Morgan Stanley, d\u00fczeltme s\u00fcreci derinle\u015firken kaliteli hisselere y\u00f6nelik tercihini korudu\u011funu, ancak bu segmentteki f\u0131rsat alan\u0131n\u0131n geni\u015fledi\u011fini belirtti. Kurum, kazan\u00e7lar\u0131n g\u00fc\u00e7l\u00fc kalmaya devam etti\u011fini ve piyasan\u0131n giderek revizyonlar\u0131, serbest nakit ak\u0131\u015f\u0131n\u0131 ve k\u00e2r dayan\u0131kl\u0131l\u0131\u011f\u0131n\u0131 \u00f6d\u00fcllendirdi\u011fini aktard\u0131.<\/p>\n
Analistler, risk al\u0131nmas\u0131n\u0131 \u00f6nerirken bunun kalite \u00e7er\u00e7evesi i\u00e7inde yap\u0131lmas\u0131 gerekti\u011fini savundu. S&P 500\u2019de 200 g\u00fcnl\u00fck ortalaman\u0131n \u00fczerindeki hisselerin oran\u0131 eyl\u00fcl sonunda y\u00fczde 43\u2019e geriledikten sonra y\u00fczde 50\u2019ye toparlan\u0131rken, ileriye d\u00f6n\u00fck F\/K \u00e7arpan\u0131 da mart ay\u0131ndaki dip seviyeye yak\u0131n 19x civar\u0131n\u0131 yeniden test etti.<\/p>\n
Capital Goods grubunun \u00f6ne \u00e7\u0131kt\u0131\u011f\u0131, imalat sipari\u015f birikimlerinin makine, i\u015flenmi\u015f metaller ve benzeri alanlarda geni\u015flemesiyle revizyon geni\u015fli\u011finin \u015fubatta y\u00fczde 16\u2019dan neredeyse y\u00fczde 40\u2019a y\u00fckseldi\u011fi ifade edildi. Kurumun \u00e7er\u00e7evesine g\u00f6re S&P 500 i\u00e7in adil de\u011fer \u00e7arpan\u0131 yakla\u015f\u0131k 19,6x olurken, endeksin seviyesi 19,2x civar\u0131nda kald\u0131.<\/p>\n
\ud83d\udcca Piyasa Etkisi:<\/strong> Bu g\u00f6r\u00fc\u015f, b\u00fcy\u00fck bir veri a\u00e7\u0131klamas\u0131 ya da politika karar\u0131 de\u011fil; daha \u00e7ok hisse se\u00e7imi ve de\u011ferleme de\u011ferlendirmesi niteli\u011finde. Ton, temkinli bi\u00e7imde risk alma ama kaliteyi koruma y\u00f6n\u00fcnde; bu da yat\u0131r\u0131mc\u0131lar\u0131n d\u00f6ng\u00fcsel hisseler ve kazan\u00e7 dayan\u0131kl\u0131l\u0131\u011f\u0131 y\u00fcksek \u015firketlere ilgisini destekleyebilir.<\/p>\n","protected":false},"excerpt":{"rendered":" Morgan Stanley, d\u00fczeltme s\u00fcreci derinle\u015firken kaliteli hisselere y\u00f6nelik tercihini korudu\u011funu, ancak bu segmentteki f\u0131rsat alan\u0131n\u0131n geni\u015fledi\u011fini belirtti. Kurum, kazan\u00e7lar\u0131n g\u00fc\u00e7l\u00fc<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","fxk_merge_backup":"","footnotes":""},"categories":[8],"tags":[1410,1864,635],"class_list":["post-30489","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-hisse-senetleri-2","tag-morgan-stanley","tag-sp-500"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/30489","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=30489"}],"version-history":[{"count":1,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/30489\/revisions"}],"predecessor-version":[{"id":30510,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/30489\/revisions\/30510"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=30489"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=30489"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=30489"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}