Alle fokuserer på de fire største it-selskaber, Google, Apple, Microsoft og Amazon, der er kommet i 1 trillion dollar-klubben, men det er dog it-sektoren generelt, der er vokset mest de seneste år, viser en analyse fra Pimco. Det har selvklart konsekvenser for investorerne.
Uddrag fra Pimco:
The $1 trillion club
With Amazon and Google* surpassing the $1 trillion valuation mark in January, four technology-focused companies (collectively “MAGA” − Microsoft, Amazon, Google, Apple) are now part of the $1 trillion club and together comprise over 16% of the S&P 500’s market value. Somewhat reminiscent of the dot-com bubble when a handful of technology companies also held a hefty share of the index’s market cap, MAGA companies have dominated the growth equity story over the last several years and were standouts this earnings season. Despite large market caps and the lingering potential for regulation, the group continues to grow revenues meaningfully with robust free-cash-flow margins, suggesting they could maintain their dominance.
*via parent company Alphabet