蘋果王者地位不保!
沙特阿美石油公司取代蘋果(AAPL.US)成爲世界上市值最大的公司,因投資者開始遠離科技股,轉向投資能源領域。通貨膨脹、俄烏衝突等一系列因素導致油價飆升。
週三,沙特阿美的股價一度接近歷史最高水平,市值約爲2.43萬億美元,自2020年以來首次超過蘋果。蘋果股價下跌超5%,至146.5美元,使其估值約爲2.37萬億美元。

即使此舉被證明是短暫的,蘋果再次奪回榜首,但這種角色互換突顯了全球經濟中主要的力量。
油價的飆升雖然給沙特阿美帶來了更多利潤,但卻加劇了通貨膨脹的上升,迫使美聯儲以幾十年來最快的速度提高利率,打壓科技股的股價表現。
Tower Bridge Advisors的首席投資官James Meyer表示:“在業務或基本面方面,你不能把蘋果與沙特阿美相比,但商品領域的前景已經改善。他們是通貨膨脹和供應緊張的受益者。”
今年早些時候,蘋果市值爲3萬億美元,其市值比沙特阿美多出約1萬億美元。然而,自那時起,蘋果股價已下跌了近20%,而沙特阿美則上漲了28%。
Ingalls&Snyder的高級投資組合策略師Tim Ghriskey表示,由於美聯儲今年將進一步加息至少150個基點,且烏克蘭危機還沒有得到解決,科技股重獲主導地位可能還需要一段時間。Ghriskey稱:“很多科技股出現了恐慌性拋售,從那裏出來的資金似乎特別傾向於能源,鑑於商品價格,能源板塊目前有一個有利的前景。”
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