Overnight, U.S. stock technology giants rose collectively, the Nasdaq 100 index rose 2.46%, NVIDIA soared more than 24% to lead the rise, and hit a record high, on the news, U.S. stock NVIDIA Q2 guidance greatly exceeded expectations, revenue guidance 11 billion (expected 7.4 billion), gross margin 69-70% (expected 67%), greatly boosted market sentiment! Chaowei Semiconductor rose more than 11%, Songteng Electronics rose more than 10%, Synopsys rose nearly 10%, Mewell Technology, Broadcom, Adobe, ASML, Ketian Semiconductor and other gainers, AI giants all rose, Microsoft rose 3.85%, Google rose more than 2%, Meta rose 1.4%, Apple rose 0.67%.
In terms of popular ETFs, the Nasdaq 100 ETF (159660), which focuses on low fees, opened up more than 1%, hitting a new high since listing! Top gainer among 8 ETFs tracking the NASDAQ 100 in its category!
Source: Xueqiu, as of 2023.5.26 9:58 am
Benefiting from the global AI tide, US stock AI giants Google, Facebook Meta, Microsoft, etc. have recently hit new highs, and after a short break in the first few trading days of this week, they all strengthened again and regained momentum driven by NVIDIA, driving the Nasdaq 100 index to rebound strongly to a new high since April 2022!
Goldman Sachs pointed out that AI will drive the global economy by about $7 trillion over the next 10 years, and estimated that the total market size of AIGC software will reach $150 billion. Of all the tech stocks, Microsoft, Google, Amazon and Meta are the most likely to benefit, with these tech giants all in the top 10 weights of the Nasdaq 100.
Goldman Sachs calculates that the total net profit margin of large U.S. technology stocks averaged 20.2% in the past, while the profit margin of all S&P 500 companies was 10.9%, a difference of 9.3 percentage points. High margins mean stronger cash flow, helping the company invest further in long-term growth, while also returning cash to shareholders.
NASDAQ 100 ETF (159660) tracks the NASDAQ 100 index, under the wave of artificial intelligence, the world's AI field layout and accumulation of the most leading, deepest technology giants are still concentrated in NASDAQ, such as Microsoft, Google, NVIDIA, Meta, etc., these AI giants are all the top ten weighted stocks of the NASDAQ 100 index. The NASDAQ 100 ETF (159660) has a management fee of 0.5%/year and a custody fee of 0.15%/year, which is significantly lower than the mainstream fee structure in the market.
(Risk warning: The above index constituent stocks are only for display and do not represent any form of individual stock recommendation!) ）
[Starting from NASDAQ, better than NASDAQ!] 】
According to public information, the NASDAQ index contains 100 non-financial companies listed on the NASDAQ, and the NASDAQ market has successfully hatched a large number of technology giants since its birth, and is widely regarded as cultivating innovative,
One of the most successful investment markets for technology-based and growth companies. As the flagship index of the Nasdaq market, the Nasdaq 100 Index has significantly outperformed the Nasdaq Index in its long-term gains. Since 1991, the Nasdaq 100 has returned an annualized return of 13.80% for more than 30 years, significantly higher than the Nasdaq's 11.36%. (Source: Wind, as of May 17, 2023)
Data source: Wind, statistical interval 1991.1.1-2023.5.17
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