技术和加密货币迅速​​集会

包括NASDAQ：NVDA），高级微型设备（NASDAQ：AMD）和Meta平台（NASDAQ：META）在内的领先的技术名称，随着更广泛的市场飙升，其稳定增长。

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.

特朗普总统的关税立场的前景激发了星期一的技术和加密股票，而超级微型计算机（纳斯达克股票代码：SMCI）在降级高盛后面临销售压力。

Tech Stocks Climb on Tariff Optimism

科技股对关税的乐观兴趣攀升

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.

领先的科技名称，NASDAQ：NVDA），高级微型设备（NASDAQ：AMD）和Meta平台（NASDAQ：META），随着更广泛的市场的增长，所有这些都看到了很大的增长。

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.

投资者对报告的回应表明，特朗普总统可能对关税采取不太积极的态度，从而减轻了增加贸易紧张局势的担忧，这可能会影响科技巨头。

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.

特朗普总统的政府一直对中国和其他国家的商品征收大量关税，这是其贸易战略的一部分。但是，最近的报告表明，政府的立场可能会发生变化，这可能会减轻对公司和消费者的关税的打击。

Crypto Stocks Rally with Bitcoin’s Rise

加密股票随着比特币的崛起而集会

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

随着比特币（BTC）上升到新高点，与加密相关的股票也遇到了强大的购买活动。

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

比特币价格上涨激发了加密货币领域的乐观情绪，将看涨的情绪推向了这些股票。

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

随着加密货币继续经历波动和价格波动，投资者正在密切监视这些趋势及其对关联股的影响。

Super Micro Computer (SMCI) Slumps on Goldman Sachs Downgrade

高盛降级的超级微型计算机（SMCI）跌倒

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

相反，在高盛将股票从“中性”下调为“卖出”之后，超级微型计算机（SMCI）面临着巨大的销售压力。

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

该公司将其12个月的目标目标从40美元削减到32美元，也有以下观察结果：

"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."

“我们正在降级SMCI从中性和将我们的12个月目标销售价降至32美元（以前：40美元）。尽管交易了24％YTD和MSI最近的乐观评论，我们的股票仍然价值36倍，仍然估价为新的24E EPS估计，这是MACRO的22倍数，尤其是Engose of 22 x），尤其是Explood。云的建设放缓。

Key Takeaway

关键要点

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在周一享有强大的集会，这是由于特朗普总统的关税立场的期望和比特币价格的涨幅。然而，由于高盛降低了股票并削减了目标目标，因此超级微型计算机面临着巨大的销售压力，理由是高估和宏观经济问题。投资者将密切关注有关关税政策和加密市场趋势的进一步发展，这可能会导致这些部门的持续波动。