Abasesenguzi bagabanya amafaranga yigihembwe cya mbere nubwo izamuka ry isoko

Abasesenguzi bamanuye igereranyo cy’igihembwe cya mbere cy’inyungu ku kigereranyo kiri hejuru y’ikigereranyo kuko ihungabana ry’amabanki ryongereye ubwoba bw’ubukungu bwifashe nabi.
Ikigereranyo cya Q1 EPS izamuka - igiteranyo cy'ibiteganijwe hagati ya buri sosiyete muri S&P 500 - yagabanutseho 6.3% igera kuri $ 50.75. Abasesenguzi bamanuye igereranyo cy’amafaranga yinjira mu gihembwe ku kigereranyo cya 2.8% mu myaka itanu ishize naho ku kigereranyo cya 3.8% mu myaka 20 ishize. Hafi ya 75% bya S&P 500 ibigo byigihembwe cya mbere byateganijwe byari bibi.
Iyi phenomenon ntabwo ikoreshwa gusa mubigo S&P 500. Abasesenguzi kandi bamanuye ibyateganijwe kuri MSCI US na MSCI ACWI mugihe kimwe. Mu buryo nk'ubwo, abasesenguzi banagabanije ibyo EPS iteganya ku masosiyete ya S&P 500 ku gipimo cya 3,8% kuri 2023 yose, arenga imyaka 5, 10, 15 na 20.
Ifungwa ritunguranye rya Banki yasinywe na Banki ya Silicon Valley ryateje impungenge z’imikorere, hamwe n’ifaranga n’ingaruka zishobora kugabanuka. Kwiheba muri rusange kubijyanye no kubona inyungu bishobora kandi kuba bifitanye isano n’imikorere iteganijwe mu bikoresho, ubuvuzi, ikoranabuhanga mu itumanaho n’itumanaho.
Abasesenguzi bagabanije ibyo bateganya kuri 79% by’ibikoresho by’urwego rw’ibikoresho, bateganya ko 36% byinjira mu nganda. Inyungu zinganda ziteganijwe kugabanukaho 43% umwaka ushize. Nyamara, imigabane muri iyo mirenge yombi yazamutse cyane mu gihembwe, ibikoresho byiyongereyeho 2,1% naho semiconductor ya PHLX yazamutseho 27%, bitewe n’ishyaka ryo gukoresha AI.
Imwe mu ngaruka z’imihindagurikire y’iteganyagihe rya EPS ni impinduka muri S&P 500′s amezi 12 yo kugereranya ibiciro-byinjiza, byazamutse bigera kuri 17.8 biva kuri 16.7 mu gihembwe cya mbere. Izamuka ryibipimo byahuriranye no kugabanuka kwinjiza-kugereranyo. Mu myaka 10 ibanziriza COVID-19, igipimo cya P / E kuri indangagaciro wagereranije 15.5.