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成交额TOP20 | 英伟达、特斯拉涨近1%;塔吉特大涨超11%,Q2业绩超预期并上调全年利润指引

Top 20 turnover | nvidia, tesla rose by nearly 1%; Target surged over 11%, Q2 performance exceeded expectations and raised full-year profit guidance

環球市場播報 ·  Aug 22 07:15

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 Wednesday, the top trading volume in the US stock market was nvidia, which rose 0.98% with a trading volume of $32.976 billion; tesla, which ranked second, rose 0.98% with a trading volume of $15.548 billion; meta, ranked fourth, rose 1.60% with a trading volume of $7.168 billion.

On Wednesday, US stocks had the highest turnover.$NVIDIA (NVDA.US)$The stock rose 0.98%, with a turnover of $32.976 billion. In a recent research report released by Goldman Sachs analysts Toshiya Hari and Anmol Makkar, they stated that due to the strong demand from large cloud service providers and enterprise customers, Nvidia will continue to maintain its strong position in the AI and accelerated computing fields, and they maintain their "buy" rating on the stock.

According to a report from Goldman Sachs, although the delayed shipment of the Blackwell series GPUs has caused some volatility in the fundamentals, they have confidence in Nvidia's profitability based on official statements and supply chain data. They expect the company's EPS to reach $4.16 in 2025, which is 11% higher than the market's general expectations.

Goldman Sachs has set Nvidia's 12-month target price at $135.

The second.$Tesla (TSLA.US)$Rising by 0.98%, with a turnover of $15.548 billion. The U.S. National Highway Traffic Safety Administration (NHTSA) disclosed that Tesla will recall 9,136 Model X cars because of the risk of decorative elements on the roof coming loose, increasing the risk of a collision. This marks a rare physical recall for Tesla, as the company usually addresses car issues through wireless software updates.

The NHTSA stated that Tesla will test the adhesion of the roof decorations and reinstall them if necessary, at no cost to the car owners. According to recall management platform developer Bizzycar's data, Tesla recalled nearly 2.6 million cars in the first half of this year due to safety issues, second only to Ford Motor, which recalled about 3.6 million cars in the United States.$Ford Motor (F.US)$,

Ranked fourth.$Meta Platforms (META.US)$Increased by 1.60%, with a turnover of $7.168 billion. According to Business Insider, Meta Platforms launched a new web crawler program, META-External Agent and Meta-External Fetcher, to collect internet data for training its AI model. This program can bypass robots.txt rules to access data without restrictions.

Ranked sixth, up 1.86%, trading at $5.412 billion. Recently, a heavy news has emerged in the field of cybersecurity research. A major security vulnerability lasting for decades has been found in AMD processors, named 'Sinkclose' by the security company IOActive. This vulnerability is deeply hidden in the firmware of the chip and may allow malware to deeply infect computer memory, posing a serious threat to system security. $Advanced Micro Devices (AMD.US)$ Up 0.89%, trading at $6.716 billion. AMD announced on Monday that it had signed a final agreement to acquire ZT Systems for a transaction price of $4.9 billion. Founded in 1994, ZT Systems is a supplier of AI and general-purpose computing base design, including HPC servers, storage servers, customizing equipment primarily for large cloud computing companies and enterprise clients.

The seventh.$Amazon (AMZN.US)$Up 0.69%, trading at $6.416 billion. According to reports, Indian Minister of Commerce Piyush Goyal accused Amazon and other e-commerce companies of predatory pricing behavior and stated that the rapid rise of this industry should not disrupt the millions of physical stores in India.

$Walmart (WMT.US)$Flipkart, a subsidiary, has reshaped the retail landscape in India, with both companies investing billions of dollars to expand and attract consumers to their platforms with substantial discounts.

Indian regulations prohibit Amazon and Flipkart from storing and selling products directly to consumers, allowing them to only operate marketplaces for other sellers' products. However, small retailers often claim that these companies circumvent the regulations using complex business structures.

The Indian Commerce Minister pointed out Amazon's business practices, stating that the company's investments in India are often used to offset its business losses.

$Target (TGT.US)$ Up 11.20%, with a trading volume of $4.155 billion. The company's second-quarter sales and adjusted earnings per share exceeded market expectations.

Target also raised its full-year profit guidance, expecting an adjusted earnings per share of $9-9.7 for the full fiscal year, previously estimated at $8.6-9.6, with the market estimating $9.22. However, given the comprehensive downgrade of high-interest consumer spending, Target still maintains a relatively cautious outlook for the full-year performance.

Rank 9. $Alphabet-A (GOOGL.US)$ The stock fell 0.80%, with a turnover of $3.796 billion. An appeals court in the United States ruled that Google must face a new lawsuit filed by Google Chrome users. These users claim that Google collected their personal information without permission, even though they chose not to sync their browser with their Google account.

The United States Ninth Circuit Court of Appeals in San Francisco stated that the lower court judge who dismissed this class-action lawsuit should evaluate whether Chrome users consented to Google collecting their data while browsing the internet. The class-action lawsuit was originally filed in 2020, and the plaintiffs accused Google of collecting their data regardless of whether they enabled Chrome sync.

Google spokesperson Jose Castaneda stated in a statement, "We disagree with this ruling and believe that the facts of the case are on our side. Chrome Sync helps users seamlessly use Chrome across different devices and has clear privacy controls."

13th place. $JD.com (JD.US)$ The stock fell 4.10%, with a turnover of $2.277 billion. On August 21, Walmart disclosed in its latest regulatory filing with the U.S. Securities and Exchange Commission that it had sold all of its JD.com stocks in order to raise up to $3.74 billion. Prior to this sale, Walmart was the third-largest shareholder of JD.com, with a 9.4% stake.

On the evening of August 21, JD.com announced on the Hong Kong Stock Exchange that the company has learned that Walmart Inc. and its affiliates Walmart have submitted a Form 13G/A to the Securities and Exchange Commission regarding the sale of their shares in the company on August 20, 2024 (Eastern Time). As of August 20, 2024 (Eastern Time), Walmart no longer holds any shares in the company.

Walmart stated that this sale will enable Walmart to "better focus on the strong development in China," including Sam's Club and hypermarket businesses, and "allocate funds to other priorities."

According to analysts close to JD.com, this transaction is believed to be due to Walmart's need to alleviate its own financial pressures. In the second quarter, Walmart's revenue growth slowed down and cash flow decreased. It also needs to respond to changes in the current market environment and make diversified strategies. Releasing resources, optimizing capital allocation, and exiting JD.com's equity investment is a normal capital operation and does not involve strategic cooperation between the two parties.

15th place.$Snowflake (SNOW.US)$Closing up 2.38% and trading at $2.13 billion. Snowflake's second quarter revenue was $0.8688 billion, exceeding analysts' expectations of $0.8507 billion. The second quarter product revenue was $0.8293 billion, exceeding analysts' expectations of $0.8126 billion. The full-year product revenue is estimated to be $3.36 billion, exceeding analysts' expectations of $3.33 billion. The company originally expected $3.3 billion. The adjusted operating profit margin is expected to remain at 3% for the full year, and the adjusted profit margin for the third quarter is expected to be 3%.

Editor / jayden

The translation is provided by third-party software.


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