Comparable to the total GDP of major countries! Who will join the US stock “1 trillion dollar club” next?
The total market value of US super-large high-tech stocksIt continues to update new milestonesIt highlights that the stock market boom brought about by AI is still continuing. rice $Amazon(AMZN.US$The total market value of broke through the 2 trillion dollar mark for the first time on the 26th. The 2 trillion dollar milestone was reached following the US Alphabet (Google parent company) in late AprilIt is the 5th US companyIt becomes. This increase in market capitalization is being boosted by strong growth in artificial intelligence and the cloud business. Amazon's stock price from the beginning of this yearUp over 27%Whereas, the NASDAQ index is in the same periodAn increase of approximately 18%Doing it.
Currently, the total market value is over 1 trillion dollarsThere are 6 US companiesThere is ( $Microsoft(MSFT.US$、 $Apple(AAPL.US$、 $NVIDIA(NVDA.US$、 $Alphabet-A(GOOGL.US$、 $Amazon(AMZN.US$ 、 $Meta Platforms(META.US$). According to data, the total market value of these six companies as a whole has reached 15.34 trillion dollars. This isIt exceeds the total market value of “Japanese stocks plus European stocks” (13.30 trillion). Furthermore,Comparable to the total GDP (15.50 trillion) of the four countries of “Germany+Japan+India+Russia”It means.
As global interest in AI is growing, Amazon is also making large-scale investments in AI. Most of them are concentrated on business-specific products, such as AI models and chatbots called Q, and Amazon provides them to companies using its cloud computing division AWS. ”Amazon will be a major player in the AI revolution” Wedbush tech analyst Dan Ives said.
Amazon has also carried out cost reductions and restructuring, and “it is now possible to make better use of AI enthusiasm.” Meanwhile, Amazon Web Services”There are signs that growth is re-accelerating, for investorsBig good materialIt has become,” Bloomberg reports. Also, according to BofA, while Amazon may be below the level of remarkable efficiency achieved in 2018, it surpassed expectations in the first quarter and still is.”There is plenty of room for efficiency improvementIt's called”.
NVIDIA, the leader of AI, has rapidly surged from 2 trillion dollars to 3 trillion dollars in just over 3 months, making it the biggest beneficiary. Amazon's total market capitalization reached $1 trillion in 2020, and thenIt took more than 4 years to finally surpass the $2 trillion milestone. So far, this timeIn the tech race, Google, Microsoft, and OpenAI are getting more attention, and Amazon and Apple are falling behind。
$NVIDIA(NVDA.US$Stocks recentlyStock and options trading volumes have declined drasticallyThen,Adjustments were seen after the sharp rise. Analysts say that until now is one of the main reasons why NVIDIA's stock price has continued to riseOptions trading is activeIt was mentioned, and this is because the market needed to hedge positions through stock trading, and this phenomenonGamma SqueezeIt's called. However, according to data compiled by Bloomberg, the number of Kohl's contracts since the option expired last FridayDecreased by a quarterAnd on Monday this weekThe transaction volume is only half of the 20-day average. NVIDIA's stock price surged about 43% after the financial results announcement and stock split announcement on 5/22, and reached the highest market capitalization value of 3.34 trillion dollars on 6/18, but the trading volume went from the high price on 5/23Decreased by about two-thirdsDoing it.
As of 6/27, $Taiwan Semiconductor(TSM.US$(TSMC) (892,426 billion dollars), $Berkshire Hathaway-A(BRK.A.US$(886.605 billion dollars), $Eli Lilly and Co(LLY.US$(856.562 billion dollars), Broadcom (7410.57 billion dollars), etc.Multiple companies are close to the “1 trillion dollar club”Doing it. Most of these stocks surged in 2024, and TSMC has been around since the beginning of the yearApproximately 67%, Eli Lilly55% or moreWhat about Broadcom43% or moreIt's rising.
On 6/26, Vincent Lin, a prime broker (PB) specialist at Goldman Sachs, saidThere is a new trend in market trendsA report clarifying this was published. According to the report,Over the past month, hedge funds have significantly oversold TMT brands (companies belonging to technology, media, and telecommunications), mainly semiconductors and semiconductor manufacturing equipment stocks, including NVIDIA(Reversed the year-to-date trend). According to the graph, this month's oversales amount by hedge funds in the US TMT sectorThe highest amount since Goldman Sachs's PB record beganIt became.
According to Carson Group chief market strategist Ryan Detrick, investors are currentlyWait-and-see stateAlso, positive corporate performance and moderate inflation dataCould encourage a shift in funding from tech stocks to lagging sectorsIt is said that there is.
andUS stocks in the high price rangeOn the other hand, the market has shown a different opinion. Deutsche Bank's strategists say that as the fiscal season approaches,“Silent Period”The stock buyback that entered into the market hit an all-time highThe possibility of another short-term fall for the S&P 500 index and the NasdaqIt is stated that there is.
On the other hand, Goldman Sachs and UBS have completely different views. Goldman SachsThe S&P 500 Index will hit a record high again in JulyI'm watching it. Since 1928, that year'sThe highest values are usually recorded in the first 2 weeks of JulyIt is stated. Analysts at UBS Global Wealth Management said that despite NVIDIA's volatility disrupting market sentiment,The structural investment rationale for artificial intelligence (AI) has not changedAs a result, it was pointed out that fundamentals showed an optimistic view of the strong stock market as a whole.
Source: moomoo, Bloomberg
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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