Tech Sector Lags Communication Services Despite Super Micro, Nvidia Surge
Tech Sector Lags Communication Services Despite Super Micro, Nvidia Surge
Over the past six months, the tech sector has been trailing behind communications services.
在过去的六个月里，科技板块一直落后于通信服务业。
What Happened: The SPDR Select Sector Fund – Technology (NYSE:XLK), which tracks the tech sector, posted a respectable +17.94% gain (as of June 25).
发生了什么：SPDR科技板块选择性基金（NYSE:XLK），跟踪科技板块，截至6月25日，实现了尊重的17.94%的收益。
But it wasn't enough to outpace the +18.37% surge in the Communication Services Select Sector SPDR Fund ETF (NYSE:XLC), which follows communications services.
但这还不足以赶上通讯服务业选择性基金ETF（NYSE:XLC）的18.37%的飙升，后者跟踪通讯服务业。
The tech sector witnessed astronomical gains from two companies in particular:
科技板块中的两家公司实现了惊人的收益：
- Super Micro Computer Inc. (NASDAQ:SMCI) rocketed +191.01% to $289.72; it only holds a 0.43% weight in the XLK ETF.
- Nvidia Corp (NASDAQ:NVDA) wasn't far behind, soaring +158.22%. With a 20.73% index weight, Nvidia's +158.22% climb to $48.83 is monumental yet insufficient to lift the entire sector.
- 超微电脑公司（NASDAQ:SMCI）猛涨191.01%至289.72美元；它只占XLK ETF的0.43%。
- 英伟达公司（NASDAQ:NVDA）紧随其后，暴涨158.22%。虽然它在指数中的权重为20.73%，但其价格飙升到48.83美元是巨大的，但却不足以带动整个板块。
Also Read: Nvidia Surges Yet Again In Premarket: Jim Cramer Sees Micron's Hand In AI Stalwart's Stock Rally
另请阅读：Nvidia热潮再度来袭：吉姆克雷默看到了美光在人工智能领域的作用。
Other notable tech performers include:
其他值得注意的科技表现包括：
- Micron Technology Inc (NASDAQ:MU), which surged +63.16% to $86.49.
- CrowdStrike Holdings, Inc. (NASDAQ:CRWD), which rose +51.30% to $255.63.
- First Solar Inc (NASDAQ:FSLR), which increased +50.68% to $170.39.
- 美光科技公司（NASDAQ:MU）暴涨63.16%至86.49美元。
- CrowdStrike Holdings，Inc.（NASDAQ:CRWD）上涨51.30%，至255.63美元。
- First Solar Inc（NASDAQ:FSLR）涨幅50.68%至170.39美元。
These gains were impressive but couldn't match the communication sector's momentum.
这些收益令人印象深刻，但不能与通信板块的势头相匹配。
While tech had its stars, communication services had a broader rally. Meta Platforms Inc. (NASDAQ:META), Netflix Inc. (NASDAQ:NFLX), and Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) drove the XLC ETF to outperform.
虽然科技板块有其亮点，但通信服务业有更广泛的反弹。Meta Platforms公司（NASDAQ:META），Netflix公司（NASDAQ:NFLX）和Alphabet公司（NASDAQ:GOOGL）（NASDAQ:GOOG）推动了XLC ETF的表现。
- META: Leading the charge with a +44.49% rise to $353.39, Meta's dominance (22.74% index weight) is clear.
- NFLX: Up +38.14% to $486.76, Netflix's strong showing was a significant boost.
- GOOGL and GOOG: Both Alphabet stocks climbed around +30%, closing at $141.49 and $142.72, respectively.
- META：Meta以44.49%上涨至353.39美元领跑，其支配地位（22.74%的指数权重）显而易见。
- NFLX：涨38.14%至486.76美元，Netflix的强劲表现是一个重要的助推因素。
- GOOGL和GOOG：两只Alphabet股票的涨幅都在30%左右，分别收于141.49美元和142.72美元。
Why It Matters: The tech sector's near-miss in outperforming communications services highlights a fascinating dynamic: while individual tech stocks can skyrocket, broader sector performance can still lag.
为什么它重要：科技板块差点在表现上赶上通信服务业，这凸显了一个有趣的动态：尽管个别科技股票可能暴涨，但整个板块的表现仍然可能落后。
Investors should note that even with tech titans like Nvidia and Super Micro Computer making waves, sector-wide trends and diversified gains in other sectors can shift the balance.
投资者应注意，即使像Nvidia和超微电脑这样的科技巨头引领潮流，其他板块的整体趋势和分散的收益也可能改变平衡。
As tech titans continue to battle, the communications services sector's broader strength underscores the importance of a diversified portfolio. Watching these sectors unfold will be key for strategizing the next move in an ever-evolving market landscape.
随着科技巨头继续竞争，通信服务行业的整体实力凸显了分散投资组合的重要性。观察这些板块的发展将是制定下一步策略的关键，因为市场环境在不断演变。