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2021/01/29 / Erste Group Research

Triumph für US-Technologiekonzerne


Nach dem Erreichen neuer Rekordhochs gab der globale Aktienmarkt-Index in der letzten Woche in EUR um -1,9% nach. Der S&P 500 notierte in EUR um -1,5% niedriger, der Stoxx 600 gab um -1,8% nach.

Die US-Berichtssaison ist derzeit voll im Gang. In der letzten Woche haben vor allem die größten Technologiewerte hervorragende Ergebnisse berichtet. Die mittel- und langfristigen Aussichten bleiben für Technologieaktien weiterhin gut. Die Gewinnschätzungen haben für diesen Sektor einen stabil aufwärts gerichteten Trend.

Nachdem die größten US-Technologiekonzerne (Apple, Microsoft, Face-book) in der letzten Woche Rekorde bei ihren Umsatz- und Gewinnzahlen veröffentlicht haben, geht die Berichtssaison in der nächsten Woche weiter mit den Ergebnissen von Amazon.com, Alphabet und zahlreichen Pharmakonzernen. Wir erwarten überwiegend positive Überraschungen bei den berichteten Umsätzen und Gewinnen. Der globale Aktienmarktindex sollte nächste Woche mit einer leicht erhöhten Volatilität seitwärts tendieren.

Erstmals seit Beginn seines Höhenflugs Mitte November korrigierte der ATX diese Woche mit - 3,8%. Die hoch gewichteten Zykliker im heimischen Leitindex zogen den ATX stärker ins Minus als internationale Indizes. Einzig die Österreichische Post schloss mit einem Plus von über 10% da die vorläufigen Zahlen die Erwartungen klar übertrafen. Wir erwarten, dass der ATX auch in der nächsten Woche weiter konsolidiert.

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General information

AuthorErste Group Research
Date2021/01/29
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Health Care, Technology, Travel & Leisure
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