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2023/12/15 / Erste Group Research

"Magnificent 7" treiben S&P 500


Der Anstieg des globalen Aktienmarktindex setzte sich in der letzten Woche fort. Der Stoxx 600 stieg um +1,7%. Der S&P 500 befestigte sich in EUR um +1,0%. Der Nikkei 225 gab in EUR um -0,8% nach.

Die Entwicklung des US-Aktienmarktes wurde heuer von der außer-gewöhnlichen hohen Performance der sog. „Magnificent 7“-Aktien bestimmt. Die Performance dieser Titel betrug seit Jahresbeginn +68%. Der US-Aktienmarkt stieg hingegen heuer um +21%. Die Aussichten, dass US-Technologieaktien auch im nächsten Jahr ansteigen werden, sind positiv. Das erwartete Umsatzwachstum 2024 beträgt +10,5% (J/J) und das für 2024 prognostizierte Gewinnwachstum des Sektors ist +16,1% (J/J).

Ausblick: Am nächsten Donnerstag berichtet Nike (Halten) über die Unternehmens-ergebnisse des letzten Quartals. Wir erwarten, dass sich der globale Aktienmarktindex in der nächsten Woche seitwärts entwickeln wird.

Aktien Österreich: Der ATX klettert mit einem Wochenplus von 2% auf den höchsten Stand der letzten 9 Monate. Vor allem die Notenbanken sorgten diese Woche für positive Impulse an den Aktienmärkten. Von Hoffnungen auf fallende Zinsen nächstes Jahr profitierten vor allem Immobilienwerte und Zykliker. Im ATX legte Wienerberger 11,5% zu gefolgt von Mayr-Melnhof mit 7,6%.

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General information

AuthorErste Group Research
Date2023/12/15
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusConstruction & Material, Real Estate, Technology, Travel & Leisure, Utilities
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Erste Group related products

Name  ISIN# Erste Group products
DO & COAT00008188020
EVNAT000074105323
Kapsch TrafficComAT000KAPSCH90
STRABAGAT000000STR10
UBMAT00008154020



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