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年度盘点 | 2024美股最劲板块出炉!科技股一骑绝尘,“AI新晋大牛股”Applovin爆升逾700%,英伟达升超170%一度成市值一哥

Annual Review | The strongest sector in US stocks for 2024 has been revealed! Technology stocks are leading the way, with the "new AI superstar" Applovin skyrocketing over 700%, and NVIDIA rising over 170% at one point becoming the top company by Market C

Futu News ·  Dec 11 17:50

The year 2024 has quietly come to an end. Looking back at the capital markets this year, there have been exciting highlights as well as turbulent moments. The main theme of AI has continued throughout the year, and the Trump Trade has added color to the second half.

How can new opportunities be seized in the upcoming year of 2025? Welcome to subscribe to the special topic."2024 Annual Review", let's look back at the past, solidify our experiences, and collectively welcome a new chapter in the future.

As 2024 approaches its end, looking back over the past year, US Stocks continue to hit new highs amid skepticism.

As of December 11, the three major US stock indices have repeatedly set historical highs this year, with the Dow Jones briefly breaking through the 45,000-point mark, and the Nasdaq continually approaching the 20,000-point threshold. Even more exciting, the S&P 500 Index successfully surpassed 6,000 points, setting a new closing high for the 57th time this year.

Against the backdrop of the ongoing AI wave, the start of a new round of interest rate cuts by the Federal Reserve, and the impending arrival of the "Trump 2.0" era, Technology stocks continue to surge, propelling the US Stocks to soar.

According to statistics, as of December 11, all 11 major US Industries closed in the green. Among them, the Technology Sector's increase reached 65%, leading the way, followed closely by Electrical Utilities.

In 2024, the AI boom continues to spread, and besides chip Stocks, Electrical Utilities Stocks and AI application Stocks have also become one of the big winners of this wave.

With the accelerated development of AI applications, related companies have welcomed a turning point of explosive growth. $Applovin (APP.US)$ Among them, the AI Advertising Marketing giant has accumulated a rise of up to 7 times within the year, transforming into a new ‘AI super bull stock’; known as the 'Messi of AI', $Palantir (PLTR.US)$ has seen a rise of up to 310% this year. It is worth noting that this company had already accumulated a rise of 167% last year; the leader in AI + credit scoring, $Fair Isaac (FICO.US)$ has also seen a rise of 87%.

Of course, the chip leader.$NVIDIA (NVDA.US)$In 2024, it will still be the center of attention, with its stock price rising more than twice in 2023 and increasing over 170% this year, and the Market Cap has exceeded 3 trillion dollars, temporarily ranking first globally. $Taiwan Semiconductor (TSM.US)$$Arm Holdings (ARM.US)$ has also risen over 80%.

In addition, the major holders of the currency. $MicroStrategy (MSTR.US)$This year has also captured the market's attention with an increase of up to 5 times; as one of the strongest new stocks in the USA this year, "American Tieba." $Reddit (RDDT.US)$ It has accumulated a rise of over 3 times, and recently, Morgan Stanley significantly raised the Target Price to 200 USD.

With the rapid development of AI technology, the demand for electricity in the USA will face unprecedented growth, with an expected CAGR of 2.8% from 2023 to 2030.

Against this backdrop, American electric utility stocks are surging as they ride the wave of AI, with the electrical giant. $Vistra Energy (VST.US)$It has accumulated a rise of up to 270%, American Electric Power. $Talen Energy (TLN.US)$ The increase also exceeded 200%; Global Energy giants $GE Vernova (GEV.US)$ , the largest operator of Nuclear Power plants in the USA $Constellation Energy (CEG.US)$ The increases were all over 100%.

Futu News previously 《Didn't catch the NVIDIA train? Wall Street points the way: This Sector is expected to soar with the tailwind of AI》"The profit effect is at its peak! Analyzing NVIDIA's AI ecosystem, which company is likely to become the next explosive stock?""Outperforming the S&P 500 and surpassing NVIDIA? This industry is becoming the new favorite on Wall Street.""Is the end of AI nuclear power? Technology giants are getting involved, and concept stocks surged over 20% overnight."、etc."Technology giants are rushing to invest, and nuclear energy stocks are exploding! This company has seen its stock price soar nearly 480% this year."Several articles have pointed out related opportunities; interested mooers can take a look~

Want to enter the market but timing is difficult. "Monthly Payment Zone"The feature helps you, open Futubull > Market > US Stocks > Click on 'Monthly Contribution Area' > 'Create Monthly Contribution' > Set up a monthly contribution plan, timing and amount to enter the market to seize investment opportunities!

webpLooking back at 2024, how were the US stock earnings for mooers?

webpHave valuable rewards been gained because of making the right decisions.

webpWhich stocks or industries do you believe hold opportunities.

webpCome and show off your annual summary!

Editor/Somer

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