Tech Bull Shares Top Stock Picks For Second Half Of 2024 After AI-Fueled Rally: Do You Own These Stocks?
Tech Bull Shares Top Stock Picks For Second Half Of 2024 After AI-Fueled Rally: Do You Own These Stocks?
The technology sector, propelled by the impetus provided by artificial intelligence, was the driving force behind the first-half stock market rally. Despite growing fears of a correction, a bullish analyst suggested on Friday that the rally will go on unhindered.
人工智能的推动成为了科技板块股市上半年的主要推动力量。尽管越来越多的人担心会有调整，但在周五，一位看好的分析师表示行情将会持续，不会受到阻碍。
Just Getting Started: "It's only 9 pm and the AI-driven tech bull party goes till 4 am," said Wedbush analyst Daniel Ives in a note.
刚刚开始:“现在是晚上9点，AI驱动的科技牛市要玩到凌晨4点，”沃德布什分析师丹尼尔·艾夫斯在一份报告中写道。
The analyst said his global fieldwork showed that the AI revolution has just begun with Nvidia Corp. (NASDAQ:NVDA) and Microsoft Corp. (NASDAQ:MSFT). The second, third, and fourth derivates of the revolution will start to play out over the next 12 to 18 months, he said, adding that a "tidal wave of $1 trillion of spending will come to the shores of the tech sector."
该分析师说，他的全球调查显示，人工智能革命只是刚刚开始，英伟达（Nvidia）和微软（Microsoft）是该领域的革命第二、第三和第四阶段的推手，预计未来12到18个月，将展开新的格局。他补充说，一波高达1万亿美元的支出潮将来袭科技板块的岸边。
Delving into the first-half performance of the tech stocks, Ives said they have had a very strong run, led primarily by big techs such as Nvidia, Microsoft, Amazon, Inc. (NASDAQ:AMZN) and Meta Platforms, Inc. (NASDAQ:META).
对于科技股上半年的表现，艾夫斯表示，由英伟达、微软、亚马逊（Amazon）、meta platforms等大科技公司带头，技术股市场一度高歌猛进。
Read Also: Top Performing Artificial Intelligence Stocks
读者也可以阅读:表现最好的人工智能股票
Second-Half View: Ives reiterated his view that the tech stocks will rise 15% on top of their first-half gains, with ample help from an acceleration in tech fundamentals as AI use cases materially expand.
下半年展望:艾夫斯重申他的观点，认为科技股在上半年的收益上将再上涨15%，并在人工智能用例明显扩大的帮助下，加速技术基本面的发展。
The enterprise AI revolution will be led by Nvidia and Microsoft, while on the consumer side, Meta, Apple, Inc. (NASDAQ:META), and Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google will likely be the frontrunners, he said.
企业人工智能革命将由英伟达和微软领导，而在消费者端，meta、苹果公司和字母表公司（Alphabet Inc.）的Google可能是领先者，他说。
The winners of the next phase of the AI revolution will be the tech vendors that can monetize their installed bases with new AI platforms, the analyst said. On the other hand, the losers would be "players that get squeezed out of sales cycles, technology-driven platforms, and future growth opportunities as they do not have the tools/tech/software engineers to compete," he said.
下一阶段人工智能革命的赢家将是那些能够通过新的人工智能平台从其安装基数中获利的技术供应商，该分析师说。另一方面，输家将是“在销售周期、技术驱动的平台和未来的增长机会方面被挤出竞争者”，他说。
Top Picks: Ives listed nine stocks from across the tech industry as his top tech picks for the remainder of the year. Here's how these stocks have fared in the first half:
最受推崇的股票:艾夫斯列出了整个科技行业的9个股票，作为他今年余下时间的首选。以下是这些股票在上半年的表现:
| Company | H1'24 Performance | Sector/Category | Upside Potential* |
| Microsoft | +19.3% | Big Tech with exposure to AI | +8.6 |
| Apple | +9.7% | Big Tech with exposure to AI | (-0.7%) |
| Alphabet | +30.6% | Big Tech with exposure to AI | +7.2% |
| Palantir Technologies, Inc. (NYSE:PLTR) | +47.5% | Data analytics company with exposure to AI | (-12.8%) |
| Palo Alto Networks, Inc. (NASDAQ:PANW) | +14.0% | Cloud security software vendor | +0.4% |
| Check Point Software Technologies Ltd. (NASDAQ:CHKP) | +8.0% | Cloud security software vendor | +0.3% |
| CrowdStrike Holdings, Inc. (NASDAQ:CRWD) | +50% | Cloud security software vendor | +3.9% |
| Zscaler, Inc. (NASDAQ:ZS) | (-13.3%) | Cloud security software vendor | +17.0% |
| Salesforce, Inc. (NYSE:CRM) | (-2.2%) | CRM vendor with exposure to AI | +16.0% |
| 公司 | H1'24的表现 | 板块/类别 | 上涨空间* |
| 微软 | +19.3% | 具有人工智能影响的大型科技公司股票 | +8.6% |
| 苹果 | +9.7% | 具有人工智能影响的大型科技公司股票 | （-0.7%） |
| alphabet inc | +30.6% | 具有人工智能影响的大型科技公司股票 | +7.2% |
| Palantir Technologies, Inc.（纽交所：PLTR） | +47.5% | 数据分析公司具有人工智能的曝光率 | (-12.8%) |
| Palo Alto Networks, Inc. (纳斯达克:PANW) | +14.0% | 云安全软件供应商 | +0.4% |
| Check Point Software Technologies Ltd. (纳斯达克:CHKP) | +8.0% | 云安全软件供应商 | 0.3% |
| CrowdStrike Holdings, Inc. (纳斯达克:CRWD) | +50% | 云安全软件供应商 | +3.9% |
| Zscaler, Inc. (纳斯达克:ZS) | (-13.3%) | 云安全软件供应商 | +17.0% |
| Salesforce，Inc. (NYSE:CRM) | (-2.2%) | 具有人工智能曝光率的CRm供应商 | +16.0% |
The Invesco QQQ Trust (NYSE:QQQ), an exchange-traded fund that tracks the Nasdaq 100 Index – comprising the 100 biggest non-financial tech stocks, rose 0.11% to $491.56 in premarket trading, according to Benzinga Pro data. The ETF is up 20.3% for the year.
Invesco QQQ Trust (纽交所:QQQ)是一个基金，跟踪纳斯达克100指数，包括最大的100个非金融科技股份，根据Benzinga Pro数据，在盘前交易中上涨0.11％，报491.56美元。该ETF今年上涨20.3％。
The Technology Select Sector SPDR Fund (NYSE:XLK) edged up 0.08% to $232.35 in premarket trading.
科技行业精选指数etf-spdr (纽交所:XLK) 在盘前交易中微涨0.08％至232.35美元。
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