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.

Thursday's U.S. stock turnover ranked first, up 0.94% with a turnover of $32.895 billion. $NVIDIA (NVDA.US)$ Bank of America said that the key catalyst for Nvidia's fundamental recovery may be supply chain data in the coming weeks, confirming the readiness of Blackwell's new chip shipments. Bank of America's target price for Nvidia implies a 55% increase in stock price from this Wednesday.

In addition, semiconductor manufacturer Xockets filed a lawsuit against Nvidia and its partner Microsoft in the Western District of Texas, accusing them of infringing on seven patents related to semiconductor technology. These technologies enable the transfer of data-intensive tasks related to AI computing to components on the data processing unit.

The complaint stated, "This technology is from Xockets," and identified three specific Nvidia DPU products. "And they did so intentionally."

The lawsuit alleges that Nvidia and Microsoft have refused to negotiate patent licenses directly with Xockets, in violation of U.S. antitrust laws. The lawsuit claims that these two companies are collaborating through a third party defendant, RPX Corporation based in San Francisco.

It is reported that the market positioning of RPX company is to reduce patent litigation risk for technology companies. The lawsuit describes this as the formation of a "buyer cartel" to avoid paying a fair market price for fundamental intellectual property rights.

According to reports, Nvidia said after the close of trading on Wednesday that the company has not been subpoenaed by the US Department of Justice. Previously, some media reports on Tuesday said that the US Department of Justice, which is gathering evidence of antitrust violations, has issued subpoenas to the chipmaker and other companies.

第2名 $Tesla (TSLA.US)$ Closed up 4.90%, with a trading volume of 27.368 billion USD. Tesla has released the FSD roadmap for entry into China and Europe next year. According to media reports, Tesla's AI team stated that the FSD system will be launched in China and Europe in the first quarter of next year, pending regulatory approval. Tesla officials in China confirmed the news and are currently awaiting regulatory approval. Analysts say that it may be easier for Tesla to obtain approval in China due to its partnership with Baidu compared to Europe.

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. $Apple (AAPL.US)$ Closed up 0.69%, with a trading volume of 8.158 billion USD. Bank of America stated that Apple's upcoming iPhone release event could be a positive catalyst for the stock, contrary to the typical post-event price drop. Analyst Wamsi Mohan wrote, "In past release events, Apple's stock price would decline after the event and only rebound 30-60 days later," but "if Apple's display of Apple Intelligence or third-party integration is convincing, or if Apple raises prices, the stock's performance may be better than past events."

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. $Broadcom (AVGO.US)$ Down 0.84%, with a turnover of $4.758 billion. Broadcom announced its financial report after the close on Thursday. Its net revenue for the third quarter was $13.07 billion, with analysts expecting $13.03 billion; the third quarter semiconductor solutions revenue was $7.27 billion, with analysts expecting $7.41 billion; projected fourth quarter revenue is $14 billion, with analysts expecting $14.13 billion; projected annual revenue from AI is $12 billion.

Rank 9. $Alphabet-A (GOOGL.US)$ Up 0.50%, with a turnover of $2.941 billion. A counsel for the European Union's highest court agreed with the views of the Italian antitrust authority, stating that Alphabet's Google, under its Android Auto platform, may have violated the competition rules of that region by refusing to allow the development of an application by Enel X.

In September 2018, the Italian energy company Enel X requested Google to make the electric car charging app Juice Pass compatible with the Android Auto onboard system, but Google refused, stating that media and messaging apps are the only third-party apps compatible with Android Auto without specific templates. According to a press release from the European Union Court, Google also rejected this request citing security concerns and the need for new template resources.

EU Court Advocate General Laila Medina said, "Google's refusal to provide third-party access to the Android Auto platform may violate competition rules."

Rank 10 $Eli Lilly and Co (LLY.US)$ It fell 3.55% with a trading volume of $2.934 billion. Lilly announced on Thursday that its insulin weekly formulation efsitora achieved the primary endpoints in two Phase 3 clinical trials, QWINT-1 and QWINT-3, indicating it is a more convenient treatment option for adults with type 2 diabetes.

According to reports, the QWINT-1 trial lasted 52 weeks and enrolled adult patients with type 2 diabetes who were initiating basal insulin for the first time. Clinical data showed that by week 52, patients in the efsitora group had a reduction in glycated hemoglobin (HbA1c) of 1.31%, while patients in the glargine group had a reduction of 1.27%, demonstrating non-inferiority. The trial met its primary endpoint.

Rank 11 $Berkshire Hathaway-B (BRK.B.US)$ It fell 2.85%, its market cap falling below the $1 trillion mark, with a trading volume of $2.902 billion. There was a significant increase in trading volume for Berkshire Hathaway Class B shares on Thursday.

Ranking 17th. $Costco (COST.US)$ Fell 0.45%, with a trading volume of 1.757 billion US dollars. Kaishi Ke reported after the close of the US stock market on Thursday that same-store sales total increased by 5% in August, estimated to increase by 5.1%.

19th place coca-cola (KO.US) Fell 1.92%, with a trading volume of 1.708 billion US dollars. According to the CCTV news reported on September 5, after the outbreak of the new round of Israeli-Palestinian conflicts in October last year, in order to oppose Israel's military actions in the Gaza Strip and US support for Israel, many people in the Muslim world initiated a boycott against some Western brands.

At present, this wave of boycott has affected beverage brands including Coca-Cola and PepsiCo. A report by US media on the 5th pointed out that although Coca-Cola and its competitor PepsiCo have spent hundreds of millions of dollars promoting their products in Muslim-majority countries such as Egypt and Pakistan in recent decades, both companies are currently facing boycotts from consumers in the above-mentioned regions, and their sales are showing a downward trend.

The report also stated that since the outbreak of the new round of Israeli-Palestinian conflicts, PepsiCo's product sales in Africa, the Middle East, and South Asia have hardly increased in the six months, with growth rates of 8% and 15% in the same period from 2022 to 2023. At the same time, Coca-Cola's sales in Egypt have declined by double digits, but they increased compared to the same period last year. Market research company NielsenIQ also stated that in the first half of this year, sales of Western beverage brands in the Middle East region declined by 7%. Financial reports show that PepsiCo's total revenue in Africa, the Middle East, and South Asia in 2023 was 6 billion US dollars (equivalent to 42.6 billion yuan), while Coca-Cola's revenue in Europe, the Middle East, and Africa was 8 billion US dollars (equivalent to 57 billion yuan).

Editor/rice