Almost half of the company’s company’s company is surpassing the index to start this year, and investors, who are reversing the narrow market leadership over the past two years, struggle to find stocks other than large -scale technology other than large cap technology. I did it.
In about 2025, 46%of S & P 500 companies are better than about 30%in the past two years, which is the lowest performance since the late 1990s. It is.
Only two of the stock prices that surpass the S & P 500 come from the “Magnificent Seven” technology Cohort, which has risen more than 23%. This year, NVIDIA (NVDA) has raised almost 6% pop pop.
Strategists believe that more stocks compete to surpass their performance, so that the index is set all year round. David Kostin, the chief stock strategist of Goldman Sachs, recently wrote a recent note to customers that the market is “micro -centered.” In other words, the details of each company means that stocks have more impacts than a wide range of factors.
KOSTIN insisted that in 2025, inventory pickers, who are looking for a company looking for a company that surpasses the benchmark index, creates opportunities. KOSTIN has listed as a major catalyst for listing a healthy economic growth environment and continuously promoting the continuous expansion and policy uncertainty of AI trade. A wide range of revenue between individual stocks.
KOSTIN’s team pointed out selling as the popularity of Chinese AI company Deepseek increased as an example in the growth sector between stocks. NVIDIA (NVDA) shares have fallen 17% during the sale, but Apple and META, along with software AI plays such as SOFEITFORCE (CRM), are inferred to benefit from cheaper AI solutions. I finished the day.
KOSTIN said, “Ultimately, market reactions were not indiscriminate but discernment.
Despite the continuous uncertainty of tariff policy, the stock was flexible this year, despite investorism on the federal reserve bank rate cuts. All 11 categories of S & P 500 are positive. And investors changed their stocks that they bought and expanded beyond the magnificent 7. Information technology with various magnificent seven technologies is one of three areas that delay S & P 500 by this year. Meanwhile, finance (XLF), material (XLB) and energy (XLE) are one of the best results.
