The opening ceremony of the Apple Worldwide Developers Conference (WWDC), which was highly anticipated by investors, started on Monday, with its annual five-day conference running through to Friday, June 14. On Monday, Apple CEO Cook announced the "Apple Intelligence" feature, which integrates AI language models into a wide range of Apple devices, including iPhone, iPad, and Mac. Users can use AI to write articles and check and proofread content in various situations, and can even allow AI to generate images when sending messages. Apple also announced a partnership with OpenAI to integrate the latter's ChatGPT.$NVIDIA (NVDA.US)$Up 0.03%, with a turnover of 27.304 billion US dollars. Wedbush Securities believes that NVIDIA and Microsoft continue to lead the artificial intelligence (AI) revolution, with new evidence indicating that the AI infrastructure market could grow tenfold from now until 2027.

Wedbush analyst Dan Ives said: "Under the leadership of the father of AI, Huang Renxun, and NVIDIA, the demand for AI chips in the supply chain is unprecedentedly high. With the explosive growth of AI use cases in enterprises, it will eventually trigger a wave of enterprise spending. We believe that with the establishment of the next generation AI infrastructure, the opportunity for the entire AI infrastructure market may grow tenfold from now until 2027. We estimate that AI capital expenditure will reach 1 trillion US dollars in the next 3 years."

The second.$Tesla (TSLA.US)$Up 0.45%, with a turnover of 21.009 billion US dollars. Tesla's Shanghai Super Factory exported over 1 million new energy vehicles, and the energy storage super factory is expected to start production in the first quarter of next year.

In addition, Tesla recently released a promotional photo on its official social media platform, confirming that its Robotaxi self-driving taxi will be launched on October 11th Beijing time. Musk has stated that the cost of Tesla's Robotaxi travel will be similar to that of public buses.

The third.$Apple (AAPL.US)$Closing up 2.29%, with a turnover of 12.669 billion US dollars. A factory belonging to india's Tata Electronics, a supplier of apple smartphone components, caught fire and halted production, potentially impacting the supply chain. In other news, Apple is reportedly no longer involved in the OpenAI financing round negotiations, while Microsoft is expected to invest around 1 billion US dollars.

Ranked fourth.$Amazon (AMZN.US)$Closing down 0.87%, with a turnover of 7.749 billion US dollars. Sellers under Walmart's Flipkart in india have raised questions and taken legal action against the indian regulatory authority's antitrust investigation.

Earlier, after the Competition Commission of india (CCI) concluded an antitrust investigation in August this year, it claimed that Flipkart, Amazon, certain sellers, and smartphone brands violated local competition law. The alleged violations include offering preferential treatment to specific online sellers and manipulating product listings to favor certain suppliers. This investigation stemmed from a complaint by the Confederation of All india Traders (representing brick-and-mortar retailers), which began in 2020. Amazon and Flipkart deny any wrongdoing.

Walmart took legal action on Monday, questioning their involvement in the antitrust investigation allegedly violating competition law alongside Flipkart and Amazon.

The fifth.$Meta Platforms (META.US)$Rising by 0.90%, with a turnover of 7.313 billion US dollars. As social media giant Meta Platforms' stock price hits a historic high, its CEO Zuckerberg's net worth has exceeded 200 billion US dollars, making him the fourth richest person globally, and could surpass Amazon founder Bezos and LVMH chairman Bernard Arnault at any time.

According to the well-known financial media billionaire index, Zuckerberg's wealth has grown a staggering 73.4 billion US dollars this year, bringing his total net assets to 201 billion US dollars.

The sixth.$Microsoft (MSFT.US)$Rising by 0.53%, with a turnover of 7.219 billion US dollars. The German Federal Antitrust Authority announced on September 30 that it has classified Microsoft as a company of 'extreme importance for market competition'.

The agency stated that the new classification means Microsoftwill face stricter supervision and may face a ban for anti-competitive behavior, which will be applicable to the entire Microsoft, not just its individual services or products.

A Microsoft spokesperson stated: "We recognize our responsibility to support a healthy competitive environment, and we will strive to take a proactive, collaborative, and responsible attitude in our cooperation with the German Federal Cartel Office."

The seventh.$Alibaba (BABA.US)$It fell by 1.13%, with a turnover of 6.394 billion US dollars. Alibaba rose by 27.3% in September. Citigroup raised Alibaba's Hong Kong stock target price from 115.00 Hong Kong dollars to 135.00 Hong Kong dollars.

The eighth.$PDD Holdings (PDD.US)$It fell by 0.42%, with a turnover of 4.689 billion US dollars. PDD Holdings rose by 40.3% in September.

Ranked tenth.$Advanced Micro Devices (AMD.US)$Down 0.16%, with a turnover of 3.585 billion US dollars. AMD recently announced its first 'small language model' AMD-Llama-135m on the Huggingface platform, which features inference decoding capabilities, with 670 billion tokens and using Apache 2.0 open source license.

11th place$Alphabet-A (GOOGL.US)$Up 1.16%, with a turnover of 3.376 billion US dollars. Google announced on Monday that it will invest 1 billion US dollars to expand its data center presence in Bangkok and Chumphon, Thailand. The company plans to invest 1 billion US dollars to establish advanced data centers in Thailand to strengthen its cloud computing and artificial intelligence infrastructure in Southeast Asia.

Google's datacenters will be located in Bangkok and Chonburi province. According to Deloitte's research, this investment is expected to create 0.014 million job opportunities in Thailand annually over the next five years, and may contribute up to $4 billion in economic growth by 2029.

16th place.$Taiwan Semiconductor (TSM.US)$Fall by 2.42%, with a turnover of 2.357 billion US dollars. News on September 30 revealed that during his visit to Asia last year, OpenAI CEO Otterman held talks with senior executives of multiple chip manufacturers.

The report stated that Otterman's massive investment plan was strongly questioned by executives at Taiwan Semiconductor, who found the idea so absurd that they jokingly referred to Otterman as the "podcasting bro".

Otterman's plan is to invest 7 trillion US dollars to build 36 new chip manufacturing plants and data centers to promote the development of artificial intelligence.

However, Taiwan Semiconductor executives believe that this plan is too radical and extremely risky. Even adding a few more chip factories is already highly risky, as it involves too much capital, let alone 36. Taiwan Semiconductor's newly appointed director Wei Zhejia has also publicly questioned Otterman's views, considering them too radical.

Ranked 19th.$JD.com (JD.US)$Rise by 0.25%, with a turnover of 2.044 billion US dollars. JD.com saw an accumulated increase of over 48% in September.

JD.com announced on Monday that it will further strengthen its presence in the Hong Kong market, initially investing 1.5 billion yuan, with no upper limit in the long term. The investment will mainly be used for commodity price subsidies, logistics subsidies, service optimization, and more. At the same time, JD.com will introduce a free shipping service for self-operated products in Hong Kong for orders over 299 yuan (free shipping for up to 10KG), covering a wide range of products including electronics, home appliances, furniture, clothing, cosmetics, and pet supplies.

Editor/ping