On Wednesday, US stocks had the highest turnover.$Tesla (TSLA.US)$The company's stock price has risen for the seventh consecutive trading day, setting a new record for the longest consecutive increase since 2024 and a new six-month high, with a 6.54% increase in and a trading volume of $40.351 billion. In terms of product structure, the operating income of the 10-30 billion yuan products was 401/1288/60 million yuan respectively, which was higher than expected after the company released good delivery report on Tuesday.

Tesla's official Weibo account announced on Wednesday that the second-generation humanoid robot, Optimus, will make its debut at the 2024 World Artificial Intelligence Conference held in Shanghai from July 4th to 7th, witnessing the further evolution of the humanoid robot. Compared to the previous prototype, the second-generation Optimus robot has made significant progress in weight and flexibility. Analysts believe that at the current rate of iteration, the Optimus robot may soon replace human beings in many fields.

The second.$NVIDIA (NVDA.US)$With an increase of 4.57% and a trading volume of $27.019 billion, it was reported that Nvidia's AI GPU H200 upstream chip terminal has entered the mass production stage since the Q2, and it is expected to deliver large quantities after Q3. Supply chain sources pointed out that in the third quarter, the H200 that will be mass produced and delivered is mainly Nvidia's DGX H200, but the proportion of unshipped orders is still concentrated on H100, and the proportion of H200 is limited.

Nvidia said that the shortage of H200 supply and even the situation of supply shortage may continue until 2025. In fact, in March this year, TSMC's 4nm production capacity was almost full due to the production of H200, which directly reversed the expectation of a decline in the utilization rate of 4nm production capacity at the beginning of the year.

According to reports, Nvidia CEO Huang Renxun recently predicted that one day, "every car" will have some degree of autonomous driving ability, which will require a large amount of AI hardware computing power system.

The third.$Apple (AAPL.US)$With a 0.58% increase and a trading volume of $8.246 billion, Apple will have an observer seat on OpenAI's board of directors, filled by Apple researcher and App Store head Schiller, but will not serve as a formal director. This move is part of the agreement announced by the two sides last month. It is worth noting that Apple's attendance on the OpenAI board of directors has made Microsoft's position delicate, as the latter dispatched executives to join the OpenAI board of directors as observers last year. However, Microsoft is not without benefits, as it can not only make profits based on Apple's users, but also potentially become a potential customer for Microsoft's cloud business as Apple may be building its own AI ecosystem while acting as a platform to share AI revenue.

With an increase of 3.86% and a trading volume of $2.129 billion, Morgan Stanley issued a research report saying that Apple may use Taiwan Semiconductor's stack SoIC-X advanced packaging technology in its upcoming M5 series chips, which will be used for AI servers. It is expected that Apple will achieve mass production of M5 chips in the second half of next year, and Taiwan Semiconductor is expected to greatly expand its SoIC capacity next year.

Ranked fourth.$Broadcom (AVGO.US)$With a 0.31% increase and a trading volume of $1.899 billion, Google released its annual environmental report on Wednesday, stating that its greenhouse gas emissions in 2023 reached 14.3 million tons of carbon dioxide equivalent, an increase of 48% from the baseline in 2019 and 13% from last year.

Reports say that Google's next-generation Tensor G5 chip is expected to be produced by and has already successfully taped out at TSMC, using 3nm technology.

The fifth.$Amazon (AMZN.US)$With a 1.86% increase and a trading volume of $1.235 billion, salesforce shareholders recently voted against the company's management compensation plan at the annual shareholders meeting, reflecting concerns about CEO Marc Benioff's equity awards. According to regulatory documents, although the board of directors had supported the compensation plan, both shareholder advisory firms, Glass Lewis and Institutional Shareholder Services, recommended that investors vote against it. In the end, the opposition received 404.8 million votes, exceeding the 339.3 million votes in favor.

The sixth.$Microsoft (MSFT.US)$With a 1.2% decrease and a trading volume of $6.258 billion, Jeff Bezos, the founder of Amazon, has announced a plan to sell $5 billion worth of 25 million Amazon shares. In February this year, Bezos sold about $8.5 billion worth of stock in nine trading days, his first sale since 2021. It is reported that Amazon's stock price closed at $200 on Tuesday, its highest level since its listing in 1997.

The eighth.$Meta Platforms (META.US)$With a 4.33% increase and a trading volume of $6.817 billion, Broadcom plans to conduct a 1-for-10 stock split after market closes on July 12. The split stock will begin trading before market opens on July 15.

According to Meta's updated privacy policy, the company can input users' public posts into its AI system. However, this practice will not be allowed in Brazil. The Brazilian National Data Protection Agency stated in the national official gazette that Meta's approach poses an imminent risk to Brazilian users' data, and the fundamental rights of affected data subjects face serious, irreparable, or difficult-to-repair damages.

11th place$Taiwan Semiconductor (TSM.US)$With a 0.32% increase and a trading volume of $4.567 billion, analysts comment on Apple's attendance as a board observer of OpenAI, making Microsoft's position delicate. Microsoft had sent executives to serve as observers on OpenAI's board of directors since last year. However, Microsoft still has potential to benefit from Apple, as it can gain revenue from Apple's users, and with Google facing antitrust lawsuits, Apple may become a potential customer for Microsoft's cloud business.

Ranked thirteenth.$Alphabet-A (GOOGL.US)$With a 9% increase and a trading volume of $3.734 billion, Facebook's parent company, Meta Platforms, was told by Brazil's Data Protection Authority that it cannot use data originating from the country to train its AI models.

With a 0.09% increase and a trading volume of $3.059 billion, Instagram and Facebook parent company Meta Platforms have announced that the initial period of cooperation does not involve money, and both parties will explore the distribution commission model. OpenAI values Apple's huge user base, while Apple hopes to provide AI functions to catch up with its competitors and share AI revenue as a platform while building its own AI ecosystem.

Ranked 18th. Fell 1.56%, with a turnover of 2.175 billion US dollars. The company's statistics show that in the first quarter of 2024, its net income was $8.22 billion, a year-on-year decrease of 28%. It is analyzed that the main reason for the decline in profit is the fall in natural gas prices and the deterioration of refinery profit margins.$Salesforce (CRM.US)$The company's stock price rose by over 10% on Tuesday after the company released better-than-expected delivery report, achieving a 6.54% increase with a trading volume of $40.351 billion.

According to media reports, Optimus, Tesla's second-generation humanoid robot, will make its first appearance at the 2024 World Artificial Intelligence Conference held in Shanghai from July 4th to 7th, witnessing the further evolution of the humanoid robot. Compared to the previous prototype, the second-generation Optimus robot has made significant progress in weight and flexibility. Analysts believe that at the current rate of iteration, the Optimus robot may soon replace human beings in many fields.

Edited by Jeffrey