Nvidia fallout puts pressure on Chinese internet earnings
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Hang Seng Tech has rallied but remains 60% below 2021 highs; Nvidia turmoil may curb chip access for Chinese AI builders ahead of Tencent, Alibaba earnings.
Directly affected
- NVDA Nvidia
Named in this report.
- TCEHY Tencent (HKG: 0700)
Named in this report.
- TME Tencent Music Entertainment Group
Named in this report.
- BABA Alibaba Group Holding
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- KWEB KraneShares CSI China Internet ETF
KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “alibaba” (Chinese tech) in this story.
- QQQ Invesco QQQ
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- FXI iShares China Large-Cap ETF
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“chinese”).
- EWH iShares MSCI Hong Kong ETF
iShares MSCI Hong Kong ETF holds stocks listed in Hong Kong, which this story is about (“hang seng”).
- AVGO Broadcom
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- ASML ASML Holding N.V
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NVDA | +12.42% | +1.63% | base | after close | after close | after close | after close |
| TCEHYNon-US listing (OTC); price checks may stay empty | — | — | — | — | — | — | — |
| TMEPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| BABAPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| SMH | -7.61% | -3.62% | base | after close | after close | after close | after close |
| SOXX | -11.91% | -5.47% | base | after close | after close | after close | after close |
| KWEBPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| QQQPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| FXI | +4.36% | +2.79% | base | after close | after close | after close | after close |
| EWHPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| AVGO | -19.45% | -8.83% | base | after close | after close | after close | after close |
| ASML | -4.85% | +0.72% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Nvidia fallout puts pressure on Chinese internet earnings Briefs Finance
Source: Briefs Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| ASML | three days earlier | +0.72% | final price |
| ASML | five days earlier | -4.85% | final price |
| AVGO | three days earlier | -8.83% | final price |
| AVGO | five days earlier | -19.45% | final price |
| FXI | three days earlier | +2.79% | final price |
| FXI | five days earlier | +4.36% | final price |
| NVDA | three days earlier | +1.63% | final price |
| NVDA | five days earlier | +12.42% | final price |
| SMH | three days earlier | -3.62% | final price |
| SMH | five days earlier | -7.61% | final price |
| SOXX | three days earlier | -5.47% | final price |
| SOXX | five days earlier | -11.91% | final price |
Congressional trades in the stocks in this story
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 21 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 37 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 42 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 13 Oct 2026. That is 31 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 50 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 21 days before publication. Filed 28 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid “Nvidia fallout puts pressure on Chinese internet earnings” looks
12 out of 100
“Nvidia fallout puts pressure on Chinese internet earnings” scores 12 out of 100. The score uses 1 sources.