Introduction
The US exchanges experienced significant losses on Wednesday, particularly in the technology sector, which heavily burdened the markets. This development has considerable implications for private investors, as it may herald downward movements in related securities in Germany and Europe.
Main Reasons for the Losses
- Weak Order Intake at ASML: The world’s largest chip machine manufacturer ASML reported unexpectedly weak order intake, negatively affecting sentiment in the semiconductor sector.
- Tightened Export Restrictions for AI Chips to China: The US government tightened restrictions on the export of AI chips to China, which particularly impacted Nvidia and AMD. Nvidia may face billions in losses, while AMD could suffer losses of up to $800 million.
Impact on the Stock Markets
- Nasdaq 100: The Nasdaq 100, which is heavily influenced by technology stocks, fell by about 2.21% to 18,414.12 points.
- Dow Jones Industrial: The Dow Jones declined by 0.80% to 40,044.72 points.
- S&P 500: The broad market S&P 500 lost 1.42% and closed at 5,319.73 points.
Outlook for Private Investors
These developments could affect private investors in Germany and Europe, as they may indicate similar downward movements in technology stocks in Europe. Investors should brace for potential risks and opportunities in the technology sector and adjust their investment strategies accordingly.
Potential Effects on the European Market
- Technology Stocks: European technology stocks could also be influenced by global market trends, particularly concerning semiconductor and AI technologies.
- Economic Uncertainty: Economic uncertainty due to trade restrictions and political decisions can lead to increased volatility in the markets, prompting investors to adopt a cautious investment policy.
Overall, the losses in the US technology sector show that investors need to pay attention to global market trends and political decisions to effectively adjust their investment strategies.