Vanoongorora vakaderedza mari yavaitambira nechikamu chikuru-kupfuura-avhareji sezvo kushaikwa kwemari mumabhanga kwakawedzera kutya kuderera kwehupfumi.
Iyo Q1 EPS inokwira fungidziro - huwandu hweiyo yepakati fungidziro yekambani yega yega muS&P 500 - yakaderera 6.3% kusvika $50.75. Vanoongorora vakadzikisa mari yavanotambira neavhareji ye2.8% mumakore mashanu apfuura uye neavhareji ye3.8% mumakore makumi maviri apfuura. Vanoda kusvika makumi manomwe neshanu muzana emakambani eS&P 500 emakambani ekutanga-yekutanga muhoro akafungidzira aive asina kunaka.
Ichi chiitiko hachingoshande kumakambani eS&P 500. Vaongorori vakaderedzawo tarisiro yeMSCI US neMSCI ACWI panguva imwe cheteyo. Saizvozvo, vaongorori vakachekawo fungidziro yavo yeEPS yemakambani eS&P 500 ne3.8% kune ese a2023, anopfuura makore mashanu, gumi, gumi nemashanu uye makumi maviri.
Kuvharwa kwakangoerekana kwaitwa Signature Bank neSilicon Valley Bank kwakonzera kunetsa kwemari, pamwe nekukwira kwemitengo uye njodzi dzinogona kuitika. Kusava netariro kwakawanda pamusoro pematarisiro emuhoro kunogona zvakare kuve nechekuita nekusasimba kunotarisirwa kuita mumidziyo, hutano, ruzivo rwehunyanzvi uye zvikamu zvekutaurirana.
Vaongorori vakadzikisira fungidziro yavo ye79% yematura emidziyo, vachitarisira kudonha kwemakumi matatu nenhanhatu muzana pamuhoro weindastiri. Semiconductor indasitiri purofiti inotarisirwa kudzikira ne43% gore-pagore. Nekudaro, masheya muzvikamu zvese zviri zviviri akakwira kumusoro kwekota, aine zvinhu zvinokwira 2.1% uye PHLX semiconductors kumusoro 27%, inotungamirwa neshungu dzekushandisa kweAI.
Imwe mhedzisiro yekuchinja kweiyo EPS forecast yaive shanduko muS&P 500's 12-mwedzi wepamberi mutengo-kusvika-mubairo ratio, iyo yakakwira kusvika 17.8 kubva 16.7 mukota yekutanga. Kukwira kweindekisi kwakabatana nekudonha kwemari yakawanikwa-pa-share fungidziro. Mumakore gumi pamberi peCOVID-19, chiyero cheP/E cheiyo index chakasvika 15.5.
Nguva yekutumira: Kubvumbi-05-2023