成交额TOP20 | 特斯拉一季度交付数据欠佳,股价下跌4.9%

Turnover TOP20 | Tesla's first quarter delivery data was poor, and the stock price fell 4.9%

環球市場播報 ·  Apr 3 07:25

On Tuesday, Nvidia, No. 1 in terms of US stock turnover, closed down 1.01% to reach a transaction of US$38.509 billion; Tesla, which ranked No. 2, closed down 4.9%, with a transaction of US$19.323 billion; and AMD, which ranked No. 3, closed down 2.53% and traded US$10.888 billion.

US stocks closed lower on Tuesday. The Dow closed down nearly 400 points, the second consecutive trading day of decline. US Treasury yields continued to rise, and the 10-year US Treasury yield once surpassed 4.4%. Traders further lowered their bets on the Federal Reserve's interest rate cuts in June and this year.

$Dow Jones Industrial Average (.DJI.US)$fell 396.61 points, or 1.00%, to 39170.24 points;$Nasdaq Composite Index (.IXIC.US)$It fell 156.38 points, or 0.95%, to 16240.45 points;$S&P 500 Index (.SPX.US)$It fell 37.96 points, or 0.72%, to 5205.81 points.

US Treasury yields continued to rise. Tuesday$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$At one point, it rose 7.6 basis points to a maximum of 4.405%, the highest level since this year.

No. 1 in US stock turnover on Tuesday$NVIDIA (NVDA.US)$It closed down 1.01% to US$38.509 billion. Recently, Bank of America securities analyst Vivek Arya published a research report on the field of artificial intelligence, saying that their first choice in this field is Nvidia and Broadcom because considering the adoption of acceleration/artificial intelligence servers is a generational shift, Nvidia and Broadcom are leaders among them.

The analyst gave Nvidia a “buy” rating, with a target price of $1,100, and gave Broadcom a “buy” rating. The target price was $1,680.

Second place$Tesla (TSLA.US)$It closed down 4.9% to $19.323 billion. Tesla released its automotive production and delivery report for the first quarter of 2024 on Tuesday, showing deliveries down 8.5% from the same period last year and about 20% from the fourth quarter. According to the data, the company's automobile production in the first quarter fell 1.7% year on year and 12.5% month on month.

Tesla did not break down the distribution volume by model, but the report said it produced a total of 412,376 Model 3/Y cars and delivered 369,783 vehicles in the first quarter. 20,995 other models were produced, and 1,7027 were delivered.

In the first quarter of last year, the electric car maker reported delivery of 42,2875 vehicles and production of 4,40,808 vehicles. In the fourth quarter of 2023, Tesla reported delivery volume of 48,4507 vehicles and production volume of 49,4989 vehicles.

Tesla's first-quarter vehicle deliveries fell even short of analysts' minimum expectations. The company will announce first-quarter results on April 23.

3rd place$Advanced Micro Devices (AMD.US)$It closed down 2.53% and traded at US$10.888 billion. AMD recently submitted a lengthy 10K regulatory document to the US Securities and Exchange Commission (SCE), which mentions the unreleased MI388X AI accelerator card. AMD did not mention the specifications of the Instinct MI388X accelerator card. According to the analysis, judging from the X suffix, it should be a product aimed at AI and HPC, similar to the recently launched MI300X accelerator.

Additionally, AMD recently launched an official version of the Radeon RX 7600 video card on its European website, priced at 269 US dollars/295 euros.

Apple, in 5th place, closed down 0.7% and traded $8.326 billion. Supply chain analyst Jeff Pu's latest research report shows that Apple is planning to launch a more affordable AirPods headset later this year.

Additionally, Apple updated its list of obsolete and discontinued products on Tuesday, including some old iPhone and iPad models that consumers are familiar with. Notably, Apple has now officially listed the iPhone 6 Plus as a globally discontinued product, indicating that the device will no longer receive repairs or hardware support services from Apple stores and authorized service providers.

Apple's return in the first quarter was 21 percentage points behind, the worst performance for this indicator since 2013. However, the magnitude of the decline was close to the key support level of 165 US dollars. This was the low hit in October last year, when the general market also bottomed out and rebounded. Apple's 12% decline since the beginning of the year has rewarded short sellers, giving them the motivation to close their positions. Technical analysts say the stock is hovering at a level where it is likely to be bought on dips. This lag may make Apple seem cheap compared to other big tech companies.

6th place$Microsoft (MSFT.US)$It closed down 0.74% and traded $7.54 billion. According to media reports on Monday, Microsoft and ChatGPT developer OpenAI are discussing the joint construction of a large-scale global data center project costing up to 100 billion US dollars. This project will include an AI supercomputer to meet the current rapid increase in computing power demand for artificial intelligence. Currently, this supercomputer is named Stargate (Stargate), and if this project is successfully implemented, it is expected to be put into use in 2028.

7th place$Amazon (AMZN.US)$It closed down 0.15% to US$5.874 billion. The Wells Fargo stock team announced a list of highly confident tactical stocks to go long and short for the second quarter, including 10 stocks that went long (or gained) and 4 stocks that were shorted (or reduced), including Amazon and Tesla among the “Big 7” in US stocks.

The bank listed Amazon as a tactical stock to go long, believing that the Amazon Logistics (FBA) fee restructuring is the next stage in Amazon's retail profit margin expansion, and is expected to drive retail business profit growth of 5.2 billion US dollars throughout the year.

Eighth place$Meta Platforms (META.US)$The closing was 1.23% higher, and the transaction was US$5.46 billion.

9th place$UnitedHealth (UNH.US)$It closed down 6.44% to US$5.415 billion. The healthcare sector of US stocks was generally lower on Tuesday. The US Centers for Medicare & Medicaid Services (Centers for Medicare & Medicaid Services) announced on Tuesday the finalization of the 2025 Medicare Advantage and Prescription Drug Insurance rate announcements. By 2025, the US federal government's payments for these plans are expected to increase 3.7% year over year, in line with previous proposals.

11th$Alphabet-A (GOOGL.US)$It closed down 0.60% and traded $3,782 billion. According to reports, Google Podcasts (Google Podcasts) will stop service on Tuesday, and users have been told to switch to the newly integrated YouTube Music. In recent years, Google has “killed” a number of products and services, such as Google+, Project Loon, Hangouts, Stadia, etc., and the latest service has now joined the ranks of “technological graveyards.”

12th place$Broadcom (AVGO.US)$It closed down 0.85% to $3.285 billion. Bank of America claims that the bank's preferred stocks in the field of artificial intelligence are Nvidia and Broadcom, giving Broadcom a “buy” rating, with a target price of 1,680 US dollars.

14th$Humana (HUM.US)$It closed down 13.41% to $2,906 billion. The healthcare sector of US stocks generally declined on Tuesday. Earlier, the US Medicare and Medicaid Services finalized a 3.7% increase in the Medicare Advantage Plan rate in 2025, in line with the previous proposal, but lower than Wall Street's general expectations. Analysts had predicted that the final interest rate would be much higher than proposed, as has often been the case over the past few years.

16th$MicroStrategy (MSTR.US)$It closed down 3.54% and traded $2.83 billion. Tuesday$Bitcoin (BTC.CC)$After falling below $65,000, cryptocurrency concept stocks generally fell. MicroStrategy is the US stock listed company that holds the most Bitcoin. Recently, some institutions published bearish research reports on this stock.

19th place$Coinbase (COIN.US)$ Global closed down 2.49% to $2.143 billion.


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