{"id":118859,"date":"2025-12-28T01:01:06","date_gmt":"2025-12-28T01:01:06","guid":{"rendered":"https:\/\/www.europesays.com\/se\/118859\/"},"modified":"2025-12-28T01:01:06","modified_gmt":"2025-12-28T01:01:06","slug":"shoka-ahrman-2026-blir-ett-ar-for-medvetna-sparare","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/118859\/","title":{"rendered":"Shoka \u00c5hrman: 2026 blir ett \u00e5r f\u00f6r medvetna sparare"},"content":{"rendered":"<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Under 2025 var det framf\u00f6r allt de amerikanska teknikj\u00e4ttarna \u2013 <strong>Apple<\/strong>, <strong>Microsoft<\/strong>, <strong>Nvidia<\/strong>, <strong>Alphabet<\/strong>, <strong>Amazon<\/strong>,<strong> Meta Platforms<\/strong> och <strong>Tesla <\/strong>\u2013 som stod f\u00f6r en stor del av b\u00f6rsuppg\u00e5ngen. Marknaden f\u00f6ljer noga Magnificent 7-bolagens AI-investeringar och resultaten f\u00f6r dessa bolag. S\u00e4rskilt Nvidia f\u00f6ljs med falkblick, inte minst som en v\u00e4gledning f\u00f6r den AI-boom som driver investerings\u00f6kningen i USA.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Nvidia levde upp till f\u00f6rv\u00e4ntningarna med starka resultat, men aktiekursen har r\u00f6rt sig ganska sidledes och n\u00e5got ned\u00e5t sedan i november. Under 2025 har aktien stigit med 27%, vilket \u00e4r en betydligt l\u00e4gre niv\u00e5 \u00e4n toppen p\u00e5 \u00f6ver +150% som noterades tidigare i h\u00f6st. Delvis kan det bero p\u00e5 en generell oro f\u00f6r att de massiva AI-investeringarna inte kommer betala sig.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">M\u00e5nga breda globalfonder har en betydande koncentrationsrisk mot Nvidia och de andra MAG7-bolagen. F\u00f6r det kommande \u00e5ret kan det d\u00e4rf\u00f6r vara viktigt att vara medveten om att \u00e4ven en globalfond kan vara beroende av kursutvecklingen i ett f\u00e5tal techbolag.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Mot slutet av 2025 d\u00e4mpades volatiliteten p\u00e5 marknaden, vilket givit utrymme att \u00e5ter rikta fokus mot realekonomiska data och bolagens vinstutveckling. Os\u00e4kerheten har inte f\u00f6rsvunnit, men drivkrafterna bakom marknadsr\u00f6relserna \u00e4r mindre penningpolitiska och snarare kopplade till hur ekonomin faktiskt utvecklas.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">F\u00f6r sparare inneb\u00e4r det en viktig slutsats: vi g\u00e5r in i ett \u00e5r d\u00e4r avkastningen i h\u00f6gre grad avg\u00f6rs av f\u00f6retagsvinster och strukturella trender \u00e4n av centralbanksbesked. F\u00f6r att lyckas kr\u00e4vs att sparare f\u00f6rst\u00e5r vad de \u00e4ger, s\u00e4rskilt n\u00e4r portf\u00f6ljer blivit alltmer koncentrerade kring ett f\u00e5tal teknikj\u00e4ttar.<\/p>\n","protected":false},"excerpt":{"rendered":"Under 2025 var det framf\u00f6r allt de amerikanska teknikj\u00e4ttarna \u2013 Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta Platforms och&hellip;\n","protected":false},"author":2,"featured_media":118860,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65],"tags":[735,1567,391,72,70,71,12700,12703,6227,758,1421,12701,34,1142,31,33,32,30,396,12702],"class_list":{"0":"post-118859","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ekonomi","8":"tag-microsoft","9":"tag-alphabet","10":"tag-apple","11":"tag-business","12":"tag-economy","13":"tag-ekonomi","14":"tag-johnson-johnson","15":"tag-mastercard","16":"tag-meta-platforms","17":"tag-nvidia","18":"tag-pension","19":"tag-procter-gamble","20":"tag-se","21":"tag-sparande","22":"tag-svenska","23":"tag-sverige","24":"tag-sweden","25":"tag-swedish","26":"tag-tesla","27":"tag-visa"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/115794495670015786","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/118859","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=118859"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/118859\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/118860"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=118859"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=118859"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=118859"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}