Top 20 U.S. Stocks: NVIDIA Leads Declines, Tesla's Market Share Falls, Apple and TSMC Diverge.

On January 16th, during the U.S. stock trading session, NVIDIA and Tesla stood out among the top 20 companies by trading volume. NVIDIA led with a trading volume of $28.22 billion, closing down 1.96%. CEO Jensen Huang stated that NVIDIA's Blackwell platform CoWoS-L capacity will continue to increase significantly, despite challenges in cooling technology. The Blackwell system has already started mass production and is supplying clients globally. However, news that Huang will skip Trump's inauguration has drawn market attention.

Coming in second was Tesla, with a trading volume of $28.044 billion, and its stock fell by 3.36%. Despite still leading the U.S. electric vehicle market, Tesla's market share has declined from 55% to 49%. Industry reports indicate that for the first time, U.S. new energy vehicle sales accounted for 20% of total new car sales. Tesla faces increasing competition from Hyundai, GM, Ford, and BMW, who are gradually expanding their market shares. Barclays analysts noted that Tesla's current valuation has reached 123 times its price-to-earnings ratio, suggesting the "Musk premium" might be at its historical peak, with a potential return to fundamentals ahead.

Apple ranked third with a trading volume of $16.471 billion, closing down 4.04%. Reports indicate that to improve iPhone cooling performance, Apple plans to incorporate cooling components, specifically VC heat dissipation technology, in the iPhone 17 series. This technology is expected to enhance the cooling efficiency to meet increased computing power and energy demands.

TSMC performed relatively strongly with a 3.86% rise in stock price and a trading volume of $8.25 billion. The company's latest financial report shows that revenue for the fourth quarter of 2024 increased by 38.8% year-on-year, with a net profit growth of 57.0%. TSMC's gross profit margin and operating profit margin were outstanding, further cementing its leadership in the global semiconductor market.

Among other companies, Amazon had a trading volume of $5.474 billion, closing down 1.20%, and announced the acquisition of Indian fintech company AXIO; UnitedHealth had a trading volume of $4.691 billion, closing down 6.04%, and its third quarter of fiscal year 2024 report showed both revenue and net profit growth; AMD had a trading volume of $3.487 billion, with its stock down 1.27%, and launched new high-performance processors at CES 2025, showcasing its technological advancements in the chip sector.

Additionally, Google had a trading volume of $3.439 billion, closing down 1.30%, and announced a groundbreaking carbon credit purchase agreement with Indian agrotech company Varaha, marking its first entry into India's carbon dioxide removal field. Morgan Stanley performed notably well with a trading volume of $2.178 billion, closing up 4.03%, driven by stronger-than-expected earnings reports that boosted its stock price.

Overall, while some tech giants have shown mixed performances in the market, companies with large trading volumes continue to garner strong market attention. As more companies release their financial reports, investors remain highly attentive to future market trends.

The market carries risks, and investment should be cautious. This article does not constitute personal investment advice and has not taken into account individual users' specific investment goals, financial situations, or needs. Users should consider whether any opinions, viewpoints, or conclusions in this article are suitable for their particular circumstances. Investing based on this is at one's own responsibility.