The U.S. stock market experienced dramatic fluctuations on Monday, with all three major indices dropping significantly, each down over 2%. In this wave of market turmoil, NVIDIA (stock code: NVDA), a leader in the artificial intelligence sector, stood out with its stock price falling nearly 9%, closing at $114.06, and dipping more than 10% at one point during the day. This decline reduced NVIDIA's market capitalization to $2.78 trillion, representing a decrease of approximately $900 billion from its peak of $3.66 trillion earlier this year. On that single day, NVIDIA's market value evaporated by $265 billion, prompting a strong market reaction.

（Source: uSMART HK）

Mizuho analyst Jordan Klein noted in a media interview that this round of declines is a continuation of last week's market trends, describing the adjustment as a "cooling off" of AI-related trading. He further explained that statements from Trump regarding increased tariffs have exacerbated market panic, leading to an overall pullback and causing investors to reassess their risks.

Since the turmoil triggered by DeepSeek in the chip industry, NVIDIA's market value has cumulatively dropped by $708 billion, undoubtedly affecting investor sentiment. Nevertheless, NVIDIA's executives stated that the company will benefit from the growing demand for reasoning AI as this sector develops. Last week, NVIDIA reported a revenue increase of 78% year-over-year, reaching $39.33 billion, with all performance metrics exceeding analyst expectations, which somewhat alleviated market concerns.

Investors are optimistic about NVIDIA's future growth prospects in the AI sector, particularly due to demand from a few large cloud computing companies, which account for about half of NVIDIA's data center revenue. CEO Jensen Huang indicated during the earnings call that the company has resolved issues related to its latest Blackwell chip and predicted a solid performance in the next quarter. He emphasized that the demand pipeline for the Blackwell chip is quite stable, suggesting that future earnings will benefit from this trend.

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After logging into the uSMART HK APP, click on the search icon at the top right of the screen. Enter the stock code, such as "NVDA.US" to access detailed information, trading history, and trends. Click the “Trade” button at the bottom right, select the “Buy/Sell” function, and submit your order after filling in the transaction conditions.

（Source: uSMART HK）