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2023-11-16
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One Chart Shows How the "Magnificent 7" Have Dominated the Stock Market in 2023
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Given the benchmark's market cap distribution which allows larger stocks to contribute more to the index's movements, the S&P 500 has added about 19% this year.Research from Goldman Sachs shows the S&P 500 has never been this top heavy, which is leading to gains in seven stocks driving the major average higher.\"The 7 stocks have faster expected sales growth, higher margins, a greater re-investment ratio, and stronger balance sheets than the other 493 stocks and trade at a re","content":"<html><head></head><body><p>The S&P 500 has never been this top heavy. </p><p>The "Magnificent 7" tech stocks — Apple (AAPL), Alphabet (GOOGL, GOOG), Microsoft (MSFT), Amazon (AMZN), Meta (META), Tesla (TSLA), and Nvidia (NVDA) — make up 29% of the S&P 500's market cap. </p><p>And a chart in Goldman Sach's 2024 US Equity Outlook shows that's the largest portion of S&P 500 market cap ever dominated by just seven stocks. </p><p>That perspective helps explain a second chart from Goldman which shows the "Magnificent 7" have gained 71% while the other 493 stocks have added just 6%. Given the benchmark's market cap distribution which allows larger stocks to contribute more to the index's movements, the S&P 500 has added about 19% this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3300327ec10f477e5ee05fa876ae381f\" title=\"\" tg-width=\"976\" tg-height=\"451\"/></p><p>Research from Goldman Sachs shows the S&P 500 has never been this top heavy, which is leading to gains in seven stocks driving the major average higher.</p><p>Goldman Sachs equity research team led by chief US equity strategist David Kostin described the "Magnificent 7's" outperformance as a "defining feature of the equity market in 2023." And perhaps, rightfully so. </p><p>Two other charts included in Goldman's outlook show how the "Magnificent 7" have outperformed the other 493 stocks in key metrics that typically drive stock performance.</p><p>From 2013-2019, the "Magnificent 7" stocks grew at a compound annual growth rate of 15% compared to a 2% growth rate from the rest of the pack. That margin narrowed in the past two years to 18% and 15% respectively, but Goldman sees it widening again in the coming years. From 2023 to 2025, Goldman sees the "Magnificent 7" growing at a compound annual growth rate of 11% compared to a 3% rate for the rest of the S&P 500. </p><p>The "Magnificent 7's" net profit<strong> </strong>margin also outperforms, where its 19% margins are above the 9.8% for the rest of the companies. Not to mention, the long-term earnings per share growth expectations are 17% for the "Magnificent 7" while that number sits at 9% for the other companies in the index. </p><p>"From a fundamental perspective, in recent years the trajectory of earnings has explained the performance of the Magnificent 7 relative to the rest of the market," Kostin wrote. "The outperformance of the Magnificent 7 this year has coincided with a rebound in margins and earnings that has outpaced the weakness across the rest of the market."</p><p>He added: "Consensus expects the Magnificent 7 will continue to deliver faster growth than the rest of the index."</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44887825b43202983233ef30e47b03a2\" title=\"\" tg-width=\"1272\" tg-height=\"549\"/></p><p>Two graphs from Goldman Sachs highlight why the Magnificent 7 tech stocks have outperformed the rest of the benchmark index.</p><p>Goldman Sachs Investment Research</p><p>Goldman sees the path forward for the "Magnificent 7" stocks to likely be higher, too, but that doesn't make it the ideal trade for 2024 given the group's rise over the last year. </p><p>"The 7 stocks have faster expected sales growth, higher margins, a greater re-investment ratio, and stronger balance sheets than the other 493 stocks and trade at a relative valuation in line with recent averages after accounting for expected growth," Kostin wrote. "However, the risk/reward profile of this trade is not especially attractive given elevated expectations."</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>One Chart Shows How the \"Magnificent 7\" Have Dominated the Stock Market in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOne Chart Shows How the \"Magnificent 7\" Have Dominated the Stock Market in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-16 16:36 GMT+8 <a href=https://finance.yahoo.com/news/one-chart-shows-how-the-magnificent-7-have-dominated-the-stock-market-in-2023-203250125.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has never been this top heavy. The \"Magnificent 7\" tech stocks — Apple (AAPL), Alphabet (GOOGL, GOOG), Microsoft (MSFT), Amazon (AMZN), Meta (META), Tesla (TSLA), and Nvidia (NVDA) — make ...</p>\n\n<a href=\"https://finance.yahoo.com/news/one-chart-shows-how-the-magnificent-7-have-dominated-the-stock-market-in-2023-203250125.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4501":"段永平概念","AAPL":"苹果","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SPXU":"三倍做空标普500ETF","MSFT":"微软","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","GS":"高盛","BK4527":"明星科技股","BK4504":"桥水持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4525":"远程办公概念","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","NVDA":"英伟达","SPY":"标普500ETF","GOOGL":"谷歌A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","OEF":"标普100指数ETF-iShares","TSLA":"特斯拉","GOOG":"谷歌","IVV":"标普500指数ETF","BK4503":"景林资产持仓","AMZN":"亚马逊","OEX":"标普100",".SPX":"S&P 500 Index","BK4592":"伊斯兰概念","SDS":"两倍做空标普500ETF","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","META":"Meta Platforms, Inc.","UPRO":"三倍做多标普500ETF","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4528":"SaaS概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4524":"宅经济概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4505":"高瓴资本持仓"},"source_url":"https://finance.yahoo.com/news/one-chart-shows-how-the-magnificent-7-have-dominated-the-stock-market-in-2023-203250125.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2383861861","content_text":"The S&P 500 has never been this top heavy. The \"Magnificent 7\" tech stocks — Apple (AAPL), Alphabet (GOOGL, GOOG), Microsoft (MSFT), Amazon (AMZN), Meta (META), Tesla (TSLA), and Nvidia (NVDA) — make up 29% of the S&P 500's market cap. And a chart in Goldman Sach's 2024 US Equity Outlook shows that's the largest portion of S&P 500 market cap ever dominated by just seven stocks. That perspective helps explain a second chart from Goldman which shows the \"Magnificent 7\" have gained 71% while the other 493 stocks have added just 6%. Given the benchmark's market cap distribution which allows larger stocks to contribute more to the index's movements, the S&P 500 has added about 19% this year.Research from Goldman Sachs shows the S&P 500 has never been this top heavy, which is leading to gains in seven stocks driving the major average higher.Goldman Sachs equity research team led by chief US equity strategist David Kostin described the \"Magnificent 7's\" outperformance as a \"defining feature of the equity market in 2023.\" And perhaps, rightfully so. Two other charts included in Goldman's outlook show how the \"Magnificent 7\" have outperformed the other 493 stocks in key metrics that typically drive stock performance.From 2013-2019, the \"Magnificent 7\" stocks grew at a compound annual growth rate of 15% compared to a 2% growth rate from the rest of the pack. That margin narrowed in the past two years to 18% and 15% respectively, but Goldman sees it widening again in the coming years. From 2023 to 2025, Goldman sees the \"Magnificent 7\" growing at a compound annual growth rate of 11% compared to a 3% rate for the rest of the S&P 500. The \"Magnificent 7's\" net profit margin also outperforms, where its 19% margins are above the 9.8% for the rest of the companies. Not to mention, the long-term earnings per share growth expectations are 17% for the \"Magnificent 7\" while that number sits at 9% for the other companies in the index. \"From a fundamental perspective, in recent years the trajectory of earnings has explained the performance of the Magnificent 7 relative to the rest of the market,\" Kostin wrote. \"The outperformance of the Magnificent 7 this year has coincided with a rebound in margins and earnings that has outpaced the weakness across the rest of the market.\"He added: \"Consensus expects the Magnificent 7 will continue to deliver faster growth than the rest of the index.\"Two graphs from Goldman Sachs highlight why the Magnificent 7 tech stocks have outperformed the rest of the benchmark index.Goldman Sachs Investment ResearchGoldman sees the path forward for the \"Magnificent 7\" stocks to likely be higher, too, but that doesn't make it the ideal trade for 2024 given the group's rise over the last year. \"The 7 stocks have faster expected sales growth, higher margins, a greater re-investment ratio, and stronger balance sheets than the other 493 stocks and trade at a relative valuation in line with recent averages after accounting for expected growth,\" Kostin wrote. \"However, the risk/reward profile of this trade is not especially attractive given elevated expectations.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":242067697111056,"gmtCreate":1700135565794,"gmtModify":1700141192148,"author":{"id":"3586220162632233","authorId":"3586220162632233","name":"Koh k","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586220162632233","idStr":"3586220162632233"},"themes":[],"htmlText":" Be ","listText":" Be ","text":"Be","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242067697111056","repostId":"2383861861","repostType":2,"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
