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成交额TOP20 | 比特币跌穿9.1万美元,MicroStrategy跌逾12%;礼来升超4%,拜登政府拟将减肥药纳入医保补助计划

Transaction volume TOP 20 | Bitcoin falls below 0.091 million dollars, microstrategy drops over 12%; eli lilly and co rises over 4%, the Biden administration plans to include weight loss drugs in the health insurance subsidy program.

Global market broadcast ·  Nov 27 07:27

On Tuesday, the US stock market transaction volume was first.$NVIDIA (NVDA.US)$Closed up 0.66%, with a trade volume of 26.006 billion USD. Second place.$Tesla (TSLA.US)$Closed down 0.11%, with a trade volume of 21.193 billion USD. Third place.$MicroStrategy (MSTR.US)$Closed down 12.33%, with a trade volume of 17.557 billion USD.

On Tuesday, the US stock market transaction volume was first.$NVIDIA (NVDA.US)$Closed up 0.66%, with a transaction volume of 26.006 billion USD.

The company announced the launch of the music generation AI model Fugatto on Monday, claiming it to be "the most versatile sound machine in the world," allowing for precise control over sound generation. Nvidia stated that this tool is like a "Swiss army knife" for the audio field, capable of creating music, modifying sounds, and flexibly mixing various music, vocals, and sound effects, even creating unprecedented sounds.

The second.$Tesla (TSLA.US)$Closed down 0.11%, with a transaction volume of 21.193 billion USD.

UBS Group issued a bearish research report on Tesla. The institution stated that the phenomenon of Tesla's "market cap proportion of the automotive business falling below the average level" has only occurred twice in the past four years, each bringing more than a 30% and 70% pullback to Tesla's stock price.

Currently, Tesla's expected PE ratio has reached 100 times, far exceeding the average level of the past two years, requiring investors to have great confidence if they wish to continue increasing their shareholding in this stock.

Analysts Joseph Spak, Alejandro Nuno, and Zachary Walljaspe from UBS Group warned in a research report released on November 25th that in Tesla's recent stock price surge, emotion-driven factors outweigh fundamental factors, and investors need to be cautious.

The third.$MicroStrategy (MSTR.US)$Closed down 12.33%, with a trade of 17.557 billion USD. On Tuesday.$Bitcoin (BTC.CC)$It dropped and touched 91,000 USD per coin, with an intraday decline of over 2%.

According to the 8-K filing submitted to the SEC, microstrategy purchased approximately 55,500 bitcoins for around 5.4 billion USD in cash between November 18 and 24, with an average price of about 97,862 USD per bitcoin. csi all share sec b maintains a rating of outperform for microstrategy.

Apple, ranked 4th, rose 0.94%, with a trade of 10.788 billion USD.

The Indonesian government announced in October this year the prohibition of the sales of the iPhone 16 series smartphones within Indonesia because apple failed to meet the requirement that smartphones sold in Indonesia must contain at least 40% locally manufactured components. The Indonesian Ministry of Industry stated that apple promised last year to invest 1.7 trillion Indonesian rupees (approximately 0.109 billion USD) in Indonesia, but the actual disbursed amount was only 1.48 trillion Indonesian rupees.

Following the ban, apple proposed to increase its investment in Indonesia by 0.1 billion USD in exchange for the Indonesian government to resume sales of new phones. However, Indonesian Minister of Industry Agus Gumiwang Kartasasmita stated that apple's proposed investment plan did not meet the Indonesian government's requirements, especially compared to the scale of the tech giant's investments in other countries. He cited that apple invested approximately 244 trillion Indonesian rupees (about 15 billion USD) in Vietnam last year, selling 1.5 million phones; in Indonesia, it sold 2.5 million phones but only invested nearly 1.5 trillion Indonesian rupees.

The fifth.$Microsoft (MSFT.US)$Closed up 2.20%, with a transaction of 9.992 billion dollars.

Barclays stated that the Google search monopoly case has little impact on microsoft. Barclays bank released a report on Monday saying that the U.S. Department of Justice's antitrust lawsuit against Google has little effect on microsoft. Barclays gave microsoft an "increase shareholding" rating, with a target price of 475 USD.

Barclays analyst Raimo Lenschow stated in the report: "Since Bing only accounts for a small portion of microsoft's total revenue (making up 5% of total revenue in fiscal year 2024), based on our discussions with investors, the impact of any developments seems to have been largely ignored, especially under the situation that many software investors are unaware of the ongoing investigation. However, after the long-awaited proposed final ruling from the U.S. Department of Justice, we believe microsoft investors should pay closer attention to the final ruling of this case."

The sixth.$Amazon (AMZN.US)$Closed up 3.18%, with a transaction volume of 8.592 billion dollars. A government source stated that on Tuesday, the Japan Fair Trade Commission conducted an on-site investigation of amazon's Japanese subsidiary for suspected violations of the antitrust law.

Sources say that Amazon's subsidiary is suspected of improperly pressuring sellers to lower prices on its e-commerce website in exchange for favorable placement of their products on that site. This person indicated, "There are suspicions that Amazon's subsidiary in japan is forcing sellers to lower their prices in an unreasonable manner."

The seventh.$Meta Platforms (META.US)$Closed up 1.49%, with a transaction volume of 5.928 billion dollars. It was reported that google and meta platforms urged the Australian government on Tuesday to postpone a bill that would ban children under the age of 16 from using most forms of social media, and these two technology giants stated that more time is needed to assess its potential impact.

The eighth.$Eli Lilly and Co (LLY.US)$Closed up 4.55%, with a transaction of 5.236 billion dollars. On Tuesday, due to the Biden administration's plan to include weight loss drugs in health insurance and subsidy programs,$Novo-Nordisk A/S (NVO.US)$the stock price of Eli Lilly and Co rose.

However, Amgen's stock price plummeted because, although Amgen's MariTide weight loss drug has high side effects, it failed to outperform Eli Lilly's blockbuster drug Zepbound, and the trial results fell short of Wall Street's high expectations for MariTide. Before the data was released, even some analysts hoped for a 25% weight loss.

In a one-year trial, Amgen's MariTide weight loss drug helped non-diabetic patients lose up to 20%, comparable to the highest dosage effect of Eli Lilly's Zepbound. However, it had greater side effects, with about 11% of patients dropping out of the trial due to side effects, higher than Eli Lilly's 7%.

Ranked tenth.$Coinbase (COIN.US)$ Global closed down 6.06%, with a transaction of 3.943 billion dollars. On Tuesday, bitcoin-related stocks generally declined.

The 12th.$Super Micro Computer (SMCI.US)$Closed down 10.36%, with a transaction volume of 3.354 billion dollars. Previously, the company's stock price doubled in increase over 7 trading days. In the news, super micro computer recently announced that it has submitted a plan to the nasdaq exchange, committing to complete the delayed annual and quarterly financial reports.

Ranked 20th. $Micron Technology (MU.US)$ Closed down 2.57%, with a transaction volume of 1.955 billion dollars.

Editor/Danial

The translation is provided by third-party software.


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