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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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General information

AuthorErste Group Research
Date2023/06/01
Languagede
Product nameEmpfehlungsliste
Topic in focusEquities
Economy in focusEurozone
Currency in focusEuro
Sector in focusAutomobiles & 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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Bayer DE000BAY001739
BeiersdorfDE000520000027



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