The highest transaction amount in US stock market on Thursday.$NVIDIA (NVDA.US)$Closing up 0.43%, with a turnover of $37.626 billion. Morgan Stanley analysts believe that although current production is low due to design issues, NVIDIA will produce around 0.45 million AI GPUs based on the Blackwell architecture in the fourth quarter. If the company successfully sells these products, it could mean revenue of over $10 billion.

The second.$Tesla (TSLA.US)$Closing down 1.09%, with a turnover of $17.154 billion. Tesla announced that its highly anticipated self-driving Robotaxi will officially debut at the California event on October 10th (October 11th Beijing time). It is reported that the concept of Robotaxi first appeared in Tesla's Master Plan Chapter 2 in 2016, aiming to reduce reliance on car ownership through mature L4+ autonomous driving technology support.

The third.$Micron Technology (MU.US)$Closing up 14.73%, with a trading volume of 11.923 billion US dollars. The company's financial report shows that AI demand drove its Q4 revenue to surge by over 90%, exceeding performance guidance.

In the fourth quarter, the company's performance recorded revenue of 7.75 billion US dollars, a year-on-year growth of 93.3%, surpassing analysts' expectation of 7.66 billion US dollars; adjusted EPS was 1.18 US dollars, compared to a loss of 1.07 US dollars in the same period last year, surpassing analysts' expectation of 1.12 US dollars. The company's guidance is between 1.00 to 1.16 US dollars.

Micron CEO Sanjay Mehrotra attributed the fourth quarter revenue growth to AI demand, stating that data center SSD sales led NAND revenue to hit a record, exceeding 1 billion US dollars for the first time.

Micron also disclosed strong performance guidance, expecting first quarter revenue for fiscal year 2025 to be between 8.5 billion and 8.9 billion US dollars, surpassing analysts' expectation of 8.32 billion US dollars. Adjusted EPS is projected to be between 1.66 and 1.82 US dollars, exceeding analysts' expectation of 1.52 US dollars.

After Micron released its financial report, Mizuho Bank lowered its target price from 145 US dollars to 135 US dollars, while Morgan Stanley increased its target price from 100 US dollars to 114 US dollars.

Ranked fourth.$Super Micro Computer (SMCI.US)$Closing down 12.17%, with a trading volume of 9.841 billion US dollars. There were reports on Thursday that the U.S. Department of Justice is investigating Super Micro Computer. The company had previously denied a short report from Hindenburg Research. The Justice Department's investigation is currently in the preliminary stage.

The fifth.$Apple (AAPL.US)$Up 0.51%, with a turnover of $8.324 billion. According to the latest report released by Morgan Stanley on September 26, the delivery time for the Apple iPhone 16 has significantly shortened compared to previous generations, indicating that its popularity may be lower than expected. Based on analysis from JPMorgan, as of September 24, the average delivery time for the iPhone 16 in the United States was only 15.2 days, a significant decrease compared to 25.7 days for the iPhone 15 and 18 days for the iPhone 14 at the same time last year.

In the international market, the average delivery time of the iPhone 16 is also showing a downward trend, at 16.3 days, lower than the 28.5 days for the iPhone 15.

The sixth.$Meta Platforms (META.US)$Down 0.08%, with a turnover of $8.191 billion. Meta Platforms has released its first pair of augmented reality (AR) glasses, which can display a combined view of the digital world and the real world. This is also a key step for CEO Zuckerberg to achieve his goal - one day, this will become a hands-free alternative to smartphones.

The new glasses, named Orion, released on September 25, look like bulky black-framed reading glasses, but the lenses can display text messages, video calls, and even YouTube videos in front of the user. These glasses are prototypes not for sale to the public, but will be used internally at Meta for testing and product improvement.

The seventh.$Alibaba (BABA.US)$Up 10.07%, with a turnover of $6.974 billion. Driven by China's stimulus policies, popular China concept stocks rose on Thursday, with the Nasdaq Golden Dragon Index rising nearly 11%, marking the largest single-day increase since 2022.

On September 25th, Fortune magazine released the 2024 list of 'Companies That Change the World'. Alibaba, due to its AI technology assisting in detecting pancreatic cancer, became the only Chinese company to make the top ten. This marks the sixth time Alibaba has made the list in the past 10 years and is the Chinese company with the most appearances on the list.

According to market reports, JD Logistics and Cainiao Speed ​​will be integrated into Taotian and JD platforms respectively, and JD will also open Alipay payment before the 'November 11 shopping festival-related'.

The eighth.$Amazon (AMZN.US)$Down 0.71%, with a turnover of $6.949 billion. According to a new federal lawsuit filed on Wednesday, Amazon is accused of using American Eagle Outfitters' Aerie trademark to deceive consumers into thinking that Amazon is selling Aerie products, when in fact they are counterfeit products. The lawsuit filed in the Southern District of New York accuses Amazon of intentionally engaging in this deceptive behavior and leveraging AEO's intellectual property and reputation, as AEO had deliberately refused Amazon's request to sell its products.

Ranked ninth.$Advanced Micro Devices (AMD.US)$Up 3.38%, with a turnover of $6.34 billion. Morgan Stanley analyst Joe Moore conducted an in-depth discussion on the current situation of the Asia Vets market, responding to the market's concerns about whether the Asia Vets industry has peaked. He stated that AMD's MI 300 performed well but did not meet market expectations, and is cautious about AMD's future revenue guidance.

Ranked tenth.$PDD Holdings (PDD.US)$Up 13.57%, with a turnover of $6.31 billion.

Ranked thirteenth.$Alphabet-A (GOOGL.US)$Closing up 0.77%, with a turnover of 3.308 billion US dollars. It is reported that Google's network tracker has the highest level of activity globally. Kaspersky released the 2024 Network Tracking Report, pointing out that Google's network tracker has the highest level of activity globally.

Kaspersky stated that they have built a feature called Do Not Track (DNT) into their security products, which can prevent trackers on webpages from tracking users once the feature is manually activated by users. From July 2023 to June 2024, the DNT feature has run globally over 38 billion times, with half of them used to disconnect Google's network trackers.

Kaspersky pointed out that Google holds a strong market leading position, for example, the Google Display & Video 360 advertising management plugin has a market share of over 20% in various global markets, with East Asia at 24.45%; and Google Analytics advertising campaigns account for 6.61% of the East Asian market.

Google Cloud outlined a series of artificial intelligence use cases at the Google Gemini at Work event held on Tuesday. Following the event, Wedbush maintained an 'outperform' rating on Google with a 12-month target price of $205.

Ranking 20th$Intel (INTC.US)$Closing up 1.61%, with a turnover of 2.269 billion US dollars. Intel officially launched the new generation Xeon 6 performance core processor (code-named Granite Ridge) on Thursday, September 26, designed to meet the demands of AI, data analysis, scientific computing, and other compute-intensive businesses.

According to official data, compared to the 5th generation Xeon, the Xeon 6 processor has up to double the number of cores per socket, average single-core performance improvement of up to 1.2 times, average power efficiency improved by up to 1.6 times, and approximately 30% total cost of ownership (TCO) savings at the equivalent performance level.

At the same time, in general computing, data and web services, scientific computing, and AI workloads commonly seen in data centers, the Xeon 6 performance core processor has significantly improved performance and performance per watt compared to the previous generation processor.

The newly released Xeon 6900P series processor (code-named Granite Rapids-AP) has a maximum of 128 cores and 256 threads, which also means that Intel has finally caught up with AMD EPYC in terms of core count.

Editor/ping