這二天話題太沉重,轉個實際點有助學費的消息

來源: 2023-12-08 11:38:48 [博客] [舊帖] [給我悄悄話] 本文已被閱讀:

GO Nasdaq, GO. 昨天不是有說投坦都首選 CS 的?

 

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Josh Schafer

Dow trails S&P 500 by most since 2000

Stocks are higher on Wednesday but the Dow Jones is once again lagging the other major averages, a trend that's played out throughout much of 2023.

New research from DataTrek helps us understand why.

The Dow Jones industrial average hasn't fallen this far behind the S&P 500 in a given year since the dot-com bubble, according to new research from DataTrek. The oldest of the three major averages is up just shy of 9%. The benchmark S&P 500 has doubled that, rising almost 19%.

As with most things that have underperformed the S&P 500 during 2023, the key has been exposure to the "Magnificent Seven" tech stocks — Apple (AAPL), Alphabet (GOOGLGOOG), Microsoft (MSFT), Amazon (AMZN), Meta (META), Tesla (TSLA), and Nvidia (NVDA).

Just two of those companies, Apple and Microsoft, are in the Dow. The index has a less than 20% exposure to the information technology sector. When including Magnificent Seven companies and other traditional tech sector companies, the S&P 500 is 40% technology stocks.

"The S&P’s outsized weighting in tech has enabled it to outperform as they have all the key ingredients to do so: global, scalable businesses that dominate their respective industries," DataTrek's co-founders Nicholas Colas and Jessica Rabe wrote in a new research note on Wednesday night. "They are also enablers of the “next big thing” relative to gen AI. The power of disruptive innovation is a structural trend that is unlikely to reverse course."