The highest transaction amount in US stock market on Thursday.$NVIDIA (NVDA.US)$Stocks rose 1.63%, with a turnover of $32.4 billion. After meeting with Nvidia's management team, Morgan Stanley analysts have seen more signs of sustainable demand, and their optimism is driving Nvidia's stock price closer to its historic high, and may even surpass this level.

A Morgan Stanley analyst pointed out that Nvidia's Blackwell chip series is sold out for the next 12 months, meaning customers placing orders now won't receive them until the end of 2025. They mentioned that this meeting fully demonstrates the strong and highly forward-looking nature of the Blackwell business.

The Morgan Stanley analyst also stated that the long wait time for Blackwell not only signals strong interest in the company's new products, but also anticipates a very robust 2025. Management described it as an early stage of a long-term investment cycle, with Nvidia's stock being the institution's top choice in the semiconductor field. The analyst maintains a shareholding rating for Nvidia with a target price of $150.

Nvidia recently announced in a closed-door meeting that with the release of OpenAI's o1 model, a new AI narrative is unfolding, and the increased demand for computing power for reasoning is bringing new growth opportunities for Nvidia.

The second.$Tesla (TSLA.US)$Fell by 0.95%, with a turnover of $19.788 billion. Tesla's Robotaxi Day is about to begin. It is expected to officially launch its highly anticipated self-driving taxi Robotaxi. This is also the first product launch event held by Tesla since the release of the Cybertruck electric pickup truck in 2019.

Tesla reportedly named its Robotaxi as "Cybercab". According to media reports, Cybercab will feature two seats and gull-wing doors, and may not be equipped with a steering wheel and pedals, relying entirely on Tesla's Full Self-Driving (FSD) software.

In addition, Tesla announced on Thursday that starting from November 1, it will provide permanent jobs for 500 temporary workers at its super factory near Berlin in Germany, which the American electric car manufacturer refers to as an "optimistic assessment of further development in electric vehicle production". Gruenheide is Tesla's only European super factory, with approximately 12,000 employees. Tesla stated that at the last employee meeting, union leader Michaela Schmitz called on management to reduce temporary work and provide more employees with long-term employment.

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. $Advanced Micro Devices (AMD.US)$ Dropped by 4%, marking the largest single-day decline since September 3, with a turnover of $12.448 billion. AMD held the Advancing AI conference in San Francisco on Thursday, unveiling new artificial intelligence (AI) chips, but did not provide investors with the hoped-for information regarding customers or financial performance.

The company announced the launch of three core hardware products: the new Instinct MI325X, the fifth-generation EPYC server, and the latest third-generation DPU Pensando series, where servers, GPUs, CPUs, and DPUs are all launched together.

Dr. Su Zifeng stated that there are currently no plans to hire anyone other than $Taiwan Semiconductor (TSM.US)$ for foundries. The company is open to the prospect of cooperating with other foundries in the future, hoping to diversify the geographical distribution of production partners. Currently confirming the chip production qualification of TSMC's Arizona factory.

The fourth most traded stock rose 1.72%, with a transaction volume of $9.743 billion. According to sources, a department of the Competition Commission of India (CCI) has launched a preliminary investigation into Apple this year, finding that Apple has had a significant impact on consumers in providing digital products and services. The focus of the investigation is that Apple is suspected of abusing its dominant position in the app market, forcing developers to use its proprietary in-app purchase system, which costs up to 30%. $Apple (AAPL.US)$ fell by 0.22%, with a turnover of 6.438 billion US dollars. On the afternoon of October 10th, Apple officially launched its application research laboratory in the Hetai Shenzhen Park. As Apple's most widely covered laboratory outside the United States, the lab is expected to invest over 1 billion RMB, developing a high-end research and development team of more than 1000 Chinese and foreign talents.

The laboratory is positioned as Apple's research and development center in the Greater Bay Area, mainly engaged in hardware development, intelligent manufacturing, and joint research and development with local suppliers, enhancing the testing and research capabilities of products such as the iPhone, iPad, and Apple Vision Pro.

Additionally, research firm DSCC stated in its latest report that the high price eventually affected the shipment volume of the iPad Pro, leading to a significant decrease in the expected shipment volume from the original 10 million units to 6.7 million units.

The sixth.$Amazon (AMZN.US)$Closing up 0.80%, with a turnover of $5.187 billion. Amazon will announce its third-quarter performance for the 2024 fiscal year on October 25. Analysts say the market is likely to see another earnings beat. Apart from this potential catalyst for a bullish outlook, management is unlikely to make negative comments, and the current stock price, being undervalued, should provide good incentives for further mid-term growth.

The seventh.$Meta Platforms (META.US)$Closing down 1.13%, with a turnover of $4.528 billion. The Federal Cartel Office (FCO) of Germany's antitrust authority announced on Thursday that after intense discussions, Meta Platforms has agreed to take measures to address concerns, leading the German antitrust authority to end the litigation against the company's personal data usage.

The regulator's chairman, Andreas Mundt, said: 'A key point is that using Facebook no longer requires consent to collect and distribute data uncontrollably to one's own user accounts, even if this data is not actually generated in Facebook's services.'

The Federal Cartel Office in Germany had issued a notice in 2022, identifying Meta Platforms, the parent company of Facebook, as an operator with a significant cross-market competitive impact, subject to the country's latest amended laws.

Rank 10 $Micron Technology (MU.US)$ Closed up 3.92%, with a turnover of 2.885 billion US dollars. On Wednesday, it was reported that South Korean electronics giant Samsung Electronics is lagging behind its competitors SK Hynix and Micron Technology in the development of HBM chips crucial for future growth.

The 12th.$CrowdStrike (CRWD.US)$Closed up 5.56%, with a turnover of 2.44 billion US dollars. The stock has risen for the third consecutive trading day.

Ranked 14th $Alphabet-A (GOOGL.US)$ Up 0.14%, trading at $2.29 billion. The US Department of Justice said on Wednesday that it is considering the division of Google. Google argued that regulatory agencies are "overly intervening," which is not conducive to the development of AI technology in the USA. The Department of Justice has requested the divestment of either the Chrome browser or Android operating system, or other "structural" remedies, which would tilt the situation at a "key moment of vigorous competition."

Up 1.29%, trading at $2.152 billion. Morgan Stanley analyst Gary Yu maintains a 'hold' rating on Alibaba and raises the target price from $90 to $115.

15th place.$Alibaba (BABA.US)$Down 1.84%, trading at $1.659 billion. The union's chief negotiator representing about 0.033 million Boeing workers said on Wednesday that after the salary negotiations broke down a day earlier, union members are prepared to wait for Boeing to end the strike.

Ranking 20th$Boeing (BA.US)$Google hopes that any remedies will focus on its contracts with Apple and Mozilla (Firefox browser manufacturer). Even so, Google believes that as long as these transactions do not require exclusivity, it should still be allowed to pay distribution fees to these partners.

Jon Holden, the union leader of Boeing in the United States, said in an interview: "We are making long-term plans, our members understand this." He stated that Boeing only proposed minor improvements before interrupting negotiations on Tuesday. The union has a strong fund that can pay members $250 per week during the strike.

The strike by the International Association of Machinists and Aerospace Workers (IAM) members on the US West Coast has resulted in the halt of production of Boeing's popular 737 MAX, 767, and 777 jet aircraft.

On Wednesday, about 20 Democratic members of the House of Representatives wrote to Boeing CEO Kelly Ortberg, Horton, and the International President of the American Association of Aerospace Industries, urging both parties to negotiate sincerely and reach a fair contract "in a timely manner."

Editor/Somer