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成交额TOP20 | 阿斯麦业绩暴雷,英伟达受累跌4.69%;苹果涨超1%盘中股价再新高

Top 20 turnover | asml holding's performance thundered, nvidia fell by 4.69%; apple rose more than 1%, reaching a new high in stock price during trading hours

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.

AMD, ranked 4th in trading volume in the US stock market on Tuesday, fell by 5.22%, with a turnover of $8.019 billion; ASML Holding, ranked 6th, fell by 16.26%, with a turnover of $7.012 billion; Trump Media Technology Group, ranked 16th, fell by 9.65%, with a turnover of $3.014 billion.

The first in the U.S. stock market turnover on Tuesday.$NVIDIA (NVDA.US)$Falling by 4.69%, with a turnover of $49.961 billion. Nvidia's market cap shrinks by over $150 billion. Influenced by ASML Holding's downward revision of performance expectations, the chip sector in the US stock market generally declined on Tuesday.

According to media reports citing anonymous sources on Tuesday, the Biden administration is discussing setting limits on licenses for the export of artificial intelligence chips to certain countries by US chip companies such as Nvidia and AMD. The controls will focus on Gulf countries, where there is a growing demand for artificial intelligence data centers and significant investments have been made.

Ranked 2nd $Apple (AAPL.US)$ It closed up 1.10%, with the stock price hitting a historic high, and trading at $15.188 billion. Apple announced the launch of a new iPad mini on Tuesday, marking the first update of the iPad mini since 2021.

The new iPad mini is equipped with a faster A17 Pro processor, the same chip used in last year's iPhone 15 Pro. This means it supports Apple Intelligence, the company's new artificial intelligence feature suite, which will slowly roll out to users starting this month.

The third.$Tesla (TSLA.US)$It closed up 0.19%, with trading at $13.874 billion. On October 15, Tesla introduced a limited-time transfer policy for full self-driving capability (FSD), allowing existing vehicle owners with FSD benefits to place orders and deliver Model S/3/X/Y series by December 31, 2024 (inclusive) to transfer the original vehicle's FSD benefits to the new vehicle.

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%. $Advanced Micro Devices (AMD.US)$ It closed down 5.22%, with trading at $8.019 billion. AMD was also negatively impacted by news of ASML's performance forecast downgrade and the US government's preparation to strengthen chip export controls.

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. $ASML Holding (ASML.US)$ 收跌16.26%,成交7.012 billion美元。荷兰光科技巨头阿斯麦原定将于周三发布三季度财报,但由于操作失误,财报于周二美股早盘时分提前被挂上网站。结果,糟糕的业绩令市场大跌眼镜:虽然营收超出预期,但订单仅市场预期的一半,同时下调明年销售目标和毛利率指引。

该公司表示,阿斯麦三季度系统销售在中国市场的占比为47%,之前一个季度为49%,仍然是ASML的最大市场。预计中国市场对公司2025年总营收的贡献率大约为20%。

Financial media ZeroHedge believes that the bleak financial report and outlook downgrade of ASML Holding may indicate that the AI bubble is receding.

第7名美国$UnitedHealth (UNH.US)$集团收跌8.11%,成交6.641 billion美元。该集团2024财年第二财季净利润为4.216 billion美元,同比减少22.98%;其中营业所得为98.855 billion美元,同比增加6.41%,每股基本收益为4.58美元。

From the balance sheet perspective, unitedhealth's total liabilities are $186.822 billion, with short-term debt of $11.371 billion, a debt-to-asset ratio of 2.00, and a current ratio of 920.38.

Ranked tenth.$Broadcom (AVGO.US)$Closing down 3.47%, with a turnover of $4.871 billion. The US stock chip sector fell across the board on Tuesday.

The 12th.$Taiwan Semiconductor (TSM.US)$Closing down 2.64%, with a turnover of $4.096 billion. On Tuesday, there were reports that taiwan semiconductor is planning to establish more factories in europe, focusing on the artificial intelligence chip market to expand its global business footprint. It is reported that taiwan semiconductor has begun construction of its first wafer fab in Dresden, Germany, and plans to build several wafer fabs in the future for different market segments.

Taiwan semiconductor denied its expansion plans in europe on Monday, stating in an email statement: "There may be some misunderstandings, taiwan semiconductor remains focused on our current global expansion projects, and there are currently no new investment plans."

Ranked 14th $Alphabet-A (GOOGL.US)$ Rising by 0.30%, with a turnover of 3.353 billion US dollars. To meet the electricity demand, Google announced an agreement with nuclear energy startup Kairos Power on Monday local time, planning to purchase the planned 6-7 small modular nuclear reactors (SMRs) electricity from the latter, with a total capacity of 500 megawatts.

This means that Google will become the first company to commission a new nuclear power plant to supply power to its data center. Previously, Microsoft had already reached a cooperation agreement to restart with Three Mile Island nuclear power station.

15th place.$Applied Materials (AMAT.US)$Declining by 10.69%, with a turnover of 3.261 billion US dollars. The chip sector of the US stock market generally declined on Tuesday.

16th place.$Trump Media & Technology (DJT.US)$Fell by 9.65%, with a trading volume of $3.014 billion. The stock rose by over 10% in the morning, but later gradually declined significantly.

The 17th$Alibaba (BABA.US)$Declined by 5.54%, with a trading volume of $2.975 billion. Chinese stocks in the US generally fell on Tuesday.

Editor/Jeffy

The translation is provided by third-party software.


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