Focus on CHK and US stocks

Top 20 transaction volume | Chip stocks fell again, with Nvidia down nearly 7% and Arm down nearly 16%; Meta outperformed expectations and rose nearly 5% against the market.

周四美股成交额第1名英伟达收跌6.67%，成交584.34亿美元；第2名Meta Platforms收高4.82%，成交218.53亿美元；第3名特斯拉收跌6.55%，成交185.74亿美元。

周四美股成交额第1名$英伟达 (NVDA.US)$收跌6.67%，成交584.34亿美元。周四公布的经济数据显示美国经济正在萎缩，可能陷入衰退，使英伟达等容易受到经济衰退严重影响的股票普遍走低。此外分析师警告称，随着11月美国大选的临近，市场可能会出现更大的波动，投资者可能会在这个时候抛售一些筹码。

第2名$Meta Platforms (META.US)$收高4.82%，成交218.53亿美元。Meta Platforms公司2024年上半年营收为755.27亿美元，上年同期的营收为606.45亿美元；上半年运营利润为286.65亿美元，上年同期的运营利润为166.19亿美元；净利为258.34亿美元，上年同期的净利为134.98亿美元。

二季度营收为390.71亿美元，较上年同期的320亿美元增长22%。二季度运营利润为148.47亿美元，较上年同期的93.92亿美元增长58%；运营利润率为38%，上年同期的运营利润率为29%。

二季度净利为134.65亿美元，较上年同期的77.88亿美元增长73%。

该公司预计2024年第三季度营收为385亿美元到410亿美元。

第3名$特斯拉 (TSLA.US)$收跌6.55%，成交185.74亿美元。美国国家公路交通安全管理局7月31日说，将调查今年4月西雅图一起特斯拉汽车撞人致死事故。华盛顿州交通执法部门调查确认，肇事车辆事发时正运行“完全自动驾驶”模式。这是两年来至少第二起涉及特斯拉这一辅助驾驶技术的致命事故。

此外，美国共和党总统候选人特朗普周三表示，尽管电动汽车制造商特斯拉CEO斯克支持他，但他反对人人都拥有电动汽车。

第4名$苹果 (AAPL.US)$收跌1.68%，成交136.62亿美元。苹果公司在周四收盘后公布了备受瞩目的财报：第三财季营收857.8亿美元，分析师预期844.6亿美元；第三财季iPhone收入393.0亿美元，分析师预期389.5亿美元；第三财季Mac收入70.1亿美元，分析师预期69.8亿美元；第三财季iPad收入71.6亿美元，分析师预期66.3亿美元；第三财季可穿戴设备、家居与配件收入81.0亿美元，分析师预期77.9亿美元；第三财季服务收入242.1亿美元，分析师预期239.6亿美元；第三财季每股收益1.40美元，分析师预期1.35美元。

第5名$美国超微公司 (AMD.US)$收跌8.26%，成交128.84亿美元。AMD公司CEO苏姿丰称，AI芯片需求超乎预期，预估今年数据中心AI芯片营收将超过45亿美元，是今年第二度调升AI芯片MI300营收预估，AI芯片供应将持续紧俏到明年。

第6名$亚马逊 (AMZN.US)$收跌1.56%，成交127.89亿美元。亚马逊周四收盘后公布财报：第二财季销售净额1，479.8亿美元，分析师预期1，487.8亿美元；第二财季AWS净销售额 262.8亿美元，分析师预期259.8亿美元；第二财季经营利润146.7亿美元，分析师预期135.9亿美元；第二财季每股收益1.26美元，分析师预期1.04美元；预计第三财季销售净额1，540亿美元至1，585亿美元，分析师预期1584.3亿美元；预计第三财季经营利润115亿美元至150亿美元；分析师预期156.6亿美元。

第7名$微软 (MSFT.US)$收跌0.3%，成交126.83亿美元。近日，微软召开FY24Q4业绩说明会。公司表示，在本财年结束时取得了扎实的成果。总体而言，年收入超过2450亿美元，同比增长15%。微软云收入超过1350亿美元，增长23%。在深入探讨之前，就AI 平台的转变提供一些更广泛的视角。与云计算类似，这种转变既涉及知识密集型投资，也涉及资本密集型投资。在经历这一转变时，专注于两个基本事项：首先，推动跨基础设施和应用程序的产品组合的创新，以确保公司最大限度地利用机会，同时继续扩大云业务，并从安全性开始优先考虑基本面；其次，利用客户需求信号和价值实现时间来动态管理成本结构，并产生持久的长期运营杠杆。

微软在提交给美国证券交易委员会（SEC）10-K表格中，将OpenAI列为竞争对手。名单中还包括亚马逊、谷歌和Meta等公司。在文件中，微软将ChatGPT聊天机器人的创建者OpenAI确定为人工智能产品以及搜索和新闻广告的竞争对手。上周，OpenAI发布了一个名为SearchGPT的搜索引擎原型。OpenAI发言人表示，两家公司之间的关系没有发生任何变化，微软仍然是OpenAI的良好合作伙伴，在建立合作伙伴关系时，双方就已经达成了可能形成竞争的共识。

第8名$博通 (AVGO.US)$收跌8.50%，成交60.39亿美元。

第9名$谷歌-A (GOOGL.US)$收跌0.45%，成交41.88亿美元。谷歌公司周四宣布为Chrome浏览器新增三个AI功能，包括谷歌Lens、标签页对比购物助手以及自然语言集成搜索历史。这些功能是由Gemini技术支持的，适用于Chrome的桌面版。这些新功能旨在提升用户的浏览体验，使其更智能、更便捷。

第10名$高通 (QCOM.US)$收跌9.37%，成交41.22亿美元。高通第三财季营收为93.93亿美元，同比增长11%；净利润为21.29亿美元，同比增长18%；不按照美国通用会计准则，高通第三财季的调整后净利润为26.48亿美元，同比增长26%。

高通第三财季营收和调整后每股摊薄收益均超出华尔街分析师预期，对第四财季营收和调整后每股收益作出的展望也双双超出预期。

第11名$Arm Holdings (ARM.US)$收跌15.72%，成交38.76亿美元。该公司提供的本季度业绩指引令人失望，尽管如此，多位华尔街分析师仍为这家英国芯片设计公司辩护，并表示看好其前景。

第15名$美光科技 (MU.US)$收跌7.57%，成交32.52亿美元。美光近日宣布，基于第九代（G9）TLC NAND技术的美光2650 NVMe SSD（固态硬盘）现已出货。

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On Thursday, Nvidia, which ranked first in the trading volume of US stocks, fell 6.67%, with a turnover of $58.434 billion; Meta Platforms, which ranked second, rose 4.82%, with a turnover of $21.853 billion; Tesla, which ranked third, fell 6.55%, with a turnover of $18.574 billion.

The highest transaction amount in US stock market on Thursday.$NVIDIA (NVDA.US)$Stocks fell 6.67%, with a turnover of 58.434 billion USD. Economic data released on Thursday showed that the US economy is contracting and may fall into a recession, causing stocks that are easily affected by economic recessions like Nvidia to decline. In addition, analysts warned that as the November US elections approach, there may be greater market volatility and investors may sell off some chips at this time.

The second.$Meta Platforms (META.US)$Stocks rose 4.82%, with a turnover of 21.853 billion USD. Meta Platforms' revenue for the first half of 2024 was 75.527 billion USD, up from 60.645 billion USD in the same period last year; operating profit for the first half of the year was 28.665 billion USD, up from 16.619 billion USD in the same period last year; net profit was 25.834 billion USD, up from 13.498 billion USD in the same period last year.

Revenue for the second quarter was 39.071 billion USD, up 22% from 32 billion USD in the same period last year. Operating profit for the second quarter was 14.847 billion USD, up 58% from 9.392 billion USD in the same period last year; operating profit margin was 38%, up from 29% in the same period last year.

Net profit for the second quarter was 13.465 billion USD, up 73% from 7.788 billion USD in the same period last year.

The company expects third-quarter revenue in 2024 to be between 38.5 billion USD and 41 billion USD.

The third.$Tesla (TSLA.US)$Stocks fell 6.55%, with a turnover of 18.574 billion USD. The US National Highway Traffic Safety Administration said on July 31st that it will investigate a fatal Tesla-car accident that occurred in Seattle in April this year. The Washington State Department of Transportation confirmed that the vehicle involved in the accident was operating in "fully autonomous driving" mode at the time. This is at least the second fatal accident involving Tesla's assisted driving technology in two years.

In addition, US Republican presidential candidate Trump said on Wednesday that he opposes everyone having an electric vehicle, despite Tesla CEO Musk's support for him.

Ranked fourth.$Apple (AAPL.US)$Apple announced its much-anticipated earnings report after the Thursday's closing bell: Q3 revenue was USD 85.78 billion, with analysts expecting USD 84.46 billion; iPhone revenue for Q3 was USD 39.3 billion, with analysts expecting USD 38.95 billion; Mac revenue was USD 7.01 billion, with analysts expecting USD 6.98 billion; iPad revenue was USD 7.16 billion, with analysts expecting USD 6.63 billion; wearable, home and accessories revenue was USD 8.1 billion, with analysts expecting USD 7.79 billion; service revenue was USD 24.21 billion, with analysts expecting USD 23.96 billion; Q3 EPS $1.40, with analysts expecting $1.35.

The fifth.$Advanced Micro Devices (AMD.US)$AMD CEO Su Zifeng said that demand for AI chips exceeded expectations and estimated that the company's revenue of datacenter AI chips this year will exceed USD 4.5 billion. This is the second time this year the company raised its revenue estimate for the MI300 AI chip.

The sixth.$Amazon (AMZN.US)$Amazon released its earnings report after the bell on Thursday: Q2 net sales were USD 147.98 billion, with analysts expecting USD 148.78 billion; AWS net sales for Q2 were USD 26.28 billion, with analysts expecting USD 25.98 billion; operating profit for Q2 was USD 14.67 billion, with analysts expecting USD 13.59 billion; Q2 EPS was $1.26, with analysts expecting $1.04; Q3 net sales are expected to be between $154 billion and $158.5 billion, with analysts expecting $158.43 billion; Q3 operating profit is expected to be between $11.5 billion and $15 billion, with analysts expecting $15.66 billion.

The seventh.$Microsoft (MSFT.US)$Recently, Microsoft held a FY24Q4 earnings briefing. The company said that it has achieved solid results as it ended the fiscal year. Overall, revenue exceeded USD 245 billion, a YoY increase of 15%. Microsoft's cloud revenue exceeded USD 135 billion, a 23% YoY increase.

In its 10-K filing submitted to the US Securities and Exchange Commission (SEC), Microsoft listed OpenAI as a competitor alongside companies such as Amazon, Google, and Meta. Microsoft identified OpenAI, the creator of ChatGPT chatbots, as a competitor in the artificial intelligence products, search engine, and news advertising categories. Last week, OpenAI released a prototype search engine called SearchGPT. A spokesperson for OpenAI stated that there had been no change in the relationship between the two companies, and that Microsoft remains a good partner of OpenAI. When establishing their partnership, the two parties had already reached a consensus on the possibility of becoming competitors.

The eighth.$Broadcom (AVGO.US)$Stocks fell 8.50%, with a turnover of 6.039 billion USD.

Ranked ninth.$Alphabet-A (GOOGL.US)$Stocks fell 0.45%, with a turnover of 4.188 billion USD. Google announced on Thursday that it has added three AI features to the Chrome browser, including Google Lens, a shopping assistant for tab comparison, and natural language integration search history. These features are supported by Gemini technology and are available for the desktop version of Chrome. These new features are designed to enhance users' browsing experience, making it smarter and more convenient.

Ranked tenth.$Qualcomm (QCOM.US)$Qualcomm's revenue for the third quarter was USD 9.393 billion, up 11% YoY; net profit was USD 2.129 billion, up 18% YoY; non-GAAP net profit for the third quarter was USD 2.648 billion, up 26% YoY.

Qualcomm's revenue and adjusted EPS in the third quarter both exceeded the expectations of Wall Street analysts, and their outlook for revenue and adjusted EPS in the fourth quarter also exceeded expectations.

11th place$Arm Holdings (ARM.US)$The company's stock fell by 15.72%, trading at 3.876 billion USD. While the performance guidance provided by the company this quarter is disappointing, several Wall Street analysts still defend the British chip design company and are bullish on its prospects.

15th place.$Micron Technology (MU.US)$Micron's stock fell by 7.57%, trading at 3.252 billion USD. Micron recently announced that its Micron 2650 NVMe SSD (solid state drive) based on the ninth generation (G9) TLC NAND technology has now shipped.

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Focus on CHK and US stocks

成交额TOP20 | 芯片股再度回落，英伟达跌近7%，Arm跌近16%；业绩胜预期，Meta逆市收涨近5%

Top 20 transaction volume | Chip stocks fell again, with Nvidia down nearly 7% and Arm down nearly 16%; Meta outperformed expectations and rose nearly 5% against the market.

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