2021 technology bull stock inventory!

According to wind statistics, as of December 6, 63 stocks in the $S&P 500 Index(.SPX.US)$ S & P 500 information technology sector had achieved positive returns, accounting for more than half. Among them, $NVIDIA(NVDA.US)$won the first place in the market value of 100 billion players with an increase of more than 130%, and reached a record high of 55 times in the year! The same chip stocks of $Applied Materials(AMAT.US)$ also performed well, followed by an annual increase of nearly 72%.

Generally speaking, in 2021, although US stocks continued the upward trend of the bull market, the market structure is completely different from that in 2020.

At the beginning of the year, US technology stocks showed signs of weakness. Under the background of economic recovery, traditional value stocks and cyclical stocks once led the rise. But soon, driven by the sharp rise in the company's performance, large technology stocks continued to become the main driving force, while small and medium-sized technology growth stocks opened a downward market and took the lead in entering the technical bear market.

By the middle of 2021, the trend differentiation within technology stocks will be more obvious. On the one hand, large technology stocks rose in a "forced air" manner, driving the index to new highs, while growth stocks ushered in a sharp correction, including many star stocks that made great achievements last year, such as zillow, roku, pinterest, zoom, etc. Therefore, wood's Ark fund is also sinking rapidly and has become the main target of short selling in the market.

The reason is also very simple. The words and deeds of the Federal Reserve have always been the wind vane on the way forward for US stocks. In 2021, the sensitivity to the interest rate market led to the differentiation of science and technology stocks, and the science and technology giants whose immediate performance maintained a high growth momentum are still favored by capital.

In recent years, the five giants FFANG（ $Meta Platforms(FB.US)$ $Apple(AAPL.US)$ $Amazon(AMZN.US)$ $Netflix(NFLX.US)$ $Alphabet-A(GOOGL.US)$） known to the market are also becoming the six MAMATA ( $Microsoft(MSFT.US)$ $Apple(AAPL.US)$ $Meta Platforms(FB.US)$ $Amazon(AMZN.US)$ $Tesla(TSLA.US)$ $Alphabet-A(GOOGL.US)$ ). The development of the technology industry itself is a process of continuous innovation and subversion, and the speed of change often exceeds most people's expectations.

Which technology stocks will be bullish in 2022? Welcome to the passionate discussion in the comment area~