Source: Global Market Report

On Monday, the USA stocks trading volume ranked first.$Tesla (TSLA.US)$It rose by 6.14%, reaching a new all-time high, with a trading volume of 50.888 billion USD.

According to reports, the Trump transition team plans to eliminate the consumer tax credit for electric vehicle purchases, impose import taxes on all global battery materials, and withdraw Biden's support for electric vehicles and charging infrastructure.

Reducing support for Electric Autos may also impact Tesla's sales. However, Musk indicated that the cancellation of subsidies would affect competitors more than it would Tesla, as he believes Tesla already dominates the market.

US Energy Secretary Jennifer Granholm warned that eliminating these tax credits would weaken the competitiveness of the USA and potentially allow other countries, especially China, to gain an advantage in the electric vehicle field.

According to industry media data, in the third quarter of this year, Tesla's electric vehicle sales in the US market were slightly below 50%. Electric vehicle sales from General Motors, Ford, and Hyundai lag far behind. However, Tesla's competitors in the US electric vehicle sector are steadily eating into its market share, with Tesla's market share exceeding 80% in the first quarter of 2020.

Additionally, Google's CEO Sundar Pichai highly praised Tesla's leading position in the autonomous driving field, ranking it alongside Waymo as industry leaders. Pichai stated, "Clearly, Tesla is the leader in this field. In my view, Tesla and Waymo are the top two. Tesla has also made astonishing progress in this area."

Second place.$NVIDIA (NVDA.US)$Closed down 1.68%, testing the Resistance since the August high, with a transaction value of $31.199 billion. According to media reports on Monday, the continuous delay of NVIDIA's flagship automotive AI Chip Thor is increasing the risk of losing core customers. Thor was originally scheduled for mass production in mid-2024, but has now been significantly delayed. Multiple sources say its delay is affecting the new car product decisions of some domestic automakers.

Ranked 3rd.$Broadcom (AVGO.US)$Closed up 11.21%, continuing last Friday's crazy surge of over 24%, with a transaction value of $27.35 billion. Broadcom's earnings report released last Thursday exceeded expectations, and the optimistic outlook for the first quarter fueled the latest wave of increases.

The company stated that the demand surge brought about by the booming generative AI has led to a 220% increase in AI revenue this year, reaching 12.2 billion USD.

Goldman Sachs analysts recommended buying Broadcom stock and raised its 12-month Target Price from 190 USD to 240 USD, citing an increase in major clients for custom chips. They also mentioned the management's performance after completing the acquisition of VMware for 61 billion USD last year.

Barclays raised the Target Price for the stock from 200 USD to 205 USD, while Truist increased its Target Price from 245 USD to 260 USD.

5th place $Apple (AAPL.US)$ The stock rose by 1.17%, with a trading volume of 12.944 billion USD. Morgan Stanley stated on Monday that Apple remains its top stock pick for 2025, maintaining a Shareholding rating on Apple stock with a Target Price of 273 USD. The analysts led by Woodring indicated that they remain Bullish for the following reasons: Apple AI will drive an accelerated iPhone replacement cycle starting in fiscal year 2026; the service business maintains double-digit growth; and the gross margin is also increasing.

The analysts' Shareholding argument is based on the fact that Apple is on the verge of its largest device upgrade cycle ever, as the launch of Apple AI (and limited backward compatibility) enhances cycle upgrades and new user acquisition, accelerating the update cycle and driving record cycles in fiscal years 2025 and 2026, a cycle that is currently underestimated by the market.

6th place.$Microsoft (MSFT.US)$Closed up 0.97%, with a trading volume of 10.622 billion USD. Microsoft CEO Satya Nadella recently stated that OpenAI has a two-year lead in the field of AI, making it almost "without competitors."

Since 2019, Microsoft has begun investing in OpenAI, which launched ChatGPT in November 2022, triggering an arms race in the field of AI. Nadella believes that the release of ChatGPT has given OpenAI an "escape velocity," leaving competitors including Alphabet-A in a position they are being labeled as "caught off guard."

Ranked 8th.$Alphabet-A (GOOGL.US)$Closed up 3.60%, reaching an all-time high, with a trading volume of 8.827 billion USD. Recently, Alphabet-A announced significant progress with its quantum computing chip Willow, attracting widespread attention from the tech community and capital markets. The stock prices of small companies related to quantum computing surged, drawing a large influx of retail investors.

Alphabet-A launched a new video model VEO 2 on Monday and released the latest version of IMAGEN 3.

Ranked 9th.$Amazon (AMZN.US)$Increased by 2.40%, with a transaction volume of 8.696 billion dollars. The Governor of Ohio announced on Monday that Amazon's AWS plans to invest 10 billion dollars locally. The Brokerage Jefferies has raised the Target Price for Amazon from 235 dollars to 275 dollars.

The 13th. $Micron Technology (MU.US)$ Increased by 5.62%, with a transaction volume of 4.631 billion dollars. The company will announce its Q1 results for the fiscal year 2025 after Post-Market Trading on Wednesday, Eastern Time. Wall Street expects Micron's quarterly revenue to reach 8.72 billion dollars, a year-on-year increase of 84%, with a profit of 1.84 billion dollars, which translates to an EPS of 1.58 dollars, compared to a loss of 1.23 billion dollars or an EPS loss of 1.12 dollars in the same period last year.

A week before the earnings reports, Micron Technology received up to 6.165 billion dollars in federal government funding to produce Semiconductors in the USA under the 2022 CHIPS and Science Act. The US Department of Commerce stated that this funding will support Micron's "twenty-year vision" to invest approximately 100 billion dollars in New York State and 25 billion dollars in Idaho, establishing new factories and creating about 20,000 jobs.

14th place.$UnitedHealth (UNH.US)$Closed down 4.22%, with a transaction of 4.488 billion USD. After the assassination of UnitedHealth Group executive Brian Thompson, the group's CEO Andrew Witty acknowledged that the US healthcare system is "flawed" and needs reform.

He stated: "We know the healthcare system is not functioning as it should, and we understand people's dissatisfaction with it. No country would design a system like ours, which has been pieced together over decades."

US President-elect Trump stated on Monday: "Some people idolize the murderer who shot the CEO of UnitedHealthcare, which is really bad."

The 16th AI Software stock.$SoundHound AI (SOUN.US)$Closed up 16.44%, continuing its strong recent momentum, with a transaction of 3.184 billion USD. The stock has risen about 830% year-to-date. NVIDIA holds 1.73 million shares of SoundHound.

The 20th.$Super Micro Computer (SMCI.US)$Closed down 8.26%, with a transaction volume of 2.768 billion USD. Recently, the NASDAQ 100 Index announced the results of the annual constituent stock adjustments, and Super Micro Computer will be removed from the index.

Editor/Jeffy