Mumbai Investment：AI re -reshuffle ＂Seven Sisters＂

Throughout 2023, the original leader of US stocks "FAANG" was gradually replaced by the "Seven Sisters".This new combination consisting of Apple, Microsoft, Nvidia, Google, Amazon, Meta, and Tesla rose 106%last year, and won 24%of the S & P 500 index at the same period.But now, because of the slow layout of artificial intelligence, some companies are facing the dilemma of being kicked out.Microsoft's market value exceeded Apple. Amazon's market value surpassed Google. For a moment of Meta, Nvidia rose all the way, while Tesla's stock price continued to decline "the most behind."

The inventor of the "Seven Sisters" and the chief market strategist of the American Jones Trading Company Mike Orok wrote in a report entitled "Seven Sisters' Times Best Bar" report, "The leading position of the seven sisters for the stock market is about to end.

It is reported that with the expansion of the market, the "Seven Sisters" have embarked on different paths.Oorke said: "I don't think these seven names will rise together." Nvidia "took off on an artificial intelligence rocket", and the stock price soared, so far it has risen 66%.Just a few weeks ago, Meta's revenue report was released, and its stock price set a record of 20%of the day.

At the same time, Microsoft, the highest market value company in the world, continues to open the gap with Apple.After the Microsoft's financial report was released, the market value stood firmly above $ 3 trillion, and Apple's market value was 2.85 trillion US dollars.Promoted by artificial intelligence needs, Microsoft's market value has increased by nearly $ 160 billion in the past month.Mumbai Investment

The performance of these companies has been in sharp contrast to Tesla. Due to the dim prospects of US electric vehicles, Tesla's stock has fallen 22%since January this year.Since the beginning of 2024, Apple has also worked hard, and the stock price has fallen by about 1.45%.Oorke said that these companies still have great influence in the market.The difference now is that they no longer develop in the same direction, and their performance will begin to offset each other.

After the Tesla's financial report was announced, the company had fallen out of the "Seven Sisters", and the market value was overtaken by Buffett's Berkshire Hathaway.In January of this year, Tesla's stock price became the most unsatisfactory companies in the top 20 global market value. The cumulative market value has evaporated nearly a quarter. At present, the market value has fallen below $ 600 billion.Kolkata Stocks

As for why the "Seven Sisters" are separated, the British "Financial Times" analyzes that Nvidia is leading in the field of advanced semiconductorsSimla Stock. Microsoft and Amazon mainly provide cloud storage, and Meta and Alphabet also have their own large language models.At the same time, Microsoft has begun to apply artificial intelligence to its core products to improve productivity.

On the other hand, the company is not currently regarded as the main beneficiary of an artificial intelligence boom.According to the "Business Insider" website analysis, although companies like Tesla also want to regard themselves as artificial intelligence giants, the market still believes that its core business is to manufacture cars.

"Seven Sisters" or "Seven Sisters" may no longer be the "Seven Sisters".Some analysts said that with the performance of these companies to continue to differentiate, it is very likely that reorganizing the "Seven Sisters".Dan Nales, the founder and investment group manager of the Sato Fund, told CNBC, "There should be only Nvidia, Meta, Amazon and Microsoft, or" Four Man ".Falling, Google's performance lags behind the market.The profitability of these companies is in trouble. They encounter competitive problems, and they can be seen from the stock price."Nels said that the" Four Man "did very well.

Jim Walden, chief investment officer of Fortune Consulting Group, told the United States CNN (CNN) that he believes that the "seven technology giants" should be integrated into "five giants", that is, minus Tesla and Apple.US fund management company Navellier

The founder of Associates Louis Naviel wrote in a report: "The" Seven Science and Technology Giants "are undergoing major changes, and funds are flowing to more small and medium -sized enterprises that are prosperous due to sales and profit growth."

Navilier believes that Dorian LPG LTD, U.S. large natural gas transport ship operators, M-Tron Industries, U.S. Optoelectronics Device Manufacturers, Denmark Pharmaceutical Corporation, and Nordr, PBF Energy, USA will usher in this year.The amazing sales growth is expected to defeat the "Seven Sisters".Udabur Stock

There are also traders told the media that the next one who takes over Tesla is likely to be "a successful and monetized enterprise that booms AI."American communication chip giant Broadcom is a popular option.Benefiting from the continuous fermentation of the concept of artificial intelligence, Broadcom's market value doubled in 2023, and was first squeezed into the top ten in the United States.Another nominated is the American chip giant AMD, and it is also the main competitor of Nvidia. Its stock price has doubled last year.

Nevertheless, some investors are still optimistic about the "latter" in the "Seventh Technology Giants".Investment and Fortune Consulting Company LAFFER tengler Investments Chief Investment Officer, Southern Ge Teng, said her company plans to increase its holdings of Tesla.She has a long -term optimistic view of Tesla's stockBangalore Stock Exchange. I believe the company's innovation in developing autonomous driving software and electric vehicle charging stations will help relieve the impact of demand issues."I won't draw out those poorly performed companies," Tengrad.

"From the perspective of demand peak values ​​and other perspectives, this AI party has just begun." Said Wade Bush senior stock analyst Dan Ives, "This wave of expenditure will flood to the remaining technology companies, in theWe seem to continue to push the technology bull market.

The results of Bank of America's latest monthly global fund manager survey showed that Wall Street is simply buying the "Seven Sisters".Over 60.60 Global fund manager believes that making 7 more technology giants is currently the most crowded transaction.The proportion of fund managers holding this view far exceeds the first two investigations in December last year and January this year.

Looking at it, Fida (FMR), Northern Trust, JPMORGAN Chase, Wells Fargo, Franklin Resources, etc.Stocks such as Apple, Nvidia, Alphabet and other stocks are the key positions.

However, under the scenery, more and more investors are worried that the stock price of "Seven Sisters" is difficult to reproduce last year's strong trend this year.According to Goldman Sachs's latest analysis data, in the fourth quarter of last year, hedge funds have quietly reduced the opening of the "seven giants" technology stocks.Some strategists have begun to notice that there are large differences in the market's expected consensus on the growth of these 7 stocks.

At the same time, "stock god" Buffett has quietly began to evacuate.The latest financial report shows that in the fourth quarter of 2023, Berkshire Hathaway reduced 10 million Apple shares, about 1%of Apple shares, and added 16 million Chevron.

Yu Jialing, co -chairman of the Indian Communications Industry Association Blockchain Special Committee and honorary chairman of the Hong Kong Blockchain Association, told this that the fluctuation of the stock market is the norm, and the rise and fall is the normal performance of the market.Since the beginning of this year, some artificial intelligence stocks have experienced a huge increase, and some of them are attributed to the market's high attention and expectations for artificial intelligence technology and AIGC after the appearance of ChatGPT.Artificial intelligence and AIGC have shown huge potential and application prospects. This expectation has led to investors' pursuit of related stocks and promoted its stock price to rise.

For the future, Yu Jianing said that enterprises' continuous investment plans for artificial intelligence have also become one of the important factors to boost market confidence."To win the battle of artificial intelligence, you must spend money before making money."

Agra Investment