The 'AI Big 10': 10 AI Stocks Now Comprise 28% Of The S&P, Up From 14% In 2023
The 'AI Big 10': 10 AI Stocks Now Comprise 28% Of The S&P, Up From 14% In 2023
The "AI Big 10": The following companies comprise the so-called AI "Big 10."The SPDR S&P 500 ETF Trust (NYSE:SPY) has appreciated by over 30% in the past eight months, a dichotomy from the once-bearish market. The 10 largest artificial intelligence (AI) stocks now comprise an outsized part of the S&P 500, indicating investor optimism in AI's future.
在过去8个月中，标普500 ETF信托基金（纽交所：SPY）已经升值超过30％，这与曾经看淡的市场形成了鲜明对比。目前，最大的10家人工智能（AI）公司股票已经占据了标普500指数的很大一部分，这表明投资者对AI未来的乐观态度。
The Data: A post on X shared a Bank of America chart depicting the "Big 10" AI stocks as a percentage of the S&P 500's total value.
数据：X的一篇帖子分享了美国银行的一张图表，显示了“大10”人工智能公司所占标普500总市值的比例。
AI-hype is stronger than ever:
— The Kobeissi Letter (@KobeissiLetter) June 17, 2024
The 10 largest AI-related stocks as a share of S&P 500's market cap just hit a record 28%.
In just 18 months, or since ChatGPT was announced, this percentage has DOUBLED.
The biggest drivers have been Nvidia, Google, and Microsoft which areup... pic.twitter.com/RovJaHNPEE
AI热度比以往任何时候都更高：
——Kobeissi Letter（@KobeissiLetter）2024年6月17日
标普500指数市值的十大人工智能相关股票首次占据28％的市场份额，创下了历史新高。
自ChatGPT发布以来的18个月内，这一比例翻了一番。
最大的推动因素是英伟达、谷歌和微软等公司，它们的权重相对较高。... pic.twitter.com/RovJaHNPEE
The "AI Big 10": The following companies comprise the so-called AI "Big 10."
AI大十家：以下公司组成了所谓的AI大十家。
- Microsoft Corp (NASDAQ:MSFT), 6.82% of the S&P 500.
- NVIDIA Corp (NASDAQ:NVDA), 6.73% of the S&P 500.
- Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), 4.49% of the S&P 500.
- Amazon.com Inc (NASDAQ:AMZN), 3.92% of the S&P 500.
- Meta Platforms Inc (NASDAQ:META), 2.62% of the S&P 500.
- Broadcom Inc (NASDAQ:AVGO), 1.73% of the S&P 500.
- Qualcomm Inc (NASDAQ:QCOM), 0.52% of the S&P 500.
- Advanced Micro Devices, Inc (NASDAQ:AMD), 0.52% of the S&P 500.
- Applied Materials, Inc (NASDAQ:AMAT), 0.42% of the S&P 500.
- Micron Technology Inc (NASDAQ:MU), 0.35% of the S&P 500.
- 美国银行股份公司（纳斯达克：MSFT），占到标普500指数的6.82％。
- 英伟达股份公司（纳斯达克：NVDA），占据标普500指数的6.73％。
- Alphabet Inc（纳斯达克：GOOG）（纳斯达克：GOOGL），占据标普500指数的4.49％。
- 亚马逊股份公司（纽交所：AMZN），占据标普500指数的3.92％。
- Meta平台公司（纳斯达克：META），占据标普500指数的2.62％。
- 广达公司（纳斯达克：AVGO），占据标普500指数的1.73％。
- 高通股份公司（纳斯达克：QCOM），占据标普500指数的0.52％。
- 美国超微公司（纳斯达克：AMD），占据标普500指数的0.52％。
- 应用材料公司（纳斯达克：AMAT），占据标普500指数的0.42％。
- 美光科技公司（纳斯达克：MU），占据标普500指数的0.35％。
Why it Matters: The S&P 500's sky-high performance amid tough macro conditions can largely be attributed to the proliferation of AI. On its own, NVIDIA's eye-popping performance has accounted for around half of the S&P 500's advance in 2024. In the meantime, other industries have struggled.
为什么这很重要：标普500指数在困难的宏观环境下的高涨主要归功于人工智能的普及。单单英伟达的惊人表现就为标普500的2024年增长贡献了一半。与此同时，其他行业则在苦苦挣扎。
In recent months, other AI and AI-adjacent stocks have been added to the index. Super Micro Computer Inc was added to the S&P in March, while cybersecurity company CrowdStrike Holdings Inc will be added next week.
最近几个月，其他人工智能和与人工智能相关的股票被添加到指数中。超微计算机公司于3月份被添加到标准普尔指数中，而网络安全公司crowdstrike将于下周被添加。
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Image created using artificial intelligence via Midjourney.
图像由Midjourney通过人工智能创建。
