se Nvidia Corp. chips ke China export pe naye restrictions lagaye hain, tab se technology stocks mein bhari giravat dekhi ja rahi hai. ASML Holding NV ki disappointing report ne bhi semiconductor sector ke outlook ko aur bhi dim kar diya hai. In dono companies ki market value mein $155 billion ka nuksan hua hai.
Nvidia Aur ASML Ko Laga Jhatka
Nvidia ke shares 7.1% tak gir gaye kyunki company ne $5.5 billion ke charges ki warning di hai. Dutch chip-equipment maker ASML ke shares bhi 7.6% tak niche aa gaye. Semiconductor stocks ki selloff ne pichle teen mahino mein $2 trillion ki market capitalization ko ghuma diya hai.
Trump Administration Ka Faisla
President Donald Trump ki administration ne Nvidia ko apne H20 chip China mein sell karne se rok diya hai. Yeh Washington aur Beijing ke tech battle ka ek naya chapter hai. ASML ke orders expectations se kam rahe, jisse investors ki chinta aur badh gayi. Company ne kaha ki use abhi tak tariff announcements ke impact ka andaza nahi hai.
Experts Ki Rai
Quilter Cheviot ke technology analyst Ben Barringer kehte hain, “ASML ne revenue mein achha perform kiya, lekin investors निराश hain kyunki uncertainty ke daur mein aise results punish hote hain.” Nvidia chips pe export restrictions se tech CEOs ke sar aur dard badh gaya hai.
Global Impact
Yeh latest developments dikhate hain ki tariffs ka global companies pe kitna bura asar ho raha hai. ASML ke girne se Europe ke semiconductor industry peers bhi dabav mein aa gaye, Stoxx 600 Technology Index 2.2% down chala gaya. Trump ke trade war ke chalte economists worldwide GDP growth forecasts ko kam kar rahe hain. Smartphone demand se lekar computing tak, sab kuch isse प्रभावित ho raha hai.
AI Demand Mein Slowdown?
Analysts sawal kar rahe hain ki kya Microsoft Corp. aur Meta Platforms Inc. jaisi badi tech firms 2025 mein Nvidia chips utni hi speed se buy karengi. ASML ki bookings mein expected se zyada giravat ne AI demand mein slowdown ki chintaon ko aur badha diya hai. Ab investors ki nazar Taiwan Semiconductor Manufacturing Co. ke results par hai.
Market Selloff
Semiconductor firms economic cycles ke प्रति highly sensitive hain, aur is saal market selloff ka sabse zyada nuksan unhe hi uthana pada hai. Philadelphia Semiconductor Index 2025 mein kareeb 20% gir gaya hai, jabki S&P 500 mein 8% ki giravat dekhi gayi hai.
China Ke Liye Chinta
China ke liye yeh restrictions ek badi chinta ka vishay hain kyunki global tech hardware tak uski pahunch aur mushkil ho jayegi. Advanced chips aur equipment ka export China mein pehle hi ban hai, aur H20 ek scaled-down product hai.
Tech Stocks Mein गिरावट
US-listed Chinese tech stocks mein bhi giravat dekhi gayi, Alibaba Group Holding Ltd. 2.2% aur Baidu Inc. 1.5% down raha. Dusri taraf, China technology mein self-reliant banne ki koshish kar raha hai, lekin uski companies abhi bhi Nvidia jaise global leaders se pichhe hain.
China Ki Innovation
Kuch Chinese hardware stocks regional sector declines ke bawajood teji mein rahe, Hua Hong Semiconductor Ltd. Hong Kong mein 0.6% up aur Advanced Micro-Fabrication Equipment Inc. Shanghai mein 2.5% up raha. Union Bancaire Privee ke managing director Vey-Sern Ling kehte hain, “China mein AI innovation boom kar rahi hai aur H20 ban isse nahi rukega, balki China domestic chips ka use badh sakta hai.”
