黄仁勋在该公司于加利福尼亚州圣何塞举行的年度GTC活动上发表讲话称，
Source: Global Market Broadcast
On Tuesday, Meta Platforms ranked 3rd in U.S. stock trading volume, closing down 3.73% with a transaction volume of 11.824 billion USD; Alphabet-A ranked 8th, closing down 2.20% with a transaction volume of 6.73 billion USD. Strategy ranked 11th, closing down 3.77% with a transaction volume of 4.348 billion USD.
Tuesday's top trading volume on the US stock market.$NVIDIA (NVDA.US)$Dropped 3.43%, with a transaction volume of 34.821 billion dollars. NVIDIA announced its "Personal AI Supercomputer" plan on Tuesday, stating that it will allow developers, researchers, and scientists to develop AI models on their desktops.
Jensen Huang spoke at the company's annual GTC event held in San Jose, California, stating that,$Dell Technologies (DELL.US)$、$HP Inc (HPQ.US)$And other manufacturers will produce this new system. It also launched the successor to NVIDIA's Blackwell processor, the Blackwell Ultra. This chip series is expected to be released in the second half of 2025, followed by a more powerful upgrade called 'Vera Rubin' in the second half of 2026.
2nd place.$Tesla (TSLA.US)$Fell 5.34%, with a trading volume of 25.136 billion dollars. Royal Bank of Canada analyst Tom Narayan lowered Tesla's Target Price from $440 to $320, citing the pricing of its Full-Self-Driving technology and revised expectations for the adoption rate of autonomous taxis.
JPMorgan predicts that Tesla's stock price could fall to $120 and has expressed a pessimistic outlook on the company's prospects. Mizuho Securities has further reduced Tesla's Target Price to $85.
Ranked 3rd.$Meta Platforms (META.US)$It closed down 3.73%, with a transaction of 11.824 billion dollars. By the end of Tuesday's trading, the stock had completely erased this year's gains.
When asked whether to advance the case that forces Meta to sell Instagram and WhatsApp, Federal Trade Commission (FTC) Chairman Andrew said, $Ferguson (FERG.US)$He stated that the agency is preparing for a trial to break up Meta next month, which is expected to last eight weeks and begin on April 14.
Ranked 4th$Apple (AAPL.US)$It closed down 0.61%, with a transaction of 9.036 billion dollars. The Federal Supreme Court of Germany stated that Apple Inc's appeal against a regulatory assessment has failed, resulting in stricter regulation in Germany. Additionally, the court dismissed the request from Apple's legal team to consult the European Court located in Luxembourg regarding the case.
Apple's app store has been under scrutiny in Europe, with regulators expressing concerns about the user behavior data collected by the company.
With this lawsuit loss, Apple has joined the ranks of Alphabet and Meta, appearing on Germany's growing list of technology companies that may be subject to measures curbing their market dominance.
Ranked 7th.$Microsoft (MSFT.US)$Closed down 1.33%, with a trading volume of 7.471 billion dollars. Reports indicated on Tuesday.$Adobe (ADBE.US)$Empowering marketers through the AI assistant in Microsoft 365 Copilot with Microsoft.
Ranked 8th.$Alphabet-A (GOOGL.US)$It closed down 2.20%, with a transaction volume of 6.73 billion USD. NVIDIA announced on Tuesday that it will cooperate with Google's DeepMind and research institutions to develop the open-source physics engine Newton, allowing robots to learn how to handle complex tasks more accurately.$Disney (DIS.US)$
Ranked 11th.$Strategy (MSTR.US)$It closed down 3.77%, with a transaction volume of 4.348 billion USD. The company announced plans to issue 0.5 billion USD worth of preferred shares, named 'Strife', with a coupon rate of 10%.
According to the company's statement, the preferred stock named Strife will adopt a permanent and non-redeemable issuance structure; the company will not be able to redeem such stocks unless specific special conditions are met. The preferred stock is priced at 100 USD per share and dividends will be paid in cash. Individual investors can participate in this issuance through Fidelity Investments, and it is expected that these stocks will be traded in the Nasdaq market under the stock code STRF in the future.
The newly issued Strife preferred shares will pay dividends in cash. In comparison, another batch of convertible preferred shares 'Strike' (STRK.US), which the company previously issued, has an 8% dividend yield, and its current market trading price is about 86 USD (below the face value of 100 USD), yielding approximately 9.3%. Its circulation size is about 0.7 billion USD. The upcoming Strife preferred shares have a higher priority in debt repayment ranking compared to the existing STRK preferred shares, but they do not have the right to convert into common stock.
Ranked 13th.$Intel (INTC.US)$Closed up 0.90%, with a transaction volume of 3.44 billion USD. As of Tuesday's close, Intel has risen for five consecutive trading days, with a cumulative increase of 31%.
Intel's new CEO, Chen Lifeng, plans to restructure the company's chip foundry and AI Chip business, and may be considering layoffs.
Media reports state that restructuring the company's manufacturing operations is one of Chen Lifeng's core tasks. Intel's original manufacturing operations only produced chips for Intel, but former CEO Kissing opened the foundry business as an important means to reshape the company's growth. According to two individuals familiar with Chen Lifeng's thoughts, during a staff meeting held after his appointment as CEO last week, Chen Lifeng told employees that the company needs to make "difficult decisions," which has been interpreted externally as a signal of layoffs.
14th place.$Alibaba (BABA.US)$Closed down 3.27%, with a transaction volume of 3.01 billion USD.
Ranked 18th.$Applovin (APP.US)$Closed down 9.13%, with a transaction volume of 2.453 billion USD. Investment firm Jefferies stated after a meeting with AppLovin executives last week that AppLovin continues to offer long-term opportunities for investors. Jefferies reiterated its 'Buy' rating on the stock, with a Target Price of 600 USD, more than double the current stock price (278.84 USD).
Editor/Jeffy
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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