Artificial intelligence (AI) stocks are surging and the 2024 presidential election is shaping up to be one of the most contentious in history. But ask retail traders how it affects them and the response is, "meh."
What Happened: According to the latest survey from Public, an investing platform that prides itself on helping members build asset portfolios, most retail traders just aren't excited by AI stocks.
Never mind the fact that AI companies — Nvidia Corp. (NASDAQ:NVDA), Super Micro Computer Inc (NASDAQ:SMCI), Micron Technology (NASDAQ:MU) — saw significant gains and outpaced broader market indexes like the S&P 500.
Of the 1,300 responses Public sourced from investors, the firm determined:
- 35% say that new technology excites them.
- 30% have purchased a company stock because of their AI capabilities.
- 64% say AI will be a standard tool for research in the future.
- 50% are likely to use it to process financial information in the future.
The contentious presidential election between Republican Donald Trump and Democrat Vice President Kamala Harris doesn't seem to faze investors, either.
"Many investors are indifferent to the election as it relates to the market or their own portfolio, but a number of investors purchased company stocks or traded options based on who they predict will win and how it will benefit their portfolio," Public derived from the findings.
Here's a breakdown:
- 63% say no, the election does not impact their investing strategy.
- 37% say yes, it does impact their investing strategy.
- 16% of investors are buying more stocks or options of a company based on who they predict will win and the impact it will have on their portfolio.
- 13% are investing less in 2024 due to the election.
- 12% are investing more.
There is also a direct 50/50 split among investors saying that economic data from the Federal Reserve impacts their investing decisions with 50.4% of retail traders saying "yes" and 49.6% saying "no."
Why It Matters: The ho-hum response toward the economy is something that has plagued the Biden-Harris administration for months, despite solid numbers.
As Election Day draws near, there is ongoing coverage of how the electorate views the economy and costs.
But here are the facts:
- Annual inflation has fallen to 2.4 percent, its slowest pace since early 2021.
- The unemployment rate recently dropped to 4.1%
- With gains of 20.9%, the S&P 500 year-to-date performance is up from recent presidential election years.
- Consumer morale hit a four-month high in September, driven by more spending and favorable price conditions.
And regarding AI, automation continues to be a major point of concern to labor workers who fear replacement. In June, the Kobeissi Letter claimed the AI hype was "stronger than ever."
As for what retail traders care about when crafting their portfolios, Public ranked these responses: strong earnings,
personal confidence in a company, leadership, transparent communication and familiarity with the brand. See chart below.
Courtesy of Public.com Now Read:
- Kamala Harris Beats Trump On Housing Affordability, Renters Say
Photo: Shutterstock
人工智能(AI)股票飙升,2024年的总统大选将成为历史上最具争议的总统大选之一。但是问问零售交易者它对他们有何影响,答案是:“嗯”。
发生了什么:根据以帮助会员建立资产组合而自豪的投资平台Public的最新调查,大多数零售交易者对人工智能股票并不感到兴奋。
没关系,人工智能公司——英伟达公司(纳斯达克股票代码:NVDA)、超级微电脑公司(纳斯达克股票代码:SMCI)、美光科技(纳斯达克股票代码:MU)——大幅上涨,超过了标准普尔500指数等大盘指数。
在来自投资者的1300份公开回复中,该公司确定:
- 35% 的人说新技术让他们兴奋不已。
- 30% 的人购买了公司股票是因为他们的人工智能能力。
- 64% 的受访者表示,人工智能将成为未来的标准研究工具。
- 50%的人将来可能会使用它来处理财务信息。
共和党人唐纳德·特朗普和民主党副总统卡马拉·哈里斯之间有争议的总统大选似乎也没有让投资者感到困惑。
Public从调查结果中得出结论:“许多投资者对与市场或自己的投资组合相关的选举漠不关心,但是许多投资者购买公司股票或交易期权的依据是他们预测谁将获胜以及这将如何使他们的投资组合受益。”
以下是分解:
- 63%的人说不,选举不会影响他们的投资策略。
- 37%的人说 “是”,这确实会影响他们的投资策略。
- 16%的投资者根据他们预测谁将获胜及其对投资组合的影响,购买更多公司的股票或期权。
- 由于选举,有13%的人在2024年减少了投资。
- 12% 的人正在加大投资力度。
投资者之间也存在直接的50/50分歧,他们表示美联储的经济数据会影响他们的投资决策,50.4%的零售交易者说 “是”,49.6%的人说 “不”。
为何重要:尽管有稳健的数字,但对经济的热烈反应一直困扰着拜登-哈里斯政府数月。
随着选举日的临近,有关选民如何看待经济和成本的报道仍在继续。
但是以下是事实:
- 年通货膨胀率已降至2.4%,为2021年初以来的最低水平。
- 失业率最近降至4.1%
- 标普500指数今年迄今为止的涨幅为20.9%,高于最近的总统大选年份。
- 受支出增加和价格条件优惠的推动,9月份消费者士气创下四个月新高。
关于人工智能,自动化仍然是担心被替代的劳动者关注的主要问题。6月,《科贝西信报》声称人工智能的炒作 “比以往任何时候都更强大”。
至于零售交易者在制定投资组合时关心什么,Public对以下回应进行了排名:强劲的收益,
个人对公司的信心、领导力、透明的沟通和对品牌的熟悉程度。见下图。
由 Public.com 提供 现在阅读:
- 租房者说,卡玛拉·哈里斯在住房负担能力方面击败特朗普
照片:Shutterstock