AI Selloff in China Deepens on Nvidia Restriction Concerns

The news indicates that the AI selloff in China is deepening amid concerns over Nvidia restrictions, which is a negative short-term catalyst for NVDA. The price has already fallen 5.6% in 24 hours and is trading at 166.04, below the SMA20 (169.61) and SMA50 (181.18), indicating a weak short-term trend. Although RSI14 at 36.6 is approaching oversold territory, there is no reversal signal yet; MACD is negative and very close to the signal line, leaving momentum uncertain. Restriction news could sustain selling pressure due to China revenue exposure, but oversold conditions may limit sharp declines. Therefore, a slightly bearish but cautious outlook is appropriate for the next 1-3 days.

AMD advanced 15.8% within a 24‑hour period, pushing its Relative Strength Index (RSI) above 70 and entering overbought territory—an indicator that short‑term profit‑realization could be forthcoming. The AI sales wave in China and concerns over Nvidia restrictions may dampen risk appetite in the semiconductor sector, potentially weighing on AMD as well. Technical analysis shows the MACD remains in positive territory but is trading very close to its signal line, suggesting momentum may be weakening. The stock is still above both the 20‑period and 50‑period simple moving averages, supporting the medium‑term trend, yet short‑term news‑driven selling pressure could emerge. Given the prevailing bullish trend, any bearish signal should be approached with caution.

The news reports that the AI selloff in China has deepened amid concerns over Nvidia restrictions; such geopolitical/export restriction themes could dampen risk appetite in the semiconductor sector in the short term. TSM's price rose 4.25% in 24 hours, closing near its SMA20 (405.2), with an RSI of 54, not in overbought territory; this leaves room for a news-driven correction. However, the MACD (4.25) is below its signal line (5.27) and momentum is weakening, indicating that an upward breakout has not yet been confirmed. Although holding above the SMA50 (392) supports the medium-term trend, in the short term, news flow increases downside risk. Nevertheless, since TSM's direct exposure to China AI sales is limited, the impact is expected to remain moderate, creating mild pressure rather than a sharp selloff.

BABA shares fell sharply by more than 10% in 24 hours to 94.36, with RSI14 at 18 placing it in oversold territory. MACD is negative and below the signal line, and the price is clearly below SMA20 and SMA50; the short-term trend is weak. An AI selloff in China and Nvidia restriction concerns could weigh on risk appetite for tech-heavy Chinese stocks, creating additional selling pressure on BABA. However, oversold conditions may set the stage for short-term rebound buying; therefore, confidence in the downside should be kept limited. Uncertainty in the news flow and geopolitical headlines could increase volatility.