成交额TOP20 | 业绩超预期，迪士尼升超6%；特斯拉跌超5%，成交超380亿美元

Bitget

News

moomoo-证劵2026/03/12 22:03

By:moomoo-证劵

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!

A welcome pack worth 6200 USDT for new users! Sign up now!

来源：环球市场播报

周四美股成交额第4名苹果收高1.38%，成交102.12亿美元；第5名亚马逊收跌1.22%，成交90.33亿美元；第15名礼来收跌3.15%，成交31.71亿美元。

周四美股成交额第1名 $特斯拉 (TSLA.US)$ 收跌5.77%，成交380.47亿美元。作为更广泛的税制改革立法的一部分，特朗普过渡团队正计划取消7500美元的电动汽车税收抵免，特斯拉代表也支持终止补贴。

成交额TOP20 | 业绩超预期，迪士尼升超6%；特斯拉跌超5%，成交超380亿美元 image 0 电动汽车税收抵免是《通胀削减法案》的重要组成部分，这项补贴的废除将对美国的电动汽车普及造成重大打击。由于汽车价格居高不下，充电基础设施参差不齐，美国的电动汽车普及率已经出现下降。特朗普此前曾表示，他将在担任总统的第一天扭转现行的电动汽车政策。

第2名 $英伟达 (NVDA.US)$ 收高0.33%，成交285.62亿美元。英伟达将在11月20日公布财报。Susquehanna将英伟达公司目标价格从160美元上调至180美元。汇丰将英伟达目标价从145美元上调至200美元。

日前有报道称，英伟达将与 $软银集团 (9984.JP)$ 联手打造日本最强超级计算机，并推广能够同时运行AI任务和提供5G服务的新型电信网络。英伟达周三在其举办的日本AI峰会上宣布将与软银集团旗下电信业务子公司展开一系列合作，旨在加速日本的主权AI发展计划。两家公司将使用英伟达的最新Blackwell芯片，共同打造日本最强大的AI超级计算机。

第3名 $微软 (MSFT.US)$ 收高0.40%，成交128.79亿美元。美国联邦贸易委员会（FTC）将对微软云计算业务的反竞争行为展开调查，调查重点是关于微软在生产力软件市场滥用其市场势力的指控。正在调查的具体手段包括对离开的客户提高订阅费用、收取高额退出费用，以及使Office 365产品与竞争对手的云平台不兼容。此举表明FTC在主席丽娜·可汗的领导下，正在持续努力对大科技公司进行挑战，她优先关注打击垄断行为。

最新数据显示，在AI产品网站榜中，微软的Copilot今年10月访问量出现了大幅度上涨，涨幅高达惊人的87%。业内人士透露，接下来两个季度，还有可能翻几倍环比增长，且付费意愿同步提升。

第4名 $苹果 (AAPL.US)$ 收高1.38%，成交102.12亿美元。据报道，苹果公司正在大幅减少Vision Pro头显设备的产量，甚至可能在年底前停止生产这种一开始受人追捧的产品。这款增强现实设备在今年1月的预售活动中售罄，但在2月2日正式发布后，顾客们便发现这种昂贵的可穿戴设备既笨重又会引发头痛。

第5名 $亚马逊 (AMZN.US)$ 收跌1.22%，成交90.33亿美元。亚马逊周三宣布，正式推出名为“Amazon Haul”的线上低价商店，主打20美元以下的电子产品、服装等商品，此举旨在应对近年来不断蚕食其电商市场份额的折扣零售商。

根据公司博客文章介绍，这个新商店专区主要销售10美元以下的商品，部分低至1美元，同时提供满25美元免费配送服务。据亚马逊提供给卖家的文件显示，公司计划从其在中国运营的仓库向美国顾客发货。订单预计送达时间为1-2周。

第7名 $Meta Platforms (META.US)$ 收跌0.49%，成交63.64亿美元。Meta Platforms被欧盟罚款7.98亿欧元（8.41亿美元），因该公司将Facebook Marketplace服务与其庞大的社交网络捆绑在一起。这是这家美国科技巨头有史以来首次因违反欧盟反垄断法而被处罚。

欧盟委员会要求Meta停止将分类广告服务与Facebook庞大的社交媒体平台捆绑在一起，不要对竞争对手的二手交易平台施加不公平的交易条件。

第8名 $谷歌-A (GOOGL.US)$ 收跌1.84%，成交54.45亿美元。谷歌本周在苹果App Store平台上正式推出了其Gemini人工智能聊天机器人的iOS移动版本。此举也意味着谷歌Gemini与OpenAI引以为傲的AI聊天机器人ChatGPT对于C端用户们的争夺战，从PC端蔓延到了智能手机移动端。

第9名 $迪士尼 (DIS.US)$ 收高6.23%，成交52.63亿美元。迪士尼每股收益、营收、业绩指引超预期，宣布30亿股票回购计划。

该公司第四财季营收同比增长6.3%至225.7亿美元，预估224.7亿美元。全年营收同比增长3%至914亿美元。第四财季每股收益（EPS）同比增长79%至0.25美元。全年EPS翻倍，从去年的1.29美元增加到2.72美元。第四财季调整后每股收益同比增长39%至1.14美元，预估1.10美元。全年同比增长32%至4.97美元。第四财季息税前利润同比下降6%至9亿美元。全年息税前利润同比增长59%至76亿美元。

该公司预计2025年调整后每股收益将实现“高个位数”增长，超过4%的预期，并且盈利增长应在2026年达到两位数，并持续到2027年。

到2025年，该公司还计划回购30亿美元股票，并实现“与盈利增长同步的股息增长”。

第11名 $美国超微公司 (AMD.US)$ 收跌0.33%，成交44.13亿美元。AMD已证实计划在其全球员工中裁员约4%，即在其员工总数约26000人中裁员约1000人。在裁员之前，今年第三季度，AMD营收为68.19亿美元，同比增长18%；净利润为7.71亿美元，同比增长158%。AMD数据中心业务第三季度营收35.49亿美元，同比增长122%，数据中心业务已连续第二个季度销售额翻番。AMD第三季度研发成本上升近9%，总销售成本上升11%。

第15名 $礼来 (LLY.US)$ 收跌3.15%，成交31.71亿美元。礼来旗下重磅减肥药物Zepbound在第三季度销售逊于预期，让投资者对减肥药物市场前景产生了担忧。

礼来在10月底公布的2024年第三季度业绩显示，其重磅减肥药物Zepbound（有效成分为替尔泊肽）的销售不及市场预期，这着实令关注减肥药物市场前景的投资者感到担心。

财报显示，礼来第三季度营收为114.39亿美元，同比增长20%。不过，市场最关注的Zepbound在当季的销售额仅为12.6亿美元，远低于分析师预期的17.6亿美元。同样拥有替尔泊肽为有效成分的糖尿病治疗药物Mounjaro在当季的销售额为31.1亿美元，亦低于分析师预期的37亿美元。

对于Zepbound和Mounjaro在第三季度销售不及预期，礼来将其归咎于药品批发商削减这两种药物的库存。这家制药巨头表示，供应增加使得该公司能够在第二季度完成批发商的延期订单，这导致批发商拥有的Zepbound和Mounjaro库存在第二季度增加。而在第三季度，这些批发商动用了部分现有库存，而不是从该公司购买更多，这抑制了两种药物的销售。

第17名 $赛富时 (CRM.US)$ 收跌2.95%，成交25.4亿美元。日前加拿大电商平台 $Shopify (SHOP.US)$ 称，它已经吸引了数百家赛富时客户，包括玩具反斗城（Toys R Us）和床垫销售商Casper等知名品牌，并鼓励其他公司“加入这场大迁徙”。

Shopify的主要卖点是其电子商务服务套件的价格更低，该公司经常调侃赛富时热衷于通过晚宴招待潜在客户。

成交额TOP20 | 业绩超预期，迪士尼升超6%；特斯拉跌超5%，成交超380亿美元 image 1

编辑/Jeffy

Source: Global Market Report On Monday, the turnover of US stocks ranked first, closing up 0.75% with a turnover of $38.014 billion. Since the opening on June 10, Nvidia's stock has been trading at adjusted prices after the split. The overall value of Nvidia is not expected to change after the split, and the lower stock price will make it easier for investors to reach. In terms of product structure, the operating income of 10-30 billion yuan products is respectively 401/1288/60 million yuan.

On Thursday, Apple ranked fourth in US stock trading volume, closing up 1.38% with a transaction of 10.212 billion US dollars; Amazon, ranking fifth, closed down 1.22% with a transaction of 9.033 billion US dollars; Eli Lilly and Co, ranking fifteenth, closed down 3.15% with a transaction of 3.171 billion US dollars.

The highest transaction amount in US stock market on Thursday. $Tesla (TSLA.US)$ Falling 5.77%, with a turnover of $38.047 billion. As part of a broader tax reform legislation, the Trump transition team is planning to cancel the $7,500 electric car tax credit, and Tesla's representatives also support ending the subsidy.

The electric vehicle tax credit is an important part of the Inflation Reduction Act, and the repeal of this subsidy will have a significant impact on the popularization of electric vehicles in the United States. Due to high car prices and uneven charging infrastructure, the adoption rate of electric vehicles in the USA has already begun to decline. Trump had previously stated that he would reverse the current electric vehicle policy on his first day as president.

成交额TOP20 | 业绩超预期，迪士尼升超6%；特斯拉跌超5%，成交超380亿美元 image 2 The second. $NVIDIA (NVDA.US)$ 收高0.33%，成交28.562 billion美元。英伟达将在11月20日公布财报。Susquehanna将英伟达公司目标价格从160美元上调至180美元。汇丰将英伟达目标价从145美元上调至200美元。

日前有报道称，英伟达将与 $SoftBank Group (9984.JP)$ 联手打造日本最强超级计算机，并推广能够同时运行AI任务和提供5G服务的新型电信网络。英伟达周三在其举办的日本AI峰会上宣布将与软银集团旗下电信业务子公司展开一系列合作，旨在加速日本的主权AI发展计划。两家公司将使用英伟达的最新Blackwell芯片，共同打造日本最强大的AI超级计算机。

The third. $Microsoft (MSFT.US)$ 收高0.40%，成交12.879 billion美元。美国联邦贸易委员会（FTC）将对微软云计算业务的反竞争行为展开调查，调查重点是关于微软在生产力软件市场滥用其市场势力的指控。正在调查的具体手段包括对离开的客户提高订阅费用、收取高额退出费用，以及使Office 365产品与竞争对手的云平台不兼容。此举表明FTC在主席丽娜·可汗的领导下，正在持续努力对大科技公司进行挑战，她优先关注打击垄断行为。

The fourth most traded stock rose 1.72%, with a transaction volume of $9.743 billion. According to sources, a department of the Competition Commission of India (CCI) has launched a preliminary investigation into Apple this year, finding that Apple has had a significant impact on consumers in providing digital products and services. The focus of the investigation is that Apple is suspected of abusing its dominant position in the app market, forcing developers to use its proprietary in-app purchase system, which costs up to 30%. $Apple (AAPL.US)$ Rising 1.38%, with a turnover of 10.212 billion US dollars. According to reports, Apple is drastically reducing the production of the Vision Pro headset devices, and may even stop producing this initially popular product by the end of the year. This augmented reality device sold out during the pre-sale event in January, but after the official release on February 2nd, customers found that this expensive wearable device is both bulky and can cause headaches.

The fifth. $Amazon (AMZN.US)$ Falling 1.22%, with a turnover of 9.033 billion US dollars. Amazon announced on Wednesday the official launch of an online low-price store called 'Amazon Haul', featuring electronic products, clothing, and other commodities priced at 20 US dollars and below, in response to discount retailers that have been steadily eroding its e-commerce market share in recent years.

According to a company blog post, this new store section mainly sells goods priced under 10 US dollars, some as low as 1 US dollar, while offering free shipping for orders over 25 US dollars. Based on documents provided by Amazon to sellers, the company plans to ship from its warehouses in China to US customers. Orders are expected to be delivered within 1-2 weeks.

The seventh. $Meta Platforms (META.US)$ Fall by 0.49%, with a turnover of 6.364 billion US dollars. Meta Platforms was fined 0.798 billion euros (0.841 billion US dollars) by the European Union for bundling Facebook Marketplace services with its massive social network. This is the first time in history that this American technology giant has been punished for violating EU antitrust laws.

The European Commission has demanded that Meta stop bundling its classified ad services with Facebook's vast social media platform and refrain from imposing unfair trading terms on competitors' second-hand trading platforms.

$Alphabet-A (GOOGL.US)$ Decline by 1.84%, with a turnover of 5.445 billion US dollars. Google officially launched the iOS mobile version of its Gemini AI chatbot on the Apple App Store platform this week. This move also signifies the battle between Google's Gemini and OpenAI's proud AI chatbot ChatGPT for C-end users has expanded from the PC end to the mobile end of smart phones.

Ranked ninth. $Disney (DIS.US)$ Closing up 6.23%, with a turnover of 5.263 billion US dollars. Disney's EPS, revenue, and performance guidance exceeded expectations, announcing a 3 billion share buyback plan.

The company's revenue in the fourth quarter increased by 6.3% year-on-year to 22.57 billion US dollars, estimated at 22.47 billion US dollars. Annual revenue increased by 3% year-on-year to 91.4 billion US dollars. EPS in the fourth quarter increased by 79% year-on-year to 0.25 US dollars. Annual EPS doubled, increasing from last year's 1.29 US dollars to 2.72 US dollars. Adjusted EPS in the fourth quarter increased by 39% year-on-year to 1.14 US dollars, estimated at 1.10 US dollars. Annual growth of 32% year-on-year to 4.97 US dollars. Fourth quarter EBITDA decreased by 6% year-on-year to 0.9 billion US dollars. Annual EBITDA increased by 59% year-on-year to 7.6 billion US dollars.

The company expects adjusted EPS to achieve 'high single-digit' growth by 2025, exceeding the expected 4%, and profit growth should reach double digits in 2026, continuing through 2027.

By 2025, the company also plans to repurchase $3 billion in stocks and achieve "dividend growth in line with earnings growth."

Rank 11 $Advanced Micro Devices (AMD.US)$ Closing down 0.33%, with a turnover of 4.413 billion US dollars. AMD has confirmed plans to cut approximately 4% of its global workforce, about 1000 employees out of a total of around 26,000 employees. Prior to the layoffs, in the third quarter of this year, AMD's revenue was 6.819 billion US dollars, an 18% year-on-year increase; net income was 0.771 billion US dollars, a 158% year-on-year increase. AMD's datacenter business had third-quarter revenue of 3.549 billion US dollars, a 122% year-on-year increase, marking the second consecutive quarter of doubled sales in the datacenter business. AMD's third-quarter R&D costs rose by nearly 9%, with total sales costs up 11%.

15th place. $Eli Lilly and Co (LLY.US)$ Fell by 3.15%, with a turnover of 3.171 billion US dollars. Lilly's heavyweight weight loss drug Zepbound performed below expectations in the third quarter, causing concern among investors about the future of the weight loss drug market.

Lilly's third-quarter performance in 2024, announced at the end of October, revealed that sales of its heavyweight weight loss drug Zepbound (with the active ingredient tesamorelin) fell short of market expectations, causing concern among investors closely following the weight loss drug market outlook.

The financial report shows that Eli Lilly's third-quarter revenue was $11.439 billion, a 20% year-on-year increase. However, the market's most anticipated Zepbound sales for the quarter were only $1.26 billion, far below analysts' expectations of $1.76 billion. Similarly, the diabetes treatment drug Mounjaro, which also contains tirzepatide as the active ingredient, had sales of $3.11 billion for the quarter, also below analysts' expectations of $3.7 billion.

For the sales shortfall of Zepbound and Mounjaro in the third quarter, Eli Lilly attributed it to wholesalers cutting back on inventory of these two drugs. The pharmaceutical giant stated that increased supply allowed the company to fulfill delayed orders from wholesalers in the second quarter, leading to an increase in Zepbound and Mounjaro inventory held by wholesalers in the second quarter. In the third quarter, these wholesalers used some of the existing inventory instead of purchasing more from the company, which restrained the sales of the two drugs.

The 17th $Salesforce (CRM.US)$ Fell by 2.95%, with a turnover of 2.54 billion US dollars. The Canadian e-commerce platform recently $Shopify (SHOP.US)$ It has already attracted hundreds of Salesforce customers, including well-known brands such as Toys R Us and mattress retailer Casper, and encourages other companies to "join this great migration".

Shopify's main selling point is that its e-commerce service suite is priced lower, with the company often teasing Salesforce for entertaining potential customers through dinners.

成交额TOP20 | 业绩超预期，迪士尼升超6%；特斯拉跌超5%，成交超380亿美元 image 3

Editor/Jeffy

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.

Trade now！

The latest quantitative research on earnings season released by Citigroup provides concrete evidence for this profit trend: the model predicts that 66.2% of Russell 1000 constituents will deliver positive earnings surprises (i.e., earnings exceeding market consensus expectations) and corresponding positive stock price return trajectories (i.e., Citigroup's model also predicts positive stock price return directions), significantly higher than last quarter's already strong 60.9%, reaching the highest level since Q4 2021.

智通财经•2026/10/08 10:58

Nasdaq Hits New High, Igniting Earnings Season Expectations! Citi Predicts Nearly 90% of Tech Stocks Will Deliver “Earnings Surprises”, with Nvidia and AMD Leading the Outperformance List

Analysis - European Dilemma Provides New Reason for Dollar Bulls to Remain Optimistic

The US dollar has risen 5% against the euro, with some investors expecting further strengthening. The options market has become strongly bearish on the euro, as concerns over France’s fiscal situation and political uncertainty are creating pressure points for the eurozone. Laura Matthews/Saqib Iqbal Ahmed, Reuters New York, October 8 – This fall, the dollar surged to an 18-month high, with the latest rally fueled by uncertainty across the Atlantic, prompting some investors to bet the dollar will appreciate further. Analysts say the dollar continues to receive support from high—and possibly rising—US interest rates, robust economic growth, and persistent inflation risks. However, broader pressure centered on France’s massive fiscal deficit, potentially spreading to Italy and the wider eurozone, is emerging as a primary driver for the dollar in the coming months. So far this year, the dollar has appreciated about 5% against the euro, boosting the dollar index .DXY, which measures the dollar’s strength against six major currencies, including the euro (its largest component). “The euro remains under pressure, limiting one of the main alternatives to the dollar,” said Yuuto Shinohara, Senior Investment Strategist at Mesirow Currency Management. Last week, the yield spread between French and German 10-year government bonds recorded its largest weekly increase in decades, while the Italy-Germany yield spread saw its biggest weekly surge since the pandemic. The euro EUR= was last at 1.1183, down 0.67% against the dollar. “The market is focused on countries that, due to political dysfunction, cannot restore sustainable fiscal trajectories,” said Karl Schamotta, Chief Market Strategist at Toronto’s Corpay. One concern is that the euro no longer receives much support from the European Central Bank’s hawkish signals. The ECB raised rates by 25 basis points in September—its second hike this year to counter energy-driven inflation—but the euro fell after the decision, as markets worried about the impact of future hikes on the economy. Typically, rising European bond yields support the euro, but the euro's muted response suggests investors are increasingly concerned about growth and fiscal risks. Rising energy prices could add further pressure. “Structurally, Europe is a major energy importer and is more manufacturing-dependent than the US. The impact is obvious: high energy prices will drag down the region,” said Benjamin Ford, a researcher at Macro Hive. Ford expects the euro to fall to $1.10 within the next month, nearly 2% lower than current levels. “The US medium-term outlook seems stronger, while Europe is more susceptible to shocks,” Ford said. Policy Missteps Investors are also weighing whether the ECB can continue fighting inflation without causing greater harm to already weakening economies. The eurozone inflation rate (link) exceeded expectations in September, and with energy costs surging, it may rise further in coming months, keeping pressure on the ECB to hike rates. “There’s clear asymmetric downside risk for the euro at present,” said Dan Tobon, Citi’s Head of G10 FX Strategy in New York. “One of the likeliest triggers is policy error—if the ECB overtightens at a time when markets can’t bear it.” Euro risk reversal for one-month options, which measures whether traders are paying more to hedge against euro losses than gains, hit its most bearish level since March last Friday, while the three-month indicator touched its lowest point since June 2024. Federal Reserve policymakers have signaled that inflation risks remain high, which has helped keep US Treasury yields at multi-year highs. “Yields continue to rise, and US rates have an absolute advantage over most developed markets,” Shinohara said. Federal funds futures show about an 84% chance of at least one more 25-basis-point hike by December. Although few strategists expect the dollar to surge dramatically from current levels, they note that US economic resilience, sustained high yields, and Europe’s unique risks continue to tilt the balance toward the dollar. “For now, this imbalance looks very unfavorable for Europe,” Citi’s Tobon said. (For the convenience of non-native English speakers, Reuters automates translation of its reports into several other languages. As automated translation may be flawed or lack necessary context, Reuters does not guarantee the accuracy of such translations. They are provided solely for the readers’ convenience, and Reuters accepts no liability for any damage or loss arising from use of automated translation.)

路透社•2026/10/08 10:11