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11月29日美股成交额前20:特斯拉2024年供应链付款周期缩短

Top 20 turnover of US stocks on November 29th: Tesla shortens supply chain payment cycle for 2024.

Global market report ·  Nov 30, 2024 03:21

Nvidia topped the trading volume in the US stock market on Friday, closing up 2.15% with a volume of $19.475 billion. The German government plans to provide approximately 2 billion euros in new subsidies to the chip industry, with the new funds going to chip companies involving 10 to 15 projects, including the production of unprocessed wafers and assembling microchips. Earlier, the South Korean government announced an emergency injection of over 14 trillion Korean won (about $10 billion) in policy financing to cope with the uncertainty from the new US government and the increasingly fierce competition in the chip industry.

Tesla ranked second, closing up 3.69% with a volume of $12.46 billion. Tesla's Vice President, Tao Lin, stated on social media, 'In 2024, we have further shortened the payment cycle to our supply chain partners compared to last year, now taking only about 90 days. Over 95% of the components in the Shanghai Gigafactory are sourced from local suppliers. Tesla's achievements in China and globally are closely linked to these partners. Win-win with supplier partners, enhancing efficiency and reducing costs through technological innovation enable companies to go further, industries to thrive, and consumers to continuously receive the best products.'

MicroStrategy ranked third, closing down 0.35% with a volume of $8.639 billion. Bitcoin rose by 2.2% intraday, reaching $97,248. Economist and market strategist Peter Schiff, who has been skeptical about cryptocurrencies, recently suggested that shorting MicroStrategy (MSTR) stocks is a good idea because the publicly traded company with the most bitcoin holdings will eventually go bankrupt. Schiff referred to MicroStrategy as a 'great' short target, emphasizing that understanding how it operates would reveal its fate ending in MicroStrategy's bankruptcy.

Microsoft took fourth place, closing up 0.11% with a volume of $6.864 billion. Sources mentioned that the US Federal Trade Commission has initiated an antitrust investigation into US Microsoft, involving aspects like Microsoft, cloud computing services, and software licensing. So far, Microsoft has not responded. Reports suggest that after over a year of informal interviews with Microsoft's competitors and business partners, antitrust enforcement agencies have developed a detailed request for information, demanding Microsoft to provide information related to cloud computing and other areas. An insider revealed that Federal Trade Commission chair Lena Khan signed this extensive request, sending it to Microsoft.

Apple took fifth place, closing up 1.02% with a volume of $6.701 billion.

Amazon secured sixth place, closing up 1.05% with a volume of $5.129 billion. The US retail giant has already launched 'Black Friday' promotional activities ahead of time and has extended the promotion period. Many consumers prefer to visit physical stores on 'Black Friday,' experiencing the joy of shopping in a festive atmosphere. According to Reuters, the National Retail Federation of the United States estimates that this year around 85.6 million consumers will shop in physical stores, higher than last year's 76 million. The total number of consumers shopping online and offline is expected to reach a record 0.1834 billion.

Meta Platforms ranked seventh, closing up 0.9% with a volume of $4.076 billion. The Australian Federal Parliament's Senate passed the '2024 Cybersecurity (Minimum Age for Social Media) Amendment Bill,' prohibiting minors under 16 from using Facebook, X, and photo-sharing social media platforms. Australia's law also stipulates that if social media companies fail to take 'reasonable measures' to prevent under-16s from using their platforms, they could face fines of up to $50 million Australian dollars (about 0.235 billion Chinese yuan), with violations by minors and their parents not being punished.

Coinbase Global ranked eighth, closing down 4.75% with a volume of $2.865 billion.

12th place Super Micro Computer fell 6.93%, with a turnover of 1.933 billion US dollars. On the news front, the company stated in documents submitted later on Tuesday that it prepaid and terminated loan agreements with Cathay Bank and Bank of America because recent revisions to these agreements made them more onerous. This move released some cash and lifted restrictions related to the company's delayed audit financial statements. The company's stock price has been falling continuously since Tuesday.

13th place Broadcom rose 1.51%, with a turnover of 1.78 billion US dollars. On Friday, the US semiconductor sector closed higher.

17th place Google Class A shares fell 0.19%, with a turnover of 1.573 billion US dollars. On November 28th, Google announced the purchase of approximately 1400 hectares of land in the Kajaani and Muhost regions of Finland as a key step in its expansion of cloud computing and datacenter infrastructure in Finland. The total value of this land transaction exceeds 27 million euros (approximately 0.207 billion RMB), facilitated by the Finnish state forest asset management company Metsahallitus. It was noted that such a large-scale land transaction is not common in Finland.

19th place Taiwan Semiconductor rose 1.92%, with a turnover of 1.485 billion US dollars. According to Counterpoint Research's "Wafer Foundry Quarterly Tracker," driven by strong demand for artificial intelligence, global wafer foundry industry revenue in the third quarter of 2024 increased by 27% year-on-year and 11% quarter-on-quarter. Supported by strong demand for smartphones and AI semiconductors, advanced nodes including TSMC's N3 and N5 processes have become the main growth drivers for the wafer foundry industry.

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