\nGigantul bancar Goldman Sachs transmite semnale de \u00eengrijorare cu privire la cre\u015fterea pre\u0163urilor m\u0103rfurilor \u015fi a salariilor, \u00eens\u0103 firma crede c\u0103 o strategie bun\u0103 de investi\u0163ii poate combate vibra\u0163iile negative ale infla\u0163iei \u00een pia\u0163\u0103, potrivit CNBC.<\/p>\n
\nDavid Kostin, strategul \u015fef al Goldman \u00een SUA pentru pie\u0163ele de capital, a transmis o not\u0103 investitorilor prin care le-a recomandat o serie de companii cu marje de profit \u015fi randamente ridicate, unde \u00ee\u015fi pot \u0163ine banii pentru a evita infla\u0163ia.<\/p>\n
\n\u201eProfitabilitatea s\u0103n\u0103toas\u0103 a corpora\u0163iilor continu\u0103 s\u0103 sus\u0163in\u0103 pre\u0163urile ac\u0163iunilor…Cu toate acestea, perspectiva pentru profitabilitatea pe indicele S&P 500 este mai pu\u0163in constructiv\u0103 dincolo de 2018\u201d, spune Kostin. \u201eCu rata \u015fomajului la nivel minim, cu salarii ridicate \u015fi cu costuri mai ridicate pentru produc\u0163ie, vom vedea riscul ca marjele de profit s\u0103 scad\u0103\u201d.<\/p>\n
\nSc\u0103derile actuale pe care le \u00eenregistreaz\u0103 companiilor la nivelul marjei de profit se datoreaz\u0103, \u00een principal, reducerea taxei corporate impus\u0103 de Donald Trump care a crescut anterior aceste marje, iar acum companiile \u00eencearc\u0103 din greu s\u0103 se men\u0163in\u0103 la acela\u015fi nivel, sau chair s\u0103 ob\u0163in\u0103 alte cre\u015fteri.<\/p>\n
\nKostin \u015fi-a re\u00eent\u0103rit predic\u0163ia pentru pre\u0163ul ac\u0163iunilor indicelui S&P 500 la 2.850 de dolari per ac\u0163iune. Mar\u0163i la ora 16.00 ac\u0163iunile S&P 500 se tranzac\u0163ionau la 2.800 de dolari.<\/p>\n
\nCo\u015ful de active recomandat de Kostin cuprinde dou\u0103 companii din s\u0103n\u0103tate \u015fi trei de tehnologie. Astfel, printre companiile care au \u00eenregistrat randamente peste a\u015ftept\u0103rile Goldman Sachs se num\u0103r\u0103 AbbVie \u015fi Biogen din sectorul de s\u0103n\u0103tate, cu randamente de 41% \u015fi 12% peste \u0163int\u0103 \u015fi din sectorul hi-tech Facebook, Micron \u015fi Nvidia cu randamente de 9%, respectiv 23% pentru ultimele dou\u0103. Ac\u0163iunile Nvidia, o companie a c\u0103rei profituri sunt impulsionate de cererea masiv\u0103 de hardware de pe pia\u0163a de criptomonede, se tranzac\u0163ionau mar\u0163i la ora 16.00 la 248 de dolari per ac\u0163iune, la o capitalizare de pia\u0163\u0103 de 151,3 miliarde de dolari.<\/p>\n
\n <\/p>\n
\n <\/p>\n","protected":false},"excerpt":{"rendered":"
Gigantul bancar Goldman Sachs transmite semnale de \u00eengrijorare cu privire la cre\u015fterea pre\u0163urilor m\u0103rfurilor \u015fi a salariilor, \u00eens\u0103 firma crede c\u0103 o strategie bun\u0103 de investi\u0163ii poate combate vibra\u0163iile negative ale infla\u0163iei \u00een pia\u0163\u0103, potrivit CNBC. David Kostin, strategul \u015fef al Goldman \u00een SUA pentru pie\u0163ele de capital, a transmis o not\u0103 investitorilor prin care […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[13620,184,7554],"class_list":["post-162482","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-goldman-sachs","tag-inflatie","tag-recomandare"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/162482","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=162482"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/162482\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=162482"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=162482"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=162482"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}