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成交额TOP20 | 英伟达、AMD月线四连涨;Snowflake绩后大跌逾18%,成交超78亿美元

TOP20 turnover | Nvidia and AMD rose four times in a row; after Snowflake's performance, it plummeted by more than 18%, and the transaction exceeded 7.8 billion US dollars

Sina Finance ·  Mar 1 07:21

On Wednesday, Nvidia, the number one in terms of US stock turnover, closed up 1.94% and traded $40.5 billion; the second-place Apple closed down 0.37%, trading at US$24.68 billion; and the third-place AMD closed 9.06 billion US dollars higher.

No. 1 in US stock turnover on Wednesday$NVIDIA (NVDA.US)$The closing was 1.94% higher, and the transaction was $40.5 billion. The stock cumulatively rose more than 28% in February and recorded a fourth consecutive month of gains.

Although semiconductor companies' stock prices have soared in recent months, Citi still believes the sector has strong prospects due to favorable factors such as artificial intelligence.

“Demand for PCs/mobile phones/servers is steady, the AI market continues to grow, various companies and organizations are buying AI chips, and we are still fanatically optimistic about semiconductor stocks.” Analyst Christopher Danely favors Nvidia, AMD, and Broadcom, and expects Broadcom's upcoming results to be a positive catalyst.

Second place$Apple (AAPL.US)$It closed down 0.37% to US$24.68 billion. Apple recorded a cumulative decline of 1.86% in February, the second consecutive month of decline. Apple announced on Tuesday that it will abandon its 10-year-old electric vehicle project and transfer R&D capital and employees to generative artificial intelligence. There are reports that when the project was terminated on Tuesday, Apple had already burned over $10 billion on it.

According to another report, Apple shareholders declined to report on the company's use of artificial intelligence.

3rd place$Advanced Micro Devices (AMD.US)$The closing was 9.06% higher, and the transaction was $19.76 billion. Taking advantage of the AI boom, AMD accumulated a cumulative increase of more than 14% in February and recorded increases for the fourth month in a row. Currently, its market value has exceeded 310 billion US dollars.

Fourth place$Tesla (TSLA.US)$It closed down 0.08% and traded $17.27 billion. Tesla's cumulative increase in February was about 7.8%, partially recovering the January decline of 24.6%.

The Royal Bank of Canada maintained Tesla's outperforming market rating and a target price of $297 on Thursday.

According to an agency report, US Food and Drug Administration (FDA) inspectors discovered that Musk's brain-computer interface company Neuralink had problems with record keeping and quality control of animal experiments.

Inspectors discovered quality control errors at Neuralink's animal research facility in California. In contrast, a similar inspection of Neuralink's Texas plant found no issues. These tests were carried out from June 12 to 22 last year, and are the FDA's only inspection of Neuralink facilities.

5th place$Microsoft (MSFT.US)$The closing was 1.45% higher, and the transaction was US$13.16 billion. Microsoft's cumulative increase in February was more than 4%.

According to reports, the emerging startup Synth Labs has received seed funding from Microsoft's venture capital fund M12, etc., and part of the resources will be used to help a series of companies ensure that their AI systems can operate according to human intentions.

6th place$Amazon (AMZN.US)$The closing was 2.08% higher, and the transaction was $9.46 billion. Amazon recorded a cumulative increase of about 13.9% in February, the fifth consecutive month of growth.

Amazon will replace retail pharmacy chains this Monday (2/26)$Walgreens Boots Alliance (WBA.US)$It became a component of the blue chip index Dow Jones Industrial Average. Some analysts say it is reasonable for Amazon to join the Dow because the company can better reflect the economic sector that affects the majority of Americans.

On Thursday local time, Figure, a humanoid robot startup, announced that it has raised about 675 million US dollars in capital from giants such as Amazon founders Bezos, Nvidia, OpenAI, and Microsoft, bringing the company's valuation to 2.6 billion US dollars. As part of the agreement, Figure will also cooperate with OpenAI to develop artificial intelligence (AI) models for next-generation humanoid robots, and will also use Microsoft's Azure cloud service to build artificial intelligence infrastructure and store data.

7th place$Meta Platforms (META.US)$The closing was 1.26% higher, and the transaction was $8.67 billion. The stock recorded a cumulative increase of nearly 26% in February, the sixth consecutive month of gains.

Tech media quoted people familiar with the matter as reporting that Meta plans to release its latest big model, LLAMA3, in July this year. According to reports, Meta expects LLAMA3 to be comparable in performance to OpenAI's GPT-4. The latter has shown strong multi-modal processing capabilities and supports long text processing and image input.

Meta insiders revealed that it is currently uncertain whether Llama 3 will have multi-modal features, as the relevant research team has yet to start fine-tuning the model.

According to another report, the Meta platform is facing a large number of complaints in Europe, which has sparked discontent due to its targeted advertising. The Meta platform is facing numerous complaints in Europe, where the company allegedly failed to obtain proper consent before collecting large amounts of data from Facebook and Instagram users in order to target the ads they saw.

Eight consumer groups will file a complaint with the national data regulator on Thursday, accusing Meta of creating a “smoke screen” by providing users with the option to pay to use ad-free versions of social media services. The groups claim this is a violation of the EU's General Data Protection Regulation (GDPR), which allows fines of up to 4% of annual revenue for the most serious violations.

9th place$Snowflake (SNOW.US)$It closed down 18.14% and traded $7.85 billion. The company's fourth-quarter revenue and earnings per share were better than expected, but guidance on product revenue for the first quarter and full year of fiscal year 2025 fell short of expectations, and the CEO decided to step down.

10th$Super Micro Computer (SMCI.US)$The closing was 6.07% higher, and the transaction was $7.6 billion. The stock surged 63.54% in February, continuing the crazy gains of over 86% in January. After the wave of generative AI was set off, the stock price of ultra-microcomputers soared.

Ultramicrocomputer is headquartered in San Jose, California, USA. Its main products include servers, storage systems, etc. It is one of the top three server manufacturers in the world. The company has manufacturing and operation centers in America, Asia and Europe, and the total number of employees worldwide exceeds 4,000. Nvidia, Meta, and Tesla are all ultra-microcomputer customers.

15th$Bitcoin (BTC.CC)$The concept stock Marathon Patent closed down 16.53% to $3.57 billion. Driven by Bitcoin's sharp rise in late February, even though the stock fell sharply on Thursday, its cumulative increase in February was still over 46%.

17th largest health insurance group in the US$UnitedHealth (UNH.US)$The Group closed down 0.94% and traded $3.38 billion. The stock fell 3.5% in February, the third consecutive month of decline.

Recently, it was reported that the US Department of Justice is launching an antitrust investigation against UnitedHealth. According to the report, Ministry of Justice investigators have asked relevant personnel and doctors in the health insurance industry to understand their relationship with the United Health Insurance branch and Optum branch. In addition, there are sources that UnitedHealth has received a subpoena from the Ministry of Justice.

19th place$Eli Lilly and Co (LLY.US)$It closed down 0.52% and traded $2.93 billion. Eli Lilly's cumulative increase in February was about 17%. The company's CEO David Ricks said in an interview with the media on Wednesday that Lilly expects to launch tirzepatide (tirzepatide), a diet drug product with the title of “magic drug for weight loss” in the 1.4 billion Indian market as early as next year.

When asked if Eli Lilly is open to approving generic tirzepatide (tirzepatide) drugs, Ricks said, “We are open to any way we can reach more patients, as long as it makes sense for the company's development.”

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