宏伟的七人，AI贸易和大型技术：一个新时代？

“宏伟的七人”重新定义了AI繁荣，但交易正在蔓延。本文分析了Big Tech，AI和Crypto的不断发展的景观。

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

宏伟的七人，AI贸易和大型技术：一个新时代？

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.

“宏伟的七” - Nvidia，Microsoft，Apple，Amphabet，Amazon，Meta和Tesla - 一旦体现了AI繁荣。现在，贸易正在扩大，引发了投资策略的转变。

The Evolving AI Landscape

不断发展的AI景观

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的崛起以来，Big Tech一直在AI投资中占据主导地位，占500指数激增的一半以上。但是，现在的收益正在超越这些巨头，这表明仅依靠“宏伟的七人”可能会错过新兴的机会。

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.

尽管该小组仍然具有重大的摇摆，控制了近35％的标准普尔500，但性能各不相同。 Nvidia，Microsoft，Alphabet和Meta正在蓬勃发展，而Apple，Amazon和Tesla Lag则蓬勃发展。这种差异提出了有关其在AI驱动市场中持续角色的疑问。

Wall Street's Rethinking: The Rise of New Contenders

华尔街的重新思考：新竞争者的崛起

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.

分析师正在完善列表，建议从“ Fab四”到“精英8”。但是，这些迭代可能无法完全捕获所有AI受益人。像Oracle和Palantir这样的公司正在激增，展示了AI革命的扩大范围。正如Fidelity Investments所指出的正如Jurrien Timmer所指出的那样，随着AI故事的展开，新的获奖者可以蚀旧。

Index Makers Adapt

索引制造商适应

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全球市场推出了宏伟的10个指数，包括Broadcom，Palantir和AMD。此举反映了对原始七人以外的主要参与者的认识日益认识。投资者经常强调台湾半导体制造，Oracle，Broadcom和Palantir对AI生态系统至关重要。

The Magnificent Seven's Challenges & Crypto's Ascent

壮丽的七人的挑战和加密赛的上升

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.

尽管比特币和像Microstrategy这样的公司具有清洁的叙述，但宏伟的7并不那么幸运。苹果公司面临比以前更具监管的审查，微软面临的审查正在增加，亚马逊正处于消费者正在改变需求的环境中，特斯拉正在与电动汽车市场中的积极竞争者竞争。领先的AI公司NVIDIA开始看到其爆炸性增长适度。

Charles Hoskinson on Crypto Adoption

查尔斯·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.

以太坊联合创始人查尔斯·霍斯金森（Charles Hoskinson）认为，“壮丽的七人”将推动采用加密货币。他指出，这些公司内的监管发展和现有的区块链项目是催化剂。霍斯金森（Hoskinson）设想这些巨头将加密货币集成到诸如Android和Windows之类的平台中，从而使其成为主流。例如，Google创建了自己的Starkware技术区块链。

A Final Thought

最后的想法

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景观是充满活力的，机会扩大了“壮丽的七个”。密切关注新兴的球员并不断发展的投资策略，这将是一个疯狂的旅程！