How Apple Stock Could Gain From Friday's S&P 500 Rebalancing: What Investors Should Know
How Apple Stock Could Gain From Friday's S&P 500 Rebalancing: What Investors Should Know
The technology giant is currently the second-largest holding in the SPY, with 6.7% of assets and trailing Apple Inc (NASDAQ:AAPL) is one of the stocks that could be volatile Friday with S&P 500 and several market indexes rebalancing along with the quarterly triple witching event that sees the expiration of stock options, index futures and index options.
蘋果公司（NASDAQ:AAPL）是週五可能會出現波動的股票之一，因爲標準普爾500指數和其他幾個市場指數將進行調整，同時還有季度性的三大巫事件，即股票期權、指數期貨和指數期權到期。
What Happened: The S&P 500, tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY), will complete a quarterly rebalance on Friday. This task is traditionally done on the third Friday of March, June, September, and December.
發生了什麼：標準普爾500指數由SPDR標準普爾500 ETF Trust（NYSE:SPY）跟蹤，將在週五完成季度重平衡。這項任務通常在3月、6月、9月和12月的第三個星期五完成。
Apple could be one of the biggest beneficiaries of the rebalancing by the S&P 500 and other market indexes.
蘋果可能是標準普爾500指數和其他市場指數重平衡的最大受益者之一。
The technology giant is currently the second-largest holding in the SPY, with 6.7% of assets and trailing Microsoft Corporation (NASDAQ:MSFT) at 6.8%.
這家科技巨頭目前是SPY的第二大持股，佔資產的6.7%，僅次於微軟（NASDAQ:MSFT）的6.8%。
The rebalance will see Apple take the lead in the holdings, as the company's market capitalization of $3.48 trillion is ahead of Microsoft at $3.26 trillion.
由於蘋果的市值爲3.48萬億美元，超過了微軟的3.26萬億美元，重平衡將使蘋果成爲持股領頭羊。
Friday's new rebalancing will coincide with upcoming S&P index-capping rules that will adjust how allocations for the largest companies are determined, according to Bloomberg.
根據彭博社的報道，週五的新一輪重平衡將與即將到來的標準普爾指數限制規則相結合，這將調整確定最大公司的配股方式。
The reshuffling of $250 billion in shares in index-tracking funds is expected to benefit the technology sector and companies like Apple the most, the report said.
據該報道稱，預計索引跟蹤基金中的2500億美元的股份重組將最有利於科技行業和像蘋果這樣的公司。
Piper Sandler estimates that the technology sector will see $40 billion in net buying, as the only sector with a net gain, according to the Bloomberg report.
派傑投資估計，根據彭博社的報道，科技行業將看到淨買入400億美元，作爲唯一一個淨增長的行業。
Apple will account for a large portion of the $40 billion in net buying thanks to its market capitalization, new rules, and recent sales by Warren Buffett and Berkshire Hathaway.
由於蘋果的市值、新規定以及禾倫·巴菲特和伯克希爾·哈撒韋最近的交易，蘋果將佔到這400億美元淨購買的大部分。
The sale by Berkshire Hathaway has changed the float of Apple stock, with more shares available to investors. Rules from indexes, in some cases, use float-adjusted market capitalizations, which take into account large stakes held by fund managers.
伯克希爾·哈撒韋的出售已改變了蘋果股票的流通股份，使更多股份可以供投資者購買。在某些情況下，指數的規則使用浮動調整市值，考慮到基金經理所持有的大股份。
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你知道嗎？
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Why It's Important: Apple and Microsoft have battled back and forth over the last several years as the world's most valuable company. Both companies were briefly passed by Nvidia earlier this year.
爲什麼重要：蘋果和微軟在過去幾年中一直爭奪世界上市值最高的公司。今年早些時候，這兩家公司暫時被英偉達超過。
Friday's rebalancing is expected to bring market volatility and reshape many index funds moving forward.
預計週五的再平衡將帶來市場波動，並重塑許多指數基金的走勢。
For Apple, the event comes as the iPhone 16 is publicly released. Investors and analysts are expressing concerns as consumers grapple with whether the new features and the rollout of Apple Intelligence are worth the upgrade from their existing device.
對於蘋果來說，這個事件正值iPhone 16公開發布。投資者和分析師對此表示關注，因爲消費者不斷權衡新功能和蘋果智能的發佈是否值得升級現有設備。
AAPL Price Action: Apple stock trades at $229.02 versus a 52-week trading range of $164.08 to $237.23. Apple stock is up 23% year-to-date in 2024.
AAPL股價：蘋果股票的交易價格爲229.02美元，52周交易區間爲164.08美元至237.23美元。蘋果股票今年上漲了23%。
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Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。