IQINISO-HLOLA ISIQINISEKISO
Ukutsheka Kwezepolitiki
& Ithoni Yemizwa
Lesi sihloko sibonakala singachemile kwezombusazwe, sigxile olwazini oluyiqiniso mayelana nemboni yezobuchwepheshe kanye nemakethe yamasheya.
Kwenziwe kusetshenziswa ubuhlakani bokwenziwa.
Iphimbo elingokomzwelo lihle kancane, ligqamisa impumelelo nokukhula kwezinkampani ezihlukahlukene zobuchwepheshe.
Kwenziwe kusetshenziswa ubuhlakani bokwenziwa.
| Ngu Richard Ahern - I-behemoth yobuchwepheshe echaze kabusha iphakethe lakho nedeskithophu isanda kwenza umlando wemakethe yesitoko.
I-Apple Inc. (AAPL) yaphihliza amarekhodi ngokuba inkampani yokuqala ukuba nenani lemakethe elingu-$3 trillion. Ngemuva kokulungiswa okuncane ngonyaka odlule, i-Apple iphinde yavuka yafinyelela ezingeni eliphezulu lemakethe futhi yaqinisa indawo yayo njengenkampani ebaluleke kakhulu emhlabeni.
Ngo-2022, amasheya ezobuchwepheshe achitha inani eleqile eliqoqwe kulo bhubhane lapho umnotho wokuhlala ekhaya ubathumela esibhakabhakeni. Umqondo we-bullish ubuyile kulo nyaka njengoba abatshalizimali bebheke ikusasa lobuhlakani bokwenziwa kanye neqiniso elibonakalayo.
Okulindelwe okukhulu:
Ukwenyuka kwentengo yamasheya kwakusekelwe ezintweni eziyisisekelo eziqinile - ukungena kwe-Apple ezimakethe ezintsha kanye ne-Federal Reserve ethambile. Isiqhwaga sezobuchwepheshe sigxile kakhulu kukhompyutha yendawo nge-Vison Pro - ihedisethi engokoqobo exubile ehlanganisa izinhlelo zakho zokusebenza nomhlaba wangempela. Abasebenzisi bangalawula izinhlelo zokusebenza ngokuthinta komzimba, okokufaka kwezwi, nokulandelela kwamehlo.
Imali engenayo kanye nenzuzo ye-Apple yadlula lokho okulindelwe yi-Wall Street ngoMeyi, futhi masingakhohlwa ukuthenga kwabo isitoko okuvamile okugcina abatshalizimali bezizwa belondekile. I-Apple isifana nechweba eliphephile olwandle olunezivunguvungu zezomnotho ngenkathi icindezela nemikhiqizo emisha ephazamisa imboni.
Imakethe ye-tech bull:
Ezinye izitoko zobuchwepheshe nazo zibone izinzuzo ezinkulu kulo nyaka. I-Tesla Inc.TSLA) yagijimela phambili ngokugxuma okukhulu okungu-28% yenani lemakethe — ngenyanga eyodwa nje!
Izimbangi zikaTesla zibambe iqhaza empumelelweni yayo yakamuva, njengoba iFord neGeneral Motors bebheke ukuthola ukufinyelela kunethiwekhi yabo yokushaja izimoto zabo zikagesi. Lesi sinyathelo singathwesa amashaja kaTesla njengezinga legolide embonini.
Umkhiqizi weSemiconductor uNvidia Corp.I-NVDA) Uphinde wajoyina ikilabhu ye-elite engu-$1 trillion yenani lemakethe. Inkampani eyaziwa ngama-GPU ayo amageyimu izuze ukukhuphuka okukhulu kwemakethe ngo-9% kule nyanga - abatshalizimali bebheje kakhulu ngamathemba kaNvidia emakethe yezobunhloli bokwenziwa lapho ama-GPU ebaluleke kakhulu kumamodeli wokuqeqesha afana Vula i-AI's ChatGPT.
Ekupheleni kukaJuni, i-Apple ne-Microsoft Corp.MSFT) baqhamuke njengabaholi phakathi kwezinkampani eziphezulu ezingama-20 emhlabeni wonke ngemali yemakethe.
I-Bing ye-Microsoft yazuza amandla ngemuva kokushaja kakhulu amandla ayo ngayo ukuhlakanipha okungekhona okwangempela inikwa amandla yi-ChatGPT. Ngenxa yalokho, i-Alphabet, umzali we-Google, iphumelele, inani layo lehle ngo-2.3% laya ku-$1.53 trillion.
I-takeway yabatshalizimali:
I-Apple ihlezi kahle esihlalweni sayo sobukhosi esingu-$3 trillion, kanti iMicrosoft isendaweni yesibili cishe ngama- $ 2.5 trillion. I-Tesla ivuselela ngemuva kwenethiwekhi yayo yokushaja, futhi uNvidia ubheke ukuba yinkosi yehadiwe ngemuva kwe-AI boom.
Joyina ingxoxo!