Tech Bull Shares Top Stock Picks For Second Half Of 2024 After AI-Fueled Rally: Do You Own These Stocks?
Tech Bull Shares Top Stock Picks For Second Half Of 2024 After AI-Fueled Rally: Do You Own These Stocks?
The technology sector, propelled by the impetus provided by artificial intelligence, was the driving force behind the first-half stock market rally. Despite growing fears of a correction, a bullish analyst suggested on Friday that the rally will go on unhindered.
人工智能推動的科技板塊是上半年股市的推動力量。儘管對於可能的調整日益擔憂，一位看好的分析師週五表示這場反彈將會繼續無阻。
Just Getting Started: "It's only 9 pm and the AI-driven tech bull party goes till 4 am," said Wedbush analyst Daniel Ives in a note.
剛剛開始："現在只有晚上9點，由人工智能驅動的科技牛市將持續到凌晨4點。" Wedbush分析師丹尼爾·艾夫斯在一份報告中表示。
The analyst said his global fieldwork showed that the AI revolution has just begun with Nvidia Corp. (NASDAQ:NVDA) and Microsoft Corp. (NASDAQ:MSFT). The second, third, and fourth derivates of the revolution will start to play out over the next 12 to 18 months, he said, adding that a "tidal wave of $1 trillion of spending will come to the shores of the tech sector."
分析師表示，他的全球調研顯示，人工智能革命只是剛剛開始，英偉達和微軟是該革命的第二、三和四引導者，這些引導者將在接下來的12至18個月內開始發揮作用。他補充說，"將有一股1萬億美元的支出浪潮湧向科技板塊的海岸線。"
Delving into the first-half performance of the tech stocks, Ives said they have had a very strong run, led primarily by big techs such as Nvidia, Microsoft, Amazon, Inc. (NASDAQ:AMZN) and Meta Platforms, Inc. (NASDAQ:META).
深入探究科技股上半年的表現，艾夫斯表示，它們有一個非常強勁的增長，主要由英偉達、微軟、亞馬遜和meta platforms這樣的大型科技公司帶領。
Read Also: Top Performing Artificial Intelligence Stocks
閱讀：表現最佳的人工智能ETF股票
Second-Half View: Ives reiterated his view that the tech stocks will rise 15% on top of their first-half gains, with ample help from an acceleration in tech fundamentals as AI use cases materially expand.
下半年展望：艾夫斯重申，科技股將在上半年收益的基礎上上漲15％，並得到技術基本面加速擴展的充分幫助，因爲人工智能的使用案例顯著擴大。
The enterprise AI revolution will be led by Nvidia and Microsoft, while on the consumer side, Meta, Apple, Inc. (NASDAQ:META), and Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google will likely be the frontrunners, he said.
企業人工智能革命將由英偉達和微軟帶領，而在消費者端，meta、蘋果公司和Alphabet公司的谷歌可能成爲領跑者，他說。
The winners of the next phase of the AI revolution will be the tech vendors that can monetize their installed bases with new AI platforms, the analyst said. On the other hand, the losers would be "players that get squeezed out of sales cycles, technology-driven platforms, and future growth opportunities as they do not have the tools/tech/software engineers to compete," he said.
分析師表示，下一個人工智能革命的贏家將是能夠通過新的人工智能平台將其已安裝基礎變現的科技供應商。另一方面，輸家將是"因爲沒有工具、技術和軟件工程師來競爭，被迫退出銷售週期、技術驅動的平台和未來的增長機會的玩家。"
Top Picks: Ives listed nine stocks from across the tech industry as his top tech picks for the remainder of the year. Here's how these stocks have fared in the first half:
首選股票：艾夫斯列出了他在科技行業的9個首選股票，這是他在今年剩餘時間的首選科技股票。以下是這些股票在上半年的表現：
| Company | H1'24 Performance | Sector/Category | Upside Potential* |
| Microsoft | +19.3% | Big Tech with exposure to AI | +8.6 |
| Apple | +9.7% | Big Tech with exposure to AI | (-0.7%) |
| Alphabet | +30.6% | Big Tech with exposure to AI | +7.2% |
| Palantir Technologies, Inc. (NYSE:PLTR) | +47.5% | Data analytics company with exposure to AI | (-12.8%) |
| Palo Alto Networks, Inc. (NASDAQ:PANW) | +14.0% | Cloud security software vendor | +0.4% |
| Check Point Software Technologies Ltd. (NASDAQ:CHKP) | +8.0% | Cloud security software vendor | +0.3% |
| CrowdStrike Holdings, Inc. (NASDAQ:CRWD) | +50% | Cloud security software vendor | +3.9% |
| Zscaler, Inc. (NASDAQ:ZS) | (-13.3%) | Cloud security software vendor | +17.0% |
| Salesforce, Inc. (NYSE:CRM) | (-2.2%) | CRM vendor with exposure to AI | +16.0% |
| 公司 | 2024上半年表現 | 板塊/類別 | 上行潛力* |
| 微軟 | +19.3% | 漲幅*：+19.3％ | 人工智能板塊大型科技股：+8.6 |
| 蘋果 | +9.7% | 人工智能板塊大型科技股：-0.7％ | 人工智能板塊大型科技股：+30.6％ |
| alphabet inc | 人工智能板塊大型科技股： | 涉足人工智能的大型科技公司 | +7.2% |
| Palantir Technologies, Inc. (NYSE:PLTR) | +47.5% | 數據分析公司，具備人工智能相關業務 | （-12.8%） |
| Palo Alto Networks, Inc. (納斯達克:PANW) | +14.0% | 雲安全軟件供應商 | +0.4% |
| Check Point Software Technologies Ltd. (納斯達克:CHKP) | +8.0% | 雲安全軟件供應商 | 0.3% |
| CrowdStrike Holdings, Inc. (納斯達克:CRWD) | +50% | 雲安全軟件供應商 | +3.9% |
| Zscaler, Inc. (納斯達克:ZS) | （-13.3%） | 雲安全軟件供應商 | +17.0% |
| Salesforce，Inc. (NYSE:CRM) | （-2.2%） | 具備人工智能相關業務的CRM供應商 | +16.0% |
The Invesco QQQ Trust (NYSE:QQQ), an exchange-traded fund that tracks the Nasdaq 100 Index – comprising the 100 biggest non-financial tech stocks, rose 0.11% to $491.56 in premarket trading, according to Benzinga Pro data. The ETF is up 20.3% for the year.
納指100etf-invesco qqq trust（紐交所:QQQ）是一隻跟蹤納斯達克100指數的交易所交易基金，包括100家最大的非金融科技股，在盤前交易中上漲0.11%，報491.56美元，截至今年漲幅爲20.3%。
The Technology Select Sector SPDR Fund (NYSE:XLK) edged up 0.08% to $232.35 in premarket trading.
科技行業精選指數etf-spdr（紐交所:XLK）在盤前交易中微漲0.08%，報232.35美元。
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Photo courtesy: Shutterstock
圖片來源：shutterstock
譯文內容由第三人軟體翻譯。