技術和加密貨幣迅速​​集會

包括NASDAQ：NVDA），高級微型設備（NASDAQ：AMD）和Meta平台（NASDAQ：META）在內的領先的技術名稱，隨著更廣泛的市場飆升，其穩定增長。

A Monday rally in tech and crypto stocks was fueled by the prospect of a softened tariff stance from President Trump, while Super Micro Computer (NASDAQ:SMCI) faced selling pressure following a Goldman Sachs downgrade.

特朗普總統的關稅立場的前景激發了星期一的技術和加密股票，而超級微型計算機（納斯達克股票代碼：SMCI）在降級高盛後面臨銷售壓力。

Tech Stocks Climb on Tariff Optimism

科技股對關稅的樂觀興趣攀升

Leading tech names, Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and Meta Platforms (NASDAQ:META), all saw substantial gains as the broader market surged.

領先的科技名稱，NASDAQ：NVDA），高級微型設備（NASDAQ：AMD）和Meta平台（NASDAQ：META），隨著更廣泛的市場的增長，所有這些都看到了很大的增長。

Investors responded to reports suggesting President Trump may take a less aggressive approach to tariffs, mitigating worries of increased trade tensions that could impact tech giants.

投資者對報告的回應表明，特朗普總統可能對關稅採取不太積極的態度，從而減輕了增加貿易緊張局勢的擔憂，這可能會影響科技巨頭。

President Trump's administration has been placing significant tariffs on goods from China and other countries as part of its trade strategy. However, recent reports indicate a potential shift in the administration's stance, which could soften the blow of tariffs on companies and consumers.

特朗普總統的政府一直對中國和其他國家的商品徵收大量關稅，這是其貿易戰略的一部分。但是，最近的報告表明，政府的立場可能會發生變化，這可能會減輕對公司和消費者的關稅的打擊。

Crypto Stocks Rally with Bitcoin’s Rise

加密股票隨著比特幣的崛起而集會

Crypto-related stocks also encountered strong buying activity as Bitcoin (BTC) rose to new highs.

隨著比特幣（BTC）上升到新高點，與加密相關的股票也遇到了強大的購買活動。

The surge in Bitcoin prices sparked optimism within the crypto sector, driving bullish sentiment into these equities.

比特幣價格上漲激發了加密貨幣領域的樂觀情緒，將看漲的情緒推向了這些股票。

As cryptocurrencies continue to experience volatility and price fluctuations, investors are closely monitoring these trends and their implications for related stocks.

隨著加密貨幣繼續經歷波動和價格波動，投資者正在密切監視這些趨勢及其對關聯股的影響。

Super Micro Computer (SMCI) Slumps on Goldman Sachs Downgrade

高盛降級的超級微型計算機（SMCI）跌倒

Conversely, Super Micro Computer (SMCI) faced heavy selling pressure after Goldman Sachs downgraded the stock from “Neutral” to “Sell”.

相反，在高盛將股票從“中性”下調為“賣出”之後，超級微型計算機（SMCI）面臨著巨大的銷售壓力。

The firm, which slashed its 12-month price target from $40 to $32, also had the following observations:

該公司將其12個月的目標目標從40美元削減到32美元，也有以下觀察結果：

"We are downgrading SMCI to Sell from Neutral and slashing our 12-month price target to $32 (previous:$40). Despite trading down 24% YTD and MSI's recent upbeat commentary, we believe the stock is still richly valued at 36x our new 24E EPS estimate (vs. an historical P/E multiple of 22x). We also see limited upside potential from here, especially considering the challenging macroeconomic outlook and potential slowdown in the Cloud build-out. Although SMCI is a best-in-class company with a strong technical capability and a leading presence in the high-end server market, we prefer to rotate to stocks with more attractive valuations and/or relative P/E growth. In addition, we view the risk/reward as skewed to the downside given the potential for macro weakness to impact SMCI's revenue in 2H23."

“我們正在降級SMCI從中性和將我們的12個月目標銷售價降至32美元（以前：40美元）。儘管交易了24％YTD和MSI最近的樂觀評論，我們的股票仍然價值36倍，仍然估價為新的24E EPS估計，這是MACRO的22倍數，尤其是Engose of 22 x），尤其是Explood。雲的建設放緩。

Key Takeaway

關鍵要點

Tech and crypto stocks enjoyed a strong rally on Monday, driven by expectations of a softened tariff stance from President Trump, and a surge in Bitcoin prices, respectively. However, Super Micro Computer faced heavy selling pressure as Goldman Sachs downgraded the stock and slashed its price target, citing overvaluation and macroeconomic concerns. Investors will be closely watching for further developments on tariff policies and crypto market trends, which could drive continued volatility in these sectors.

Tech和Crypto Stocks在周一享有強大的集會，這是由於特朗普總統的關稅立場的期望和比特幣價格的漲幅。然而，由於高盛降低了股票並削減了目標目標，因此超級微型計算機面臨著巨大的銷售壓力，理由是高估和宏觀經濟問題。投資者將密切關注有關關稅政策和加密市場趨勢的進一步發展，這可能會導致這些部門的持續波動。