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Top 20 Turnovers | Nvidia's performance exceeded expectations and announced a 1-10 share split

環球市場播報 ·  May 23 07:22

On Wednesday, Nvidia, the number one in terms of US stock turnover, closed down 0.46% to $52,034 billion; Tesla, which ranked second, closed down 3.48%, with a transaction of US$15.942 billion; and AMD, which ranked third, closed up 0.52%, with a turnover of US$7.878 billion.

No. 1 in US stock turnover on Wednesday$NVIDIA (NVDA.US)$It closed down 0.46% and traded $52,034 billion; after the market, the stock price rose more than 7% to reach the $1,000 mark. Nvidia announced financial results after the close of trading on Wednesday. The results for the first fiscal quarter ending in April exceeded expectations, and the revenue outlook for the second fiscal quarter also exceeded market expectations — revenue for the second fiscal quarter was estimated at about 28 billion US dollars, and analysts' average forecast was 26.8 billion US dollars.

Nvidia also announced a “1 split 10” stock split plan and increased its quarterly cash dividend by 150% to $0.01 per share (calculated after the split).

The optimistic outlook strengthens Nvidia's position as the biggest beneficiary of AI spending. The company's so-called artificial intelligence accelerators — chips that help data centers develop chatbots and other cutting-edge tools — have become a hot item over the past two years, driving the company's sales to soar.

Second place$Tesla (TSLA.US)$It closed down 3.48% to US$15.942 billion. Tesla's sales volume in the European market fell to a 15-month low. The European Automobile Manufacturers Association said on Wednesday that the automaker registered only 13,951 cars in April, down 2.3% year-on-year, the worst record since January 2023. In contrast, electric vehicles grew 14% across the industry during the month.

Fourth place$Microsoft (MSFT.US)$The closing was 0.34% higher, and the transaction was $7.766 billion. According to reports, Nvidia competitor Groq has teamed up with Microsoft to raise $300 million in capital.

6th place$Apple (AAPL.US)$It closed down 0.75% and traded $6.627 billion. Court documents show that Apple has filed a lawsuit in the EU General Court to overturn the $2 billion fine previously imposed on it by the European Commission.

In March of this year, the European Commission fined Apple 1.84 billion euros ($2 billion) for allegedly abusing its dominant position in the music streaming app distribution market.

This is the first time that the EU has imposed an antitrust fine on Apple, and it is also one of the biggest fines the EU has imposed on technology companies. The European Union has previously imposed two huge fines on Google, amounting to 4.3 billion US dollars and 2.4 billion US dollars respectively. Google has also filed an appeal against these two cases.

Eighth place$Super Micro Computer (SMCI.US)$It closed down 2.86% and traded at US$4.977 billion. Ultramicrocomputer announced on Wednesday the launch of several new AMD-based H13 CPU server products. The new product is equipped with AMD EPYC 4004 series processors. Ultramicrocomputer will launch a new MicroCloud multi-node solution that can support up to ten nodes in a 3U form factor.

10th$PDD Holdings (PDD.US)$The closing was 1.13% higher, and the transaction was US$4.426 billion. The company's total revenue for the first fiscal quarter was 86.8121 billion yuan, up 131% year over year, mainly driven by increased revenue from online marketing services and trading services. Net profit attributable to Pinduoduo's common shareholders was 27.997.8 billion yuan, up 246% year on year; net profit attributable to Pinduoduo's common shareholders was 30.601.8 billion yuan, up 202% year on year without US GAAP.

11th$First Solar (FSLR.US)$The closing was 18.69% higher, and the transaction was $3.5 billion. UBS previously released a report saying that First Solar is “an overlooked direct beneficiary” of the increase in electricity demand driven by artificial intelligence (AI), reaffirmed the stock's “buy” rating and raised the target price from $252 to $270.

UBS analysts Jon Windham and William Grippin said there is a direct link between artificial intelligence and First Solar: “Under a '100% renewable' sustainable development policy, big tech companies match their non-renewable electricity consumption through power purchase agreements.” They used technology companies such as Amazon (AMZN.US), Microsoft (MSFT.US), Meta Platforms (META.US), and Google under Alphabet (GOOGL.US) as examples.

According to these analysts, First Solar's “unique technology is well-suited to two of today's biggest structural themes: growing demand for electricity driven by artificial intelligence and growing protectionism in the US.”

15th$Target (TGT.US)$It closed down 8.03% to $2,685 billion. The company's revenue for the first quarter of 2024 was US$24.53 billion, down 3.1% year on year; net profit of US$942 million, down 0.8% year on year; adjusted earnings per share of US$2.03, which fell short of market expectations of US$2.06, compared to US$2.05 for the same period last year.

Target's adjusted earnings per share were slightly lower than expected. This was the first time in recent quarters that this indicator fell short of expectations. The company expected second-quarter adjusted earnings per share of $1.95 — $2.35, compared to Wall Street's forecast of $2.19.

18th place$Analog Devices (ADI.US)$The closing was 10.86% higher, and the transaction was $2,235 million. Citibank recently published a research report, believing that artificial intelligence (AI) continues to lead the development trend of the semiconductor industry, and is optimistic about the future of Adeno and others.

19th place$Moderna (MRNA.US)$The closing was 13.67% higher, and the transaction was $2.55 billion.


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