Musterdepot – Nachhaltigkeit: Die heimlichen Stars der Berichtssaison
Die Entspannung im Irankrieg und die Zahlen der KI-Konzerne sorgen für Aktienrekorde. Doch die Rückschlaggefahr steigt. Deshalb lohnt der Blick auf Werte, die auch ohne KI stark performen.
Munich. The global stock markets have been in a rally mode this week. The German benchmark index Dax reached multiple records, and US indices also hit their highest points. The positive sentiment is attributed to two factors. Firstly, the US and Iran are nearing an agreement in the Middle East conflict, leading to lower oil prices and reduced expectations of interest rates.
This benefits companies and their stock prices. Secondly, the reporting season has proven surprisingly robust, with many companies, including those in the AI sector, exceeding even high expectations. However, the volatility from recent weeks shows that sentiment can quickly turn. Therefore, investors should not only focus on the major tech giants but also on those stocks that perform well even without AI advancements.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
