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2024/06/21 / Erste Group Research

"Magnificent Seven" prägen US-Aktienmarkt

Empfehlungsänderungen: Walmart, BNP Paribas

Der Aufschwung der US-Aktien wird vor allem getragen von der guten Umsatz- und Gewinnentwicklung der "Magnificent Seven" - Titel. Derzeit sind das die Aktien der Firmen NVIDIA, Microsoft, Apple,, Alphabet, Meta Platforms und Broadcom. Diese sieben Aktien repräsentieren bereits fast ein Drittel der gesamten Marktkapitalisierung des S&P 500. Die Marktkapitalisierung dieser Firmen übertrifft jene des gesamten europäischen Aktienmarktes.

Die Unternehmensgewinne der "Magnificent Seven" - Firmen wachsen weiter stark. Die Aussicht auf weitere Steigerungen sind realistisch. Dadurch ist die Performance dieser Gruppe von Aktien überdurchschnittlich hoch. Der Anstieg beträgt seit Jahresbeginn +37%. Der S&P 500 hat in diesem Zeitraum +13% zugelegt. Ohne die "Magnificent Seven" - Aktien würde der Anstieg des S&P 500 heuer nur +5% betragen.

Broadcom: Sehr starkes Wachstum bei Infrastruktur-Software

Walmart: Starker Zuwachs bei Online-Umsätzen, Umsatz- und Gewinnprognosen leicht angehoben, operative Marge steigt an

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General information

AuthorErste Group Research
Product nameEmpfehlungsliste
Topic in focusEquities
Economy in focusEurozone, Germany, United Kingdom, United States
Currency in focusBritish Pound, Euro, US Dollar
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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Abbott LaboratoriesUS00282410000
Advanced Micro DevicesUS00790310780
Anheuser Busch InbevBE09742932510
Banco Santander ES0113900J370
Bank of America US06050510460
BHP GroupGB00BH0P3Z910


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