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.
在過去8個月中，標普500 ETF信託基金（紐交所：SPY）已經升值超過30％，這與曾經看淡的市場形成了鮮明對比。目前，最大的10家人工智能（AI）公司股票已經佔據了標普500指數的很大一部分，這表明投資者對AI未來的樂觀態度。
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.
數據：X的一篇帖子分享了美國銀行的一張圖表，顯示了“大10”人工智能公司所佔標普500總市值的比例。
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熱度比以往任何時候都更高：
——Kobeissi Letter（@KobeissiLetter）2024年6月17日
標普500指數市值的十大人工智能相關股票首次佔據28％的市場份額，創下了歷史新高。
自ChatGPT發佈以來的18個月內，這一比例翻了一番。
最大的推動因素是英偉達、谷歌和微軟等公司，它們的權重相對較高。... pic.twitter.com/RovJaHNPEE
The "AI Big 10": The following companies comprise the so-called AI "Big 10."
AI大十家：以下公司組成了所謂的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.
- 美國銀行股份公司（納斯達克：MSFT），佔到標普500指數的6.82％。
- 英偉達股份公司（納斯達克：NVDA），佔據標普500指數的6.73％。
- Alphabet Inc（納斯達克：GOOG）（納斯達克：GOOGL），佔據標普500指數的4.49％。
- 亞馬遜股份公司（紐交所：AMZN），佔據標普500指數的3.92％。
- Meta平台公司（納斯達克：META），佔據標普500指數的2.62％。
- 廣達公司（納斯達克：AVGO），佔據標普500指數的1.73％。
- 高通股份公司（納斯達克：QCOM），佔據標普500指數的0.52％。
- 美國超微公司（納斯達克：AMD），佔據標普500指數的0.52％。
- 應用材料公司（納斯達克：AMAT），佔據標普500指數的0.42％。
- 美光科技公司（納斯達克：MU），佔據標普500指數的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.
爲什麼這很重要：標普500指數在困難的宏觀環境下的高漲主要歸功於人工智能的普及。單單英偉達的驚人表現就爲標普500的2024年增長貢獻了一半。與此同時，其他行業則在苦苦掙扎。
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.
最近幾個月，其他人工智能和與人工智能相關的股票被添加到指數中。超微計算機公司於3月份被添加到標準普爾指數中，而網絡安全公司crowdstrike將於下週被添加。
Also Read: Tesla Lags Behind Mag 7 — Will Master Plan 4 Spark A Comeback?
另外閱讀：特斯拉落後於Mag 7 – 會議4號計劃會引發回歸嗎?
Image created using artificial intelligence via Midjourney.
圖像由Midjourney通過人工智能創建。
