宏偉的七人，AI貿易和大型技術：一個新時代？

“宏偉的七人”重新定義了AI繁榮，但交易正在蔓延。本文分析了Big Tech，AI和Crypto的不斷發展的景觀。

The Magnificent Seven, AI Trade, and Big Tech: A New Era?

宏偉的七人，AI貿易和大型技術：一個新時代？

The 'Magnificent Seven'—Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta, and Tesla—once epitomized the AI boom. Now, the trade is broadening, sparking a shift in investment strategies.

“宏偉的七” - Nvidia，Microsoft，Apple，Amphabet，Amazon，Meta和Tesla - 一旦體現了AI繁榮。現在，貿易正在擴大，引發了投資策略的轉變。

The Evolving AI Landscape

不斷發展的AI景觀

Since ChatGPT's rise three years ago, Big Tech has dominated AI investments, driving over half of the S&P 500's surge. However, gains are now extending beyond these giants, suggesting that relying solely on the 'Magnificent Seven' might miss emerging opportunities.

自三年前Chatgpt的崛起以來，Big Tech一直在AI投資中佔據主導地位，佔500指數激增的一半以上。但是，現在的收益正在超越這些巨頭，這表明僅依靠“宏偉的七人”可能會錯過新興的機會。

While this group still holds significant sway, controlling almost 35% of the S&P 500, performance varies. Nvidia, Microsoft, Alphabet, and Meta are thriving, while Apple, Amazon, and Tesla lag. This divergence raises questions about their sustained roles in the AI-driven market.

儘管該小組仍然具有重大的搖擺，控制了近35％的標準普爾500，但性能各不相同。 Nvidia，Microsoft，Alphabet和Meta正在蓬勃發展，而Apple，Amazon和Tesla Lag則蓬勃發展。這種差異提出了有關其在AI驅動市場中持續角色的疑問。

Wall Street's Rethinking: The Rise of New Contenders

華爾街的重新思考：新競爭者的崛起

Analysts are refining the list, with suggestions ranging from a 'Fab Four' to an 'Elite 8.' Yet, these iterations may not fully capture all AI beneficiaries. Companies like Oracle and Palantir are surging, showcasing the expanding scope of the AI revolution. As Jurrien Timmer from Fidelity Investments notes, new winners could eclipse old ones as the AI story unfolds.

分析師正在完善列表，建議從“ Fab四”到“精英8”。但是，這些迭代可能無法完全捕獲所有AI受益人。像Oracle和Palantir這樣的公司正在激增，展示了AI革命的擴大範圍。正如Fidelity Investments所指出的正如Jurrien Timmer所指出的那樣，隨著AI故事的展開，新的獲獎者可以蝕舊。

Index Makers Adapt

索引製造商適應

Cboe Global Markets introduced the Magnificent 10 Index, including Broadcom, Palantir, and AMD. This move reflects the growing recognition of key players beyond the original seven. Investors frequently highlight Taiwan Semiconductor Manufacturing, Oracle, Broadcom, and Palantir as vital to the AI ecosystem.

CBOE全球市場推出了宏偉的10個指數，包括Broadcom，Palantir和AMD。此舉反映了對原始七人以外的主要參與者的認識日益認識。投資者經常強調台灣半導體製造，Oracle，Broadcom和Palantir對AI生態系統至關重要。

The Magnificent Seven's Challenges & Crypto's Ascent

壯麗的七人的挑戰和加密賽的上升

While Bitcoin and companies like MicroStrategy have a clean narrative, the Magnificent 7 are not so lucky. Apple is facing more regulatory scrutiny than before, Microsoft is facing increased scrutiny, Amazon is in an environment where consumers are changing demand, and Tesla is competing with aggressive competitors in the electric vehicle market. Nvidia, the leading AI company, is starting to see its explosive growth moderate.

儘管比特幣和像Microstrategy這樣的公司具有清潔的敘述，但宏偉的7並不那麼幸運。蘋果公司面臨比以前更具監管的審查，微軟面臨的審查正在增加，亞馬遜正處於消費者正在改變需求的環境中，特斯拉正在與電動汽車市場中的積極競爭者競爭。領先的AI公司NVIDIA開始看到其爆炸性增長適度。

Charles Hoskinson on Crypto Adoption

查爾斯·霍斯金森（Charles Hoskinson）

Charles Hoskinson, co-founder of Ethereum, believes the 'Magnificent Seven' will drive cryptocurrency adoption. He points to regulatory developments and existing blockchain projects within these companies as catalysts. Hoskinson envisions these giants integrating crypto into platforms like Android and Windows, making it mainstream. Google, for example, has created its own blockchain on StarkWare technology.

以太坊聯合創始人查爾斯·霍斯金森（Charles Hoskinson）認為，“壯麗的七人”將推動採用加密貨幣。他指出，這些公司內的監管發展和現有的區塊鏈項目是催化劑。霍斯金森（Hoskinson）設想這些巨頭將加密貨幣集成到諸如Android和Windows之類的平台中，從而使其成為主流。例如，Google創建了自己的Starkware技術區塊鏈。

A Final Thought

最後的想法

The AI landscape is dynamic, with opportunities expanding beyond the 'Magnificent Seven.' Keep an eye on emerging players and evolving investment strategies—it's gonna be a wild ride!

AI景觀是充滿活力的，機會擴大了“壯麗的七個”。密切關注新興的球員並不斷發展的投資策略，這將是一個瘋狂的旅程！