Falanqeeyayaasha ayaa hoos u dhigay qiyaasaha dakhligoodu rubuc-koowaad dulmar ka weyn celceliska maadaama qulqulka dareeraha bangigu uu kiciyay cabsida hoos u dhac ku soo fool leh.
Qiyaasta kor u kaca Q1 EPS - wadarta saadaasha dhexe ee shirkad kasta ee S&P 500 - waxay hoos u dhacday 6.3% ilaa $50.75. Falanqeeyayaasha ayaa hoos u dhigay qiyaasaha dakhligoodu saddex biloodlaha ah celcelis ahaan 2.8% shantii sano ee la soo dhaafay iyo celcelis ahaan 3.8% 20kii sano ee la soo dhaafay. Ku dhawaad 75% S&P 500 saadaasha dakhliga rubuci kowaad ee shirkadaha ayaa ahaa mid taban.
Dhacdadani kaliya kuma khusayso shirkadaha S&P 500. Falanqeeyayaasha ayaa sidoo kale hoos u dhigay filashada MSCI US iyo MSCI ACWI isla muddadaas. Sidoo kale, falanqeeyayaasha ayaa sidoo kale jaray saadaasha EPS ee shirkadaha S&P 500 3.8% dhammaan 2023, in ka badan celceliska 5, 10, 15 iyo 20 sano.
Xiritaanka lama filaanka ah ee Bankiga Saxiixa iyo Silicon Valley Bank waxa ay dhalisay walaac baahsan oo baahsan, oo ay weheliso sicir-bararka iyo khataraha hoos u dhaca. Niyad-xumada guud ee ku saabsan aragtida dakhligu waxay sidoo kale la xidhiidhi kartaa waxqabadka daciifka ah ee la filayo ee agabka, daryeelka caafimaadka, tignoolajiyada macluumaadka iyo qaybaha isgaarsiinta.
Falanqeeyayaasha ayaa hoos u dhigay saadaasha 79% ee kaydka qaybaha agabka, iyaga oo filayaa in 36% hoos u dhac ku yimaado dakhliga warshadaha. Faa'iidada warshadaha semiconductor ayaa la filayaa inay hoos u dhacdo 43% sanadka ka dambeeya. Si kastaba ha ahaatee, saamiyada labada qaybood ayaa kor u kacay rubuci, iyadoo agabku kor u kacay 2.1% iyo PHLX semiconductors oo kor u kacay 27%, oo ay horseeday xamaasad kharashka AI.
Mid ka mid ah saameynta isbeddelka ee saadaasha EPS waxay ahayd isbeddel ku yimid S&P 500's 12-bilood ee qiimaha-dakhliga hore, kaas oo kor u kacay 17.8 min 16.7 rubuci hore. Kor u kaca tusmaynta ayaa ku soo beegantay hoos u dhac ku yimid qiyaasaha dakhliga ka soo gala saami kasta. 10kii sano ee kahor COVID-19, saamiga P/E ee tusmada ayaa celcelis ahaan ahaa 15.5.
Waqtiga boostada: Abriil-05-2023