Ranní komentář: LVMH, ekonomika kabelek, jednání Apple s Metou a Microsoft cybersecurity business

from XTB – INVESTICE & TRADING · host XTB Online Trading

00:00 LVMH, ekonomika kabelek, jednání Apple s Metou, Microsoft cybersecurity business 17:54 Co s velkou pozicí v Nvidii? 20:15 Pár dotazů a komentů 21:58 BE Semiconductor 30:24 Investice do dlouhých bondů 34:05 Update ke Colt CZ od George 41:40 Airbus Máme za sebou další klidný týden, během kterého se začaly mírně zvedat také francouzské akcie. Ty ale valuačně dál pokulhávají za zbytkem Evropy, vzhledem k rizikům spojeným s předčasnými volbami. Nálada na trzích je ale pozitivní a volatilita nízká. Na FX se daří dolaru, který se vůči japonskému jenu znovu blíží ke hranici 160 USDJPY.

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This episode is 48 minutes long.

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This episode was published on June 24, 2024.

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