If you can witness Nvidia's glory breaking through the clouds, you have to survive its ups and downs.
Nvidia fell nearly 8%.
Google fell nearly 4%.
Amazon fell nearly 9%.
Apple fell more than 9%.
Dell Technologies fell nearly 19%.
Marvell Technology fell 12%.
Broadcom fell more than 10%.
TSMC fell more than 7%.
Micron Technology fell more than 16%.
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This is the second day after the Trump administration announced the new tariff policy. The performance of US stocks related to AI is really a miracle day. As the ace company at the center of this round of AI wave, Nvidia cannot be immune. On the night of April 3, 2025 alone, the total market value of the seven US technology giants lost more than $1 trillion.
Nvidia's supply chain is also closely related to the Chinese market. Chip packaging, testing, and the production and assembly of some components are inseparable from the Chinese market. However, the tariff in the Chinese market is as high as 34%, which is simply adding fuel to the fire for Nvidia's Chinese supply chain.
If Nvidia continues to choose China's supply chain, the additional tariffs will increase the cost of importing components or products from China. This may cause Nvidia to increase product prices or seek alternative suppliers. If Nvidia adjusts and reorganizes its supply chain, it will not be an easy task.
In the face of the new tariff policy, Nvidia CEO Huang Renxun said that the company plans to purchase hundreds of billions of dollars worth of electronic products in the United States in the next four years, aiming to transfer part of the supply chain from Asia to the United States to reduce its dependence on Chinese manufacturing. But at least for now, it is a big challenge for Nvidia's supply chain. After all, the cost and construction cycle of the new supply chain are the primary issues to consider.
Capital is profit-seeking, and short selling can also make money, not to mention that this is a bad news. Seeing Nvidia fall from its high of $153 in 2025, and there seems to be no trend of stabilization. Competition in the AI market has reached a white-hot stage. It is easy for Nvidia to continue to consolidate its GPU dominance. Not to mention that it has to take countermeasures against tariffs.
Which company does not have ups and downs in the process of development? This decline may be a good opportunity for retail investors. Once they wait for stabilization before intervening, they may increase their investment returns.
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