听听投资组合经理 林登峰今日早晨上96.3好FM的股市近况
Listen to the sharing about this week’s investment outlook by our Portfolio Manager (Dual License), William Lim, on 96.3 HAO FM.
Originally Posted on: https://www.facebook.com/PhillipWealthAdvisory/videos/1008261290733539
Podcast English Translation:
On Tuesday, Nvidia became the world’s most valuable company dethroning tech heavyweight Microsoft, as its chips continue to play a central role in a race to dominate the market for artificial intelligence “(Nvidia has) certainly been high flying and has been getting a lot of positive attention and has been doing a lot of things very correctly but a small misstep is likely cause a major correction in the stock, and investors should be careful.”
AI, and generative AI in particular, is pretty clearly going to have a massive impact on a large number of industries. The broader question is they’ve not had to face significant competition up until now, and it will be interesting to see how well the company does as competition and choices increase.
The market rally in the S&P 500 fueled by the current AI investment trend has legs to keep going for a while longer.
A “concentrated group of AI related companies” should drive market returns over a short-term tactical horizon of six to 12 months
The profitability of mega-cap tech companies stands in contrast to the “unprofitable” companies that fronted the dot-com bubble
The initial capital expenditures needed to build out AI could be inflationary.
Meaning AI will likely be inflationary in the near term before unlocking any of the long run benefits such as increased work productivity that could ease inflationary pressures
Markets or central banks do not appreciate This short term inflationary pressure in this current investing environment
Under such circumstances of a rising stock market, make use of this period to rebalance your portfolio and take some profits off the table.
Listen to the sharing about this week’s investment outlook by our Portfolio Manager (Dual License), William Lim, on 96.3 HAO FM.
Originally Posted on: https://www.facebook.com/PhillipWealthAdvisory/videos/1008261290733539
Podcast English Translation:
On Tuesday, Nvidia became the world’s most valuable company dethroning tech heavyweight Microsoft, as its chips continue to play a central role in a race to dominate the market for artificial intelligence “(Nvidia has) certainly been high flying and has been getting a lot of positive attention and has been doing a lot of things very correctly but a small misstep is likely cause a major correction in the stock, and investors should be careful.”
AI, and generative AI in particular, is pretty clearly going to have a massive impact on a large number of industries. The broader question is they’ve not had to face significant competition up until now, and it will be interesting to see how well the company does as competition and choices increase.
The market rally in the S&P 500 fueled by the current AI investment trend has legs to keep going for a while longer.
A “concentrated group of AI related companies” should drive market returns over a short-term tactical horizon of six to 12 months
The profitability of mega-cap tech companies stands in contrast to the “unprofitable” companies that fronted the dot-com bubble
The initial capital expenditures needed to build out AI could be inflationary.
Meaning AI will likely be inflationary in the near term before unlocking any of the long run benefits such as increased work productivity that could ease inflationary pressures
Markets or central banks do not appreciate This short term inflationary pressure in this current investing environment
Under such circumstances of a rising stock market, make use of this period to rebalance your portfolio and take some profits off the table.
