2023/06/01 / Erste Group Research |
Wachstumsaktien mit Outperformance Gewinnmitnahmen führten in der letzten Woche zu einer leichten Korrektur am globalen Aktienmarkt. In den USA sorgten die starken Ergebnisse von NVIDIA für eine leichte globale Outperformance. Die sehr maßgeblichen Technologieaktien (27% Anteil am Weltaktienmarkt) hatten zuletzt schon einen deutlichen Anstieg der operativen Gewinnprognosen gezeigt. Wir reduzieren in diesem Marktumfeld die Anzahl der zyklischen Value Aktien in unserer Coverage. NVIDIA: 2Q Umsatzprognose deutlich über den Erwartungen, Margen verbessert, Bewertung gefallen |
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Author | Erste Group Research |
Date | 2023/06/01 |
Language | |
Product name | Empfehlungsliste |
Topic in focus | Equities |
Economy in focus | Eurozone |
Currency in focus | Euro |
Sector in focus | Automobiles & Parts, Banks, Basic Resources, Chemicals, Construction & Material, Financial Services, Food & Beverage, Health Care, Industrial Goods & Services, Insurance, Media, Oil & Gas, Personal & Household Goods, Retail, Technology, Telecommunications, Travel & Leisure, Utilities |
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