📈 Investitorii retail: interesati din nou de actiuni: Diferență între versiuni

<p>La finalul lunii trecute, potrivit unei estimari VandaTrack [https://www.ft.com/content/6cc9c9d5-7006-43c9-8cb0-147a74031402 citate] de FT, investitorii retail si-au crescut substantial achizitiile nete de [[actiuni]] ale companiilor americane. Sectorul de tehnologie a fost in topul preferintelor, achizitiile [https://www.ft.com/content/6cc9c9d5-7006-43c9-8cb0-147a74031402#:~:text=Tech%20stocks%20were%20among%20the%20main%20beneficiaries%2C%20at%20the%20end%20of%20a%20month%20in%20which%20retail%20interest%20in%20AI%2Dassociated%20companies%20began%20to%20broaden%20and%20benefit%20the%20likes%20of%20Palantir%2C%20Marvell%20Technology%20and%20UiPath%2C%20as%20well%20as%20bigger%20names%20like%20Nvidia%20and%20Microsoft. concentrandu-se] atat pe companii importante precum Microsoft si Nvidia, cat si pe companii de talie mai mica precum Palantir Technologies, Marvell Technology si UiPath.</p><p>In paralel, investitorii retail [https://www.ft.com/content/6cc9c9d5-7006-43c9-8cb0-147a74031402#:~:text=However%2C%20VandaTrack%20said%20retail%20purchases%20of%20money%20market%20ETFs%20had%20declined%20in%20recent%20weeks%20as%20%E2%80%9Cmom%20and%20pop%20investors%E2%80%9D%20had%20begun%20shifting%20into%20riskier%20assets%2C%20lured%20by%20the%20Nasdaq%20Composite%E2%80%99s%2027%20per%20cent%20gain%20so%20far%20this%20year. si-au redus] achizitiile de [[ETF-uri]] cu expunere pe fonduri monetare.</p><p>Marco Iachini, Vice-Presedinte VandaTrack: investitorii retail [https://www.ft.com/content/6cc9c9d5-7006-43c9-8cb0-147a74031402#:~:text=After%20weeks%20on%20the%20sidelines%2C%20individual%20investors%20were%20%E2%80%9Cstarting%20to%20chase%20the%20tech%20rally%E2%80%9D%2C%20said%20Marco%20Iachini%2C%20VandaTrack%E2%80%99s%20vice%2Dpresident.%C2%A0%E2%80%9CFear%20of%20missing%20out%20looks%20to%20be%20kicking%20in.%E2%80%9D sunt] interesati din nou de actiuni, in special de cele din sectorul de tehnologie.</p><p>Indicele S&amp;P 500 [https://www.wsj.com/articles/this-rally-is-all-about-a-few-star-stocksand-some-investors-are-worried-b64382e2#:~:text=The%20S%26P%20500%20has%20climbed%20nearly%2012%25%20this%20year%20and%20is%20poised%20to%20enter%20a%20new%20bull%20market%20after%20rising%20almost%2020%25%20from%20an%20October%20trough. s-a apreciat] cu 12% in acest an (si cu aproape 20% fata de minimele atinse in luna octombrie a anului trecut). Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Netflix, Tesla si Nvidia [https://www.wsj.com/articles/this-rally-is-all-about-a-few-star-stocksand-some-investors-are-worried-b64382e2#:~:text=Eight%20of%20the%20largest%20tech%20and%20growth%20companies%20in%20the%20U.S.%E2%80%94Alphabet%2C%C2%A0Amazon%2C%C2%A0Apple%2C%C2%A0Meta%2C%C2%A0Microsoft%2C%C2%A0Netflix%2C%20Tesla%C2%A0and%C2%A0Nvidia%E2%80%94now%20account%20for%2030%25%20of%20the%20S%26P%20500%E2%80%99s%20market%20capitalization.%C2%A0That%C2%A0is%20up%20from%20about%2022%25%20at%20the%20start%20of%20the%20year. reprezinta] acum 30% din valoarea totala de piata a indicelui S&amp;P 500 (vs 22% la inceputul anului). La finalul saptamanii trecute, ponderea companiilor din indicele S&amp;P 500 care se tranzactionau la cotatii superioare mediilor mobile aferente ultimelor 200 de zile [https://www.wsj.com/articles/this-rally-is-all-about-a-few-star-stocksand-some-investors-are-worried-b64382e2#:~:text=Other%20indicators%20of%20market%20breadth%20have%20also%20flashed%20warning%20signs.%20The%20share%20of%20S%26P%20500%20stocks%20closing%20above%20200%2Dday%20moving%20averages%20fell%20as%20low%20as%2038%25%20last%20week. a coborat] la 38%.</p><p>Indicele Nasdaq Composite [https://www.ft.com/content/6cc9c9d5-7006-43c9-8cb0-147a74031402#:~:text=However%2C%20VandaTrack%20said%20retail%20purchases%20of%20money%20market%20ETFs%20had%20declined%20in%20recent%20weeks%20as%20%E2%80%9Cmom%20and%20pop%20investors%E2%80%9D%20had%20begun%20shifting%20into%20riskier%20assets%2C%20lured%20by%20the%20Nasdaq%20Composite%E2%80%99s%2027%20per%20cent%20gain%20so%20far%20this%20year. s-a apreciat] cu 27% in acest an.</p><p>In Europa, majoritatea indicilor bursieri importanti [https://www.wsj.com/articles/this-rally-is-all-about-a-few-star-stocksand-some-investors-are-worried-b64382e2#:~:text=Most%20major%20indexes%20in%20Europe%20are%20up%20more%20than%2010%25%20in%202023%2C%20with%20France%E2%80%99s%20CAC%2040%20among%20those%20that%20are%20hovering%20near%20all%2Dtime%20highs. s-au apreciat] cu cel putin 10% in acest an.</p><p>(DE.SXRV) (US.MSFT) (US.NVDA) (US.PLTR) (US.MRVLN) (US.PATH)</p>