Isoko ry’imari rya Seoul muri Koreya y’Epfo ryagabanutseho 7,57%, bitewe n’igabanuka ry’imigabane ya Samsung Electronics yagabanutseho 9,48% na SK Hynix yagabanutseho 11,06%.
Mu Buyapani, isoko rya Tokyo ryagabanutseho 4,90%, naho imigabane ya Advantest igabanukaho 14,96%. Muri Taiwan, isoko rya Taipei ryagabanutseho 3,41%, nubwo uruganda rwa TSMC rwatangaje ko inyungu zarwo ziyongereyeho 68,7% mu gihembwe cya gatatu cy’umwaka wa 2026 ugereranyije n’igihe nk’icyo mu mwaka ushize.
Mu Burayi, imigabane y’ibigo bikora ibikoresho by’ikoranabuhanga na yo yagabanutse. Infineon yatakaje 8,80%, STMicroelectronics igabanukaho 7,24%, Soitec igabanukaho 9,46%, naho ASML igabanukaho 6,60%.
Impungenge ku nyungu z’ishoramari muri AI
Ibi bigo bifite uruhare rukomeye mu iterambere rya AI, kuko bikora ibikoresho bikoreshwa mu bigo bibikamo amakuru, bizwi nka data centers. Ibyo bikorwaremezo bishorwamo amafaranga menshi n’ibigo bikomeye by’ikoranabuhanga.
Gusa, abashoramari batangiye gushidikanya ku nyungu z’igihe kirekire z’ayo mafaranga, kuko ibigo byinshi bikora AI bitaragaragaza neza uburyo bizayabyazamo inyungu zihamye.
Ibi byatumye n’ibigo bitanga ibikoresho by’ibikorwaremezo bya AI mu Burayi bigira igihombo, birimo Legrand yagabanutseho 4,65%, Schneider Electric yagabanutseho 4,50% na Siemens Energy yagabanutseho 7,69%.
Izamuka ry’ibiciro muri Amerika ryongereye ihungabana
Ku wa 14 Ukwakira, Leta Zunze Ubumwe za Amerika zatangaje ko ibiciro ku baguzi byazamutseho 3,7% muri Nzeri ugereranyije n’igihe nk’icyo mu mwaka ushize. Iri zamuka ryarenze ibyo abashoramari bari biteze, ahanini bitewe n’ibiciro biri hejuru by’ibikomoka kuri peteroli.
Ibi byongereye impungenge z’uko Banki Nkuru ya Amerika (Fed) ishobora kongera inyungu ku nguzanyo mu nama yayo iteganyijwe mu mpera z’Ukwakira no mu mezi akurikiraho.
John Plassard, ushinzwe ingamba z’ishoramari muri Cité Gestion Private Bank, yavuze ko ibi byongera “impungenge ku buryo ibikorwaremezo by’ikoranabuhanga bizabonamo amafaranga yo kubyubaka no kubikoresha, mu gihe ikiguzi cyo kubona igishoro kigikomeje kuba kinini.”
Ibigo byinshi by’ikoranabuhanga bikoresha inguzanyo kugira ngo biteze imbere AI. Iyo inyungu ku nguzanyo ziyongereye, kubaka ibyo bikorwaremezo birahenda, bikagabanya amahirwe yo kubona inyungu ziteganyijwe.
Abashoramari berekeje ku mpapuro mpeshamwenda za Leta
Mu gihe imigabane yagurishwaga ku bwinshi, abashoramari berekeje amafaranga mu mpapuro mpeshamwenda za Leta, zifatwa nk’ishoramari rifite umutekano ugereranyije n’imigabane.
Ibi byatumye inyungu kuri izo mpapuro zigabanuka. Inyungu ku mpapuro mpeshamwenda za Amerika z’igihe cy’imyaka 10 zagabanutse ziva kuri 5,19% zigera kuri 5,09%. Mu Budage, zagabanutse ziva kuri 3,46% zigera kuri 3,38%, naho mu Bufaransa ziva kuri 4,88% zigera kuri 4,78%.
Iri gabanuka ry’inyungu rije mu gihe Ubufaransa bukomeje guhangana n’impungenge z’abashoramari ku myenda ya Leta, mu gihe Inteko Ishinga Amategeko ikomeje impaka ku ngengo y’imari.
Igiciro cya peteroli na cyo cyaragabanutse. Brent yagabanutseho 1,34%, igera ku madorari 104,64 kuri barile, naho WTI yo muri Amerika igabanukaho 0,88%, igera ku madorari 94,25.
Ericsson na Pernod Ricard byagize umusaruro mwiza
Mu gihe ibigo byinshi by’ikoranabuhanga byari mu gihombo, imigabane y’ikigo cy’itumanaho Ericsson cyo muri Suwede yazamutseho 9,11%, nyuma yo gutangaza inyungu z’ibikorwa zingana na miliyari 10,12 z’amakamba ya Suwede mu gihembwe cya gatatu. Izo nyungu zarushije izari zitezwe n’abasesenguzi, zingana na miliyari 7,93.
Mu Bufaransa, imigabane ya Pernod Ricard yazamutseho 3,24%, nyuma y’uko iki kigo gitangaje umusaruro urenze ibyari byitezwe, cyane cyane ku isoko ryo muri Aziya.
Iri gabanuka ry’imigabane ryerekana impungenge zikomeje kwiyongera ku mafaranga menshi ashorwa muri AI, cyane cyane mu gihe inyungu zayo z’igihe kirekire zitarasobanuka neza kandi kubona igishoro bikomeje guhenda.