投资者可能不知道的监控美股的技术指标

According to Bank of America statistics, since January, the seven major technology stocks, including Apple, Microsoft, Alphabet, Amazon, NVIDIA, Meta and Tesla, have risen a median of 43%, almost five times that of the S&P 500; the average gain is 70%, while the other 493 stocks in the S&P 500 have risen an average of only 0.1%.

Recently, U.S. bond interest rates continue to rise, 10-year U.S. bonds have exceeded 3.7%, high inflation, interest rate hikes, recession, debt ceiling and banking problems also from time to time to cause concern, the technology leader stocks this strong trend seems to be "puzzling".

In fact, the logic behind it is that, on the one hand, the future recessionary pressure in the United States more reflected in service-based consumption, and technology companies may be most of the earnings revision completed last year, and the head of the company to reduce costs and efficiency after the reduction of staff compared to small companies have a stronger risk tolerance; on the other hand, the technology leader companies this year, led by the trend of AI innovation, such as AI chip leader NVIDIA has risen 191% this year, investors Investors are optimistic about its future performance growth.

The Duquesne family office of billionaire founder Druckenmiller (Stan Druckenmiller) recently said: "If NVIDIA is as big as I think it is, we will hold it for at least 2 to 3 years, or even longer, rather than 10 months. Druckenmiller also reiterated his view from last month that INVISTA might not even slip in a potential recession.

The Financial Times has described the 2010s as the "Decade of the FANGs," so will these tech giants continue to reign supreme? No disruptive forces are in sight, at least not yet, and the giants themselves are evolving.