#分享美股交易赢英伟达股票 Hot Stocks and Sector Analysis

Industry Sector Performance
Declining sectors: Semiconductors (-8%), Software Infrastructure (-4%), Internet, Consumer Electronics, Automotive Manufacturing (Tesla-related), Semiconductor Equipment and Materials, Cement, Communication Equipment, etc.
Leading sectors: Reinsurance, Household and Personal Goods, and other traditional industries saw slight gains.
Top Stocks Technical Analysis
SOXL (Semiconductor ETF): Gapped down sharply at open, support zone was strongly broken, any rebound is an exit opportunity, strictly avoid bottom-fishing at high levels.
Micron: As a recent leader, it gapped down significantly due to market drag. When unable to rebound, exit is advised. The optimistic scenario is sideways consolidation at high levels; the pessimistic scenario is further decline.
Arm: Shows head and shoulders top or rounded top pattern, after sideways trading at high levels, it broke down, confirmed as a sell signal.
Qualcomm: Broke below the neckline and small head and shoulders top pattern, a clear negative signal, next support is around 190.
Tesla: Broke support area, theoretically should reduce positions. Although not purely a chip stock, it followed the decline due to risk-sensitive capital sentiment. If it refuses to rebound, reduce holdings.
Nvidia: Broke key support level, with further downside risk. Support below is around 195; if bears are strong, there could be a 20% or greater decline. Do not buy the dip lightly.
Apple: Slower decline but confirmed as a sell point, showing head and shoulders top pattern. Watch support around 305.
The biggest impact of this non-farm payroll data is not employment itself, but that it reignited market concerns about “higher interest rates and maintaining high rates for longer.” The AI industry trend remains strong; the mass production of HBM4 and the advancement of the Vera Rubin platform demonstrate that industry prosperity is still improving. However, from a market perspective, we are now in a phase where fundamentals continue upward but valuations are beginning to adjust downward.
Key indicators to watch in the next 2-3 weeks: Will US Treasury yields continue to rise? Can Nvidia hold its key support? Will the Nasdaq regain its previous platform? The latest statements from Federal Reserve officials regarding rate hike expectations.
Until the trend becomes clearer again, controlling positions and holding cash are more important than market predictions. $NAS100 $NVDA