Focus on CHK and US stocks

Top 20 trading volume | Amazon's market cap reached a record high of over $2 trillion, surging 4%; Tesla surged nearly 5%, with a target price of $310 given by Morgan Stanley.

周三美股成交额第1名英伟达收高0.25%，成交452.64亿美元；第2名特斯拉收高4.81%，成交185.5亿美元；第4名亚马逊收高3.9%，股价创历史新高，成交125.01亿美元，市值首次突破2万亿美元。

周三美股成交额第1名$英伟达 (NVDA.US)$收高0.25%，成交452.64亿美元。

美东时间6月26日周三，英伟达举行的股东大会仅持续了约30分钟。按照既定日程，股东进行投票，批准了得到提名的全体12名英伟达董事人选、包括CEO黄仁勋在内高管的薪酬方案，并同意普华永道作为公司2025财年的独立注册会计师事务所，继续负责审计英伟达的财报。

根据薪酬方案，黄仁勋将得到价值约3400万美元的2024财年薪酬，较2023财年增长60%。英伟达高管的薪酬很大程度上与绩效挂钩。此前媒体估算，黄仁勋约78%的薪酬通过股票奖励获得，所以英伟达股价大涨等于提高了黄仁勋的薪酬。

本次大会英伟达并未发表任何新品，也没有哪位高管发表任何新品相关言论。黄仁勋在讲话中自信强调自家产品性价比。

第2名$特斯拉 (TSLA.US)$收高4.81%，成交185.5亿美元。

投资银行Stifel首次评估特斯拉，给予该股“买入”评级，目标价为265美元。该投行指出，这家电动汽车制造商得益于拥有庞大的全球供应链，加上内部制造支持的成本优势和强劲的利润率。

Stifel分析师Stephen Gengaro和他的团队认为，由于即将推出的Model 3和Model Y车型的改进，以及下一代Model 2的推出，特斯拉在未来三年将实现强劲的多年增长。Gengaro还认为，特斯拉的全自动驾驶计划可以通过销售、许可和潜在的RoboTaxi机会带来价值。最近一波下调盈利预期的浪潮被认为消除了特斯拉股票的压力。

摩根士丹利认为，由于人工智能（AI）热潮带来的电力需求，特斯拉将成为美国能源市场上更重要的参与者。摩根士丹利对特斯拉能源业务的估值为1300亿美元，相当于每股36美元。摩根士丹利坚持看好特斯拉，予“增持”评级，目标价为310美元。

第3名$苹果 (AAPL.US)$收高2%，成交140.99亿美元。苹果面临欧盟委员会的指控，后者称其应用商店规则违反了《数字市场法》，非法阻止软件开发商告知客户如何访问应用商店之外的内容。苹果坚称其做法符合法律规定，但欧盟委员会显然对此持不同看法。

第4名$亚马逊 (AMZN.US)$收高3.9%，股价创历史新高，成交125.01亿美元，市值首次突破2万亿美元。有报道称亚马逊计划在网站上开辟类似Temu的折扣区。

亚马逊Prime Day 2024将于7月16日至17日举行。高盛集团维持亚马逊买入评级，维持目标价225美元。

第5名$美光科技 (MU.US)$收高0.88%，成交76.66亿美元，盘后股价一度跌超9%。美光科技第三财季经调整营收高于预期，但业绩指引令人失望。该公司第三财季经调整营收68.1亿美元，分析师预期66.7亿美元；第三财季调整后每股收益0.62美元，分析师预期0.50美元；第三财季营业现金流24.8亿美元，分析师预期32.4亿美元；第三财季调整后运营收益9.41亿美元，分析师预期8.691亿美元；预计第四财季经调整营收74亿美元至78亿美元，分析师预期75.8亿美元；预计第四财季调整后每股收益1美元至1.16美元，分析师预期1.02美元；预计第四财季经调整毛利率33.5%至35.5%，分析师预期34.5%；AI需求推动数据中心收入连续增长。

第6名$微软 (MSFT.US)$收高0.27%，成交74.55亿美元。欧盟委员会正式对微软提出反垄断指控，指控其非法将Teams软件与其他专有商业软件产品进行捆绑销售。此前一天，该机构已对苹果公司提出类似指控，称其应用商店规则违反了欧盟的反垄断法。

第10名电动汽车制造商$Rivian Automotive (RIVN.US)$收高23.24%，成交39.99亿美元。Rivian Automotive公司与大众汽车公司共同宣布成立合资公司，共享电动汽车架构和软件。大众汽车将向Rivian投资高达50亿美元，以共同创建电气化架构和软件技术。对此，华尔街分析师普遍表示看好。

Wedbush分析师Dan Ives将Rivian目标价上调至20美元，并维持“跑赢大盘”评级不变。

第14名$联邦快递 (FDX.US)$收高15.53%，成交32.49亿美元。联邦快递公司财报披露盈利及业绩指引均超预期。投资者仍密切关注该公司对联邦快递货运公司（FedEx Freight）作用的评估，以及进一步释放可持续股东价值的潜在措施。该评估预计将于本年度末完成。

摩根大通在获悉最新财报后，将联邦快递的评级上调至“增持”。分析师Brian Ossenbeck及团队认为，联邦快递正在其创始人Fred Smith之外首位CEO的领导下打造一个新身份。Ossenbeck指出，联邦快递高度重视盈利增长、资本效率提升和在整个投资组合中的成本节约。

第19名$高通 (QCOM.US)$收跌2.39%，成交19.79亿美元。

第20名$Arm Holdings (ARM.US)$收高2.56%，成交18.98亿美元。券商古根海姆将Arm的目标价从110美元上调至169美元，维持“买入”评级。

编辑/jayden

On Wednesday, Nvidia ranked first in the trading volume of US stocks, up 0.25% with a turnover of 45.264 billion US dollars; Tesla ranked second, up 4.81% with a turnover of 18.55 billion US dollars; Amazon ranked fourth, up 3.9% with a record high share price and a turnover of 12.501 billion US dollars, and its market value broke through 2 trillion US dollars for the first time.

On Wednesday, US stocks had the highest turnover.$NVIDIA (NVDA.US)$Up 0.25% with a turnover of 45.264 billion US dollars.

On Wednesday, June 26, Eastern Time, Nvidia's shareholder meeting lasted only about 30 minutes. According to the established schedule, shareholders voted to approve all 12 nominated Nvidia directors, including CEO Huang Renxun and executives' compensation plans of CNY 0.401bn / CNY 1.288bn / CNY 0.06bn for 10-30 billion yuan products' operating income respectively, and agreed that PwC would continue to be the independent registered accounting firm for Nvidia in fiscal year 2025, responsible for auditing Nvidia's financial statements.

According to the compensation plan, Huang Renxun will receive a compensation of about $34m in fiscal year 2024, an increase of 60% compared to fiscal year 2023. The compensation of Nvidia executives is largely linked to performance. Previously, the media estimated that Huang Renxun received about 78% of his compensation through stock rewards, so the rise in Nvidia's stock price is equivalent to an increase in Huang Renxun's compensation.

At this conference, Nvidia did not launch any new products, nor did any executives make any remarks about new products. Huang Renxun expressed confidence in the cost-effectiveness of their own products in his speech.

The second.$Tesla (TSLA.US)$Up 4.81% with a turnover of 18.55 billion US dollars.

Investment bank Stifel gave Tesla a "buy" rating and a target price of $265 in its first assessment of the electric car manufacturer. The bank noted that the company benefits from a vast global supply chain, as well as cost advantages and strong profit margins from internal manufacturing support.

Stephen Gengaro of Stifel and his team believe that Tesla will achieve strong multi-year growth over the next three years due to the upcoming improvements to the Model 3 and Model Y models and the launch of the next generation Model 2. Gengaro also believes that Tesla's full self-driving plan can add value through sales, licensing, and potential RoboTaxi opportunities. The recent wave of earnings downgrades is believed to have alleviated pressure on Tesla's stock.

Morgan Stanley believes that, due to the demand for electricity brought about by the AI boom, Tesla will become a more important player in the US energy market. Morgan Stanley values Tesla's energy business at $130 billion, equivalent to $36 per share. Morgan Stanley maintains a bullish rating on Tesla, with a target price of $310.

The third.$Apple (AAPL.US)$Up 2% with a turnover of 14.099 billion US dollars. Apple is facing charges from the European Commission, which claims that its App Store rules violate the Digital Markets Act, and illegally prevent software developers from informing customers how to access content outside of the App Store. Apple insists that its practices comply with legal regulations, but the European Commission clearly has a different view.

Ranked fourth.$Amazon (AMZN.US)$Up 3.9% with a record high share price and a turnover of 12.501 billion US dollars. There are reports that Amazon plans to open a discount area similar to Temu on its website.

Prime Day 2024 will be held from July 16th to 17th. Goldman Sachs maintains a buy rating on Amazon with a target price of $225.

The fifth.$Micron Technology (MU.US)$Closing up 0.88%, with a turnover of $7.666 billion. After-market share price once fell more than 9%. Micron Technology's third quarter adjusted revenue exceeded expectations, but its performance guidance was disappointing. The company's Q3 adjusted revenue was $6.81 billion, analyst expected $6.67 billion; Q3 adjusted EPS was $0.62, analyst expected $0.50; Q3 operating cash flow was $2.48 billion, analyst expected $3.24 billion; Q3 adjusted operating income was $0.941 billion, analyst expected $0.8691 billion; Q4 adjusted revenue is expected to be between $7.4 billion to $7.8 billion, analyst expected $7.58 billion; Q4 adjusted EPS is expected to be between $1 to $1.16, analyst expected $1.02; and Q4 gross margin is expected to be between 33.5% to 35.5%, analyst expected 34.5%; AI demand drives continuous growth in datacenter revenue.

The sixth.$Microsoft (MSFT.US)$Up 0.27% with a turnover of 7.455 billion US dollars. The European Commission has formally charged Microsoft with antitrust violations, accusing it of illegally bundling Teams software with other proprietary commercial software products. The day before, the agency made similar allegations against Apple, claiming that its App Store rules violate EU antitrust law.

10th place in electric vehicle manufacturers.$Rivian Automotive (RIVN.US)$Up 23.24% with a turnover of 3.999 billion US dollars. Rivian Automotive and Volkswagen announced the establishment of a joint venture, sharing electric vehicle architecture and software. Volkswagen will invest up to 5 billion US dollars in Rivian to jointly create electrification architecture and software technology. Wall Street analysts are generally optimistic about this move.

Wedbush analyst Dan Ives raised Rivian's target price to $20 and maintained a "outperform" rating.

Ranked 14th.$FedEx (FDX.US)$Up 15.53% with a turnover of 3.249 billion US dollars. FedEx's financial report revealed that both profits and performance guidance exceeded expectations. Investors are still closely watching the evaluation of the role of FedEx Freight in the company and potential measures to release sustainable shareholder value. The evaluation is expected to be completed at the end of this year.

After learning about the latest financial report, JPMorgan upgraded its rating on FedEx to "shareholding". Analyst Brian Ossenbeck and his team believe that FedEx is building a new identity under the leadership of its first CEO other than founder Fred Smith. Ossenbeck pointed out that FedEx attaches great importance to profit growth, capital efficiency improvement and cost savings in the entire investment portfolio.

Ranked 19th.$Qualcomm (QCOM.US)$Down 2.39% with a turnover of 1.979 billion US dollars.

Ranking 20th$Arm Holdings (ARM.US)$Up 2.56% with a turnover of 1.898 billion US dollars. Brokerage Goldman Sachs raised the target price of Arm from $110 to $169 and maintained a "buy" rating.

Editor / jayden

The translation is provided by third-party software.

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Focus on CHK and US stocks

成交额TOP20 | 亚马逊大涨4%创新高，市值首破2万亿美元；特斯拉大涨近5%，大摩给予目标价310美元

Top 20 trading volume | Amazon's market cap reached a record high of over $2 trillion, surging 4%; Tesla surged nearly 5%, with a target price of $310 given by Morgan Stanley.

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