On Friday, NVIDIA topped the US stock trading volume, closing up 5.27% with a transaction volume of 33.453 billion USD. Tesla ranked second, closing up 3.86% with a transaction volume of 24.779 billion USD. Apple ranked third, closing up 1.82% with a transaction volume of 12.77 billion USD.
On Friday, the top trading volume of US stocks. $NVIDIA (NVDA.US)$ Increased by 5.27%, with a trading volume of 33.453 billion USD. Regarding whether the NVIDIA GB200 AI server is in mass production, Hon Hai Chairman Liu Yangwei stated on Friday that after more than six months of data collection, the yield rate of GB200 has reached the standards for mass production. The GB200 is a very complex system with many components, making testing very complicated. After continuous improvements in the process, production has become increasingly stable, and shipping will not be a problem in the coming quarters.
Second place. $Tesla (TSLA.US)$ Increased by 3.86%, with a trading volume of 24.779 billion USD. Although Tesla increased on Friday, the stock has cumulatively dropped 4.83% this week, marking the eighth consecutive week of declines.
Sources say that the American electric vehicle manufacturer Tesla plans to produce a low-cost version of its best-selling Model Y in Shanghai to regain market share lost in the price war in the Chinese car market. It is reported that the internal project code for this model is E41. Tesla will renovate its existing production line in Shanghai to manufacture it, with mass production starting next year in Shanghai.
According to reports, the Danish retirement fund Akademiker Pension has announced on its official website that it has blacklisted Tesla Inc. This means that the fund and its managers cannot purchase Tesla stocks.
Ranked 3rd $Apple (AAPL.US)$ It closed up 1.82%, with a trading volume of 12.77 billion dollars. Apple has accumulated a drop of 10.7% this week, marking a third consecutive week of decline.
4th place $Palantir (PLTR.US)$ It closed up 8.31%, recovering earlier losses this week, with a trading volume of 9.756 billion dollars. The stock has accumulated a rise of 1.57% this week.
5th place $Microsoft (MSFT.US)$ Increased by 2.58%, with a transaction volume of 7.714 billion USD. The stock has cumulatively dropped 1.21% this week, marking the third consecutive week of decline. Reports indicate that Microsoft Windows 10 will officially stop supporting this October, and updates and technical assistance will no longer be available. To maintain device security, users can choose to upgrade to Windows 11 or purchase extended security update services. For those unwilling to pay extra but wanting to ensure security, Google offers a solution - ChromeOS.
Ranked 6th. $Amazon (AMZN.US)$ Increased by 2.09%, with a transaction volume of 7.522 billion USD. Amazon has cumulatively dropped 0.65% this week, marking the sixth consecutive week of decline.
8th place $Strategy (MSTR.US)$ Increased by 13%, with a transaction volume of 6.844 billion USD. On Friday, Bitcoin-related stocks generally rose. Bitcoin rose more than 4% early on Friday.
Ranked 11th. $Netflix (NFLX.US)$ Up by 3.13%, with a transaction volume of 4.752 billion dollars. The stock rose 3% this week, reversing a previous trend of consecutive declines. Recently, an Analyst stated that the rapid growth trend of Netflix users will soon slow down. The crackdown on password sharing has led to significant growth in the company's user numbers over the past two years, but Analysts believe that this rapid growth trend may quickly lose momentum.
According to a report by research firm Moffett Nathanson, Netflix has seen substantial user growth over the past two years, primarily driven by those who previously used others' login credentials and have now registered their own accounts. This indicates that Netflix is only making existing audiences pay, but has failed to attract a large number of new customers.
Ranked 14th. $Berkshire Hathaway-B (BRK.B.US)$ Up by 2.05%, with a transaction volume of 2.961 billion dollars. Reports indicate that Berkshire Hathaway is in talks to sell its real estate brokerage business HomeServices, with the transaction partner being the publicly listed company Compass in the USA. According to Statistics, Compass is the largest brokerage company by property transaction volume in the USA, while HomeServices ranks 4th.
Ranked 15th. $Applovin (APP.US)$ Increased by 7.68%, with a transaction volume of 2.932 billion USD. The stock rose a total of 8.29% this week, reversing a significant decline that had persisted for three weeks. In the previous three weeks, the stock experienced consecutive heavy declines of 18.59%, 21.57%, and 16.96%.
As the stock faced panic selling, Citigroup reaffirmed its 'Buy' rating and maintained a target price of 600 USD, believing that the 'false accusations' in recent bearish reports and the overall sell-off of momentum stocks were among the reasons for this decline.
In a report led by analyst Jason Bazinet, Citi wrote: "Based on peers' revenue growth rates, EBITDA profit margins, and equity value, a reasonable valuation for AppLovin should be $550 per share." Citi pointed out that the current valuation implies a 50% probability that AppLovin's equity value could go to zero, a figure described by Citi as "exceptionally high."
Ranked 17th $Intel (INTC.US)$ Increased by 1.48%, with a transaction volume of 2.802 billion USD. Intel announced the appointment of Chen Liwu as the new CEO, which stimulated the stock to rise by 16.5% yesterday, stopping the previous two weeks of decline.
Bank of America Securities reported that the new CEO of Intel, Chen Liwu, has extensive experience in Semiconductors and supply chain, which is commendable, but the company's transformation requires time and faces multiple challenges. The report emphasized that although the advantages in the enterprise market remain, there is a need to balance the risks posed by a lack of a clear Global Strategy for AI, increased competition from ARM architecture rivals in the PC/Server market, and macroeconomic pressures. The report specifically noted that manufacturing remains the greatest challenge and effectively managing these risks will be key to the transformation.
The rating for Intel has been upgraded from "Underperform" to "Neutral," with the target price rising from $19 to $25.
Additionally, according to Intel insiders, the advanced chip factory rated at 18A in Arizona is now operational, earlier than the expected mid-year timeline. This is an important milestone for Intel, and the team is excited about the plant being able to start production ahead of schedule.
Editor/rice
