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8月12日美股成交额最大20只股票 大摩下调DRAM行业龙头美光评级

On Aug. 12, 20 stocks with the largest turnover in US stocks were downgraded by Meguiar, the industry leader of DRAM.

新浪財經 ·  Aug 12, 2021 17:01

In the early morning of the 13th Beijing time, US stocks rose slightly on Thursday, with the Dow and the S & P index.Set an all-time high for intraday trading and closing. The US producer price index recorded its biggest year-on-year increase since 2010 in July, indicating that inflationary pressures continue to rise. Initial jobless claims fell to 375000 last week, in line with expectations.

The Dow was up 14.88 points, or 0.04%, at 35499.85; the Nasdaq was up 51.13, or 0.35%, at 14816.26; and the S & P 500 was up 13.13, or 0.30%, at 4460.83.

On Thursday, the Dow rose as high as 35510.77 and the S & P rose as high as 4461.77, both hitting new intraday highs.

Health care and technology stocks outperformed the market, while energy and materials lagged behind.

On the economic side, the Labor Department announced on Thursday that initial jobless claims fell to 375000 last week, in line with expectations. The previous value is 385000.

Separate data from the Labor Department showed that US producer prices rose more than expected in July, indicating that rising commodity costs and supply bottlenecks are still adding to corporate inflationary pressures.

The move follows a report on Wednesday from the labor department that CPI in the United states rose 0.5% month-on-month in July, down from June. The rise in used car and air ticket prices has slowed significantly, suggesting that inflationary pressures have eased as the economy recovers and pent-up consumer demand is released.

Moderna Inc, the champion anti-epidemic stock, closed up 1.6% on Thursday, ending two consecutive days of sharp declines with a turnover of $13.45 billion.

Tesla, Inc. ranked second in turnoverThe company closed 2% higher, with a turnover of $12.47 billion. During an interaction with Ark Capital CEO Wood on social media on Thursday, Tesla, Inc. CEO publicly called the two big car chip companies the "biggest problem" in the supply chain. Mr Musk said that, as publicly disclosed, the company was operating under extreme supply chain restrictions on some "standard" car chips, and that by far the biggest problems were Renesas and Bosch.

No. 3 Apple IncThe company closed 2.1% higher, with a turnover of $10.69 billion. Apple Inc is the second-highest gainer among the Dow 30 stocks today.

No. 6 MeiguangIt closed down 6.4% to $5.05 billion. Morgan StanleyAnalyst Joseph Moore downgraded Micron Technology Inc to hold from overweight on Thursday and adjusted his target price to $75 from $105. Joseph believes that the entire DRAM (dynamic random access memory) industry is entering the end of the cycle, which will pose a challenge to Meguiar's long-term returns. Meguiar is the leading enterprise in DRAM industry.

The seventh place Palantir closed 11.4% higher, with a turnover of $4.69 billion. Palantir's second-quarter revenue rose 49 per cent year-on-year to $376 million. The company had a net increase of 20 new customers in the second quarter, with the total number of customers up 13% month-on-month; the number of commercial customers increased by 32% month-on-month. The company expects Q3 revenue of $385 million and expects revenue growth of 30 per cent or more from 2021 to 2025.

The 11th BioNTech closed 4.1% higher, with a transaction of $2.72 billion. Robert Burns, an analyst at H.C.Wainwright, raised its target price for BioNTech to $330 from $194, maintaining its "neutral" rating.

The 13th Upstart closed 4% higher, with a transaction of $2.49 billion.

The stock jumped more than 26 per cent yesterday after reporting better-than-expected second-quarter revenue and adjusted earnings per share, which Citigroup saw as high as $205.

In terms of US-listed stocks, US stocks ranked 14th in turnover today.It closed down 1.6% to $2.45 billion. On August 12, Alibaba Group Holding Ltd Group announced the progress of promoting the institutionalization of anti-sexual harassment. At the institutional level, Alibaba Group Holding Ltd will revise the previous "Code of Business Conduct of Alibaba Group Holding Ltd Group" to improve the relevant contents of anti-sexual harassment and anti-sexual assault. At the same time, he is formulating the "Code of Conduct of Alibaba Group Holding Ltd Group against sexual harassment" to strengthen zero tolerance for sexual harassment. It has also improved the code of conduct for dealing with customers and partners, and clarified the complaint response and emergency response mechanism for vicious incidents such as sexual harassment and sexual assault, so as to ensure a smooth reporting channel.

18th NIO Inc.The car company closed down 3.4% on a turnover of $2.15 billion. NIO Inc. 's total income in the second quarter was about 8.448 billion yuan, up 127.2 percent from a year earlier, 5.8 percent from a month earlier, and a net loss of 587 million yuan. The loss in the same period last year was about 1.176 billion yuan, a year-on-year reduction of 50.1 percent, and a basic and diluted loss per share of 0.42 yuan.

The following are the 20 most actively traded stocks of the day (by turnover):

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