On Thursday, the trading volume of Nvidia in U.S. stock market ranked first, with an increase of 2.8% to partly offset the huge losses suffered on Wednesday, and a turnover of 38.113 billion U.S. dollars. By the close of Thursday this week, the stock had fallen by over 6.3%, and it may record a decline this week.

Tesla, ranked second, rose 0.29%, with a turnover of 27.806 billion U.S. dollars. According to the California New Car Dealers Association (CNCDA), Tesla's sales in California, USA, dropped sharply by 24% in the second quarter of 2024.

CNCDA reported on Thursday that Tesla's car registrations in California have fallen 17% so far this year compared to last year. Although Tesla's Model Y still ranks first in the state's auto sales volume list, the brand's overall sales growth appears to have peaked.

This is Tesla's third consecutive quarter of declining registrations, with a decline of 9.8% in the fourth quarter of 2023, 7.8% in the first quarter of 2024, and 24.1% in the second quarter of 2024. From the data, the decline is increasing, especially the decline in the second quarter of 2024, which indicates that Tesla is facing increasing market pressure in California.

Apple, ranked third, fell 2.05%, with a turnover of 14.649 billion U.S. dollars. The well-known analyst Guo Mingqi's latest post stated that even though there were occasional rumors of an increase in iPhone 16 orders after Apple's global developer conference, recent earnings call conferences from Apple's two main suppliers, TSMC and Largan Precision, hinted that there may not be any increase in iPhone 16 orders.

TSMC said "did not see a sudden increase in sales", and Largan Power said "the orders for high-end models this year are about the same as last year."

Guo Mingchu said: "My understanding is that some suppliers have seen an increase in orders for the iPhone 16 in the second half of 2024, but from the perspective of EMS/assembly, the number of orders for the iPhone 16 has not changed much (about 87 million units), still slightly lower than the number of orders for the iPhone 15 in the second half of last year (about 91 million units). As for the increase in iPhone 16 orders from certain suppliers, it may be related to specific reasons within certain industries or components."

AMD, ranked fourth, fell 2.30%, with a turnover of 亿美元. AMD officially announced that it will launch a brand-new Ryzen 9000 series processor on July 31. Before the product was officially released, a processor named Ryzen 5 9600X appeared on the Canadian Amazon website, with a price of about 2,526 yuan.

Amazon, ranked fifth, fell 2.22%, with a turnover of 9.357 billion U.S. dollars. According to a report from Adobe Analytics on Thursday, online sales in the United States during Amazon's two-day Prime Day event increased by 11% to a record-breaking $14.2 billion. Amazon stated that this year's Prime Day event achieved a record high in sales, and the number of products sold in two days was more than in previous years. Adobe stated that the increase in sales this year was driven by back-to-school shopping, and related expenses during Prime Day increased by 216% compared to the daily sales level in June 2024. Consumers seeking to upgrade their devices and add new technologies drove a 61% increase in online sales of electronic products by retailers.

Microsoft, ranked sixth, fell 0.71%, with a turnover of 9.071 billion U.S. dollars. Bank of America Securities published a research report pointing out that it is expected that Microsoft's revenue in the fourth quarter of this year will increase by 1%, mainly due to the continuous strength of its cloud computing service Azure, the combination of high-end enterprise versions of Office E3/E5, early large language model Microsoft Copilot's attractiveness, and normalized PC/Windows purchasing environment.

According to Bank of America's expectations, Microsoft's revenue from productivity and business processing (PBP) will be $0.1 billion higher than expected, mainly due to the small growth rate of the business office and the conservative growth outlook of 14%; as for more personal computer (MPC) business, it will be $50 million higher than expected.

Bank of America raised Microsoft's target price from $480 to $510 and reaffirmed its "buy" rating.

Meta Platforms, ranked seventh, rose 3%, with a turnover of 8.93 billion U.S. dollars. According to reports, the U.S. social media giant Meta Platforms is considering investing billions of euros in European eyewear manufacturer Essilor Luxottica. The report stated that Meta is discussing deepening its existing cooperation with the group, and is collaborating with Morgan Stanley.

Meta, Essilor Luxottica and Morgan Stanley declined to comment.

TSMC, ranked eighth, rose 0.39%, with a turnover of 8.662 billion U.S. dollars. The company's second-quarter profits and gross margin exceeded expectations, and analysts welcomed its third-quarter profit margin guidance.

Eli Lilly and Co, ranked ninth, fell 6.26%, with a turnover of 6.508 billion U.S. dollars. After Roche's oral weight-loss drug trial produced positive results, the stock price of Eli Lilly and Co continued to be under pressure for the second consecutive trading day. The stock has fallen by more than 10% so far this week.

Roche Pharmaceuticals announced on Wednesday that the second candidate drug acquired from Carmot Therapeutics showed positive results, further intensifying competition in the weight loss drug market.

Google A-Class shares (GOOGL), ranked twelfth, fell 1.84%, with a turnover of 4.494 billion U.S. dollars. The Italian antitrust agency has launched an investigation into online search giant Google. The regulatory agency stated on Thursday that the company and its parent company Alphabet are suspected of unfair commercial practices.

The regulatory agencies stated in a statement that the consent links sent by Google to users requesting access to their services "may constitute misleading and aggressive business practices," and added that the information provided is "incomplete and misleading."

Intel, ranked seventeenth, rose 1.19%, with a turnover of 2.967 billion U.S. dollars. According to analysis by policy experts, the U.S. government's attention to the chip industry will not be affected by this year's elections; instead, it will further restrict chip sales to China and heavily support domestic chip manufacturers such as Intel.

JPMorgan, ranked eighteenth, fell 3.18%, with a turnover of 2.593 billion U.S. dollars. JPMorgan CEO Jamie Dimon stated that there are currently about 2,000 employees responsible for data and analysis, machine learning research, and other artificial intelligence (AI)-related fields, and it may expand to 5,000 people in the coming years.

Coinbase, ranked twentieth, fell 6.37%, with a turnover of 2.097 billion U.S. dollars.

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