特朗普當(dāng)選以來,,哪支標(biāo)普成份股漲幅最大,?
去年11月,唐納德·特朗普當(dāng)選之后,,投資者對其商業(yè)友好的平臺充滿了期待,,使銀行股和工業(yè)股大幅上漲,但九個(gè)月后,,芯片制造商英偉達(dá)卻成為標(biāo)準(zhǔn)普爾500指數(shù)上表現(xiàn)最佳的股票,。 受益于游戲業(yè)以及比特幣挖礦行業(yè)的大幅增長,英偉達(dá)股價(jià)上漲了133%,,而整體指數(shù)同期漲幅為16%,。相比之下,在特朗普當(dāng)選一個(gè)月后,,表現(xiàn)最佳的股票是石油公司Transocean,。 英偉達(dá)股價(jià)上漲,正值特朗普的部分議程在國會受阻的時(shí)期,,包括取代《平價(jià)醫(yī)療法案》的計(jì)劃,。雖然高盛(比大選后的最高點(diǎn)下跌了9%)和私人監(jiān)獄公司Corecivic(下跌29%)等曾在大選后上漲的股票,拖累了整體行情,,但在科技股的拉動(dòng)下,,美國股市仍不斷創(chuàng)下新高。 英偉達(dá)成為標(biāo)準(zhǔn)普爾500指數(shù)表現(xiàn)最佳的股票,,這并不新鮮,。英偉達(dá)不止是標(biāo)準(zhǔn)普爾500指數(shù)過去一年表現(xiàn)最佳的股票(漲幅192%),在過去四年同樣表現(xiàn)最佳(漲幅1,087%),。而且其上漲趨勢還會繼續(xù)下去:預(yù)計(jì)英偉達(dá)主要收入來源視頻游戲行業(yè)的規(guī)模,,在2017年將擴(kuò)大到1,090億美元。另外,英偉達(dá)還在擴(kuò)張自動(dòng)駕駛汽車和人工智能業(yè)務(wù),。 其在2016年的銷售額增長了38%,,達(dá)到69億美元,最近加密電子貨幣的價(jià)格上漲,,還可能進(jìn)一步增加英偉達(dá)的銷售額,。自2017年年初至今,加密電子貨幣的總市場價(jià)值已經(jīng)從1,060億美元上漲到1,239億美元,,因?yàn)榭紤]到地緣政治的不穩(wěn)定性,,許多人認(rèn)為數(shù)字貨幣是比個(gè)別法定貨幣更安全的資產(chǎn)。雖然英偉達(dá)并未披露加密電子貨幣挖礦公司為其貢獻(xiàn)了多少收入,,但杰富瑞集團(tuán)的分析師馬克·里帕西斯在上周二的研究報(bào)告中表示,,加密電子貨幣挖礦公司使用英偉達(dá)的芯片挖礦,將提升英偉達(dá)周四公布的業(yè)績,。 在英偉達(dá)公布業(yè)績報(bào)告之前,其股價(jià)下跌了3%,。但據(jù)路透社表示,,分析師仍預(yù)計(jì)截至7月份的一個(gè)季度,英偉達(dá)的收入將達(dá)到19.6億美元,,每股收益70美分,。(財(cái)富中文網(wǎng)) 譯者:劉進(jìn)龍/汪皓 |
While investors banking on Donald Trump's business-friendly platform sent bank and industrial stocks soaring following his election win in November, roughly nine months later, Chipmaker Nvidia has become the best performing stock on the S&P 500 Index. Thanks to a surge in gaming and, to some extent, bitcoin mining, Nvidia stock has gained 133% as the wider index jumped 16% in the same period. For comparison, the best performer a month after Trump's election was oil company Transocean. Nvidia's rise comes as parts of Trump's agenda, including plans to replace the Affordable Care Act, has stalled in Congress. While some post-election winners such as Goldman Sachs (which has fallen 9% off its post-election high) and private prison Corecivic (down 29%) have pared some of those gains, tech stocks have helped push the U.S. stock markets into continual new highs. Nvidia's top spot on the S&P 500 is nothing new. Not only has the stock been the best performer on the S&P 500 over the past year—rising 192%—but it's been the best performing S&P 500 stock over the past four years, up 1,087% in that time. And these gains could continue: The company's main source of revenue, the video game industry, is expected to grow to $109 billion in revenue in 2017. Nvidia also expanded into self-driving cars and artificial intelligence. The company's sales, which rose 38% to $6.9 billion in 2016, may also be getting a more recent boost from the rise of cryptocurrencies. The total market value of cryptocurrencies has risen by $106 billion to $123.9 billion since the start of 2017, as some look to digital coins as a safer asset than some fiat currencies amid geopolitical instability. While Nvidia does not disclose exactly how much of its revenue can be attributed to cryptocurrency miners, Jefferies analyst Mark Lipacis said in a Tuesday research note that cryptocurrency miners seeking Nvidia chips to power their transactions could lift the firm's earnings on Thursday. Ahead of Nvidia's earnings report, shares were down 3%. But, according to Reuters, analysts are still expecting Nvidia to report revenue $1.96 billion and earnings per share of 70 cents for the quarter ending July. |