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12月2日美股成交额前20:苹果创历史新高,再登全球市值第一大公司王位

On December 2, the top 20 trades on the U.S. stock market: Apple reached a historic high, regaining the title of the largest company by global market cap.

Global market report ·  Dec 3 05:47

On Monday, Tesla, the number one in terms of US stock turnover, closed 3.46% higher and traded $26.717 billion.

Tesla recently announced the latest version of the autonomous driving software FSD V13.2. Combined with the updated content and the actual test video, the new version has many evolutions, including support for 36Hz video input processing. The new AI4 architecture is more advanced. The system can understand more complex road surface configurations, find closed road sections and take detours, handle obstacles more efficiently, and also optimize problems such as steering wheel shaking. It is worth mentioning that FSD now supports autonomous driving capabilities from parking space to parking space.

Broker Stifel raised Tesla's target price from $287 to $411.

The second-place Nvidia closed 0.27% higher at $23.327 billion.

On Monday (December 2) local time, Nebius Group NV, an artificial intelligence infrastructure company headquartered in the Netherlands, announced on its official website that it has reached a final agreement with selected institutions and investors to obtain 0.7 billion US dollars in financing. Investors include venture capital firm Accel, chip giant Nvidia, and some accounts managed by Orbis Investments, the company said. According to the plan, Nebius will issue 33, 333, 333A shares at a price of $21.00 per share.

The third-place ultra-microcomputer closed 28.68% higher and traded $10.479 billion.

Ultramicrocomputer said on Monday that an external review of its business found no evidence of misconduct. The company approved the recruitment of new executives and will replace Chief Financial Officer David Weigand. The company said in a statement Monday that it is looking for a new chief financial officer, chief compliance officer and general counsel.

Apple, in fourth place, closed 0.95% higher, and its stock price reached a record high. It traded 9.898 billion US dollars and reached a market capitalization of 3.62 trillion US dollars, once again becoming the largest company by market capitalization in the US stock market.

According to industry sources, the price of the Apple iPhone SE 4 will increase. The starting price will definitely be 3,499 yuan higher than the previous generation price. The company is not planning to make a cheap enough entry-level iPhone.

Citing a survey of smartphone users, UBS said that Apple has been focusing on the artificial intelligence features of its latest iPhone models, but consumers are currently not very interested in this. Analyst David Vogt wrote that the survey showed weak demand for iPhones as interest in artificial smartphones was still sluggish. “Interest in GenAI remains lukewarm.” 30% of respondents said they were interested in smartphones with generative artificial intelligence””, 27% said they were “not interested,” while the rest were neutral.

Fifth place MicroStrategy closed down 1.85% to $8.875 billion. From November 25 to December 1, MicroStrategy spent about 1.5 billion dollars to increase its holdings of 15,400 bitcoins at an average price of 95,976 dollars per bitcoin. According to the company's 8-K filing with the US Securities and Exchange Commission (SEC) on Monday, this increase has further strengthened its position as the world's largest corporate Bitcoin holder.

In 6th place, Microsoft closed 1.78% higher and traded $8.574 billion. According to reports, the market share of Microsoft's Edge browser has fallen below 13%. Previously, the Edge browser had taken advantage of the Windows 10/11 bundle installation and active promotion by Microsoft, and its market share reached 13.56% in October. However, according to Statcounter's latest statistics, the market share of Edge browsers fell below 13% in November, down 0.69% from 13.56% in October to 12.87%.

Amazon, which ranked 7th, closed 1.36% higher and traded $8.264 billion. Amazon founder Jeff Bezos (Jeff Bezos) teamed up with Samsung to invest 0.7 billion dollars in Tenstorrent, valuing this ambitious artificial intelligence (AI) chip startup that is about 2.6 billion dollars to challenge Nvidia.

Tenstorrent wants to develop a chip in an attempt to break Nvidia's monopoly in the field of artificial intelligence. Tenstorrent founder and semiconductor pioneer Jim Keller said the company received funding in a funding round led by South Korea's AFW Partners and Samsung Securities. Bezos Expeditions, the family office of Bezos, participated in this round of financing with LG Electronics and Fidelity, betting on Keller's strength and the opportunity for artificial intelligence technology to flourish.

Eighth-place Meta Platforms closed 3.22% higher, with a turnover of US$100 million. Meta Platforms plans to invest 10 billion dollars to build an undersea communication optical cable over 0.04 million kilometers that surrounds the Earth. According to people familiar with the matter, the initial plan for the submarine cable is to depart from the east coast of the United States, pass through South Africa, India, and Australia, then return to the west coast of the United States, thus forming a global ring road. Since the entire optical cable line looks like the letter W in English, the project is also known as Plan W.

According to reports, the W Plan is still in the early stages, and it is feared that it will take 5 to 10 years to actually be completed and put into use. Meta may disclose more information, including specific lines and communication capacity, early next year. Meta has previously participated in investing in 16 communication lines, but Plan W will be Meta's first self-owned communication optical cable. According to The Verge analysis, full control over routes and optical cables will allow Meta to prioritize traffic to its products and services.

The 10th Google Class A shares closed 1.50% higher and traded $3.947 billion. According to Statcounter's latest November 2024 report, the desktop browser market pattern continues to evolve. Google Chrome continues to take the lead, but the Microsoft Edge browser market share has declined. According to the data, Google Chrome's market share increased by 1.09 percentage points to 66.31% in November, reaching a new high in 2024, with a year-on-year increase of 4.25%.

The 11th place Intel closed down 0.50% and traded $3.542 billion. Intel said CEO Pat Gelsinger retired and stepped down from the board of directors effective December 1. The company appointed David Zinsner and Michelle Johnston Holthaus as interim co-CEOs, while the board is looking for a new CEO.

Frank Yeary, the independent chairman of the board, will serve as interim executive chairman during the transition period. Zinsner will serve as Executive Vice President and Chief Financial Officer, and Holthaus has been named CEO of the newly established Intel Products Division, which includes the Client Computing Division, the Data Center and Artificial Intelligence Division, and the Network and Edge Division.

In 16th place, TSMC closed 5.27% higher and traded $2.975 billion. There was news on Monday that Apple had ordered M5 chips from TSMC.

The 18th Berkshire Class B stock closed down 1.18% and traded $2.355 billion. On November 25, Warren Buffett released the latest letter to shareholders, announcing an increase in his total charitable donations by more than 1 billion US dollars, while also updating his wealth distribution plan after his death. Analysts commented that it was “very much like a will plan.”

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