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.
人工智能的推動成爲了科技板塊股市上半年的主要推動力量。儘管越來越多的人擔心會有調整，但在週五，一位看好的分析師表示行情將會持續，不會受到阻礙。
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.
剛剛開始:“現在是晚上9點，AI驅動的科技牛市要玩到凌晨4點，”沃德布什分析師丹尼爾·艾夫斯在一份報告中寫道。
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."
該分析師說，他的全球調查顯示，人工智能革命只是剛剛開始，英偉達（Nvidia）和微軟（Microsoft）是該領域的革命第二、第三和第四階段的推手，預計未來12到18個月，將展開新的格局。他補充說，一波高達1萬億美元的支出潮將來襲科技板塊的岸邊。
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).
對於科技股上半年的表現，艾夫斯表示，由英偉達、微軟、亞馬遜（Amazon）、meta platforms等大科技公司帶頭，技術股市場一度高歌猛進。
Read Also: Top Performing Artificial Intelligence Stocks
讀者也可以閱讀:表現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:艾夫斯重申他的觀點，認爲科技股在上半年的收益上將再上漲15%，並在人工智能用例明顯擴大的幫助下，加速技術基本面的發展。
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.
企業人工智能革命將由英偉達和微軟領導，而在消費者端，meta、蘋果公司和字母表公司（Alphabet Inc.）的Google可能是領先者，他說。
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.
下一階段人工智能革命的贏家將是那些能夠通過新的人工智能平台從其安裝基數中獲利的技術供應商，該分析師說。另一方面，輸家將是“在銷售週期、技術驅動的平台和未來的增長機會方面被擠出競爭者”，他說。
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:艾夫斯列出了整個科技行業的9個股票，作爲他今年餘下時間的首選。以下是這些股票在上半年的表現:
| 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的表現 | 板塊/類別 | 上漲空間* |
| 微軟 | +19.3% | 具有人工智能影響的大型科技公司股票 | +8.6% |
| 蘋果 | +9.7% | 具有人工智能影響的大型科技公司股票 | （-0.7%） |
| alphabet inc | +30.6% | 具有人工智能影響的大型科技公司股票 | +7.2% |
| Palantir Technologies, Inc.（紐交所：PLTR） | +47.5% | 數據分析公司具有人工智能的曝光率 | (-12.8%) |
| Palo Alto Networks, Inc. (納斯達克:PANW) | +14.0% | 雲安全軟件供應商 | +0.4% |
| Check Point Software Technologies Ltd. (納斯達克:CHKP) | +8.0% | 雲安全軟件供應商 | 0.3% |
| CrowdStrike Holdings, Inc. (納斯達克:CRWD) | +50% | 雲安全軟件供應商 | +3.9% |
| Zscaler, Inc. (納斯達克:ZS) | (-13.3%) | 雲安全軟件供應商 | +17.0% |
| Salesforce，Inc. (NYSE:CRM) | (-2.2%) | 具有人工智能曝光率的CRm供應商 | +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 (紐交所:QQQ)是一個基金，跟蹤納斯達克100指數，包括最大的100個非金融科技股份，根據Benzinga Pro數據，在盤前交易中上漲0.11％，報491.56美元。該ETF今年上漲20.3％。
The Technology Select Sector SPDR Fund (NYSE:XLK) edged up 0.08% to $232.35 in premarket trading.
科技行業精選指數etf-spdr (紐交所:XLK) 在盤前交易中微漲0.08％至232.35美元。
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圖片來源：shutterstock