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成交额TOP20:传台积电遭苹果等三大客户砍单

Turnover TOP20: Chuantai SMC was cut off by Apple Inc and other three major customers.

環球市場播報 ·  Jul 2, 2022 07:24

Tesla, Inc., the champion of US stock turnover, closed up 1.24% on Friday, with a turnover of US $16.79 billion; the second place Apple Inc Company closed up 1.62% with a turnover of US $9.77 billion; and the third place NVIDIA Corp Company closed down 4.2% to US $8.44 billion.

Beijing time in the early morning of the 2nd, Friday is the first trading day in July and the second half of the year, U. S. stocks closed higher after intraday shocks. Investors continue to focus on focus issues such as soaring inflation, the Fed's aggressive interest rate hike and the recession. Us ISM manufacturing PMI was lower than expected in June.

The Dow rose 321.83 points, or 1.05%, to 31097.26; the Nasdaq rose 99.11, or 0.90%, to 11127.85; and the S & P 500 rose 39.95, or 1.06%, to 3825.33.

Friday is the first trading day in the second half of the year. Us stocks performed poorly in the first half of the year. At present, the S & P 500 is in a bear market, and the Nasdaq is still in a bear market area.

Investors are assessing the possible impact of aggressive interest rate hikes on the economy, given that Fed officials have reiterated their determination to bring price increases back to their target of 2%.

On Friday, the ISM manufacturing purchasing managers' index (PMI) fell to 53 in June, below market expectations of 54.9 and a previous reading of 56.1.

According to European economic data, manufacturing output in the euro zone fell last month for the first time since the first coronavirus pandemic in 2020.

Tesla, Inc., the champion of US stock turnover, closed 1.24% higher on Friday, with a turnover of US $16.79 billion.In the second quarter of this year, Tesla, Inc. experienced his worst quarterly performance ever. Although his wealth has shrunk, Musk, co-founder of Tesla, Inc., is still the richest man in the world, with a fortune of $208.5 billion.

In addition, Musk has not spoken on Twitter for nine consecutive days, the longest period of silence in nearly five years. Musk's Twitter interface shows that his last post was on June 21. As of June 30, Musk had not posted a new tweet for nine consecutive days, his longest silence since October 2017. Market participants speculate that Musk may be in a period of "silence" in buying Twitter.

In second place, Apple Inc Company closed up 1.62%, with a transaction of US $9.77 billion.Analysts at JPMorgan Chase & Co said that despite supply chain problems and macroeconomic conditions, Apple Inc's performance in the quarter to June was likely to exceed Wall Street expectations. In a note to investors, Samik Chatterjee, an analyst at JPMorgan Chase & Co, wrote that he was "not as worried as Wall Street said" about Apple Inc's upcoming earnings report on July 28. Although there may be medium-term risks, he expects Apple Inc's income and earnings per share to be flexible.

In addition, US President Joe Biden announced the list of 17 recipients of the Presidential Medal of Freedom on Friday, including the late Apple Inc co-founder Steve Jobs.

In third place, NVIDIA Corp Company closed down 4.2%, with a turnover of US $8.44 billion.

In fourth place, Amazon.Com Inc closed 3.15% higher, with a turnover of US $7.902 billion. According to reports, Amazon.Com Inc finally made adjustments to make it easy for users to cancel their subscriptions to the "Amazon Prime" service after receiving complaints from a number of consumer groups around the world.

Last April, the European Consumer Organization (BEUC), the Norwegian Consumer Council (NCC) and the Transatlantic Consumer Dialogue (TACD, a forum for consumer organizations in the United States and the European Union) expressed their dissatisfaction with Amazon.Com Inc to the European Commission.

In fifth place, Advanced Micro Devices Inc closed down 3.66%, with a turnover of US $6.46 billion. Recently, several chipmakers, such as AMD, have issued warnings that rising inflation and economic cooling are reducing consumer and business spending, and global chip demand will weaken.

In 11th place, Micron Technology Inc closed down 2.95%, with a turnover of US $2.31 billion. Micron Technology Inc said on Thursday that despite better-than-expected results in the third quarter, the company slashed its revenue target for the fourth quarter and expected the market to "weaken significantly in a very short period of time."

Analysts also believe that the chip market demand has weakened sharply, the memory chip cycle is turning, and the recent price drop is one of the signs.

In 12th place, BABA closed 2.04% higher, with a turnover of US $1.92 billion.

In 14th place, Taiwan Semiconductor Manufacturing Co Ltd closed down 5.81%, with a turnover of US $1.51 billion. With the weak terminal demand for consumer electronics, Taiwan Semiconductor Manufacturing Co Ltd reported that three major customers adjusted their orders, dragging down the stock price performance. According to a report in Taiwan's Electronic Times on July 1, Taiwan Semiconductor Manufacturing Co Ltd, the leader of the chip contract industry, has rarely experienced three major customers adjusting orders at the same time. With the global economic outlook declining and the demand for electronic consumer products cooling, the chip contract industry is beginning to face a wave of order cutting.

Reported that although Taiwan Semiconductor Manufacturing Co Ltd chip foundry quotation rose against the trend, in the semiconductor, electronic supply chain inventory rising tide does not seem to be affected. But recently, it was suddenly attacked by three major customers: in addition to Apple Inc's new iPhone, the target shipment has been reduced by 10%; in terms of personal computers, AMD has also cut 7x6nm craft orders by about 20,000 pieces; and NVIDIA Corp also hopes to postpone the delivery by one quarter because the mining boom has subsided.

On this report, the relevant departments of Taiwan Semiconductor Manufacturing Co Ltd replied that they would not comment on market speculation or rumors.

The following are the 20 most actively traded stocks of the day (by turnover):

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