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2023/01/27 / Erste Group Research

Q4 Zahlen USA: Industrie und Finanz überraschen positiv, Halbleiter schwach


In der aktuell laufenden US-Berichtssaison haben bereits einige Technologiekonzerne über ihre Ergebnisse berichtet. Das Halbleiter-Segment schnitt bei den 4Q-Ergebnissen bisher insgesamt schwach ab. Insbesondere Intel enttäuschte sowohl bei der Umsatz- Margen- und auch bei der Gewinnentwicklung.

Aktien Global: Beim Industriesektor überwogen bei der 4Q-Berichterstattung bisher klar die positiven Umsatz- und Gewinnüberraschungen. Das war auch beim Sektor Finanzdienstleistungen der Fall.

Ausblick: Die Berichtssaison für das 4Q geht in der nächsten Woche am Dienstag weiter. Die meisten 4Q-Berichte werden am 2.2. veröffentlicht. Dann berichten die größten Technologiekonzerne wie Alphabet, Apple, Amazon sowie Qualcomm, aber auch die Pharmafirmen Roche Holdings, Merck, Bristol-Myers Squibb, Eli Lilly und Gilead Sciences ihre Resultate. Wir erwarten, dass der globale Aktienmarktindex in der nächsten Woche moderat aufwärts tendieren wird.

Aktien Österreich: Der ATX befestigte sich diese Woche um 1,7% in einem auch international positiven Börsenumfeld. Im Fokus stehen die Sitzungen von EZB und FED kommende Woche, wobei die Zeichen auf weitere Zinserhöhungen stehen. Davon profitierte vor allem der Bankensektor angeführt von der BAWAG mit einem Wochenplus von 7%. Performance-Schlusslicht war die AT&S mit -6,5% nach schwachen Q4-Zahlen von Intel.

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General information

AuthorErste Group Research
Date2023/01/27
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBasic Resources, Industrial Goods & Services, Real Estate
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