Honza Dvorsky Malinga ndi ziwerengero zofalitsidwa ndi FactSet, ngakhale kuti chuma cha Eurozone sichikuyenda bwino, makampani ena m'derali akuchita bwino. Gawo lachiwiri lazachuma la chaka chino lidzabweretsa Apple kudumpha kwakukulu kwa ndalama kuchokera ku Europe. Mwa makampani onse aku America omwe amachita bizinesi m'gawo la IT ndikufalitsa ndalama ndi dera, Apple ikhala nambala wani.
Makhalidwe oyerekeza
Tchati cha S&P 500 chikuwonetsa kukula kwa ndalama za kampani iliyonse mgawo loyamba lazachuma la chaka chino (buluu la buluu) komanso kukula komwe kukuyembekezeka mu gawo lachiwiri (gray bar). Tikuwona kuti mwa makampani onse omwe akuwonetsedwa, opanga iPhone ndi iPad okha ndi omwe adzakondwerere ndi ndalama zawo za ku Ulaya zomwe zikukula ndi 32,3%, poyerekeza ndi chaka chatha. Kutsika kwakukulu kwakukula kwamakampani kumabwera chifukwa cha kusowa kwa ntchito komanso ngongole zambiri ku Europe, komabe ndalama za Apple m'derali zikukula mwachangu.
Pamalo achiwiri pakukula tikuwona Intel ndi kusintha kwa 4,5% poyerekeza ndi nthawi yomweyi chaka chatha. Tikayang'ana zotsatira za gawo laukadaulo ku Europe popanda Apple, kukula kwa malonda kungagwere kuchokera ku 6,6 mpaka 3,4 peresenti ndipo ndalama zimatha kutsika kuchokera ku 4 mpaka -1,7%.
Osati gawo la IT lokha
Mosasamala kanthu za gawo, makampani mu S&P 500 akuyembekezeka kukula ndi 3,2%. Ngati ziwerengerozo zakwaniritsidwa, ikhala gawo lakhumi ndi chimodzi motsatizana la kukula. Mbali yaikulu, ntchito yabwinoyi (ngakhale kuti pali mavuto a zachuma) imachokera ku kukula kolimba kwa makampani awiri apamwamba pa chiwerengero ichi, Apple ndi Bank of America. Popanda madalaivala awiriwa, chiwongola dzanja chonse chitha kutsika mpaka -2,1%.
Chosangalatsa pazidziwitso zomwe zatchulidwazi ndikuti kuchepa kwamakampani ambiri kumalipidwa ndi kukula kwakukulu kwa owerengeka ochepa ochita bwino. Monga tanenera kale, si gawo la IT lokha, komanso mabanki ndi makampani onse. Zotsatirazi zikanakhala zoipitsitsa kangapo ngati sizinali zamakampani ochepa omwe, ngakhale zitakhala bwanji, amatha kuyenda ngakhale m'madzi ovuta a zachuma. Chifukwa chake tikukhulupirira kuti makampani ambiri apita patsogolo ndipo bizinesi iyambanso kuyenda bwino.
Zindikirani (pansi pa nkhaniyi):
S&P 500 ndi chiyerekezo chamakampani amasheya aku America omwe adatulutsidwa ndi Standard & Poor's kuyambira 1957. Ndiwongoleredwa potengera mtengo wonse wakampani. Mtengowu umawerengedwa ngati kuchuluka kwamitengo yamitundu yonse yamagawo ochulukitsidwa ndi mitengo yawo yamsika. Kusintha kwamtengo wamagawo akampani kudzakhala kofanana ndi S&P 500 yake.
