ダウ平均にエヌビディア採用、ＡＩブームで株高けん引－インテル除外

日本語まとめ

　米半導体メーカーのエヌビディアが、128年の歴史を持つダウ工業株30種平均に採用され、11月8日からインテルに代わって構成銘柄の一つになります。同社はAIブームの象徴的存在であり、過去2年間で株価が900％上昇、時価総額は約3.32兆ドルに達し、アップルに次ぐ規模です。最近の時間外取引でも株価が上昇し、アップルを抜き世界一の時価総額企業となる可能性があります。
　一方、インテルは1999年にダウに加わりましたが、業績悪化に伴い2024年の支出削減、人員整理、配当停止に踏み切っています。

English Version

The U.S. semiconductor company NVIDIA will be added to the Dow Jones Industrial Average, a 128-year-old index, replacing Intel as of November 8. NVIDIA, a prominent player in the AI boom, has seen its stock price surge by 900% over the past two years, bringing its market cap to around $3.32 trillion, second only to Apple. In recent after-hours trading, its stock continued to rise, suggesting it could soon overtake Apple to become the world’s most valuable company.

In contrast, Intel, which joined the Dow in 1999, has been struggling with declining performance. In response, the company has implemented significant cost-cutting measures for 2024, including layoffs and the suspension of dividend payments.

参考文献

https://www.bloomberg.com/news/articles/2024-08-01/intel-says-revenue-will-fall-short-of-expectations-cuts-jobs

https://www.bloomberg.com/news/articles/2024-11-01/nvidia-set-to-replace-intel-in-the-dow-jones-industrial-average