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.

The highest transaction amount in US stock market on Thursday.$Tesla (TSLA.US)$Closing sharply up by 21.92%, marking the largest single-day increase in 11 years, with a transaction of $51.745 billion.

Tesla's revenue for the third quarter was $25.182 billion, an 8% year-on-year increase; net income attributable to common shareholders was $2.167 billion, a 17% year-on-year growth; gross margin increased to 19.8%, up by approximately 2 percentage points year-on-year.

During the earnings call, Tesla CEO Musk stated: "Despite the ongoing challenging macroeconomic conditions, due to the arrival of low-cost cars and autonomous driving, Tesla's car sales are expected to increase by 20% to 30% next year."

Tesla's extraordinary profit increase has shocked the market, driving its stock price surge. However, Wall Street institutions have vastly differing views on Tesla's future stock price, with some being very bullish, even predicting a rise of over 40%, while others are more cautious, believing that Tesla has not yet addressed long-term growth concerns and even predicting a future price drop of nearly 40%.

Wedbush analyst Ives gave a target price of $300, expecting a more than 40% increase from Wednesday's close, stating that price cuts have completely become a thing of the past, which is key to increasing profit margins for Tesla's future AI transformation; JPMorgan analyst Brinkman raised the target price by nearly 4% to $135, still nearly 37% lower than Wednesday's close, believing that factors such as 'carbon sales' revenue and working capital gains in the third-quarter results are not sustainable.

The second.$NVIDIA (NVDA.US)$Rising by 0.61%, trading at $24.087 billion. Recently, NVIDIA CEO Huang Renxun confirmed in an interview that the Blackwell GPU does have a significant design flaw, which does not affect normal functionality but results in a very low yield rate. He revealed that to address this issue, NVIDIA redesigned as many as 7 chips.

Huang Renxun emphasized that this flaw is 100% NVIDIA's own design issue, not a problem with TSMC's technology and manufacturing.

NVIDIA announced on Thursday a series of partnerships with India's second-largest conglomerate, Reliance Industries, and launched a Hindi language model. Mukesh Ambani's Reliance Industries outlined plans with NVIDIA to build AI infrastructure in India.

NVIDIA also announced the launch of a Hindi mini-language model - Nemotron-4-Mini-Hindi 4B. Hindi is the most widely used language among many languages in India.

The fifth.$MicroStrategy (MSTR.US)$Up 10.25%, with a turnover of $5.296 billion. Year-to-date, the stock has risen by over 270%.

The seventh.$Amazon (AMZN.US)$Up 0.90%, with a turnover of $4.027 billion. Amazon is preparing to launch a new low-cost store in the usa and will strictly limit the prices of products by merchants.

According to reports, data provided by a merchant shows that 700 commodities have been listed in the "price limit list", including jewelry priced at $8 (approximately 57 yuan), guitars priced at $13 (approximately 93 yuan), and sofas priced at $20 (approximately 143 yuan). Amazon plans to ship directly to U.S. customers from guangdong, and the fulfillment costs for goods sold in low-cost stores will be significantly lower than those shipped domestically in the United States.

11th place$ServiceNow (NOW.US)$Rising by 5.39%, trading at 3.263 billion US dollars. The company announced strong third-quarter revenue and order data, but failed to meet some investors' higher expectations for stronger performance growth from artificial intelligence technology. In its post-market trading on Wednesday, the company reported that subscription revenue, which accounts for the vast majority of its total revenue, increased by approximately 23% year-on-year during this period, reaching 2.715 billion US dollars. As of September 30, the remaining performance obligations (a measure of booked sales) increased by 26% year-on-year, both exceeding Wall Street analysts' expectations.

Ranked twelfth, down 0.84%, trading at $2.587 billion. Huafu Securities released a research report stating that according to the recently announced Google antitrust judgment, Google pays Apple to become the default search engine for Safari browsers. $IBM Corp (IBM.US)$ Falling by 6.17%, marking the largest single-day decline in six months, with a trading volume of 2.442 billion US dollars. IBM's total revenue for the third quarter was 14.968 billion US dollars, a slight 1% increase year-on-year, but below analysts' expectations of 15.07 billion US dollars.

In the third quarter, IBM incurred a net loss of 0.33 billion US dollars, compared to a net profit of 1.704 billion US dollars in the same period last year, a shift from profit to loss year-on-year. IBM explained that the loss was mainly due to a one-time charge of approximately 2.7 billion US dollars for transferring a portion of its retirement plan to the third-party insurance company Prudential.

Specifically in the third quarter, IBM's software business revenue was 6.524 billion US dollars, a 10% year-on-year increase, while consulting business revenue declined by 0.5% year-on-year, and infrastructure business revenue decreased by 7%.

According to IBM's Senior Vice President and Chief Financial Officer James Kavanaugh, the revenue share of the software business in the third quarter reached nearly 45%.

Ranked 18th. Fell 1.56%, with a turnover of 2.175 billion US dollars. The company's statistics show that in the first quarter of 2024, its net income was $8.22 billion, a year-on-year decrease of 28%. It is analyzed that the main reason for the decline in profit is the fall in natural gas prices and the deterioration of refinery profit margins.$Newmont (NEM.US)$Falling by 14.70%, with a turnover of $1.883 billion. Despite Newmont's third-quarter earnings failing to meet Wall Street's expectations, causing its stock price to plummet by 6.11% in post-market trading on Wednesday, the quarterly profit announced by the world's largest gold producer is still the highest in five years.

According to the financial report, Newmont's net income for the third quarter was $0.924 billion, or $0.80 per share, slightly lower than analysts' expected $0.85. Nevertheless, the company's revenue reached $4.67 billion, which is very close to the expected $4.672 billion. In addition, through asset sales and investments, Newmont expects total revenue to reach as high as $1.5 billion, and this year's profit is expected to reach $3.2 billion, making it the strongest year in the company's history.

Ranked 19th.$Honeywell (HON.US)$Dropping by 5.10%, with a turnover of $1.829 billion. Honeywell's sales for the third quarter were $9.7 billion, below the market expectation of $9.9 billion; adjusted earnings per share were $2.58, exceeding the market expectation of $2.51. Despite facing headwinds in the industrial industry, Honeywell raised its full-year profit estimate but trimmed its sales expectation. The company expects earnings per share for the year to be between $10.15 and $10.25, up from the previous estimate of $10.05 to $10.25; sales are expected to be between $38.6 billion and $38.8 billion, down from the previous expectation of $39.1 billion to $39.7 billion, while the market expectation was $39.2 billion.

Ranking 20th$Lam Research (LRCX.US)$Rose 5.09%, with a trading volume of $1.765 billion.

Editor/Jeffy