US Stock Fund Activity List | Tesla rises over 6%, Musk states Tesla's AI chip production will exceed the global total

On Monday, NVIDIA, the top stock in U.S. trading volume, rose by 2.05%, with a transaction volume of $45.252 billion. After NVIDIA recently announced impressive quarterly results and forecasts, its stock price actually fell, leading to an increase in bearish sentiment in the market. Some short sellers focused on the rising Days Sales Outstanding (DSO) and increasing inventory, raising concerns about the company's financial quality. However, Tianfeng International analyst Guo Mingqiang stated that these doubts lack sufficient basis and do not correctly understand the current changes in NVIDIA's business structure.

Guo pointed out that NVIDIA's DSO for the third quarter of this fiscal year rose from an average of 46 days over the past few years to 53 days, which some critics viewed as a sign of "financial deterioration or even fraud," but this perspective overlooks the significant increase in accounts receivable concentration. Additionally, he criticized short sellers for choosing the wrong benchmark companies.

Guo believes that the market has misread NVIDIA's financial indicators, and the related criticisms ignore the impacts of changes in customer structure, industry payment terms, and capacity cycles.

Tesla, ranked second, rose by 6.82%, with a transaction volume of $39.966 billion. Tesla CEO Elon Musk recently published a lengthy post on social media, systematically disclosing the company's overall strategy and layout in the field of artificial intelligence chips for the first time.

Musk stated that Tesla has formed a chip R&D team with industry-leading capabilities and has deployed millions of self-developed AI chips in vehicle control systems and data centers. This technological accumulation places it in a leading position in global real-world AI applications.

According to him, Tesla's current onboard chip is AI4 (formerly HW4), its next-generation product AI5 has completed key designs and is about to enter production, while the development of the sixth-generation chip AI6 has also begun. The company plans to establish a "one generation per year" chip iteration rhythm, building a continuously evolving technological system. More notably, Musk claimed that Tesla's future total chip production capacity will "exceed the sum of all other AI chip manufacturers in the world" and emphasized that this goal is realistically achievable.

Alphabet's Class A shares (GOOGL), ranked third, rose by 6.31%, reaching a historic high with a transaction volume of $26.354 billion. The surge in the stock price marks a significant reversal in market sentiment towards Alphabet. After the launch of ChatGPT in 2022, although Alphabet is one of the main inventors of the underlying technology for generative artificial intelligence, some investors had previously worried that the company had handed over its advantages in the AI field to OpenAI.

Broadcom, ranked fourth, rose by 11.10%, achieving its best single-day performance since April, with a market value increase of $178 billion and a transaction volume of $17.39 billion.

Meta Platforms, ranked eighth, rose by 3.16%, with a transaction volume of $14.304 billion. According to multiple media reports on the 23rd, Meta Platforms found in an internal study that a short suspension of using its Facebook platform helps improve users' mental states, but the company subsequently halted the related research and did not disclose the research results According to reports, the research code-named "Mercury Project" was launched in 2020 in collaboration between Meta Platforms and market research firm Nielsen, aiming to assess the impact of a one-week Facebook deactivation on users' mental health.

The report pointed out that school districts across the United States have jointly filed lawsuits against companies like Meta Platforms and Google, accusing these companies of downplaying the mental health risks posed by their social media products to teenagers over the long term and prioritizing user growth over safety in their business operations, with the accusations against Meta Platforms being the most detailed.

Ranked 10th, AMD rose 5.53%, with a trading volume of $9.783 billion. On Monday, AMD announced that Zyphra achieved a significant milestone in large-scale AI model training. Zyphra ZAYA1 became the first large-scale expert hybrid model fully trained on AMD Instinct™ MI300X GPU, AMD Pensando™ networking, and ROCm open software.

Ranked 11th, Palantir rose 4.78%, with a trading volume of $9.308 billion.

Ranked 12th, Micron rose 7.99%, with a trading volume of $7.255 billion. On Monday, U.S. stocks in the memory sector collectively rose after Wedbush Securities pointed out that memory supply still struggles to meet AI demand.

Ranked 17th, Nebius Group rose 10.38%, with a trading volume of $4.621 billion. This AI cloud service provider had previously recorded significant declines for three consecutive weeks, resulting in a nearly 30% cumulative drop since November.

Ranked 20th, TSMC rose 3.48%, with a trading volume of $3.778 billion. TSMC Chairman Wei Zhejia and former Chairman Liu Deyin were awarded the highest honor from the American Semiconductor Industry Association, the "Robert Noyce Award." Wei Zhejia stated at the ceremony that advanced process capacity is far from sufficient, with customer demand exceeding expectations by three times the existing capacity