Tech Sector Lags Communication Services Despite Super Micro, Nvidia Surge
Tech Sector Lags Communication Services Despite Super Micro, Nvidia Surge
Over the past six months, the tech sector has been trailing behind communications services.
在過去的六個月中，科技板塊一直落後於通信服務業。
What Happened: The SPDR Select Sector Fund – Technology (NYSE:XLK), which tracks the tech sector, posted a respectable +17.94% gain (as of June 25).
發生了什麼：SPDR 精選科技板塊基金 (NYSE: XLK) 跟蹤科技板塊，6月25日爲止，該基金的收益率達到了尚可的17.94%。
But it wasn't enough to outpace the +18.37% surge in the Communication Services Select Sector SPDR Fund ETF (NYSE:XLC), which follows communications services.
但是，它並未能跑過 通訊服務業ETF-SPDR基金 (NYSE:XLC) 的 18.37%的漲幅，該基金跟蹤通信服務業。
The tech sector witnessed astronomical gains from two companies in particular:
科技板塊中有兩家公司的獲利超乎尋常：
- Super Micro Computer Inc. (NASDAQ:SMCI) rocketed +191.01% to $289.72; it only holds a 0.43% weight in the XLK ETF.
- Nvidia Corp (NASDAQ:NVDA) wasn't far behind, soaring +158.22%. With a 20.73% index weight, Nvidia's +158.22% climb to $48.83 is monumental yet insufficient to lift the entire sector.
- 超微電腦股份有限公司 (NASDAQ:SMCI) 暴漲了191.01%到達了289.72美元；它只佔XLK ETF的0.43%。
- 英偉達股份有限公司 (NASDAQ:NVDA) 的漲幅也相當可觀，達到了158.22%。雖然它權重爲20.73%，但英偉達的漲幅並不足以提升整個板塊。
Also Read: Nvidia Surges Yet Again In Premarket: Jim Cramer Sees Micron's Hand In AI Stalwart's Stock Rally
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Other notable tech performers include:
其他顯著的科技表現者包括：
- Micron Technology Inc (NASDAQ:MU), which surged +63.16% to $86.49.
- CrowdStrike Holdings, Inc. (NASDAQ:CRWD), which rose +51.30% to $255.63.
- First Solar Inc (NASDAQ:FSLR), which increased +50.68% to $170.39.
- 美光科技股份有限公司 (NASDAQ:MU) 暴漲了63.16%至86.49美元。
- CrowdStrike Holdings, Inc. (NASDAQ: CRWD) 上漲了51.30%，報收255.63美元。
- First Solar Inc (NASDAQ:FSLR) 上漲了50.68%，收於170.39美元。
These gains were impressive but couldn't match the communication sector's momentum.
這些收益雖然令人矚目，但仍無法與通信板塊相比。
While tech had its stars, communication services had a broader rally. Meta Platforms Inc. (NASDAQ:META), Netflix Inc. (NASDAQ:NFLX), and Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) drove the XLC ETF to outperform.
雖然科技有其明星企業，但通信服務業普遍漲勢更爲強勁。Meta Platforms Inc. (NASDAQ:META), Netflix Inc. (NASDAQ:NFLX), 和 Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG)推動了XLC ETF的表現。
- META: Leading the charge with a +44.49% rise to $353.39, Meta's dominance (22.74% index weight) is clear.
- NFLX: Up +38.14% to $486.76, Netflix's strong showing was a significant boost.
- GOOGL and GOOG: Both Alphabet stocks climbed around +30%, closing at $141.49 and $142.72, respectively.
- META：Meta 憑藉44.49%的漲幅登頂，它在指數中的權重達到22.74%，處於絕對主導地位。
- NFLX: 上漲了38.14%至486.76美元，Netflix的強勁表現給整個表現帶來了重要的推動。
- GOOGL 和 GOOG：兩隻 Alphabet 的股票漲幅大約爲 30%，收盤價分別爲141.49美元和142.72美元。
Why It Matters: The tech sector's near-miss in outperforming communications services highlights a fascinating dynamic: while individual tech stocks can skyrocket, broader sector performance can still lag.
爲什麼這很重要：科技行業幾乎跑贏通信服務業表明了一個有趣的動態：雖然個別科技股票可以飆升，但更廣泛的板塊表現仍可能落後。
Investors should note that even with tech titans like Nvidia and Super Micro Computer making waves, sector-wide trends and diversified gains in other sectors can shift the balance.
投資者應注意，即使英偉達和超微電腦等科技巨頭引領了市場，其他板塊的行業趨勢和多樣化的盈利也可能改變板塊間的平衡。
As tech titans continue to battle, the communications services sector's broader strength underscores the importance of a diversified portfolio. Watching these sectors unfold will be key for strategizing the next move in an ever-evolving market landscape.
隨着科技巨頭的不斷競爭，通信服務業板塊的廣泛實力突顯了分散投資組合的重要性。觀察這些板塊的演變將決定在這個不斷演變的市場格局中規劃未來的關鍵。
譯文內容由第三人軟體翻譯。