Glob\u0101lie akciju tirgi oktobr\u012b saglab\u0101ja optimistisko dinamiku, atz\u012bm\u0113jot jau sesto rallija m\u0113nesi p\u0113c k\u0101rtas. Tirgus noska\u0146ojumu stiprin\u0101ja p\u0101rliecino\u0161s 3. ceturk\u0161\u0146a ASV uz\u0146\u0113mumu atskai\u0161u sezonas s\u0101kums, jauna ASV-\u0136\u012bnas tirdzniec\u012bbas vieno\u0161an\u0101s un FRS otrais \u0161\u012b gada procentu likmes samazin\u0101jums, kura rezult\u0101t\u0101 likmju m\u0113r\u0137a diapazons tika samazin\u0101ts l\u012bdz 3,75-4,00%.<\/p>\n
Tom\u0113r D\u017eeroms Pauels br\u012bdin\u0101ja, ka turpm\u0101ka monet\u0101r\u0101s politikas m\u012bkstin\u0101\u0161ana nav akmen\u012b kalta. Lai gan tirgos eiforija turpin\u0101j\u0101s, pe\u013c\u0146a joproj\u0101m bija koncentr\u0113ta tikai p\u0101ris sektoros un augstas tirgus kapitaliz\u0101cijas tehnolo\u0123ijas uz\u0146\u0113mumos, kur \u201cMagnificent 7\u201d (Mag7) uz\u0146\u0113mumi tagad veido rekordaugstu 37% no S&P 500 kop\u0113j\u0101s tirgus kapitaliz\u0101cijas.<\/p>\n
STOXX 600 m\u0113ne\u0161a laik\u0101 pieauga aptuveni par 2,5%, ko veicin\u0101ja stabils Eiropas 3. ceturk\u0161\u0146a pe\u013c\u0146as sezonas s\u0101kums, \u0146emot v\u0113r\u0101 Eiropas Centr\u0101l\u0101s bankas l\u0113mumu saglab\u0101t nemain\u012bgas procentu likmes. Labu sniegumu uzr\u0101d\u012bja tehnolo\u0123iju, luksusa pre\u010du (LVMH vad\u012bb\u0101), ener\u0123\u0113tikas, vesel\u012bbas apr\u016bpes un p\u0101rtikas un dz\u0113rienu nozares, savuk\u0101rt der\u012bgo izrakte\u0146u ieguves un apdro\u0161in\u0101\u0161anas nozares uzr\u0101d\u012bja v\u0101j\u0101kus rezult\u0101tus. M\u0113ne\u0161a beig\u0101s Eiropas auto r\u016bpniec\u012bbas nozare piedz\u012bvoja k\u0101pumu p\u0113c zi\u0146\u0101m, ka \u201cNexperia\u201d ats\u0101ks pusvad\u012bt\u0101ju pieg\u0101des no \u0136\u012bnas. Bitcoina cena pieauga l\u012bdz BTC\/USD 125\u2019000, tom\u0113r m\u0113ne\u0161a laik\u0101 zaud\u0113ja 4,3%. V\u0113rts atz\u012bm\u0113t, ka Bitcoina bir\u017e\u0101 tirgoti fondi palielin\u0101ja savus Bitcoina kr\u0101jumus par 3,5 mljrd. ASV dol\u0101ru, palielinot institucion\u0101lo tur\u0113t\u0101ju da\u013cu l\u012bdz 12% no kop\u0113jiem kriptoval\u016btas kr\u0101jumiem.<\/p>\n
Sojas pupas apmai\u0146\u0101 pret retzemju elementiem<\/p>\n
30. oktobr\u012b ASV prezidents Tramps un \u0136\u012bnas prezidents Sji nosl\u0113dza tirdzniec\u012bbas pamieru, kur\u0101 \u0136\u012bna piekrita uz gadu atcelt retzemes elementu eksporta kontroli un ap\u0146\u0113m\u0101s 2025. gad\u0101 ieg\u0101d\u0101ties 12 milj. tonnu ASV sojas pupu un turpm\u0101ko tr\u012bs gadu laik\u0101 ik gadu ieg\u0101d\u0101ties 25 milj. tonnu, atjaunojot to piepras\u012bjumu, k\u0101ds bija pirms tirdzniec\u012bbas kara. Neskatoties uz \u0161\u012bm zi\u0146\u0101m, akt\u012bv\u0101kais CBOT sojas pupi\u0146u n\u0101kotnes l\u012bgums dienas laik\u0101 nokrita par 1,3%, tirgum rea\u0123\u0113jot uz konkr\u0113tu deta\u013cu tr\u016bkumu par dar\u012bjumu. \u0136\u012bna, kas kontrol\u0113 60% no pasaules retzemju ieguves un 90% no to p\u0101rstr\u0101des, izmantoja savu domin\u0113jo\u0161o st\u0101vokli, kam\u0113r ASV atteic\u0101s no draud\u0113tajiem 100% tarifiem \u0136\u012bnai, saglab\u0101jot pa\u0161reiz\u0113jos l\u012bme\u0146us un samazinot \u201cfentanila\u201d tarifus. Citas koncesijas ietv\u0113ra \u201cEntity List\u201d ierobe\u017eojumu atlik\u0161anu un ku\u0123u piest\u0101tnes maksas aptur\u0113\u0161anu uz gadu, k\u0101 rezult\u0101t\u0101 vid\u0113jie tarifi \u0136\u012bnas prec\u0113m nokrita l\u012bdz apm\u0113ram 47%.<\/p>\n
Atkal lielisks atskai\u0161u sezonas s\u0101kums<\/p>\n
Uz novembra s\u0101kumu 64% S&P 500 uz\u0146\u0113mumu jau public\u0113ju\u0161i 3. ceturk\u0161\u0146a rezult\u0101tus, no kuriem 83% p\u0101rsniegu\u0161i pe\u013c\u0146as prognozes, kas ir augst\u0101kais r\u0101d\u012bt\u0101js kop\u0161 2021. gada 2. ceturk\u0161\u0146a, un 79% p\u0101rsniegu\u0161i ie\u0146\u0113mumu prognozes. Vid\u0113j\u0101 pe\u013c\u0146a uz akciju indeksam pieauga par 10,7% sal\u012bdzin\u0101jum\u0101 ar iepriek\u0161\u0113jo gadu, kas ir ceturtais ceturksnis p\u0113c k\u0101rtas ar divciparu pieaugumu, kuru vad\u012bja IT sektora 27% pieaugums. Indeksa t\u012br\u0101 pe\u013c\u0146as mar\u017ea palielin\u0101j\u0101s l\u012bdz 12,9%, kam\u0113r IT sektora mar\u017ea sasniedza 27,6%. 4. ceturk\u0161\u0146a pe\u013c\u0146as prognozes ir da\u017e\u0101das \u2013 28 uz\u0146\u0113mumi ir izteiku\u0161i negat\u012bvas, bet 21 \u2013 pozit\u012bvas pe\u013c\u0146as uz akciju prognozes.<\/p>\n
Tirgus bargi soda par pe\u013c\u0146as progno\u017eu neizpildi, un parasti \u201csod\u012bt\u0101s\u201d akcijas t\u016bl\u012bt\u0113ji kr\u012bt par 3-5%, kam\u0113r tehnolo\u0123iju uz\u0146\u0113mumu akcijas parasti kr\u012bt par 8-12%, atspogu\u013cojot tirgus jut\u012bgumu pret nepiln\u012bb\u0101m augst\u0101s valu\u0101cijas apst\u0101k\u013cos. No Mag7 uz\u0146\u0113mumiem, kas jau ir public\u0113ju\u0161i atskaites, \u201cAmazon\u201d piedz\u012bvoja visliel\u0101ko pe\u013c\u0146as pieaugumu \u2013 p\u0113c veiksm\u012bgas atskaites public\u0113\u0161anas, akcijas pieauga par vair\u0101k nek\u0101 10%. Pretstat\u0101 tam, \u201cMeta\u201d piedz\u012bvoja strauju kritumu, pe\u013c\u0146ai uz akciju b\u016btiski neatbilstot prognoz\u0113m. Akcijas burtiski uzreiz zaud\u0113ja 11% v\u0113rt\u012bbas p\u0113c atskaites public\u0113\u0161anas.<\/p>\n
\u0136\u012bnas pusvad\u012bt\u0101ju pieg\u0101des p\u0101rtraukums apdraud Eiropas auto ra\u017eo\u0161anu<\/p>\n
N\u012bderlandes uz\u0146\u0113mums \u201cNexperia\u201d, kas gad\u0101 ra\u017eo vair\u0101k nek\u0101 100 mljrd. pusvad\u012bt\u0101ju, 14. oktobr\u012b p\u0101rtrauca mikrosh\u0113mu pieg\u0101des no \u0136\u012bnas (nodro\u0161ina 70% no uz\u0146\u0113muma kop\u0113j\u0101s ra\u017eo\u0161anas jaudas), rea\u0123\u0113jot uz \u0123eopolitisko str\u012bdu starp N\u012bderlandi un \u0136\u012bnu. Pieg\u0101\u017eu p\u0101rtraukums apdraud\u0113ja Eiropas auto industriju, kurai \u201cNexperia\u201d pieg\u0101d\u0101 vair\u0101k nek\u0101 40% pusvad\u012bt\u0101ju, un tika prognoz\u0113ts, ka kr\u0101jumi pietiks tikai da\u017e\u0101m ned\u0113\u013c\u0101m. Anal\u012bti\u0137i paredz\u0113ja, ka V\u0101cijas auto ra\u017eo\u0161anas apjomi \u012bsaj\u0101 termi\u0146\u0101 var\u0113tu samazin\u0101ties par 10% vai, slikt\u0101kaj\u0101 gad\u012bjum\u0101, pat par 30%, ja probl\u0113ma netiktu atrisin\u0101ta. Jau min\u0113tais ASV un \u0136\u012bnas tirdzniec\u012bbas l\u012bgums atjaunoja pusvad\u012bt\u0101ju pieg\u0101des, tom\u0113r l\u012bdz 2026. gada vidum, kam\u0113r jaun\u0101s ES mikrosh\u0113mu ra\u017eotnes uzs\u0101ks darbu, tirg\u016b saglab\u0101sies trausla situ\u0101cija.<\/p>\n
Eiforija d\u0101rgmet\u0101los; dol\u0101rs stabiliz\u0113jas<\/p>\n
Neskatoties uz FRS un ECB r\u012bc\u012bbu, dol\u0101rs saglab\u0101ja stabilit\u0101ti, nosl\u0113dzot m\u0113nesi ar sam\u0113r\u0101 pozit\u012bvu rezult\u0101tu. Skatoties uz n\u0101kotni, EUR\/USD p\u0101ris var\u0113tu ats\u0101kt ilgtermi\u0146a pieauguma tendenci, ja cenas saglab\u0101sies virs galvenajiem atbalsta l\u012bme\u0146iem. \u012astermi\u0146\u0101 nov\u0113rojam atbalstu pie 1,1400 un 1,1200 l\u012bme\u0146iem, kas var\u0113tu rad\u012bt pirk\u0161anas iesp\u0113jas. Pretest\u012bba pie 1,2000 l\u012bme\u0146a joproj\u0101m ir p\u0101rim kritisks slieksnis.<\/p>\n
Tikm\u0113r d\u0101rgmet\u0101li \u0161aj\u0101 m\u0113nes\u012b non\u0101ku\u0161i uzman\u012bbas centr\u0101. Zelts turpina tirgoties pie v\u0113sturiski augst\u0101kajiem l\u012bme\u0146iem, kam\u0113r sudrabs \u012bslaic\u012bgi sasniedza XAG\/USD 50 l\u012bmeni tre\u0161o reizi v\u0113stur\u0113. \u0160aj\u0101 eiforijas f\u0101z\u0113 m\u016bsu strat\u0113\u0123ija bija iziet no tirgus vai vismaz iev\u0113rojami samazin\u0101t gar\u0101s poz\u012bcijas. Nesen\u0101s cenu kust\u012bbas un citi indikatori liecina, ka d\u0101rgmet\u0101lu cenas jau sasniegu\u0161as (vismaz lok\u0101los) maksimumus vai ir tuvu tam. \u0145emot v\u0113r\u0101 zelta un sudraba cenas, k\u0101 ar\u012b p\u0101rtikas glob\u0101li b\u016btisko noz\u012bmi, \u0161obr\u012bd piev\u0113r\u0161amies lauksaimniec\u012bbas sektoram. Liel\u0101k\u0101 da\u013ca lauksaimniec\u012bbas pre\u010du \u0161obr\u012bd izskat\u0101s sal\u012bdzino\u0161i l\u0113tas, un gan tehniskie r\u0101d\u012bt\u0101ji, gan fundament\u0101lo faktoru anal\u012bze atbalsta pozit\u012bvu n\u0101kotnes perspekt\u012bvu \u0161im segmentam.<\/p>\n","protected":false},"excerpt":{"rendered":"Glob\u0101lie akciju tirgi oktobr\u012b saglab\u0101ja optimistisko dinamiku, atz\u012bm\u0113jot jau sesto rallija m\u0113nesi p\u0113c k\u0101rtas. Tirgus noska\u0146ojumu stiprin\u0101ja p\u0101rliecino\u0161s…\n","protected":false},"author":2,"featured_media":42543,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[23,869,77,870,28,29,867,32,33,22,30,31,35,39,38,36,37,34,871,868,40,20,26,27,24,25,21],"class_list":{"0":"post-42542","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-aktualitates","8":"tag-aktualitates","9":"tag-biznesa-zinas","10":"tag-bizness","11":"tag-bizness-latvija","12":"tag-breaking-news","13":"tag-breakingnews","14":"tag-dienas-zinas","15":"tag-featured-news","16":"tag-featurednews","17":"tag-headlines","18":"tag-latest-news","19":"tag-latestnews","20":"tag-latvia","21":"tag-latvian","22":"tag-latviesu","23":"tag-latviesu-valoda","24":"tag-latviesuvaloda","25":"tag-latvija","26":"tag-latvijas-biznesa-zinas","27":"tag-latvijas-zinas","28":"tag-lv","29":"tag-news","30":"tag-popularakas-zinas","31":"tag-popularakaszinas","32":"tag-top-stories","33":"tag-topstories","34":"tag-zinas"},"share_on_mastodon":{"url":"","error":"Validation failed: Text character limit of 500 exceeded"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/42542","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/comments?post=42542"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/42542\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/42543"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=42542"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=42542"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=42542"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}