Global Labor Shortage To Propel Tech Stocks To 50% Of S&P 500, Says Fundstrat's Tom Lee: 'You're Going To See A Shift'
Global Labor Shortage To Propel Tech Stocks To 50% Of S&P 500, Says Fundstrat's Tom Lee: 'You're Going To See A Shift'
The global labor shortage, estimated to reach 80 million workers by 2030, is expected to significantly boost technology stocks, according to Tom Lee, the head of research at Fundstrat Global Advisors.
Fundstrat Global Advisors研究主管湯姆·李表示，預計到2030年，全球勞動力短缺將達到8000萬工人，預計將顯著提振科技股。
What Happened: Lee predicts that the technology sector's share of the S&P 500 will increase from its current 30% to 50%, reported Business Insider. This projection is based on the potential for artificial intelligence to enhance productivity and address the impending labor shortage.
發生了什麼：據《商業內幕》報道，李預測科技行業在標準普爾500指數中的份額將從目前的30％增加到50％。這一預測基於人工智能在提高生產率和解決迫在眉睫的勞動力短缺方面的潛力。
Lee's comments come in the wake of NVIDIA Corp's (NASDAQ:NVDA) remarkable first-quarter earnings report, which led to a 10% surge in the company's stock. He believes that the AI narrative is still in its early stages and will drive a shift from traditional wage spending to increased investment in AI technology.
李的評論是在英偉達公司（納斯達克股票代碼：NVDA）發佈了出色的第一季度業績之後發表的，該報告導致該公司的股票上漲了10％。他認爲，人工智能敘事仍處於初期階段，將推動從傳統的工資支出向增加對人工智能技術的投資的轉變。
"The prime age workforce is growing slower than the total world population and by the end of the decade that gap is around 80 million workers. So unless there is a productivity boom which is what AI will do, it's going to create a lot of pressure on companies or incentives for them to innovate. And that means you're going to see a shift from annual wage spend to silicon spend," Lee said.
“黃金年齡勞動力的增長速度低於世界總人口，到本世紀末，這一差距約爲8000萬工人。因此，除非像人工智能那樣出現生產力激增，否則它將給公司帶來很大的壓力或激勵他們進行創新。這意味着你將看到從年工資支出轉向硅支出，” 李說。
Lee estimates that companies will collectively spend around $3.2 trillion annually on AI technology to counter the growing labor shortage. He also highlighted that Nvidia, with its approaching $100 billion in annual revenue, is poised to benefit significantly from this increased spending.
李估計，各公司每年將在人工智能技術上共花費約3.2萬億美元，以應對日益嚴重的勞動力短缺。他還強調，英偉達的年收入接近1000億美元，有望從支出的增加中受益匪淺。
The potential for a labor shortage to drive a surge in technology stocks is not a new phenomenon, Lee pointed out. He referenced previous instances of global labor shortages, such as those between 1948 and 1967 and between 1991 and 1999, which led to significant increases in technology stocks.
李指出，勞動力短缺可能推動科技股飆升並不是什麼新現象。他提到了以前的全球勞動力短缺事件，例如1948年至1967年之間以及1991年至1999年之間的勞動力短缺，這導致科技股大幅上漲。
Why It Matters: The global labor shortage is a significant issue that is not limited to the tech industry. In April 2023, U.S. tech giants faced challenges in downsizing their European workforce due to strict labor laws. This issue is likely to have a far-reaching impact on various industries and could potentially drive significant changes in the global economy.
爲何重要：全球勞動力短缺是一個重大問題，不僅限於科技行業。2023年4月，由於嚴格的勞動法，美國科技巨頭在裁員歐洲面臨挑戰。這個問題可能會對各個行業產生深遠影響，並有可能推動全球經濟的重大變化。
Despite the potential for a surge in technology stocks, some experts have warned that the market may not have hit rock bottom yet. In April, both Jim Cramer and Lee cautioned against buying the dip, suggesting that the market may still have further to fall.
儘管科技股有可能飆升，但一些專家警告說，市場可能尚未觸底。4月，吉姆·克萊默和李都警告不要逢低買入，這表明市場可能還有進一步下跌的餘地。
However, the AI-driven rally has continued to gain momentum, with Nvidia's stock topping over $1,000 on Thursday as the stock market reclaimed record highs. This ongoing rally suggests that the potential for AI to drive a surge in technology stocks is a significant factor to consider in the current market landscape.
然而，人工智能驅動的漲勢繼續增強，隨着股市重回歷史新高，英偉達的股票在週四突破了1,000美元以上。這種持續的漲勢表明，人工智能推動科技股飆升的潛力是當前市場格局中需要考慮的重要因素。
Image Via Pixabay
圖片來自 Pixabay
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
這個故事是使用 Benzinga Neuro 創作的，由 Kaustubh Bagalkote
譯文內容由第三人軟體翻譯。