All stocks fell sharply in the early morning! Trump’s big announcement! U.S. chip and “optical” stocks plummeted

All stocks fell sharply in the early morning! Trump’s big announcement! U.S. chip and “optical” stocks plummeted.

The “AI selling wave” continues to spread. Last night and this morning, U.S. technology stocks fell sharply across the board, dragging down the Nasdaq Composite Index to close sharply lower. Semiconductor, storage, and optical communications concept stocks collectively fell sharply.

The Philadelphia Semiconductor Index fell by more than 4%, and SanDisk plunged by more than 12%. In terms of news, the conflict between the United States and Iran continues to escalate, international oil prices have surged, and market expectations for the Federal Reserve to raise interest rates have further increased.

Federal Reserve Governor John Waller said on Monday that policymakers may need to raise interest rates in the near future if underlying inflation continues to indicate widespread price pressures. According to U.S. news on the 13th, U.S. President Trump has officially notified Congress that the war in Iran has resumed.

In addition, Trump also posted on the social media platform "Real Social" that the United States will re-implement a "blockade against Iran." The U.S. Central Command stated that the U.S. military launched its third consecutive night of air strikes against Iran at 4:45 pm Eastern Time on July 13. U.S.

chip stocks fell across the board On July 13, Eastern Time, the three major U.S. stock indexes fell across the board. As of the close, the Nasdaq fell 1.55%, the S&P 500 fell 0.79%, and the Dow fell 0.26%.

Large technology stocks rose or fell, with Microsoft rising 1.53%, Amazon rising 0.80%, and Apple rising 0.63%; SpaceX fell more than 4%, Nvidia and Tesla fell more than 3%, and Google and Meta fell more than 1%. U.S. chip stocks collectively fell sharply.

The Philadelphia Semiconductor Index fell 4.78%, Arm fell more than 7%, Intel fell more than 6%, Lam Group and ON Semiconductor fell more than 5%, Micron Technology, AMD, Applied Materials, and Texas Instruments fell more than 4%, and Broadcom and ASML ADRs fell more than 3%.

Storage concept stocks also fell sharply across the board, with SanDisk falling more than 12%, SK Hynix ADR falling more than 9%, Seagate Technology falling more than 5%, and Western Digital falling more than 4%. Optical communication concept stocks generally fell.

Astera Labs fell by more than 12%, Credo Technology fell by more than 8%, Marvell Technology fell by more than 7%, Applied Optoelectronics fell by more than 6%, Corning and Lumentum Holdings fell by more than 4%. On the news, U.S.

President Trump announced that he would resume the blockade of Iranian ports, marking a further escalation of the U.S.-Iran conflict, driving international oil prices to rise sharply, and dampening market risk appetite.

The settlement price of WTI crude oil futures closed sharply up 9.42% at US$78.14/barrel; the settlement price of Brent crude oil futures closed at US$83.30/barrel, an increase of 9.59%. The sharp surge in oil prices has further boosted market expectations for the Federal Reserve to raise interest rates.

Meanwhile, Federal Reserve Governor Christopher Waller said on Monday that policymakers may need to raise interest rates in the near term if underlying inflation continues to indicate widespread price pressures.

"If core inflation surges again this week, the FOMC will need to consider tightening monetary policy in the near term," Waller said in a speech prepared for an event in New York on Monday. Waller emphasized that the U.S. economy is in good shape, the labor market is stable, and consumer demand remains resilient.

However, he also pointed out that inflationary pressures caused by tariffs, energy prices and artificial intelligence infrastructure construction have brought monetary policy to a "crossroads." "No matter how you look at it, and whichever metric you use, inflation is rising this year," Waller said.

"Right now, I'm worried about the pace of core inflation that remains elevated." He also said he would need to see several months of declining core inflation data to believe prices are moving in the right direction. The above outcome is still a reasonable expectation, and in this case he will support keeping interest rates unchanged.

Federal Reserve Chairman Kevin Warsh will appear before Congress for semiannual hearings on Tuesday and Wednesday. By then, lawmakers are expected to focus on asking about the impact of the U.S.-Iran conflict on inflation and the monetary policy path the Federal Reserve may take in the future.

LSEG data shows that the market has already priced in expectations of at least a 25 basis point interest rate hike before the end of the year.

Trump announces 20% shipping fee across the Strait According to CCTV News, on July 13, local time, Trump posted on the social media platform "Real Social" that the Strait of Hormuz is currently open and will continue to remain open regardless of Iran's participation or not.

The United States will reimpose the "Iran Blockade," which would restrict entry and exit of the Strait of Hormuz only to Iranian ships or customers, leaving all other countries with fair and open access to the strait.

He also said that the United States will charge a 20% fee for all goods transported through here, and relevant processes and deployment work will be started immediately. The Joint Maritime Information Center, supervised by the U.S. Navy, stated that the U.S.

military will begin to implement a naval blockade of all Iranian ports and Iranian coastal areas at 20:00 GMT on July 14 (4:00 a.m. Beijing time on the 15th). The blockade will not impede transit passage of neutral vessels through the Strait of Hormuz to or from non-Iranian destinations. The U.S. Central Command stated that under the instruction of U.S.

President Trump, the U.S. military launched the third consecutive night of air strikes against Iran at 4:45 pm Eastern Time on July 13. U.S. Central Command stated that the operation will continue to impose a heavy price on the Iranian armed forces and weaken its ability to attack innocent civilians and commercial shipping in the Strait of Hormuz.

On July 13, local time, a spokesman for the Hatam Anbia Central Command of the Iranian Armed Forces stated that the United States’ repeated adventures and bad behaviors seriously threaten the management of the Strait of Hormuz, regional security, international trade, and the passage of oil tankers and merchant ships.

Iran will never allow the United States to interfere in the management of the Strait of Hormuz.

The spokesman said that the Iranian armed forces will severely crack down on any behavior caused by the US military that interferes with and destabilizes the passage of merchant ships and oil tankers, especially those that deviate from the established routes without Iranian authorization.

The Iranian Embassy in the UK said on social media on the 13th that the southern channel of the Strait of Hormuz is "unsafe, unreliable and accident-prone." The Iranian Embassy in the UK said that "acts of military aggression" such as the US attack on Iranian ports have turned the Strait of Hormuz into a highly tense and high-risk area. (

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