Mixed Market with Notable Declines in NIO and NVIDIA
Market Watcher12-01
On December 1, 2025, the U.S. stock market opened with mixed performance. The Cboe Volatility Index rose significantly by 10.70%, indicating increased market uncertainty.
In terms of industry sectors, Chinese education stocks and popular Chinese stocks showed strong performance, with New Oriental Education & Technology rising 3.71% and NetEase up 3.87%. Conversely, U.S. semiconductor stocks experienced declines, with NVIDIA down 1.31% and Intel falling 0.99%.
NVIDIA saw a decline of 1.31% following news that SoftBank's Masayoshi Son sold all of his NVIDIA shares to fund investments in AI, including OpenAI. This move was driven by the need to finance data center projects, despite Son's reluctance to sell.
NIO Inc. experienced a drop of 3.09% despite reporting a 76.3% year-over-year increase in vehicle deliveries for November 2025. The company delivered 36,275 vehicles, reflecting strong growth and market demand for its electric vehicles.
Tesla Motors fell 0.67% as the company reported mixed registration figures in Europe for November, with significant declines in France and Denmark but a notable increase in Norway.
XPeng Inc. decreased by 2.66% despite reporting a 19% year-over-year increase in vehicle deliveries for November 2025, with 36,728 vehicles delivered.
Li Auto dropped 2.58% after announcing a record delivery of 33,181 vehicles in November 2025, highlighting strong market performance and production outlook.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.