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.$Tesla (TSLA.US)$Falling 5.77%, with a turnover of $38.047 billion. As part of a broader tax reform legislation, the Trump transition team is planning to cancel the $7,500 electric car tax credit, and Tesla's representatives also support ending the subsidy.

The electric vehicle tax credit is an important part of the Inflation Reduction Act, and the repeal of this subsidy will have a significant impact on the popularization of electric vehicles in the United States. Due to high car prices and uneven charging infrastructure, the adoption rate of electric vehicles in the USA has already begun to decline. Trump had previously stated that he would reverse the current electric vehicle policy on his first day as president.

The second.$NVIDIA (NVDA.US)$收高0.33%，成交28.562 billion美元。英伟达将在11月20日公布财报。Susquehanna将英伟达公司目标价格从160美元上调至180美元。汇丰将英伟达目标价从145美元上调至200美元。

日前有报道称，英伟达将与$SoftBank Group (9984.JP)$联手打造日本最强超级计算机，并推广能够同时运行AI任务和提供5G服务的新型电信网络。英伟达周三在其举办的日本AI峰会上宣布将与软银集团旗下电信业务子公司展开一系列合作，旨在加速日本的主权AI发展计划。两家公司将使用英伟达的最新Blackwell芯片，共同打造日本最强大的AI超级计算机。

The third.$Microsoft (MSFT.US)$收高0.40%，成交12.879 billion美元。美国联邦贸易委员会（FTC）将对微软云计算业务的反竞争行为展开调查，调查重点是关于微软在生产力软件市场滥用其市场势力的指控。正在调查的具体手段包括对离开的客户提高订阅费用、收取高额退出费用，以及使Office 365产品与竞争对手的云平台不兼容。此举表明FTC在主席丽娜·可汗的领导下，正在持续努力对大科技公司进行挑战，她优先关注打击垄断行为。

最新数据显示，在AI产品网站榜中，微软的Copilot今年10月访问量出现了大幅度上涨，涨幅高达惊人的87%。业内人士透露，接下来两个季度，还有可能翻几倍环比增长，且付费意愿同步提升。

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%. $Apple (AAPL.US)$ Rising 1.38%, with a turnover of 10.212 billion US dollars. According to reports, Apple is drastically reducing the production of the Vision Pro headset devices, and may even stop producing this initially popular product by the end of the year. This augmented reality device sold out during the pre-sale event in January, but after the official release on February 2nd, customers found that this expensive wearable device is both bulky and can cause headaches.

The fifth.$Amazon (AMZN.US)$Falling 1.22%, with a turnover of 9.033 billion US dollars. Amazon announced on Wednesday the official launch of an online low-price store called 'Amazon Haul', featuring electronic products, clothing, and other commodities priced at 20 US dollars and below, in response to discount retailers that have been steadily eroding its e-commerce market share in recent years.

According to a company blog post, this new store section mainly sells goods priced under 10 US dollars, some as low as 1 US dollar, while offering free shipping for orders over 25 US dollars. Based on documents provided by Amazon to sellers, the company plans to ship from its warehouses in China to US customers. Orders are expected to be delivered within 1-2 weeks.

The seventh.$Meta Platforms (META.US)$Fall by 0.49%, with a turnover of 6.364 billion US dollars. Meta Platforms was fined 0.798 billion euros (0.841 billion US dollars) by the European Union for bundling Facebook Marketplace services with its massive social network. This is the first time in history that this American technology giant has been punished for violating EU antitrust laws.

The European Commission has demanded that Meta stop bundling its classified ad services with Facebook's vast social media platform and refrain from imposing unfair trading terms on competitors' second-hand trading platforms.

$Alphabet-A (GOOGL.US)$ Decline by 1.84%, with a turnover of 5.445 billion US dollars. Google officially launched the iOS mobile version of its Gemini AI chatbot on the Apple App Store platform this week. This move also signifies the battle between Google's Gemini and OpenAI's proud AI chatbot ChatGPT for C-end users has expanded from the PC end to the mobile end of smart phones.

Ranked ninth.$Disney (DIS.US)$Closing up 6.23%, with a turnover of 5.263 billion US dollars. Disney's EPS, revenue, and performance guidance exceeded expectations, announcing a 3 billion share buyback plan.

The company's revenue in the fourth quarter increased by 6.3% year-on-year to 22.57 billion US dollars, estimated at 22.47 billion US dollars. Annual revenue increased by 3% year-on-year to 91.4 billion US dollars. EPS in the fourth quarter increased by 79% year-on-year to 0.25 US dollars. Annual EPS doubled, increasing from last year's 1.29 US dollars to 2.72 US dollars. Adjusted EPS in the fourth quarter increased by 39% year-on-year to 1.14 US dollars, estimated at 1.10 US dollars. Annual growth of 32% year-on-year to 4.97 US dollars. Fourth quarter EBITDA decreased by 6% year-on-year to 0.9 billion US dollars. Annual EBITDA increased by 59% year-on-year to 7.6 billion US dollars.

The company expects adjusted EPS to achieve 'high single-digit' growth by 2025, exceeding the expected 4%, and profit growth should reach double digits in 2026, continuing through 2027.

By 2025, the company also plans to repurchase $3 billion in stocks and achieve "dividend growth in line with earnings growth."

Rank 11 $Advanced Micro Devices (AMD.US)$ Closing down 0.33%, with a turnover of 4.413 billion US dollars. AMD has confirmed plans to cut approximately 4% of its global workforce, about 1000 employees out of a total of around 26,000 employees. Prior to the layoffs, in the third quarter of this year, AMD's revenue was 6.819 billion US dollars, an 18% year-on-year increase; net income was 0.771 billion US dollars, a 158% year-on-year increase. AMD's datacenter business had third-quarter revenue of 3.549 billion US dollars, a 122% year-on-year increase, marking the second consecutive quarter of doubled sales in the datacenter business. AMD's third-quarter R&D costs rose by nearly 9%, with total sales costs up 11%.

15th place.$Eli Lilly and Co (LLY.US)$Fell by 3.15%, with a turnover of 3.171 billion US dollars. Lilly's heavyweight weight loss drug Zepbound performed below expectations in the third quarter, causing concern among investors about the future of the weight loss drug market.

Lilly's third-quarter performance in 2024, announced at the end of October, revealed that sales of its heavyweight weight loss drug Zepbound (with the active ingredient tesamorelin) fell short of market expectations, causing concern among investors closely following the weight loss drug market outlook.

The financial report shows that Eli Lilly's third-quarter revenue was $11.439 billion, a 20% year-on-year increase. However, the market's most anticipated Zepbound sales for the quarter were only $1.26 billion, far below analysts' expectations of $1.76 billion. Similarly, the diabetes treatment drug Mounjaro, which also contains tirzepatide as the active ingredient, had sales of $3.11 billion for the quarter, also below analysts' expectations of $3.7 billion.

For the sales shortfall of Zepbound and Mounjaro in the third quarter, Eli Lilly attributed it to wholesalers cutting back on inventory of these two drugs. The pharmaceutical giant stated that increased supply allowed the company to fulfill delayed orders from wholesalers in the second quarter, leading to an increase in Zepbound and Mounjaro inventory held by wholesalers in the second quarter. In the third quarter, these wholesalers used some of the existing inventory instead of purchasing more from the company, which restrained the sales of the two drugs.

The 17th$Salesforce (CRM.US)$Fell by 2.95%, with a turnover of 2.54 billion US dollars. The Canadian e-commerce platform recently$Shopify (SHOP.US)$It has already attracted hundreds of Salesforce customers, including well-known brands such as Toys R Us and mattress retailer Casper, and encourages other companies to "join this great migration".

Shopify's main selling point is that its e-commerce service suite is priced lower, with the company often teasing Salesforce for entertaining potential customers through dinners.

Editor/Jeffy