公告称，以上调整从11月8日下周五美股开盘前开始生效。也就是说，下周五，英伟达就正式成为道指的成分股。届时，道指将囊括目前市值超过3万亿美元的所有三只个股： 道指成分股调整下周五开始生效。盘后英伟达涨近3%，英特尔一度跌超2%。
芯片巨头的“王座”轮转在美股主要蓝筹股指中得到体现。
美东时间11月1日周五美股盘后，标普$Dow Jones Industrial Average (.DJI.US)$公司公布，将 $NVIDIA (NVDA.US)$ 纳入道琼斯工业平均指数，取代道指目前的芯片业成分股 $Intel (INTC.US)$At the same time, another adjustment announced by the Dow Jones is,$Sherwin-Williams (SHW.US)$will replace$Dow Inc (DOW.US)$.
The announcement states that the above adjustments will take effect from next Friday, November 8th before the U.S. stock market opens. In other words, next Friday, Nvidia will officially become a component stock of the Dow Jones. At that time, the Dow Jones will include all three stocks with a combined market capitalization of over 3 trillion U.S. dollars: $Apple (AAPL.US)$N/A.$Microsoft (MSFT.US)$Nvidia.
After the adjustment, Nvidia's stock price continued to expand in post-market trading, currently up nearly 3%, while Intel's stock price fell further after hours, having dropped over 2% post market.
As of the close of trading on Friday, Nvidia's market cap is about $3.32 trillion, while Intel's market cap is close to $99 billion, less than 3% of Nvidia's. This is still the result of Intel's 7.8% surge on Friday after announcing strong financial results.
As of Friday's close, Nvidia's stock price has risen by over 173% since the beginning of the year, while Intel has dropped nearly 54%.
Nearly two years ago, OpenAI introduced ChatGPT, sparking a wave of artificial intelligence (AI) development applications. Nvidia, a giant in AI chips, is a big winner in this wave of enthusiasm and has become a favorite among AI concept stocks. In February this year, it was acclaimed by Goldman Sachs traders as the "most important stock on Earth".The "most important stock on Earth" on. World.
May of this yearBank of America reportDescribes Nvidia as the 'shovel king of the AI gold rush era,' believing that regardless of whether it's Microsoft, Google, or any other company profiting in the AI competition, Nvidia is in a favorable position.
The reason is simple, during the gold rush of the 1850s, merchants selling shovels made more money than the actual gold diggers. Instead of trying to pick a winner in the AI competition, why not just buy a company that provides necessary hardware for all AI competitors?
Less than a month after the Bank of America report was released, Nvidia's market cap surpassed 3 trillion US dollars in early JuneBreaking through the $3 trillion thresholdBecoming the third company to reach a market cap of 3 trillion after Apple and Microsoft, briefly topping the global rankings in June. Last Friday during trading, Nvidia'smarket cap briefly exceeded Apple'sAlmost grabbed the top spot in market cap.
In stark contrast to Nvidia, Intel is facing a major crisis this year unprecedented in the company's 56-year history.
In early August this year, Intel released what analysts called "the worst earnings report in history".Second-quarter performanceRevenue has retreated to the mid-2010s, with revenue declining by 1% year-on-year, the third-quarter revenue guidance at the highest down by 11%, while analysts expected growth of over 1%. The company also announced plans to lay off 0.015 million people, accounting for more than 15% of its total workforce, and suspend dividends for the first time since 1992 starting the fourth quarter.
Subsequent reports indicate that Intel is actively considering a "self-rescue" plan. In September, the Intel board of directors meeting considered a variety of strategic options.Multiple strategic optionsThe options include reducing billions of dollars in factory projects, selling off some subsidiaries, including previously acquired Mobileye and Altera, and possibly spinning off the core business into an independent company.
After Intel's post-market announcement on ThursdayThird-quarter performanceFinally impressed Wall Street this week, with the third-quarter total revenue decline lower than expected, and the data center revenue exceeding expectations with a 9% increase. Intel's guidance is more optimistic than Wall Street expectations, expecting fourth-quarter revenue of $13.3 billion to $14.3 billion, with the midpoint higher than analysts' expectations of $13.63 billion.
On the first trading day after the financial report was released, Intel's stock price surged on Friday, hitting a new high since October 14th, wiping out almost three weeks of declines.
Editor/rice
