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成交额TOP20 | 英特尔涨超5%,获以色列32亿美元拨款建厂;蔚来大涨近12%,旗舰豪车ET9亮相

Turnover TOP20 | Intel rose more than 5% and received $3.2 billion funding from Israel to build a factory; NIO surged nearly 12%, and the flagship luxury car ET9 unveiled

Sina Finance ·  Dec 27, 2023 07:22

On Tuesday, Tesla, the number one in terms of US stock turnover, closed 1.61% higher, with a transaction of US$22.24 billion; the second-place ranking Nvidia closed 0.92% higher, with a transaction of US$12.03 billion; and AMD, which ranked third, closed up 2.73% and traded US$6.7 billion.

No. 1 in US stock turnover on Tuesday$Tesla (TSLA.US)$The closing was 1.61% higher, and the transaction was US$22.24 billion. Famous designer Franz von Holzhausen believes that the Cybertruck recently launched by Tesla will attract the market due to its unconventional appearance.

Holzhausen said, “Some people think it's trash, while others treat it as a baby. This car has an angular design because Tesla didn't want to follow when designing a pickup$Ford Motor (F.US)$Wait for the company's steps. Most pickups currently sold on the market are indistinguishable from each other, and Cybertruck is unique compared to other pickups, using a polarized design and stainless steel case, which will attract people who might not have bought a pickup truck to place orders. It's enough to entice people into a market they've never considered.”

According to another report, Tesla rarely participated in e-commerce platform marketing activities, and JD gave away 7 Model 3 usage rights on New Year's Eve.

Second place$NVIDIA (NVDA.US)$The closing was 0.92% higher, and the transaction was $12.03 billion. According to reports, Pelosi, who was ridiculed as the “Capitol Hill Stock God,” took another step and bought Nvidia call options with an exercise price of 120 US dollars due on December 20, 2023. The purchase price was 377-379 US dollars, indicating that Pelosi is very optimistic about Nvidia's trend in the next 1 year.

Since Pelosi and her husband have always been notorious for trading stocks on insider news, the market is speculating whether she also knew about some upcoming policies in advance.

Pelosi is a famous “trader” in the US Congress. According to public information, her husband traded stocks and other financial assets worth 25 million to 81 million US dollars between 2019 and 2021, making a lot of profit.

In December 2020, Pelosi's husband Paul bought 25 bullish options from electric car giant Tesla, and a few weeks later, US President Joe Biden announced plans to replace federal vehicles with electric cars.

3rd place$Advanced Micro Devices (AMD.US)$The closing was 2.7% higher, and the transaction was $6.7 billion.

5th place$Apple (AAPL.US)$It closed down 0.28% and traded $5.58 billion. The ban on the import and sale of Apple Watch in the US came into effect today after the US government refused to veto a decision by the International Trade Commission (ITC). Last week, Apple suspended sales of its Series 9 and Ultra 2 smartwatches.

According to information, the ITC determined earlier this year that one of the blood oxygen technology used by Apple was infringed$Masimo (MASI.US)$Patents held by (MASI). The US government could have vetoed the ITC's decision before December 25. Since 2020, some Apple watch models have included this blood oxygen feature.

According to reports, Apple can still appeal to the US Federal Circuit Court of Appeals against this ban, and third-party retailers can still sell these watches.

After the White House refused to overturn the ban on sales of Apple's smartwatches in the US, Apple said it had appealed against the import ban. Apple asked the US Court of Appeals to suspend the ban until US Customs decides on January 12 whether Apple's redesigned watch evades Masimo's patent.

According to another report, Japan will crack down on the Apple and Google App Store monopolies; antitrust requires tech giants to allow third-party app platforms to exist and charge; legislation scheduled to be submitted to the parliament in 2024 will not allow platform operators to keep users in their own ecosystems and keep competitors out; the anti-monopoly plan will allow the Japan Fair Trade Commission to fine irregularities; it is expected that the plan will mainly affect multinational giants, and no Japanese company may get into trouble.

9th place$Intel (INTC.US)$The closing was 5.21% higher, and the transaction was $3 billion. Intel will receive $3.2 billion in government funding to build a new $25 billion chip factory in Israel.

Israel's Ministry of Finance, Ministry of Economy, and Tax Administration issued a joint statement on the 26th announcing approval for US Intel to invest 25 billion US dollars to build a new chip factory in the country. The statement said that this is the largest investment in Israel's history by a foreign company in the country. The factory will be built in the southern Israeli town of Ghat and will employ thousands of workers. Intel is committed to complete the investment and operation of the plant by 2028, and operate at least until 2035. According to Israel's laws encouraging investment, Intel will receive a 12.8% subsidy of the investment amount, or 3.2 billion US dollars. Intel has been operating in Israel since the 70s of the last century. Currently, it has 3 R&D centers and a factory in Israel, employing a total of about 12,000 employees.

Northland Capital Markets analyst Gus Richard rated Intel “outperforming the market.” He believes that the company, led by Intel CEO Pat GelSinger, may eventually split into five separate companies — MobilEye, Altera, Foundry, IMS Nanofabrication and Products — with a total value of $68 per share. According to this valuation, Intel's stock price will be about 50% higher than when it closed last Friday.

13th place$Broadcom (AVGO.US)$The closing was 0.88% higher, and the transaction was $1.9 billion. The company announced on December 22 that Germany's Munich District Court is against$Netflix (NFLX.US)$The infringement of Broadcom's patent was fined 7.05 million euros, and Netflix was ordered to end all further infringements in Germany. Earlier, the German Federal Patent Court issued a preliminary opinion, finding that Broadcom's patent relating to HEVC/H.265 video coding was valid, and Netflix infringed the patent.

17th$NIO Inc (NIO.US)$Automobiles closed up 10.81% and sold $1.2 billion. The NIO ET was unveiled 9 days ago on NIO Day 2023. The pre-sale price is 800,000 yuan, and delivery will begin in the first quarter of 2025.

NIO CEO Li Bin said in an interview on the 25th that orders for NIO ET9 were far higher than official expectations. Furthermore, NIO released the self-developed smart driving chip “Shenji 9031,” which uses a 5nm process and has over 50 billion transistors. The goal is to use a self-developed chip to achieve the performance of the current four flagship intelligent driving chips in the industry, making efficiency and cost better.

20th$Boeing (BA.US)$The closing price was 0.90% higher, and the transaction was US$1.03 billion. According to reports, after a lapse of four years, Boeing resumed delivering airliners to mainland Chinese airlines.$Juneyao Airlines (603885.SH)$According to the official Weibo account, the company's seventh Boeing 787-9 Dreamliner (registration number B-20EQ) was received at the Boeing Seattle Delivery Center on the 22nd.

According to another report, Boeing obtained a key license from Chinese regulators, which took the company one step further towards resuming delivery of 737 MAX aircraft to China after more than 4 years of freezing deliveries.

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The translation is provided by third-party software.


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