英伟达公司周三表示还没有被美国司法部传唤，此前某媒体周二报道称，正在搜集违反反垄断法证据的美国司法部已经向该芯片商及其它公司发送了传票。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, Nvidia, the top-traded stock in the US, fell 1.66%, with a trading volume of $39.878 billion. Tesla, the second-ranked stock, rose 4.18%, with a trading volume of $17.599 billion. Apple, the third-ranked stock, fell 0.86%, with a trading volume of $9.638 billion.
In Wednesday's US stock market, the top chip giant in terms of transaction volume. $NVIDIA (NVDA.US)$ Fell 1.66%, with a trading volume of $39.878 billion.
Nvidia stated on Wednesday that it has not been subpoenaed by the US Department of Justice. Previously, a media report on Tuesday claimed that the US Department of Justice, which is collecting evidence of violations of antitrust laws, has sent subpoenas to the chipmaker and other companies.
In its statement, Nvidia said, "We win with strength, as reflected in our benchmark performance and value to customers, and customers can choose the solution that best suits them."
The company added, "We have not yet received a subpoena. Nevertheless, we are happy to address any regulatory agency's questions about our business."
According to informed sources, antitrust regulators are concerned that Nvidia is increasing the difficulty for customers to switch to other suppliers and punishing buyers who use AI chips other than its own. As the matter is not public, the sources declined to be named.
The Department of Justice often issues information requests in the form of so-called civil investigative demands, or subpoenas. According to a direct source, the Department of Justice has issued such a request for information regarding Nvidia's acquisition of RunAI and its chip business.
第2名 $Tesla (TSLA.US)$ It closed up 4.18%, with a total trading volume of $17.599 billion. Tesla is expected to begin limited production of humanoid robots next year, with over 1,000 Optimus robots assisting humans in production tasks at Tesla's factories. The company stated that its goal is to significantly reduce the cost of robots from hundreds of thousands of dollars to tens of thousands of dollars.
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. $Apple (AAPL.US)$ It closed down 0.86%, with a total trading volume of $9.638 billion. Leading investment firm Piper Sandler recently stated that while Apple Intelligence is considered an exciting new technology for Apple, it is not expected to significantly increase sales during the initial release of the iPhone 16. Additionally, the expected price increase may have a negative impact on consumer demand.
As early as July of this year, Piper Sandler raised Apple's target stock price to $225 due to the potential of Apple Intelligence. However, as the iPhone 16 is about to be released, the company still believes that this feature will be a key factor, but its effect will not be immediate. The reason is that the related features of Apple Intelligence will be launched later this year, not synchronized with the iPhone 16 series.
Ranked fifth, up 0.19%, trading at $6.813 billion. Wedbush Securities said that with the performance of companies like Microsoft and AMD, investors' concerns about the monetization of artificial intelligence by a few companies should be alleviated. He said that the performance of Microsoft and AMD 'further convinces us that the AI monetization era is here.' $Advanced Micro Devices (AMD.US)$ Closing up 2.87%, with a trading volume of $5.939 billion. AMD announced on Wednesday that Keith Strier has joined the company as Senior Vice President of Global AI Market. It is reported that Keith Strier's recent position was Vice President of Global AI Program at NVIDIA, responsible for expanding business cooperation with foreign governments.
Rank 10 $Super Micro Computer (SMCI.US)$ Closing down 4.14%, with a trading volume of $3.031 billion. The super micro computer, known as the "hottest AI stock", has recently experienced a series of setbacks. The company's financial report released in early August fell short of analysts' expectations, which put pressure on its stock price. Last week, the company announced a delay in submitting its annual financial report, resulting in its largest single-day drop in nearly six years. Recently, well-known short-selling institution Hindenburg Research pointed out signs of "obvious accounting issues, undisclosed related-party transactions, sanctions and export control failures, and customer issues", intensifying the stock's decline.
13th place. $Dollar Tree (DLTR.US)$ It fell 22.16%, with a turnover of 2 billion US dollars. The discount retailer's second-quarter revenue increased 0.7% year-on-year to reach 7.38 billion US dollars, slightly lower than the market's expectation of 0.1 billion US dollars. The non-GAAP adjusted earnings per share were $0.67, a decrease from $0.91 in the same period last year and lower than the market's expectation of $0.37. In the same quarter, Dollar Tree's comparable store sales increased by 0.7%, and the total volume of goods sold increased by 1.1%. However, the average selling price of each product decreased by 0.5%, which affected the growth of total sales to some extent.
In terms of brand performance, comparable store sales at Dollar Tree stores increased by 1.3%, while the corresponding figure for Family Dollar stores decreased by 0.1%.
Ranked 18th in cybersecurity companies. $Zscaler (ZS.US)$ It fell 18.67%, with a turnover of 1.743 billion US dollars. The company's fourth-quarter revenue was 0.5929 billion US dollars, an increase of 30% year-on-year, analyst expectations were 0.5685 billion US dollars; The adjusted earnings per share were $0.88, analyst expectations were $0.70. The company expects revenue of $2.6 billion to $2.62 billion for fiscal year 2025, which is lower than analyst expectations of $2.63 billion.
After Zscaler's performance, several Wall Street banks lowered their target prices. Among them, JPMorgan lowered its target price from $230 to $220, Barclays lowered its target price from $210 to $200, and UBS Group lowered its target price from $270 to $250.
Editor/rice
