As the AI (artificial intelligence) boom continues to increase the momentum of American technology stocks, the "seven giants" of US stocks have impacted a new high.
On January 24, local time, Apple, Microsoft, Google, Amazon, Nvidia, Tesla, and Meta, which were known as the "seven giants" of the US stocks, pulled the Standard 500 Index to return to historical high.In addition to Apple and Tesla’s stock price fell slightly, the stock prices of five companies in the "seven giants" rose.In the market, the S & P 500 once refreshed the historical high to 4903.68 points, and then fell slightly, closing at 4868.55 points to refresh the highest closing price in history.The Nasdaq 100 index also rose again, closing up 0.55%, a new high for five consecutive days.
On the 24th, Microsoft’s market value exceeded 3 trillion US dollars, becoming the first company after Apple to cross the threshold of $ 3 trillion, with a total of US $ 401.5 per share, up 0.92%, and a total market value of 2.99 trillion US dollars.The stock price of Meta, Nvidia and Google’s parent company Alphabet also refreshed a historical high on that day. The market value of Meta has finally re -surpassed the $ trillion mark since 2021.A $ 613.62 per share rose by 249%. The total market value exceeded 1.5 trillion US dollars, reaching $ 1.52 trillion; the stock price in Alphabet hit a historical high of US $ 149.86, exceeding the closing high of $ 149.84 in November 2021,The day closed at $ 148.70 per share, up 1.1%.
The "Seven Giants" are ranked in the top nine of the global market value company.Source: Companies Market Cap
In the past 2023, the seven major technology giants of the U.S. stocks have driven the US stock market to rise sharplyKanpur Stock. The "Seven Giants" have contributed two -thirds to the S & P 500 Index.Wind data shows that the historical closing high of the index was 4796.56 points set in January 2022, with a maximum of 4818.62 points.
AI expansion technology stocks rise space
The market’s continuous enthusiasm for AI has promoted the rise in the "seven giants" stock price, especially for Microsoft.In 2022, with the AI emerging giant OpenAI launched ChatGPT, it set off a global AI boom. The combination of the genetic AI technology and its products and the cost of spending money have become the largest shareholder and partner of OpenAI.More than $ 1 trillion.Two weeks ago, on January 12, Microsoft’s stock price closed at 388.47 US dollars per day, up 1.0%. The total market value once exceeded the US $ 2.87 trillion Apple at that time and became the highest market value company.
According to statistics, in the past year, Microsoft, AI chip giants Nvidia, AI, and Google’s parent company Alphabet, which are struggling to catch up on the AI track, have added a total of $ 2.5 trillion.Due to the insufficient performance in AI, the increase in Apple’s stock price was relatively small last year, but it also increased by nearly 50 percentage points.
The recent rise in Meta’s stock price has also been promoted by CEO Zuckerberg last week.Last Thursday, Zuckerberg reiterated its attention to AI again, announcing that the company’s next goal was to research AGI (General Artificial Intelligence), and to buy a large number of Nvidia AI chips for this.The H100 GPU from Nvidia.
Some institutions point out that if the subsequent development of AI can match the early heat, technology stocks will still rise in the next few years.Jim Golan, co -manager of the US Investment Bank William Blair, said: "People should be excited because when you look forward to two, three, or even four years, AI may bring real changes."
On January 3rd, Zhang Yidong, the global chief strategy analyst of Xingye Securities, co -dean of the Research Institute, and the new wealth diamond analyst, said in the surging news "Chief Connection" program that this round of AI technology led by the United States may drive the driver.The new Jagra cycle appeared in the United States and the world, similar to the Internet wave set off in the United States in the 1990s.The U.S. science and technology market will bring technology -based industrial investment opportunities to the global capital market, including A shares.
AI application layer company will announce the financial report next weekMumbai Investment
In addition to the enthusiasm for investment in AI, financial reports are also a major factor in helping the stock price.This week, the US stock company, which has released financial reports, mainly comes from the power side. For example, the financial report’s dazzling chip manufacturing giant TSMC, SK Hynix, and Acemai.From next week, Microsoft, Google and Meta, which are in the AI application layer, will announce their financial reports one after another, or have a great impact on the market.
Bank of America analysts have predicted that in the next two weeks, except for Tesla, the "Seven Giants" will announce profitable growth in the new fourth fourth fourth fourth quarter financial report.Without the help of these six companies, the profit of the fourth fiscal quarter of the entire S & P 500 will decline year -on -year.
Earlier, the return of the AI had just begun to appear in Microsoft’s financial results.
According to Microsoft’s first fiscal quarterly fiscal year in fiscal year in October last year, in the three months of September 30, 2023, the generation AI contributed about 3%to the growth of Microsoft Cloud service Azure.
On January 25, Tesla released the fourth quarter financial report after the US stock market.The financial report shows that in the fourth quarter of 2023, the company’s total revenue was 25.167 billion US dollars, an increase of 3%year -on -year, lower than the analyst’s expectations of US $ 25.87 billion; the net profit attributable to ordinary shareholders was US $ 7.928 billion, an increase of 115%year -on -year;Non-Gaap’s net profit attributable to ordinary shareholders (NON-GAAP) is US $ 2.486 billion, a year-on-year decrease of 39%.Similar to the past few quarters, although Tesla has remained profitable in the fourth quarter, multiple financial indicators are not as good as analyst expectations.
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