Xin Lang Cai Jing·2026-01-13 21:49Group 1: Nvidia - Nvidia's stock rose by 0.47% with a trading volume of $29.365 billion, and the company stated it will not require customers to pay upfront for H200 chips, countering reports of strict payment terms for Chinese clients [1] - The company emphasized it will never ask customers to pay for products not yet received, addressing concerns over potential policy changes affecting its ability to sell H200 chips in China [1] Group 2: Tesla - Tesla's stock fell by 0.39% with a trading volume of $23.921 billion, as Elon Musk announced plans to make the platform's recommendation algorithm public within a week, aiming for regular updates every four weeks [1] - Musk indicated that the recommendation algorithm will increasingly rely on AI, particularly the Grok chatbot, to enhance the quality of information flow [1] Group 3: Microsoft - Microsoft's stock declined by 1.36% with a trading volume of $12.982 billion, as the company committed to covering operational electricity costs for its U.S. data centers amid concerns over rising utility costs for consumers [2] - Microsoft plans to collaborate with utility companies to ensure power supply and improve data center efficiency while reducing water usage [2] Group 4: AMD and Intel - AMD's stock increased by 6.42% with a trading volume of $12.277 billion, as KeyBanc Capital Markets upgraded both AMD and Intel to "overweight" with target prices of $270 and $60 respectively, citing strong demand for server CPUs [2] - Intel's stock rose by 7.33% with a trading volume of $7.858 billion, reflecting similar positive sentiment in the semiconductor market [3] Group 5: Meta Platforms - Meta Platforms' stock decreased by 1.69% with a trading volume of $11.263 billion, as estimates suggest that a recent nuclear data center agreement may require over $14 billion in investment [3] Group 6: Google - Google's Class A shares rose by 1.24%, reaching a historical high with a trading volume of $11.203 billion and a market capitalization of $4.05 trillion, following a significant partnership with Apple to support AI functionalities in upcoming products [3] - Citigroup's report highlighted Google's Gemini model's capabilities and infrastructure advantages, reaffirming its position as a top choice in the internet sector with a target price of $350 [3] Group 7: Amazon - Amazon's stock fell by 1.57% with a trading volume of $9.285 billion, as reports indicated the company is seeking discounts from suppliers, with reductions ranging from low single digits to as high as 30% [3] Group 8: Financial Sector - Visa's stock dropped by 4.46% with a trading volume of $6.684 billion, amid concerns over potential impacts on profitability from proposed credit card interest rate caps [4] - JPMorgan's stock fell by 4.19% with a trading volume of $6.018 billion, as the bank reported projected total revenue of $185.6 billion for 2025, a 3% increase year-over-year, but a decrease in net profit compared to 2024 [5]