Asenfar igerrzen akk ara tessenzeḍ tura ddaw n 10 n yidulaṛen i tneflit tameqrant
Tismektiwin s lqima tameẓyant ttnernint akken ttnernint tfatuṛin n Tbanka n Tbanka. Wali anwi i d-yettaken tikciwin n ddaw n 10 n yidularen i d-yettaken azal asymétrique i useggas i d-iteddun.
- Tikebbaniyin n ddaw n 10 n yidularen ttakent-d asenqes asymétrique mi ara ttnernin yixeṣṣaren n ssuma deg tallit n tmerniwin n lfayda.
- Iɣerruba icinwaten d tkebbaniyin n tmiḍrant (semiconducteurs) deg tmezgunt-nneɣ n yisalan sseknen-d tazmert n usseḥbiber ijehden.
- Amgarad gar ttawilat n usiweḍ, teknoloji, d tmiḍrant n tdawsa ttḥezziben deg ssuq yettwasbedden.
Ayɣer llant tɣawsiwin s lqima tamecṭuḥt tura
Idrimen n tbanka n tbanka uwḍen ɣer tqacuct n 24 n yiseggasen deg tgara n Ctembeṛ, dɣa d aya ay yeḥettmen imseftiyen ad ɛiwden ad sqedcen tiwsiwin n tḥemla n tḥemla. Asenfar n tesnatwilt (technologie) n tneflit tameqrant yessekcem-d aḥbas amezwaru, maca tagnit n tidet i yimseftiyen n tmerɣa n tmerɣa tezga-d deg tlemmast n ssuq ay yettwaḥeqren. Mi ara tḥuddeḍ tiḥuna igerrzen akk ara tessenzeḍ tura ddaw n 10 n yidulaṛen, tettnadiḍ ɣef tmeẓẓuɣt (asymétrie) : tikebbaniyin yesɛan lsas iǧehden ay yettgen lḥeṛma s tɣawsiwin n usnefli (discounts) ɣef ljal n tmuɣli n ugzum neɣ n tɣawsiwin n tmurt. Isefka ineggura sseknen-d dakken Nasdaq la yettnerni deg wakud aydeg Dow yeɣli, dɣa aya yesskanay-d dakken taneflit mazal-itt tettkemmil, maca urar n wazal s beta ay d-yellan ddaw n tmurt la yettkemmil. Aya yesnulfu-d tasekkirt n ukeccum uqbel ma rran-d ssuma n yiḍrisen-a ssuma n yiḍrisen-a.
Tawennaḍt n ssuq n wass-a tettkemmil ṣṣber d ufran. S yisefka n tneflit ay d-ikecmen s tɣawla ugar n wayen ay ttṛajun, aẓeḍḍa n ssuma n usnefli (discount) yesfeḍ cwiṭ, yerna aya yesfaydi-d seg yidrimen ay yesɛan azal ɣezzifen. I wid yettnadin ɣef tkebbaniyin rxisen yesɛan tazmert n tneflit tameqrant, lbal yettbeddil ɣer tkebbaniyin yesɛan azal n tedrimt igerrzen d yikatalisen n uxeddim ibanen. Wigi mačči d idrimen n lqidar; d tikebbaniyin yettwasbedden i yettgen lḥeṛma s ssuma n tɣawsiwin s lqidar n tɣawsiwin s lǧal n lḥesabat n tɣawsiwin neɣ imukan n usmel n temnaḍin. Iswi d assenqed n yiḥricen n wazal ddaw n 10 n yidularen ay ttwaɛezlen sɣur yifuyla n tesdawiyin ay d-yesbedden lbal-nsen ɣef teknoloji n mega-cap.
Tikers 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 —
Abni n yiwen n uferdis s yidrimen rxisen s tezmert n tneflit n tɣawsiwin s wazal-nsent yettḥettim-d aɛaqeb. Ur ilaq ara ad tessenzeḍ tiḥuna s ssuma ddaw; ilaq ad yessefhem yiwen tadawsa n tdamsa yellan ddaw-as. Isefka-nneɣ ssuturen-d yiwen n ubrid aydeg ara d-yili lmizan: ad sdukklen annerni n tesnatwilt (Hua Hong, Shanghai Fudan) d yifarisen n umḥaddi (Hengan, Sinopharm) d yifarisen n tedrimt (ICBC, Tabanka Takerrazt). Axellef-a yessefsay ixeṣṣaren n ugzum deg wakud aydeg yettḍafar lfayda seg waṭas n yimeẓla idmasanen. Ilaq imseftiyen ad ḍefren s lqerb isalan n tmerniwt n PCE d yimukan n tmerniwt n Tbanka. Ma yella sbedden-d lɣella, aɛewwel seg tɣawsiwin n wazal n mega-cap tech ɣer tɣawsiwin n wazal n mid-cap yezmer ad yettwasfeḍ. Tazmert-a tesfayday-d s waṭas seg ṣṣenf n tkebbaniyin i d-yettwabedren sdat-a. Tuṭṭfa n tefyirt n tɣellist n yitikiyen-a tettaǧǧa-d akeccum deg wakud deg tallit n tɣawsiwin n ssuq. Cfut belli axeddim yezrin ur yettḍemni ara igmaḍ ara d-yasen, maca tignatin n tmeṣkiwt deg tdawsa, isemmaḍen, d tmeṣkiwt qqiment ttwaḥerzent arma d 2026. Tamawt: Tignatin d usnefli i d-yettunefken deg umagrad-a ttwaxedmen s tmeẓdiyin n AI i d-yesbedden isalan n tegnit tamezruyant d tegnit n ssuq n wass-a. Ma yella ttwaxedmen akken ad d-fken tiẓriwin tistratijiyin, tignatin-a ur ttwaḍemnent ara. Imesfaydiyen yessefk ad xedmen aɛeyyen-nsen s timmad-nsen yerna ad ḥesben s tmuɣli-nsen n tmussni n tmeddurt uqbel ad d-awin leqrar n usefti. Mačči d lḥeqq. Ssuma d tameẓyant ur tettqabal ara azal d ameẓyan. Asenfar n ddaw n 10 n yidulaṛen d tikebbaniyin timeqranin ay yesɛan aṭas n yiḥricen, dɣa ssuma-nsent n yiwen n uḥric d tin ay d-yettawin s tbaɣurt (nature). Tasarut d askasi n uswir n ssuma n tfada d tmuɣliwin n tneflit, mačči kan s ssuma n tfada n tfada. Tifaskiwin n tneflit yugaren tayeḍ zemrent ad sqedcent tiḥuna n tneflit s usnerni n rates n usnefli. D acu kan, tikebbaniyin n wazal d tkebbaniyin ay d-yettxelliṣen lfayda sfaydin-d s waṭas seg ussebded n tɣawsiwin deg tallit n tɣawsiwin n tɣawsiwin. Imseftiyen zemren ad ttwabeddlen deg tkebbaniyin-a s ssuma d tamecṭuḥt yerna ttwaḥerzent am yimukan n tɣellist mi ara nnernin s waṭas yidrimen n tkebbaniyin. Tadawsa, isemmaḍen, d tmeẓdiyin n tmeẓdiyin sseknent-d tura lsas ijehden. Igzumen-a ttgen-d izerfan igejdanen yernu sfaydin seg ttawilat n tmetti d teknussna ay d-yellan deg tallit ɣezzifen. Nadi ɣef tkebbaniyin yesɛan azal n tedrimt i d-yettwasbedden s tɣawla d yiswiren n tmerniwt n yidrimen s lmeɛqul daxel n temguriwin-a. Tikebbaniyin ticinwatin ttakent-d tazmert tameqrant n tneflit yerna ttwaxedment s lqidar n tmerniwt ddaw n Wester. D acu kan, ttasen-d s yixeṣṣaren n uslugen d tgemmi tasertant (géopolitique) igerrzen. Asemres deg waṭas n yiḥricen d uḥraz n tmuɣli n tɣuri n tɣuri yezmer ad iɛiwen deg usfeḍ n yixeṣṣaren-a i yimseftiyen n tmerniwt. 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.Asnefli n tesnatwilt d usnefli n tḥila
Isteqsiyen yettwasteqsan s waṭas
Ma yella tiḥuna ddaw n 10 n yidulaṛen dima d iseftiyen igerrzen?
Amek ay ttḥazen yidrimen n Tbanka n Tnezzut (Trésor) tiḥuna n ddaw n 10 n yidulaṛen?
Anwi igzumen ay d-yettakfen tikebbaniyin s ssuma d tamecṭuḥt igerrzen akk i 2026?
Ma yella d ayen yelhan ma tesseftiḍ deg tkebbaniyin ticinwatin yettwasbedden deg HKEX?
