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成交额TOP20 | 台积电涨近1%,股价再创新高;中概股走低,拼多多跌超6%,阿里跌超2%

Top 20 turnover | Taiwan Semiconductor rose nearly 1%, reaching a new high in stock price; Chinese concept stocks declined, with pdd holdings falling over 6% and Alibaba falling over 2%.

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.

Nvidia ranked first in trading volume on Monday in the US stock market, up 2.43%, reaching a new high stock price, with a trading volume of $32.097 billion; Coinbase, ranked ninth, rose by 11.32%, with a trading volume of $3.463 billion; Taiwan Semiconductor, ranked fifteenth, rose by 0.73%, reaching a new high stock price, with a market cap surpassing the $1 trillion mark at one point during the trading day.

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.$NVIDIA (NVDA.US)$Rising by 2.43%, the stock price has reached a historic high, with a turnover of 32.097 billion US dollars, and a market cap of 3.39 trillion US dollars.

NVIDIA CEO Jensen Huang announced that the Blackwell chip has been fully put into production, with strong market demand. Morgan Stanley's report also supports this optimistic view, pointing out that orders are booked 12 months ahead, and the business and outlook remain strong.

Jensen Huang stated on Sunday that he hopes NVIDIA will deploy 0.1 billion AI assistants in the future to further enhance the company's productivity. He also emphasized that this will not lead to job cuts. He said: 'I hope NVIDIA will one day become a company with 0.05 million employees and equipped with 0.1 billion AI assistants across all departments of the company.'

The second.$Tesla (TSLA.US)$Closed up by 0.62%, partially recovering from the huge drop last Friday, with a trading volume of 18.83 billion US dollars. Tesla plummeted 8.8% at the close last Friday, as the market was disappointed by its launch of the self-driving rental car Cybercab. This self-driving rental car adopts the stainless steel shell of Cybertruck (Tesla electric pickup), eliminates the traditional steering wheel, pedals, and rearview mirrors, and claims to use an inductive charger for wireless charging, with a very futuristic overall design. At the event's start, Musk personally rode in the Cybercab through the movie set to demonstrate the actual operation to the audience.

Apart from Cybercab, Musk also showcased a self-driving van called Robovan. This vehicle has a futuristic appearance, no visible wheels, can carry up to 20 people, and can also be used to provide automatic ride-hailing services.

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. $Apple (AAPL.US)$ Gained 1.65%, with a trading volume of 9.205 billion US dollars, reaching a market cap of 3.52 trillion US dollars.

Recently, the market research firm Canalys released the global smartphone shipment data for the third quarter of 2024, with a 5% year-on-year increase in shipments for the quarter, achieving growth for four consecutive quarters. In terms of rankings, Samsung accounted for 18% of the global shipments, slightly ahead of Apple, occupying the top spot in the market, with Apple's market share at 18%, ranking second.

According to the International Data Corporation (IDC) data, Apple's PC shipments fell by 24.2% year-on-year in the third quarter, dropping to 5.3 million units. Meanwhile, Canalys data also shows that Apple's PC shipments were 5.1 million units in the same period, a decrease of 17.5% year-on-year.

Ranked fourth.$Microsoft (MSFT.US)$Rising by 0.68%, trading volume of 6.988 billion US dollars, with a market cap of 3.12 trillion US dollars. According to industry reports, Microsoft's Xbox Series X|S has encountered severe sales difficulties, with sales in September plummeting by 58% year-on-year. Although in the early stages, Xbox Series X|S performed well in the European market, sales have since declined. Considering Microsoft's recent game console sales expectations report, this trend is expected to continue.

The fifth.$MicroStrategy (MSTR.US)$Falling by 5.14%, trading volume of 6.771 billion US dollars.

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. $Advanced Micro Devices (AMD.US)$ Falling by 1.56%, trading at $5.284 billion. AMD held the 'Advancing AI2024' conference in San Francisco last Thursday, officially launching the fifth-generation EPYC server processor codenamed 'Turin' - the EPYC 9005 series. With the new 'Zen5' architecture and the widely deployed SP5 platform, the fifth-generation EPYC server chip achieves a series of record-breaking performance and efficiency, effectively supporting the growing market demand in enterprise, AI, and cloud computing fields.

Brokerage TD Cowen initiated a buy rating on AMD with a target price of $210.

The seventh.$Meta Platforms (META.US)$Closing higher by 0.08%, trading at $4.889 billion. Meta Platforms' Chief Technology Officer Andrew Bosworth confirmed to the media earlier reports about the company canceling a high-end headset set to be released in 2027 and developing another ultra-lightweight headset.

Ranked ninth.$Coinbase (COIN.US)$Closing up by 11.32%, trading at $3.463 billion.

Rank 10 $Alphabet-A (GOOGL.US)$ Closing up 1.05%, with a turnover of 3.134 billion US dollars. According to reports, Google has requested a California federal judge to temporarily suspend a comprehensive court order requiring it to open its app store to more competitors during its appeal. Last Friday night, Google stated in a court filing that the ban by US District Judge James Donato will take effect on November 1, which will harm the company's interests and pose 'serious security and privacy risks' to the Android ecosystem. The judge issued the ban on October 7 in response to a lawsuit filed by game maker Epic Games. Last year, Epic Games convinced a federal jury that Google illegally monopolized how consumers download apps on Android devices and how they make in-app payments.

Ranked thirteenth.$PDD Holdings (PDD.US)$Closing down 6.03%, with a turnover of 2.419 billion US dollars. Most popular China concept stocks fell on Monday.

Ranked 14th.$Alibaba (BABA.US)$Closed down 2.12%, with a trading volume of 2.312 billion US dollars.

15th place.$Taiwan Semiconductor (TSM.US)$Closed up 0.73%, stock price hit a record high, with a trading volume of 2.252 billion US dollars, and the intraday market cap once surpassed 1 trillion USD.

Taiwan Semiconductor denied its expansion plans in Europe on Monday, after an official previously stated, "Taiwan Semiconductor plans to build more factories in Europe, with a focus on the artificial intelligence chip market."

In an email statement, Taiwan Semiconductor Company expressed, "There may be some misunderstandings, TSMC remains focused on our current global expansion projects and currently has no new investment plans."

Editor/Jeffy

The translation is provided by third-party software.


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