The 'AI Big 10': 10 AI Stocks Now Comprise 28% Of The S&P, Up From 14% In 2023
The 'AI Big 10': 10 AI Stocks Now Comprise 28% Of The S&P, Up From 14% In 2023
The SPDR S&P 500 ETF Trust (NYSE:SPY) has appreciated by over 30% in the past eight months, a dichotomy from the once-bearish market. The 10 largest artificial intelligence (AI) stocks now comprise an outsized part of the S&P 500, indicating investor optimism in AI's future.
过去八个月,SPDR S&P 500 ETF Trust (NYSE:SPY) 累计上涨超过30%,成为曾经看淡的市场的矛盾之一。10家最大的人工智能(AI)股票现在构成S&P 500的一个过度部分,表明投资者对AI未来的乐观信心。
The Data: A post on X shared a Bank of America chart depicting the "Big 10" AI stocks as a percentage of the S&P 500's total value.
数据:X上的一篇帖子分享了美国银行的一张图表,描绘了“AI大10”占S&P 500总价值的比例。
AI-hype is stronger than ever:
— The Kobeissi Letter (@KobeissiLetter) June 17, 2024
The 10 largest AI-related stocks as a share of S&P 500's market cap just hit a record 28%.
In just 18 months, or since ChatGPT was announced, this percentage has DOUBLED.
The biggest drivers have been Nvidia, Google, and Microsoft which areup... pic.twitter.com/RovJaHNPEE
AI的炒作比以往任何时候都要强烈:
——Kobeissi新闻稿(@KobeissiLetter)2024年6月17日
作为S&P 500市值的份额,最大的10家AI相关股票刚刚达到创纪录的28%。
仅仅在ChatGPT发布的18个月时间里,这个百分比已翻了一倍。
最有影响力的驱动力的是英伟达,谷歌和微软,它们都上升了... pic.twitter.com/RovJaHNPEE
The "AI Big 10": The following companies comprise the so-called AI "Big 10."
“AI Big 10”:以下公司构成了所谓的“AI Big 10”。
- Microsoft Corp (NASDAQ:MSFT), 6.82% of the S&P 500.
- NVIDIA Corp (NASDAQ:NVDA), 6.73% of the S&P 500.
- Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), 4.49% of the S&P 500.
- Amazon.com Inc (NASDAQ:AMZN), 3.92% of the S&P 500.
- Meta Platforms Inc (NASDAQ:META), 2.62% of the S&P 500.
- Broadcom Inc (NASDAQ:AVGO), 1.73% of the S&P 500.
- Qualcomm Inc (NASDAQ:QCOM), 0.52% of the S&P 500.
- Advanced Micro Devices, Inc (NASDAQ:AMD), 0.52% of the S&P 500.
- Applied Materials, Inc (NASDAQ:AMAT), 0.42% of the S&P 500.
- Micron Technology Inc (NASDAQ:MU), 0.35% of the S&P 500.
- 微软公司(NASDAQ:MSFT),占S&P 500总市值的6.82%。
- 英伟达公司(NASDAQ:NVDA),占S&P 500总市值的6.73%。
- Alphabet Inc(NASDAQ:GOOG)(NASDAQ:GOOGL),占S&P 500总市值的4.49%。
- 亚马逊公司(NASDAQ:AMZN),占S&P 500总市值的3.92%。
- Meta Platforms Inc(NASDAQ:META),占S&P 500总市值的2.62%。
- 广达电子股份有限公司(NASDAQ:AVGO),占S&P 500总市值的1.73%。
- 高通股份有限公司(NASDAQ:QCOM),占S&P 500总市值的0.52%。
- 美国超微公司(NASDAQ:AMD),占S&P 500总市值的0.52%。
- 应用材料股份有限公司(NASDAQ:AMAT),占S&P 500总市值的0.42%。
- 美光科技公司(NASDAQ:MU),占S&P 500总市值的0.35%。
Why it Matters: The S&P 500's sky-high performance amid tough macro conditions can largely be attributed to the proliferation of AI. On its own, NVIDIA's eye-popping performance has accounted for around half of the S&P 500's advance in 2024. In the meantime, other industries have struggled.
为什么重要:S&P 500在宏观条件严峻的情况下表现如此出色,很大程度上归因于AI的普及。仅仅英伟达引人注目的表现已经占到了2024年S&P 500进步的一半左右。同时,其他行业却很艰难。
In recent months, other AI and AI-adjacent stocks have been added to the index. Super Micro Computer Inc was added to the S&P in March, while cybersecurity company CrowdStrike Holdings Inc will be added next week.
最近几个月,其他人工智能和与人工智能相关的股票已被加入指数。超微计算机公司于三月份加入了S&P,网络安全公司CrowdStrike Holdings Inc将在下周加入。
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Image created using artificial intelligence via Midjourney.
图像由Midjourney通过人工智能创建。
译文内容由第三方软件翻译。