Honza Dvorsky Maererano nehuwandu hwakaburitswa neFactSet, kunyangwe mamiriro ehupfumi akashata muEurozone, mamwe makambani mudunhu iri ari kuita zvakanaka. Chikamu chechipiri chemari yegore rino chichaunza Apple kusvetuka kukuru mumari kubva kuEurope. Pamakambani ese eAmerica anoita bhizinesi muchikamu cheIT uye anoburitsa mari nedunhu, Apple ndiyo ichave nhamba yekutanga.
Zvinofungidzirwa tsika
Iyo S&P 500 chati inoratidza kukura kwemari yefemu yega yega muchikamu chekutanga chegore rino (blue bar) uye kukura kunotarisirwa mumari iyoyo muchikamu chechipiri (grey bar). Isu tinoona kuti pamakambani ese akaratidzwa, chete iPhone uye iPad vagadziri vanopemberera nemari yavo yeEurope ichikura ne32,3%, zvichienzaniswa negore rapfuura. Kudzikira kwese kwekukura kweindasitiri kunokonzerwa nekushaikwa kwemabasa kwakanyanya uye chikwereti muEurope, asi mari yeApple munzvimbo ino ichakura nekukurumidza.
Panzvimbo yechipiri mukukura tinoona Intel ine 4,5% shanduko kana ichienzaniswa nenguva yakafanana gore rapfuura. Kana tikatarisa mhedzisiro yechikamu chehunyanzvi muEurope pasina Apple, kukura kwekutengesa kwaizodonha kubva pa6,6 kusvika ku3,4 muzana uye mari inobuda ingatotanga kuderera kubva pa4 kusvika -1,7%.
Kwete chete IT sector
Zvisinei nechikamu, makambani ari muS&P 500 anotarisirwa kukura ne3,2%. Kana fungidziro dzikazadzikiswa, ichava chikamu chegumi nerimwe chinotevedzana chekukura. Muchikamu chikuru, kuita kwakanaka uku (pasinei nedambudziko remari) kunonzi kuri kukura kwakasimba kwemakambani maviri epamusoro muchiyero ichi, Apple uye Bank of America. Pasina aya madhiraivha maviri, chiyero chese chaizodonha kusvika -2,1%.
Chii chinonakidza pamusoro peiyo data yakataurwa ndeyekuti kuderera kwemakambani mazhinji kunobhadharwa nekukura kukuru kwenhamba shoma yevatambi vakabudirira. Sezvatatotaura, haisi iyo chete IT sector, asiwo mabhengi uye iyo yose indasitiri. Mhedzisiro yacho ingadai yakawedzera kuipa kana zvisiri zvemakambani mashoma ayo, zvisinei nemamiriro ezvinhu ese, anokwanisa kufamba kunyangwe nemumvura yakaoma yekuderera kwemari. Saka ngativimbei kuti makambani mazhinji anofamba muhuwandu hwakanaka kuenda kumberi uye indasitiri inotanga kusimukira zvakare.
Cherechedza (pazasi pechinyorwa):
S&P 500 chiyero chemakambani ekuAmerica akapihwa neStandard & Poor's kubva 1957. Chiyero chakayerwa chinoenderana nehukoshi hwese hwekambani. Ukoshi uhwu hunoverengerwa sehuwandu hwemitengo yemhando dzese dzemasheya inowedzerwa nemitengo yavo yemusika. Shanduko mukukosha kwemasheya ekambani saka ichave yakanangana neiyo S&P 500 rating.
