egtv #377 DAX 20.000: Siemens, SAP, Telekom & Versicherer – Depot-Check

from echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF · host echtgeld.tv

DAX 20.000 – Was kommt jetzt? Tobias Kramer und unser Stammgast und Chief Economist von Scalable Capital, Christian W. Röhl, sprechen über die Schwergewichte des DAX: Wo stehen deutsche Top-Unternehmen wie SAP, Siemens, Siemens Energy, Deutsche Telekom und die großen Versicherer (Allianz, Münchener Rück, Hannover Rück) aktuell? 📊 SAP beeindruckt mit KI-Fantasie und starkem Kursgewinn, ist aber teuer bewertet. Siemens Energy? Ein unglaublicher Turnaround mit 400 % Plus in 12 Monaten – doch ist die Luft jetzt raus? Die Versicherer glänzen mit stabilen Dividenden und soliden Zahlen. Auch die Deutsche Post und Deutsche Telekom stehen im Fokus: Während die Telekom auf 24-Jahres-Hoch klettert, kämpft die Post mit Gegenwind. Highlights der Sendung: • Siemens & SAP: Bewertung, Potenziale und Risiken 🚀 • Versicherer: Allianz, Münchener Rück, Hannover Rück im Check 🛡️ • Staatsunternehmen: Deutsche Post und Deutsche Telekom – eine Überraschung? 💼 • Marktausblick: Was bedeutet DAX 20.000 für Anleger?

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