Source: Global Market Report On Monday, the turnover of US stocks ranked first, closing up 0.75% with a turnover of $38.014 billion. Since the opening on June 10, Nvidia's stock has been trading at adjusted prices after the split. The overall value of Nvidia is not expected to change after the split, and the lower stock price will make it easier for investors to reach. In terms of product structure, the operating income of 10-30 billion yuan products is respectively 401/1288/60 million yuan.
On Thursday, Nvidia, which had the highest trading volume in the US stock market, fell by 3.54%, with a transaction volume of 69.721 billion US dollars and a market capitalization ranking second in the US stock market. Apple, the second highest trading volume company, fell by 2.15%, with a transaction volume of 18.141 billion US dollars, still the third largest company in the US stock market. AMD, the third highest trading volume company, rose by 4.62%, with a transaction volume of 15.134 billion US dollars.
The highest transaction amount in US stock market on Thursday.$NVIDIA (NVDA.US)$The market value fell 3.54%, with a turnover of 69.721 billion US dollars, which fell to the second largest market cap in US stocks. Renowned analyst Ming-Chi Kuo said on Thursday that Alpha and Omega Semiconductor Limited (AOSL) is expected to become a new supplier of NVIDIA GB200.
The second.$Apple (AAPL.US)$The market value fell 2.15%, with a turnover of 18.141 billion US dollars and still the third largest company in the U.S. stock market. An employee of a supplier that manufactures key components for Vision Pro revealed that Apple has informed at least one supplier to suspend the development of the second-generation high-end Vision head-mounted device.
In addition, according to a former Apple employee, Apple has gradually lowered the priority of Vision Pro's development in the past year and reduced the number of employees on the project.
The reason why Apple made this decision is that sales of Vision Pro devices priced at $3,500 have begun to slow down, and Apple is re-evaluating its product line and R&D focus. Apple is following in Meta's footsteps by focusing on developing Vision versions with fewer features and more affordable prices, which are scheduled to be released by the end of 2025.
The third.$Advanced Micro Devices (AMD.US)$The market value rose 4.62%, with a turnover of 15.134 billion US dollars. AMD announced the new generation of desktop processors Ryzen 9000 series and notebook processor Ryzen AI 300 series with Zen5 architecture at the Taipei Computer Show. According to the latest information from US retailer B&H, the Ryzen 9000 series will be pre-sold on July 31 and may also be launched on the same day. At the same time, BestBuy has listed a new Ryzen notebook from ASUS, which will be released on July 15, half a month earlier than the desktop version.
The fifth.$Broadcom (AVGO.US)$The market value fell 3.77%, ending the previous eight consecutive trading days of gains, with a turnover of 11.938 billion US dollars.
The sixth.$Tesla (TSLA.US)$The market value fell 1.78%, with a turnover of 10.159 billion US dollars. According to the European Automobile Manufacturers Association, Tesla's new car registrations in the European Union in May fell by 34%. In addition, Tom Narayan, an analyst at the Royal Bank of Canada's capital markets, lowered Tesla's target price from $293 to $227, but maintained a "beat the market" rating.
Ranked ninth.$Micron Technology (MU.US)$The market value fell 6.03%, with a turnover of 6.106 billion US dollars. Micron Technology is considering producing artificial intelligence storage chips in Malaysia. Insiders revealed that Micron Technology is building an advanced high-bandwidth memory testing production line in the United States and is considering producing HBM in Malaysia for the first time to meet the increasing demand brought by the AI trend. Insiders revealed that Micron Technology is expanding its HBM-related R&D and production and validation lines at its headquarters in Boise, Idaho. They said that the company is also considering establishing HBM production capacity in Malaysia.
Stifel, the brokerage, raised Micron Technology's target price from $140 to $165 and maintained a "buy" rating.
Ranked tenth.$Dell Technologies (DELL.US)$The market value fell 0.42%, with a turnover of 6.088 billion US dollars. Dell CEO Michael Dell said he is working with NVIDIA to build a "Dell AI factory" for Musk's startup xAI.
"We are building the Dell AI factory with NVIDIA to power Grok for xAI," Michael Dell said in a post on social media X on Wednesday.
The 12th.$Taiwan Semiconductor (TSM.US)$According to reports, Taiwan Semiconductor is exploring a new method of advanced chip packaging, using rectangular panel-like substrates instead of circular wafers.
Ranked thirteenth.$Qualcomm (QCOM.US)$The market value fell 5.12%, with a turnover of 4.062 billion US dollars. On June 18,$Microsoft (MSFT.US)$announced the first batch of Windows 11 AI personal computers (AI PC) - the new Surface Pro and Surface Laptop are on the market. This is the first batch of Copilot+ PC launched by Microsoft, officially opening a new era of AI PC.
Microsoft's first Copilot + PC is equipped with Qualcomm Snapdragon X Elite and Snapdragon X Plus processors, which improves performance by 90% compared to Surface Pro 9 and uses custom Qualcomm Oryon CPUs.
Ranked 14th.$Arm Holdings (ARM.US)$The market value fell 7.67%, with a turnover of 3.651 billion US dollars. Some analysts pointed out that the company's current price-to-sales ratio (price to sales, which refers to the ratio of total market value to main business income) has a valuation of as high as 55 times, which is even higher than NVIDIA's 42 times.
According to the latest guidance, ARM's revenue for fiscal year 2025 (ending March 31, 2025) is expected to be between 3.8 billion and 4.1 billion US dollars. Calculated at the maximum value, the year-on-year growth rate is 26.8%.
15th place.$Salesforce (CRM.US)$The market value rose 4.31%, with a turnover of 3.567 billion US dollars. After experiencing a weaker-than-expected first-quarter performance report in the market, Salesforce continues to focus on its Data Cloud solution and continues to actively layout AI in a difficult macro environment, striving to fully integrate the generative AI technology such as ChatGPT into its various CRM cloud software to boost user subscription scale.
Baird, a well-known investment institution on Wall Street, approves of Salesforce's planning for its Data Cloud solution and AI layout, maintaining a "beat the market" rating for the stock and setting a target price of $295.
The 17th$Accenture (ACN.US)$The stock rose 7.29%, with a turnover of 3.477 billion US dollars. Accenture announced third-quarter results, with new bookings of $21.06 billion, up 22% from the same period last year. Among them, new bookings for GenAI exceeded $900 million, making the total bookings for this fiscal year exceed $2 billion. The company expects revenue to grow 1.5% to 2.5% in fiscal year 2024, while analysts expect growth of 1.6%.
In addition, Accenture has agreed to acquire Italian network services company, Fibermind, to enhance fiber and mobile 5G network deployment services; specific terms have not been disclosed.
Editor / jayden