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2020/07/13 / Erste Group Research

Equity Weekly

Risk-On: NASDAQ neues All-Time High, China haussiert. Vorschau auf die US-Berichtssaison, Start am Dienstag.

Emerging Markets Aktien haussierten letzte Woche um +6,3%. Besonders chinesische Aktien waren gefragt (+8,7%). Der Nasdaq stieg trotz gestiegener US COVID-19 Infektionen, und erreichte stark unterstützt von Tesla Motors ein neues All-Time High. Der wertvollste Automobilproduzent der Welt stieg um +14%. Der breitere S&P 500 konnte immerhin um fast ein Prozent zulegen. In Europa drückten Reise und Öl & Gasfirmen den Index um fast zwei Prozent. SAP stieg im Einklang mit anderen Technologiefirmen gegen den Trend um +6%.

Der ATX schloss sich der diese Woche in Europa gedämpfteren Anlegerstimmung an und schloss 1% leichter. Neue Rekordzahlen bei Corona-Infektionen in den USA und damit Bedenken hinsichtlich einer raschen Wirtschaftserholung verdarben den Risiko-Appetit. Die im ATX hoch gewichteten Finanzwerte sowie die OMV standen - internationalen Vorgaben folgend – auf den Verkaufslisten. Für die nächste Woche sehen wir den ATX am ehesten weiter seitwärts gerichtet im Bereich um die 2.250 Punkte.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusChemicals, Food & Beverage, Oil & Gas, Real Estate

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