Core Viewpoint - Large technology companies are making significant investments in AI, contributing to overall corporate profit growth globally, with a notable performance from U.S. firms [1][2]. Group 1: Global Corporate Performance - Approximately 18,800 listed companies are projected to achieve a net profit of about $1.0776 trillion in Q4 2024, marking a 21% year-on-year increase and the highest growth rate since Q4 2021 [1]. - The net profit growth rate for U.S. companies reached 28%, the highest in three years, driven by strong performances in IT, finance, semiconductors, and retail sectors [2]. - Japanese companies saw an 11% increase in profits when calculated in USD, with major players like large banks and Sony contributing to this growth, although it lagged behind U.S. performance [3]. Group 2: Sector-Specific Insights - Amazon reported an 88% profit increase in Q4 2024, with its cloud business benefiting from AI-related demand, indicating robust performance in both cloud and retail sectors [2]. - TSMC experienced over 50% profit growth, attributing this to increased AI chip usage in smartphones and PCs, which is expected to shorten device replacement cycles [2]. - Asian companies (excluding Japan and mainland China) reported a 45% profit increase, showcasing growth in semiconductors, machinery, and services [2]. Group 3: Future Projections and Concerns - Market forecasts suggest a 16% profit increase for approximately 4,000 global companies in Q1 2025 compared to the previous year [3]. - Indicators of deteriorating U.S. economic conditions are emerging, with consumer confidence indices declining for three consecutive months, raising concerns about sustaining strong consumer spending [3]. - The market remains cautious, with global stock indices showing only a 2% increase compared to the end of 2024, indicating potential challenges ahead [3][4].