US stocks close | On the "non-farm day", US stocks plummeted, with the Nasdaq down 2.55%, and NVIDIA down more than 4%; US bonds surged, with Brent oil hitting a nearly three-year low.
The poor non-farm payroll data in August may lead the Fed to support a significant interest rate cut. The S&P fell 1.7% for the week, dropping over 4%, while the Dow fell 1% for the week, dropping nearly 3%, and the Nasdaq fell 2.6% for the week, dropping 5.8%, entering a technical consolidation phase.
Taiwan Semiconductor Options Spot-On: On September 6th, 126.84K Contracts Were Traded, With 1.65 Million Open Interest
On September 6th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 126.84K options for the day, of which put options accounted for 45.81% of the total
Shares of Semiconductor, Hardware and AI-linked Stocks Are Trading Lower as the Sector Continues to Pull Back. Chip Stocks May Also Be Down in Sympathy With Broadcom, Which Fell After Reporting Earnings.
TSMC's Arizona Trials Match Productivity of Its Taiwanese Plants, Bloomberg Reports
Express News | Kyushu Financial predicts that Taiwan Semiconductor and other chip manufacturers will bring $80 billion investment to Kumamoto Prefecture.
Goldman Sachs: US technology stocks have no "valuation risk", but have "concentration risk", and it is recommended to diversify investments.
Goldman Sachs believes that the fundamentals of technology stocks are strong, and the valuation of the AI industry is much lower than that of other bubble periods. However, the concentration of technology stocks is currently the highest in decades. In history, if other fast-growing companies emerge and outperform the market, the returns of leading companies usually turn negative.