Artificial intelligence (AI) stocks are surging and the 2024 presidential election is shaping up to be one of the most contentious in history. But ask retail traders how it affects them and the response is, "meh."
What Happened: According to the latest survey from Public, an investing platform that prides itself on helping members build asset portfolios, most retail traders just aren't excited by AI stocks.
Never mind the fact that AI companies — Nvidia Corp. (NASDAQ:NVDA), Super Micro Computer Inc (NASDAQ:SMCI), Micron Technology (NASDAQ:MU) — saw significant gains and outpaced broader market indexes like the S&P 500.
Of the 1,300 responses Public sourced from investors, the firm determined:
- 35% say that new technology excites them.
- 30% have purchased a company stock because of their AI capabilities.
- 64% say AI will be a standard tool for research in the future.
- 50% are likely to use it to process financial information in the future.
The contentious presidential election between Republican Donald Trump and Democrat Vice President Kamala Harris doesn't seem to faze investors, either.
"Many investors are indifferent to the election as it relates to the market or their own portfolio, but a number of investors purchased company stocks or traded options based on who they predict will win and how it will benefit their portfolio," Public derived from the findings.
Here's a breakdown:
- 63% say no, the election does not impact their investing strategy.
- 37% say yes, it does impact their investing strategy.
- 16% of investors are buying more stocks or options of a company based on who they predict will win and the impact it will have on their portfolio.
- 13% are investing less in 2024 due to the election.
- 12% are investing more.
There is also a direct 50/50 split among investors saying that economic data from the Federal Reserve impacts their investing decisions with 50.4% of retail traders saying "yes" and 49.6% saying "no."
Why It Matters: The ho-hum response toward the economy is something that has plagued the Biden-Harris administration for months, despite solid numbers.
As Election Day draws near, there is ongoing coverage of how the electorate views the economy and costs.
But here are the facts:
- Annual inflation has fallen to 2.4 percent, its slowest pace since early 2021.
- The unemployment rate recently dropped to 4.1%
- With gains of 20.9%, the S&P 500 year-to-date performance is up from recent presidential election years.
- Consumer morale hit a four-month high in September, driven by more spending and favorable price conditions.
And regarding AI, automation continues to be a major point of concern to labor workers who fear replacement. In June, the Kobeissi Letter claimed the AI hype was "stronger than ever."
As for what retail traders care about when crafting their portfolios, Public ranked these responses: strong earnings,
personal confidence in a company, leadership, transparent communication and familiarity with the brand. See chart below.
Courtesy of Public.comNow Read:
- Kamala Harris Beats Trump On Housing Affordability, Renters Say
Photo: Shutterstock
人工智能（AI）股票飆升，2024年總統大選正在成爲歷史上最有爭議的一次。但是如果問零售交易者這對他們有什麼影響，他們的回答是：「無所謂。」
據最新的來自Public的調查顯示，Public是一個自豪於幫助會員構建資產組合的投資平台，大多數零售交易者對AI股票並不感到興奮。
別管AI公司——如英偉達（Nvidia Corp.，納斯達克代碼：NVDA）、超微電腦公司（Super Micro Computer Inc，納斯達克代碼：SMCI）、美光科技（Micron Technology，納斯達克代碼：MU）——看到了顯著增長，並超過了像標準普爾500指數（S&P 500）這樣的更廣泛的市場指數。
來自投資者的1300份回答，Public得出結論：
- 35%的人表示新技術讓他們興奮。
- 30%購買公司股票是因爲它們的人工智能能力。
- 64%的人表示人工智能將成爲未來研究的標準工具。
- 50%的人未來可能會用它來處理財務信息。
共和黨特朗普概念和民主黨副總統賀錦麗之間的激烈總統選舉似乎並未使投資者感到震動。
「許多投資者對選舉對市場或其自身投資組合的影響感到漠不關心，但有一些投資者根據他們預測誰會獲勝以及這將如何使他們的投資組合受益而購買公司股票或交易期權，」公衆根據調查結果。
以下是具體情況：
- 63%表示選舉不會影響他們的投資策略。
- 37%表示選舉會影響他們的投資策略。
- 16%的投資者根據他們預測誰會獲勝以及這將對他們的投資組合產生的影響，購買更多該公司的股票或期權。
- 13%由於選舉的原因而減少了2024年的投資。
- 12%增加了投資。
投資者中也存在直接的50/50分歧，稱聯邦儲備局的經濟數據對其投資決策產生影響的有50.4%的零售交易員表示"是"，49.6%表示"否"。
爲什麼重要：對經濟的冷淡反應是困擾拜登-賀錦麗政府數月的問題，儘管數字表現不錯。
隨着選舉日臨近，對選民如何看待經濟和成本的報道仍在持續。
但這裏有事實：
- 年度通貨膨脹率降至2.4%，是自2021年初以來的最低增速。
- 失業率最近降至4.1%。
- 標普500指數年初至今的漲幅爲20.9%，較最近幾次總統大選年有所上升。
- 消費者士氣在9月份創下四個月來的新高，更多支出和有利的價格條件推動了這一增長。
關於人工智能，自動化繼續是勞動者關注的主要問題，他們擔心會被取代。在六月，Kobeissi信函聲稱人工智能的炒作"前所未有地強大"。
對於零售交易者在設計其投資組合時關心的事項，公共排名如下：強勁的收入，
對公司的個人信心，領導力，透明溝通和品牌熟悉度。請參見下面的圖表。
由Public.com提供 現在就閱讀吧:
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