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 Friday, the US stock market had the highest trading volume. The stock fell by 0.09%, with a turnover of USD 49.5 billion. The stock has risen more than 10% this week. According to media reports, the US federal regulatory agency has reached an agreement to allow antitrust investigations into Microsoft, OpenAI, and Nvidia's dominant position in the AI industry.$NVIDIA (NVDA.US)$Nvidia rose throughout all five trading days this week, with a total increase of 18.93%. It has risen for six out of the last seven trading days, with a total increase of approximately 26% over the last seven days.

Eric Schmidt, former CEO of Google, pointed out in a lecture at Stanford University that large tech companies are planning large-scale investments in Nvidia, especially in the construction of data centers for artificial intelligence, with expected costs of up to 300 billion US dollars. Schmidt said: "I am in talks with large companies, who tell me that they urgently need 20 billion, 50 billion, or even 100 billion US dollars."

"I'm talking to big companies who tell me they urgently need $20 billion, $50 billion, or even $100 billion," Schmidt said. Please use your Futubull account to access the feature.

The second.$Tesla (TSLA.US)$Tesla rose more than 8% this week.

According to a report on Friday, the Tesla Cybertruck is the best-selling car in July 2024 in the US with a selling price of over 0.1 million US dollars, making it the second consecutive month that the model has won this honor. Given the polarized reputation of this all-electric pickup truck, this achievement is very impressive.

Last month, the high sales volume of expensive full-size pickups actually pushed up the average transaction price (ATP) for the US car market. Full-size pickups proved very popular in the US market and accounted for 14% of US car sales last month. The Ford F-Series and Chevrolet Silverado were the best-selling models in July, with an ATP of over 0.067 million US dollars for the former and over 0.06 million US dollars for the latter.$America's Car-Mart (CRMT.US)$It has been proven that full-size pickups were very popular in the US market and accounted for 14% of US car sales last month, which actually pushed up the average transaction price of the car market. The Ford F-Series and Chevrolet Silverado were the best-selling models in July, with an ATP of over 0.067 million US dollars for the former and over 0.06 million US dollars for the latter.

Ranked third, up 0.71%, trading at $8.267 billion. According to media reports, the Apple iPhone 16 series has entered full-scale production, and Foxconn's Zhengzhou factory is expanding its workforce to meet production targets. The expected sales target for iPhone 16 series this year is 90 million units, with a hope to achieve 95 million units. $Apple (AAPL.US)$ Apple has risen about 4.7% this week. According to the latest news from a well-known reporter in the industry, Apple plans to update its Mac product line on a large scale later this year.

It is rumored that the next generation of MacBook Pro, Mac mini, and iMac will feature the M4 chipset. These rumors are supported by analysts in the display supply chain sector who revealed that displays for the 14-inch and 16-inch versions of the next-generation MacBook Pro were shipped in July and August, respectively.

The fifth.$Meta Platforms (META.US)$It was reported that the company officially released a new application called Quest HDMI Link for Quest 2, Quest 3 and Quest Pro headsets.

$Advanced Micro Devices (AMD.US)$ The stock rose 0.81%, with a turnover of 4.613 billion US dollars. The stock has risen by more than 10.6% this week. It was recently reported that AMD will release new products such as Zen5 EPYC CPU and MI325X accelerator on October 10.

Rank 9. $Alphabet-A (GOOGL.US)$ The stock rose 1.03%, with a turnover of 3.953 billion US dollars. The stock has fallen by 0.4% this week. Former Google CEO and executive chairman, Eric Schmidt, publicly apologized for his comments on 'Google employees not working hard enough'.

Earlier, Schmidt publicly criticized Google employees for lacking ambition at an event at Stanford University, saying that this was the reason they were falling behind in competition with OpenAI, causing considerable controversy.

The 12th.$Applied Materials (AMAT.US)$The stock fell 1.86%, with a turnover of 2.399 billion US dollars. The stock has risen by 8.8% this week. The company's net revenue for the third quarter was 6.778 billion US dollars, a year-on-year increase of 5%; net income was 1.705 billion US dollars, a year-on-year increase of 9%. The company expects net revenue in the fourth quarter of fiscal year 2024 to be about 6.93 billion US dollars, with an increase or decrease of 0.4 billion US dollars.

16th place.$Alibaba (BABA.US)$The stock rose 4.58%, with a turnover of 2.105 billion US dollars. The stock has risen by 4% this week. Alibaba Group's financial results for the first quarter of the fiscal year 2024 (second quarter of the calendar year 2024) show that as the adoption of AI-related public cloud continues to increase, Alibaba Cloud's quarterly revenue from public cloud business has doubled year-on-year, and revenue from AI-related products has continued to achieve triple-digit growth year-on-year.

The company achieved RMB 243.236 billion in revenue in Q1, up 4% YoY, and adjusted EBITA was RMB 45.035 billion, surpassing market expectations. Truist Securities has lowered Alibaba's target price from $110 to $100.

Citigroup analysts Laura Chen and Jack Chen said in a research report that TSMC may be aiming to meet the growing demand for AI chips through aggressive investment in advanced packaging. TSMC announced on Thursday that it has signed a contract with Innolux to purchase Innolux's Nankang Z2 factory building and related facilities located in Xinshi District, Tainan City for NT$17.14 billion (approximately RMB 3.788 billion). Citi expects TSMC to accelerate the expansion of its CoWoS advanced packaging capacity. Analysts said that production capacity in the fourth quarter may reach 0.03-0.035 million wafers per month, and will increase to over 0.06 million wafers per month by the end of 2025. They added that TSMC's capital expenditure next year may increase further to $35 billion.

Ranked 19th.$Taiwan Semiconductor (TSM.US)$The stock rose 0.33%, with a turnover of 1.862 billion US dollars. The stock has risen by 4.4% this week.

TSMC announced on Thursday that it has signed a contract with Innolux to purchase Innolux's Nankang Z2 factory building and related facilities located in Xinshi District, Tainan City for NT$17.14 billion (approximately RMB 3.788 billion). Citi expects TSMC to accelerate the expansion of its CoWoS advanced packaging capacity.

Analysts said that production capacity in the fourth quarter may reach 0.03-0.035 million wafers per month, and will increase to over 0.06 million wafers per month by the end of 2025. They added that TSMC's capital expenditure next year may increase further to $35 billion.

Editor / jayden