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成交额TOP 20 | 苹果、英伟达涨超3%;三季度交付量不及预期,特斯拉跌超8%

Turnover TOP 20 | Apple Inc and NVIDIA Corp rose by more than 3%; delivery volume in the third quarter fell short of expectations, while Tesla, Inc. fell by more than 8%

環球市場播報 ·  Oct 4, 2022 07:42

On Monday, Tesla, Inc., the champion of US stock turnover, closed down 8.61%, with a turnover of US $23.76 billion; Apple Inc, the second place, closed up 3.08% with a turnover of US $16.04 billion; and the fourth place, Yingweida, closed up 3.07% with a turnover of US $6.78 billion.

In the early morning of the 4th Beijing time, US stocks closed higher on Monday. U. S. bond yields fell, prompting major stock indexes to rebound after plunging in September. The market continues to pay attention to the Fed's monetary policy. Rumors of OPEC+ production cuts pushed up the price of crude oil. Credit Suisse is on the verge of bankruptcy and could be the next Lehman Brothers.

The Dow rose 765.38 points, or 2.66%, to 29490.89; the Nasdaq rose 239.82, or 2.27%, to 10815.43; and the S & P 500 rose 92.81, or 2.59%, to 3678.43.

Treasury yields fell sharply on Monday. The yield on two-year US Treasuries fell about 19 basis points to a record low of 4.0290 per cent. The yield on the five-year Treasury note fell 30 basis points to 3.874%. The yield on the 10-year Treasury note fell more than 24 basis points to a record low of 3.5655%. The yield on 30-year Treasuries fell about 12 basis points to a record low of 3.6351 per cent.

At one point last week, the yield on the US 10-year Treasury note exceeded 4 per cent.

"it's pretty simple now," said Tavis McCourt, an analyst at Raymond James. "if the yield on the 10-year Treasury rises, the stock market is likely to continue to be under pressure. When yields on government bonds fall, the stock market will rise. "

On Monday, the US ISM manufacturing index hit a nearly two-and-a-half-year low in September, close to complete stagnation.

The champion of US stock turnover on Monday$Tesla (TSLA.US)$It closed down 8.61%, the biggest one-day decline in nearly four months, with a turnover of US $23.76 billion.Tesla, Inc. received a lot of news over the weekend, including AI Day 2022, delivery data for the third quarter, and production expansion plans for the fourth quarter and next year. However, news too much to dominate the screen does not mean it is recognized by investors, and Tex Latin American stocks fell sharply against the trend on Monday.

Tesla, Inc. officially unveiled a prototype of humanoid robot Prime Optimus at the much-anticipated "AI Day" held on Friday night EST. Musk, chief executive of Tesla, Inc., said Tesla, Inc. 's goal was to mass produce an "extremely powerful" robot at a cost of about $20, 000.

Tesla, Inc. released delivery figures for the third quarter of 2022 on Oct. 2, with delivery of 343830 vehicles, a record high, but below Wall Street expectations of about 358000. Tesla, Inc. blamed logistics for the lower-than-expected delivery and pointed out that many vehicles were "still in transit".

Analysts pointed out that although Tesla, Inc. 's delivery data set a new record in the third quarter, the lower-than-expected figure may not be enough to support Tesla, Inc. 's share price in the coming weeks.

After Tesla, Inc. released the latest delivery data, JPMorgan Chase & Co held a "bearish" attitude towards Tesla, Inc.. "We remain vigilant about Tesla, Inc. 's valuation and continue to believe that it will fall significantly relative to our target price (- 42 per cent)," said Ryan Brinkman, an analyst at JPMorgan Chase & Co. "the disadvantages include the intensification of competition over time, less and less difference from traditional carmakers, and may face valuation compression in the future."

JPMorgan Chase & Co analysts set Tesla, Inc. 's target price at $153and maintained his "sell" rating.

Second place$Apple (AAPL.US)$It closed 3.08% higher, with a turnover of $16.04 billion.An Italian court withdrew an antitrust fine of 173 million euros on Apple Inc and Amazon.Com Inc. Apple Inc announced on Monday that his Apple Music music platform had 100 million songs.

Morgan Stanley reported that the data showed that Apple Inc App Store's revenue fell by about 5 per cent in September, the biggest decline in the business since the bank began modeling the data in 2015. 'The App Store business has declined in markets including the United States, Canada and Japan, 'Morgan Stanley analyst Erik Woodring wrote in a report Monday. The main reason for the decline was revenue from games, which fell 14 per cent in September, according to data. 'users of Apple Inc may spend less because of economic concerns, 'Woodring wrote. Analysts also expect sales in Alphabet Inc-CL C's App Store Valley to decline.

No. 4$NVIDIA (NVDA.US)$It closed 3.07% higher, with a transaction of $6.78 billion.According to reports, NVIDIA Corp Company intends to do the same thing as Apple Inc Company, and they rejected Taiwan Semiconductor Manufacturing Co Ltd's plan to raise prices in 2023. Industry insiders said Taiwan Semiconductor Manufacturing Co Ltd would further raise the contract price next year, by about 6 to 9 per cent, depending on the process, but the rate of increase later disclosed was reduced to 3 per cent.

Bank of America on Monday reiterated its "buy" rating on semiconductor companies such as NVIDIA Corp, Maywell Technology, AMD and Broadcom Ltd. Despite investor concerns, these companies are likely to benefit from increased spending on cloud computing, the investment bank said.

No. 5$Amazon (AMZN.US)$It closed 2.55% higher, with a turnover of $5.85 billion.An Italian court withdrew an antitrust fine of 173 million euros on Apple Inc and Amazon.Com Inc.

BofA on Monday cut its share price target for Amazon.Com Inc and eBay to reflect growing macroeconomic uncertainty and the negative impact of a strong dollar on the company's performance. Although Bank of America Corporation's credit and debit card data showed that US online spending rose 20 basis points in August from a year earlier to 3.5 per cent, that growth lagged behind the bank's expectations for a more explosive growth rate.

No. 6$Advanced Micro Devices (AMD.US)$It closed 4.34% higher, with a transaction of $5.34 billion.

No. 10$Exxon Mobil (XOM.US)$It closed 5.28% higher, with a transaction of $2.16 billion.U. S. crude oil stocks rose on Monday, driven by soaring oil prices. The 12th Western oil company closed up 4.25%, with a turnover of $1.63 billion. Chevron Corp ranked 15th with a 5.61% increase in revenue and a turnover of US $1.45 billion.

16th place$Johnson & Johnson (JNJ.US)$It closed down 0.1% on a turnover of US $1.41 billion.UBS lowered its target price for Johnson & Johnson to $175 from $180.

No. 20$JPMorgan (JPM.US)$It closed 3.23% higher, with a turnover of $1.29 billion.

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

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