In today's rapidly changing stock market, investors are constantly seeking stable and promising investment opportunities. Throughout this process, several top-tier technology companies have remained at the forefront of investor attention. This article will focus on Apple, Microsoft, Google, Amazon, NVIDIA, Meta Platforms, and Tesla, analyzing their business prospects and investment potential.

 

1、  Apple Inc.（AAPL)

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• P/E Ratio: 26.66
• Market Capitalization: ¥2,645.04 billion
• Year-to-Date (YTD): -10.99%
• Shares Outstanding: 15.55 billion
• Earnings Per Share (EPS): $6.43
• Revenue for Fiscal Year 2023: $383.285 billion
• Net Profit for Fiscal Year 2023: $96.995 billion

 

Apple Inc. (AAPL) is currently facing a mix of challenges and opportunities. Financially, its service business is experiencing strong growth, while revenue from hardware products is slowing down. Legally, it has been affected by antitrust lawsuits, leading to fluctuations in stock price and market capitalization. The market competition is intense, requiring constant innovation and strategic adjustments. Additionally, the company is exploring new business areas such as electric vehicles, but it faces challenges in both technology and market competition.

 

2、  Microsoft (MSFT)

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• P/E Ratio: 38.83
• Market Capitalization: 3,1904.06 billion
• Year-to-Date (YTD): +14.18%
• Outstanding Shares: 7.43 billion
• Earnings Per Share: $11.06
• Revenue for Fiscal Year 2023: $211.915 billion
• Net Profit for Fiscal Year 2023: $72.361 billion

 

Microsoft's recent developments demonstrate a positive trend. In the field of artificial intelligence, Microsoft invested in OpenAI and launched the AI assistant Copilot, leading industry innovation. On the hardware front, it released the first Surface AI PC equipped with the Copilot key, marking a significant keyboard innovation in nearly 30 years. Additionally, Microsoft's cloud-driven chatbot subscription program has achieved success, with its software and services business continuing to grow. However, Microsoft also faces market competition and security challenges, prompting ongoing innovation and strategic adjustments.

 

3、  Alphabet Inc.（GOOG）

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• P/E Ratio: 25.62
• Market Capitalization: ¥1,849.284 billion
• Year-to-Date (YTD): +5.54%
• Shares Outstanding: 5.67 billion
• Earnings Per Share (EPS): $5.81
• Revenue for Fiscal Year 2023: $307.39 billion
• Net Profit for Fiscal Year 2023: $73.8 billion

 

Google has recently shown poor performance in its finances and operations, lagging behind competitors in growth and profitability. Despite its leading position in the market as a search engine and provider of innovative products like Gmail and YouTube, investors are concerned about how Google will monetize these offerings. Google's main revenue source, the online advertising market share, is decreasing, with slower growth compared to other companies. Additionally, while Google Cloud business is growing rapidly, it still lags behind competitors.

 

However, Apple's recent consideration to license Google's large language model has brought optimism, highlighting Google's technological superiority. Investors are worried about Google's lack of cost reduction and profitability improvement, but its lower valuation still attracts some investors. Overall, Google faces challenges but possesses technological advantages and potential, requiring investors to weigh these factors when evaluating its prospects.

 

4、  Amazon.com Inc.（AMZN）

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• P/E Ratio: 61.65
• Market Capitalization: ¥1,850.512 billion
• Year-to-Date (YTD): +17.25%
• Shares Outstanding: 10.39 billion
• Earnings Per Share (EPS): $2.89
• Revenue for Fiscal Year 2023: $574.785 billion
• Net Profit for Fiscal Year 2023: $36.852 billion

 

Amazon has shown positive financial performance recently, successfully reversing its loss trend, but its profitability has not yet returned to previous levels. To cope with market competition, Amazon is exploring a strategy for the lower-tier market, reducing seller commissions to attract more consumers. India, as the first stop in exploring the lower-tier market, has attracted attention due to its potential for e-commerce market growth and clear user demand. Despite facing challenges from local competitors, Amazon continues to seek market opportunities based on its brand and service advantages. Overall, Amazon has demonstrated positive dynamics in finance, market strategy, and business layout.

 

5、  NVIDIA Corporation（NVDA）

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• P/E Ratio: 61.65
• Market Capitalization: ¥2,285.875 billion
• Year-to-Date (YTD): +84.64%
• Shares Outstanding: 2.5 billion
• Earnings Per Share (EPS): $11.94
• Revenue for Fiscal Year 2023: $269.7 billion
• Net Profit for Fiscal Year 2023: $12.285 billion

 

NVIDIA recently showcased its powerful AI computing solution, the GB200 Superchip, at the GTC conference. Based on the new Blackwell architecture, the B200 GPU performance has significantly improved, with the GB200 outperforming previous-generation products by nearly 30 times when combined with NVLink technology, while costs and energy consumption have been reduced by up to 25 times. Additionally, NVIDIA introduced NIM, software that simplifies AI deployment, and showcased innovations in fields such as autonomous driving. Financially, NVIDIA has achieved record-high revenue and gross profit margins, particularly in its data center business. Overall, NVIDIA has made significant progress in both technological innovation and financial performance.

 

6、  Meta Platforms（META）

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• P/E Ratio: 34.09
• Market Capitalization: ¥1,294.486 billion
• Year-to-Date (YTD): +43.45%
• Shares Outstanding: 2.21 billion
• Earnings Per Share (EPS): $14.9
• Revenue for Fiscal Year 2023: $1349.02 billion
• Net Profit for Fiscal Year 2023: $39.098 billion

 

Meta (META.US) continued to demonstrate strong performance in 2024, setting a new record for the largest single-day market capitalization increase in US stock market history. The company's 2023 financial report showed a significant increase in net profit for the full year, up 69%, with excellent performance in the fourth quarter. However, Meta faces negative factors such as shareholder sell-offs and complaints in Europe. While the advertising business maintains steady growth, the metaverse business continues to operate at a loss. The company announced stock buybacks and its first dividend payout, with plans to allocate more funds for AI models and XR products in the future.

 

7、  Tesla Inc.（TSLA）

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• P/E Ratio: 40.16
• Market Capitalization: ¥550.395 billion
• Year-to-Date (YTD): -30.45%
• Shares Outstanding: 3.18 billion
• Earnings Per Share (EPS): $4.30
• Revenue for Fiscal Year 2023: $96.77 billion
• Net Profit for Fiscal Year 2023: $15 billion

 

Tesla's stock price experienced a sharp decline during the year, with a 29% decrease as of March 21st in early trading.

Currently, Tesla is facing pressure from lowered delivery expectations. Wall Street has revised its delivery expectations for Tesla downward, with the new estimate around 435,000 vehicles, lower than the previous estimate of 470,000. This downward adjustment further negatively impacts Tesla's stock price and market confidence.

 

Additionally, Tesla's performance in the Chinese market is being closely watched. China is the world's largest market for new cars and new energy vehicles, with Tesla accounting for approximately 22% of its total sales in 2023, demonstrating the importance of the Chinese market to Tesla. However, recently, NIO, a Chinese electric vehicle manufacturer, lowered its first-quarter delivery guidance, seen as the latest sign of a slowdown in the electric vehicle market, which may affect Tesla's performance in the Chinese market. Despite this, some analysts remain optimistic about Tesla's long-term prospects, believing it has the potential for growth and recovery.

 

Except for Tesla Inc., which ranks fourteenth in market capitalization, the remaining six companies have made it to the latest top ten list of market capitalization for U.S. listed companies. The specific list is as follows:

Rank	Company Name	Stock Code	Market Capitalization (Billions of USD)	Industry Sector
1	Microsoft Corporation	MSFT	31,904.06	Software
2	Apple Inc.	AAPL	26,450.4	Computers
3	NVIDIA Corporation	NVDA	22,858.75	Semiconductors
4	Amazon.com Inc.	AMZN	18,505.12	Internet
5	Google (Alphabet Inc.)	GOOG	18,492.84	Internet, Media Content
6	Meta Platforms, Inc.	META	12,944.86	--
7	Berkshire Hathaway Inc.	BRK.B	8,987.63	Insurance
8	Eli Lilly and Company	LLY	7,318.74	Biotechnology and Pharmaceuticals
9	Taiwan Semiconductor Manufacturing Company Limited	TSM	7,232.45	Semiconductors
10	Broadcom Inc.	AVGO	6,246.92	Semiconductors

source:MarketWatch

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