Asenfar n AI igerrzen akk ara tessenzeḍ tura 2026: Iferdisen igejdanen i tneflit
Akken ttnernint tmuɣliwin n usnerni n ssuma n Fed, rrbeḥ n teknoloji d netta ay d amezwaru deg ssuq. Atan tiḥuna n AI igerrzen akk ara tessenzeḍ tura deg 2026 i tneflit n tfelwit s lmizan.
- Nvidia mazal-itt tettḍafar axeddim n Nasdaq, tessewway-d rrbeḥ n ugzum n teknoloji imi tugdi n usnerni n ssuma tesfeḍ.
- Tikebbaniyin n tmeẓdiyin am Hua Hong Semiconductor ttakent-d asenqed s yiswi i tɣawsiwin n tmeẓdiyin n AI.
- Diversification gar yiḥricen n tdawsa d tedrimt yessebded-d ifuyla mgal tmuɣli n teknoloji tazedgant.
Azal n ssuq d tmehla n AI
Anadi ɣef tɣawsiwin n AI igerrzen akk ara sɣen tura 2026 yettwaḍfer s ubeddel ibanen deg tmuɣli tadamsant tamakrut. Isefka ineggura sseknen-d d akken Dow, S&P 500, d Nasdaq ttnernin deg wakud aydeg ttṛajun ad sneqsen ssuma n Fed s tɣawla. Tawennaḍt-a tettḥemmil tiɣbula n teknussna ay d-yettwasbedden i lmend n tneflit, ladɣa tid ay yesɛan aɛiwen n llsas ijehden. Nvidia tella d taɣlamt ay d-yeffɣen s waṭas, yerna tessaweḍ Nasdaq ad yaweḍ ɣer yiḍrisen n intraday deffir ma ssumren-d yisefka n yixeddimen n tmeẓdiyin (soft jobs) abrid n tsertit tadrimant ay d-yettwaqeblen ugar. I yimseftiyen, aya yesskanay-d tasekkirt aydeg rrbeḥ n tesnatwilt (technologie) ad yili d ayen ara yeqqimen, s lqanun ad d-ssiwḍent tkebbaniyin ay d-yellan ddaw-as rrbeḥ ay d-yettwasbedden s tɣawla.
Imseftiyen yettnadin ɣef tkebbaniyin n AI n tqacuct 2026 yessefk ad ẓren nnig n yimesfaydiyen kan n tɣawsiwin n tɣawsiwin. Anagraw n tgemmi yesɛa imseftiyen n tcip, imseftiyen n tesnatwilt, d tkebbaniyin timguriyin i yettqadaren aṭumatik. Amtawa n wass-a yesskanay-d dakken deg wakud aydeg imuḍan n ssuma qqimen ttwaɛeqlen, taɣellist n ussemres n AI tettqadar ssuma-a. Tasarut d asemgerrad gar tmeẓdiyin yettwasqedcen s tmeẓdiyin (hype) d tkebbaniyin yesɛan annerni n tedrimt yettwaḥesben. Micron stock, s umedya, yettwaxdem d asmekti yesɛan azal belli isuter n tmeẓdit icudden ɣer tɣawsiwin n uḥezzeb n AI ttgen-d aḍu n tmeẓdit n tmeẓdit, ula ma tikwal yettnerni lqedd n ssuq ameqqran.
Tickers deg uswir
| Tiker | Taggayt | Aḥric | Abeddel |
|---|---|---|---|
| 1 | CK Hutchison Holdings | other | unknown |
| 101 | Hang Lung | real_estate | unknown |
| 1024 | Kuaishou Technology | telecom | unknown |
| 1038 | CK Infrastructure Holdings | utilities | unknown |
| 1044 | Hengan Group | consumer | unknown |
| 1055 | China Southern Airlines | industrials | unknown |
| 1061 | Essex Bio-Technology | health_care | unknown |
| 1066 | Shandong Weigao Group Medical Polymer | health_care | unknown |
| 1088 | China Shenhua Energy | energy | unknown |
| 1093 | CSPC Pharmaceutical | health_care | unknown |
| 1099 | Sinopharm Group | health_care | unknown |
| 1109 | China Resources Land | real_estate | unknown |
| 1113 | CK Asset Holdings | real_estate | unknown |
| 1171 | Yankuang Energy Group | energy | unknown |
| 1177 | Sino Biopharmaceutical | health_care | unknown |
| 12 | Henderson Land | real_estate | unknown |
Allalen ay sseqdacen yimesnallunen (professionnels) i lmend n unadi ɣef tɣawsiwin n tɣawsiwin —
Tisuda tidrimanin sseqdacent s waṭas AI n tmeẓdiyin d tmeẓdiyin n tmeẓdiyin. Tabanka Takerrazt n Ccinwa (Ticker: 1288) d ICBC (Ticker: 1398) la sseḍrayen tignatin n usnefli n tɣara i lmend n usselhu n teɣtasin n usselhu n tɣara d tɣara n uxeddim. Tiẓraf-a tidrimanin n tkebbanit tameqrant ttakent-d aḥbas n tfada d tneflit n tfada, ttḥettiment imseftiyen ay yebɣan ad ttwaseknen s tɣawsiwin tidamsanin n AI war ma llant tɣawsiwin n tkebbaniyin timeẓyanin n tesnatwilt. Tagrawt n AIA (Ticker: 1299) d Tḍmant n Tudert n Ccinwa Tamaynut (Ticker: 1336) ttqadaren am wakken ttqadaren tignatin n ussemres ay d-yettwasbedden s AI, yerna aya yesnernay rrbeḥ. Deg tama n umseqdec, Tesnatwilt n Kuaishou (Ticker: 1024) tessken-d amek ay ttgen yilugan n AI aɛewwel n usseqdec d tedrimt n usmel deg tmeẓdiyin n yisalan n tmetti. Tagrawt n Hengan (Ticker: 1044) d Xtep (Ticker: 1368) sseqdacen amudel n tmuɣliwin i usnerni n ttawilat n usmel d usnefli, s usnefli n tɣawsiwin n tɣawsiwin d uselhu n tɣawsiwin. Iḥricen-a i d-yettmagaren imseqdacen sfaydin seg tzemmar n AI akken ad tessemlil tizemmar d ussemɣer n tɣawsiwin n tɣawsiwin. Ttgensisen-d tasfift n useqdec n AI, anda rrbeḥ n tmussni yettwasuqel srid ɣer tqacuct n yimseqdacen d rrbeḥ n tkebbaniyin. Lebni n yiwen n uferdis s yifarisen n AI igerrzen akk ara sɣen tura 2026 yessefk ad d-yili usemres n teknoloji n tneflit n tɣara d yiḥricen n tɣellist. Tawennaḍt n ssuq n wass-a, anda ay qqimen yifarisen (stocks) ddaw n tmeẓdiyin n tɣawsiwin n tmerɣa d ssuma n upiṭrul ay d-yellan s waṭas, tessutur-d lḥeqq. D acu kan, asuter n tmeẓdiyin n AI d win ay d-yellan s lsas. Ilaq imseftiyen ad nadin ɣef tkebbaniyin yesɛan idrimen ijehden d teɣbula n usdukkel n AI ibanen. Timezgunin n tnezduɣt am Hang Lung (Tiker: 101), Akal n Tɣawsiwin n Ccinwa (Tiker: 1109), d CK Asset Holdings (Tiker: 1113) sfaydint-d daɣen seg teknolojiyin n lebni n tmussni d ussefrek n tnezduɣt ay d-yettwasbedden s yisefka. Henderson Land (Ticker: 12) mazal-itt tettkemmil tesseqdac aferdis-nnes ameqran i lmend n tedrimt n tɣawsiwin n tɣawsiwin. Idrimen-a ttaken-d aḥezzeb n tɣawsiwin mgal tmerniwt n ssuma yernu ttaken-d rrbeḥ iḥerzen. S usdukkel n yiḥricen-a iḥerzen d yiḥricen n tesnatwilt n tɣawsiwin s tɣawla, imseftiyen zemren ad ṭṭfen aḥric n tɣawsiwin n tegrawla n AI deg wakud aydeg ara sneqsen amihi n tɣawsiwin n tɣawsiwin. Tasarut d ṣṣber d uḍfar n tɣawsiwin tigejdanin ɣef lḥess n ssuq n teswiɛt tawezlant. Agzum n AI deg 2026 d win i d-yesfaydin seg usnerni n usnefli n llsas ɣef tɣawsiwin n tmuɣliwin. Isenfaren n AI igerrzen akk ara tessenzeḍ tura d wid yesɛan imudel n tedrimt yettwasnekden d lfaydat ibanen n tmeɣra. Ama d Nvidia i d-yesbedden lḥeqq deg tezmert n usseqdec neɣ d Hua Hong Semiconductor i d-yesbedden aselkim, anabaḍ n tgemmi yeqqen gar-asen. Ilaq imseftiyen ad ḍefren s lqerb isalan n tfada, ad nadin ɣef tneflit n tɣawsiwin d usnerni n tɣawsiwin. Cfu belli akk ineḍruyen ttwaxedmen sɣur AI yerna ur ttwaḍemnen ara. Tiddit n ssuq tezmer ad tbeddel s tɣawla, dɣa aḥraz n tmuɣli yemgerraden deg yiḥricen n teknoloji, n tdawsa, d temguri mazal-itt d tasertit n tmussni akk i lmend n rrbeḥ deg tallit ɣezzifen. Iḥricen n AI igerrzen akk ara sɣen tura llan deg-sen imḍebbren n tɣawsiwin n tɣawsiwin am Nvidia, tikebbaniyin n tɣawsiwin n tɣawsiwin am Hua Hong Semiconductor, d yimeẓla n tɣawsiwin n tɣawsiwin am CK Infrastructure Holdings. Asenfar-a yettak-d askasi n yiferdisen igejdanen ay d-yettawin tagrawla n AI. Ala, agzum n AI mazal-it yesskanay-d annerni n llsas ijehden. Ma yella tignatin timezwura n ussemres (hype) zemrent ad ɛeddint, tiṛmisin ay yesɛan rrbeḥ n tɣawsiwin yerna ttwaqbalent s waṭas mazal-itent d tid ay d-ijebden imseftiyen n tallit ɣezzifen ay yettnadin ɣef tneflit. Teknoloji d tdawsa ttwalin lfaydat srid akk. Semiconductors d tmeẓdiyin n yigenni ttaken-d tazmert n usseḍru ay yessefken, deg wakud aydeg aḥezzeb n tdawsa yesseqdac AI i uɛeyyen d tuffɣa n yisafaren, s usselhu n tɣara d yigmaḍ. Iḥricen n lfayda ddaw s umata snernan azal n yiḥricen n tesnatwilt s usenqes n yiḥricen n usnefli i tmuɣliwin n tedrimt ara d-yasen. Akken ttnernint tmuɣliwin n usnerni n ssuma n Fed, tiḥuna n AI ay d-yettwasbedden s tneflit ttḥulfunt ttnernint s lǧehd s lǧehd n yimseftiyen ay d-yettawin lxir. Ih. Ad d-nebder tiddukliwin tidrimanin d tkebbaniyin n tɣawsiwin n tmurt s lfayda n tɣawsiwin n tmurt, am Tbanka Takerrazt n Ccinwa neɣ CK Infrastructure Holdings, zemrent ad sdukklent aɛewwel n tɣawsiwin n teknussna n tneflit n tɣawsiwin n tmurt yerna ad d-fkent azal n tɣawsiwin n tmurt. Ad tḥeqqeḍ. Aḍris n AI Stock Predictions yettwaxdem s yimukan n tmussni n tmeẓdit d ulmad n tmacinin i yiswan n ussegmi d usmel kan. MAČČI d lewṣayat n tedrimt, n usefti neɣ n tnezzuyt. Ineḍruyen zemren ad ilin d iɣewwaɣen. Egg dima tazrawt-ik s timmad-ik u steqsi yiwen n umcawar n tedrimt yesɛan ttesriḥ uqbel ad tḍefreḍ leqrar n usefti. Assefti yesɛa axessar, gar-asen axessar n tbanka ay izemren ad d-tili.Tiskanin n Ugzum n Tedrimt d Yimseqdacen
Tazmert n Ufuylu Astratiji
Axemmem aneggaru ɣef usefti n AI
Iseqsiyen yettwasteqsan s waṭas
D acu-ten yiḥricen n AI igerrzen akk ara tessenzeḍ tura deg 2026?
Ma yella d ayen i t-yeǧǧan ad yessefti deg tkebbaniyin n AI deg 2026?
Anwi igzumen ay yesfaydin aṭas seg usseqdec n AI?
Amek ttḥazen yidrimen n lfayda lxedma n tkebbanit n AI?
Ma yella lxir n tkebbaniyin yettxelliṣen lfayda i yiwen n uferdis n AI?
