مؤشر S&P 500 — مؤشر الشركات الأمريكية ذات رؤوس الأموال الكبيرة
مؤشر FTSE 100 — الشركات الرائدة في المملكة المتحدة
مؤشر يورو ستوكس 50 — الشركات الرائدة في منطقة اليورو
مؤشر داكس 40 — الأسهم الألمانية
CAC 40 — مؤشر السوق الفرنسي
مؤشر نيكي 225 — المؤشر القياسي الياباني
هانغ سنغ — مؤشر هونغ كونغ
مؤشر شنغهاي المركب — الصين القارية
مؤشر ASX 200 — السوق الأسترالية
مؤشر TSX المركب — مؤشر كندا
مؤشر «نيفتي 50» — الشركات الهندية ذات رؤوس الأموال الكبيرة
مؤشر STI — سوق سنغافورة
KOSPI — مؤشر كوريا الجنوبية
بوفيسبا — أسهم البرازيل
مؤشر JSE Top 40 — مؤشر جنوب أفريقيا
مؤشر IPC — سوق المكسيك
Deutsche Bank strategists report that United States (US) equities weakened under a stagflationary backdrop. The S&P 500 fell with broad-based losses, while the Philly semiconductor index outperformed strongly. SK Hynix’s US ADR offering was heavily oversubscribed, and China may allow some domestic AI firms to buy Nvidia H200 chips, supporting chip stocks even as most S&P 500 industry groups declined.
Broad losses, semis outperform
“Given the stagflationary backdrop, this meant equities took a big hit on both sides of the Atlantic. So the S&P 500 fell -0.28%, with a broad-based decline that saw 78% of the index lose ground. Once again, the move in chip stocks was against the overall market as the Philly semiconductor index (+2.23%) outperformed.”
“The outperformance was bolstered by two large news stories. First, SK Hynix’s US offering was more than seven times oversubscribed, with the ADR set to raise nearly $24.5bn and become the second largest debut for a foreign company after Alibaba ($25bn).”
“Second, it was reported that China had plans to allow some domestic AI companies to purchase Nvidia’s H200 chips. Outside of the semiconductor rally, the only other S&P 500 industry groups to gain yesterday were Tech Hardware (+1.52%), Energy (+1.45%), and Consumer Staples (+1.15%) – the other 21 industry groups were lower on the day.”
“So that meant the IBEX 35 (-2.73%) posted a significant decline, sharply underperforming the Europe-wide STOXX 600 (-1.61%). That said, there wasn’t much good news anywhere in Europe, with the DAX (-2.23%), the CAC 40 (-2.18%) and the FTSE MIB (-1.22%) all posting significant declines as well.”
“Chinese markets are mostly lower, with the Hang Seng (-0.78%) and Shanghai Composite (-0.89%) declining after soft inflation data. The S&P/ASX 200 is also down (-0.45%). S&P 500 (+0.17%) and Nasdaq (+0.18%) futures are up alongside Stoxx futures (+1.03%) which is being helped by a late US recovery last night after the European close. “
الربح
الجميع يسارعون إلى خفض التكاليف. أما نحن، فنسرع نحو تحقيق الأرباح.
ابدأ البيع من خلال تقديم الخدمات
