Time has come quietly to June, and 2022 is almost halfway past.

This article will review the performance of various sectors of the US stock market in the first half of this year with you Niu friends.

Data show that as of June 7, the Dow has fallen 9.42% this year, the S&P 500 has fallen 13.53%, and the Nasdaq has fallen more than 26%.

1. Ranking of the rise and fall of the US stock market in the first half of 2022

As far as the ups and downs of the sector are concerned, in the first half of this year, the performance of energy stocks in the US stock sector was unrivaled. According to Wind data from various industries, since the beginning of 2022, the energy sector has led the growth rate among the major sectors, with a cumulative increase of 54.53%, while the second-ranked telecommunications business sector has only risen by about 8%. In addition, the information technology and consumer discretionary sectors led the decline, down 22.63% and 20.84% ​​respectively.

Energy sector “one ride to the dust”

Of the major sectors of global equities so far, perhaps only investors in energy stocks can proudly declare that they have weathered the hawkish stance of the Federal Reserve and other central banks, as oil prices soared, The S&P 500 energy sector has surged 59.94% this year, while the S&P 500 has fallen 13.53%.

Exxon Mobil and Chevron are up 64.99% and 53.52% respectively so far this year, while Occidental Petroleum, which has been heavily bought by stock god Buffett, has surged about 140%. Investors are sticking to their bets on the energy sector on the grounds that the sector has a strong earnings outlook, valuations remain historically low and oil prices are likely to remain high for a long time after the Russian-Ukrainian conflict has tightened global supplies.

Information technology sector “falls endlessly”

In the first half of the “incessantly falling” U.S. stock technology stocks, the bears made huge returns.

Entering 2022, technology stocks have suffered continuous declines due to the multiple influences of the Fed’s tightening monetary policy and concerns about slowing economic growth. Investors who specifically short the Nasdaq 100 have profited $62.5 billion from this year’s plunge in tech stocks, according to the latest data from data provider Ortex. Among them, they had been betting on Tesla’s stock price decline and received a handsome return of 8.2 billion US dollars. In addition to Tesla, the bears made $3.8 billion shorting Amazon, $3.7 billion shorting Meta Platforms Inc, and $3.5 billion shorting Apple.

At the same time, CITIC Securities believes that the 2C Internet user dividend of the US stock technology sector is still there, and the cloudification and digitalization of enterprises will continue to constitute the core support for the sector in the medium term. The software SaaS sector still has the most growth potential in the medium term, the short-term sales cycle may be prolonged, and non-core business systems may face shrinking; in the hardware semiconductor sector, consumer electronics continue to weaken, and the data center is expected to peak at the end of the year. More focus on structural opportunities.

2. Top US stock market turnover in the first half of 2022

In terms of sector turnover, the information technology and consumer discretionary industries performed well. As of June 1, the turnover of the information technology industry was nearly US$1.6 trillion, and the turnover of the consumer discretionary industry exceeded US$10.146 trillion, accounting for 34.04% and 21.06% of the total US stock market turnover, respectively.

3. S&P 500 industry dividend yield list in the first half of 2022

As far as the S&P 500 industry dividend yield is concerned, the dividend yield of the telecom business industry is as high as 6.61%, which is far higher than that of other industries. The energy, utilities, and real estate industries also performed relatively well in terms of dividend yields, with dividend yields of 3.09%, 2.87%, and 2.67%, respectively.

Investors familiar with Buffett’s operations must know that “stock gods” favor stocks with high dividend yields. In the past few decades, Berkshire’s investment portfolio has included many high-dividend stocks, which bring a lot of cash flow every year. In the context of high inflation and rising interest rate expectations, stocks with high dividend yields are more favored by investors.

Niu friends, which sector do you think will become the strongest sector in the US stock market in the second half of this year?

Is it the energy sector that is “on the rise “ , or is it the information technology sector that has many technology bull stocks?

Welcome to leave your wonderful insights in the comment area~

This article is reprinted from: https://news.futunn.com/post/16231962?src=3&report_type=market&report_id=207671&futusource=news_headline_list
This site is for inclusion only, and the copyright belongs to the original author.