With the conclusion of the last Federal Reserve meeting of 2024, all major agendas for the US stock market this year have been completed. Taking advantage of the market's emotional stabilization after yesterday's significant drop is just the right time to review the big winners of this year's thematic speculation.

In fact, many classic themes of speculation in the US stock market have also been heavily speculated by Chinese investors this year.

S&P 500 Index Division

Based on the trend so far this year, the Big Data analysis software company is expected to become the champion of the annual growth rate among the constituents of the American stock market benchmark index.$Palantir (PLTR.US)$, with a growth rate of 316% since the beginning of the year, it is basically a sure win.

The key to Palantir's outstanding performance lies in its precise alignment with several popular trends this year. The company's main business involves intelligence analysis of vast amounts of data, naturally linked to AI/machine learning and big data. At the same time, the company's major clients are defense and security contractors, fitting perfectly with this year's booming defense concept in overseas markets. Lastly, the inherent ToB property also means that the company has naturally soared in the AI application trend.

Interestingly, the second and third places for the largest increases (now should only be called strong challengers) are both companies from the Energy sector. Among them, the American electric power giant $Vistra Energy (VST.US)$ has risen 247% this year, the sustainable energy business spun off from General Electric.$GE Vernova (GEV.US)$Accumulated increase of 175%.

Vistra Energy not only has "coal-to-gas conversion" and the Nuclear Power Concept, but is also an impressive "buyback monster" in the US stock market. According to earlier Statistics, since 2021, the company has spent a total of 4.25 billion USD on buybacks — the company's latest Market Cap is only 45.2 billion USD.

The fourth place has a chance to break into the top three.$NVIDIA (NVDA.US)$(Up over 160% year-to-date).

The company ranked fifth is$Axon Enterprise (AXON.US)$(+136.12%), the Chinese name is Taise International, which is known for making stun guns. In addition to non-lethal Weapons, the company's main businesses also include law enforcement body cameras, Drones, and a digital evidence management platform - the company also increases revenue by signing "subscription contracts" with law enforcement agencies. By the way, the company also offers AI services, which is said to help the police extract "valuable information" from large amounts of video and data.

Currently, companies ranked sixth to eighth are$United Airlines (UAL.US)$(+121.69%), the Texas landlord stock TPL that was previously highlighted by Cai Lian Press, as well as the recently hot-performing$Broadcom (AVGO.US)$。

NASDAQ 100 Index Group

The challengers in this sector are quite familiar to Chinese investors. Currently, the leading stock is the leader in AI application.$Applovin (APP.US)$, with a year-to-date increase of 685.62%. Even though Palantir is about to be included in the NASDAQ 100 Index at the end of the year, the huge difference in growth between the two is unlikely to pose a threat to the former.

The remaining names are mostly 'old acquaintances', and the investors may not be very familiar with the 'AI Nuclear Power Station' concept stocks.$Constellation Energy (CEG.US)$, which previously collaborated with$Microsoft (MSFT.US)$The contract has been signed to restart the Three Mile Island Nuclear Power.$The Trade Desk (TTD.US)$It is a programmatic marketing software company, which is in competition with Applovin.

Country-themed investment sector: China ETF ranks among the top.

As the market with the most comprehensive range of Global ETF categories, the US stock market also reflects global Assets trends. According to Statistics, after removing those 'triple and double long' gamble-style ETFs, the Argentina ETF is likely to become the best performing country-themed ETF for 2024, indicating overseas investors' expectations for the country's 'reversal of hardships.'

The Israel ETF ranks second, mainly focusing on generic drug giant Teva, along with a series of cloud, cybersecurity, and fintech companies.

Following closely are the Peru and Singapore-themed ETFs, both with an increase of over 20%, while the China and Turkey ETFs have both seen an increase of 13%, making them standouts among similarly themed ETFs.

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Editor/rice