8

VanEck Semiconductor ETF
Tarjoustasot
Tunnusluvut
Juoksevat kulut
0,35%Omaisuusluokka
OsakeKategoria
Sektori teknologia osakkeetPerusvaluutta
EUROsinkopolitiikka
KasvuosuudetAvaintietoasiakirja
The Fund’s investment objective is to replicate, before fees and expenses, the MarketVector™ US Listed Semiconductor 10% Capped Screened Index (the Index). Investment Policy In order to seek to achieve its investment objective, the Manager will use a replication strategy by investing directly in the underlying equity securities, being the stock, American depository receipts (ADRs), and global depository receipts (GDRs), that consists of the component securities of the Index.
Vastaavan tyyppisiä ETF:iä




Omistukset
Jakauma
- Osakkeet100%
Asiakkaat katsoivat myös
Foorumi
- ·12 t sittenWhat is the reason why the ETF is not rising more today, when the top 10 in the holdings all have large 4-10% increases?
- ·1 päivä sittenThe AI rollout has barely begun. I sold all Microsoft and Salesforce to load up here!The difficulty with stocks e.g. oil companies and semiconductors is that they are priced for all future cash flows they will deliver to their owners discounted against some kind of alternative return.
- 1 päivä sittenHoly shit
- 3 päivää sittenNyt tulisi ostettua hyvään laskuun, mutta tuttuun tapaan kun huomenna ostan tätä lisää, tämä varmasti raketoi tänään ja huomenna ennen ostoa (Pitää sanoa tämä ääneen, jotta tämä toivottavasti ei tapahtuisi). 🤞🏻It has passed a trigger point at 84, so we risk that the next trigger is 70, before the upturn starts
- ·1.11.AI stocks under pressure. The market demands returns and not just growth Despite strong AI demand, several tech giants are being punished after their earnings reports. Investors are now focusing on whether the massive investments are generating sufficient earnings. Cash flow is crucial. Higher interest rates and rising investments are especially putting pressure on debt-financed AI companies. High expectations increase the risk, and even strong growth can trigger price drops when earnings or guidance disappoint. Short-term headwinds due to midterm elections, interest rate uncertainty, and portfolio adjustments can amplify the price drops. I believe we are seeing a revaluation of AI stock valuations rather than a weakening of the AI theme. I still prefer Nvidia, ASML, and selected memory producers with strong market positions and documented demand. But even quality stocks can be too expensive. The correction could be a potential buying opportunity. Not advice, just my subjective take. Source: Berlingske, Rasmus Lolk Christensen.But we should remember that semiconductors are much more than the AI we are talking about right now, they are used in virtually everything today so the market will be steadily growing
Uutiset
Tunnusluvut
Juoksevat kulut
0,35%Omaisuusluokka
OsakeKategoria
Sektori teknologia osakkeetPerusvaluutta
EUROsinkopolitiikka
KasvuosuudetAvaintietoasiakirja
The Fund’s investment objective is to replicate, before fees and expenses, the MarketVector™ US Listed Semiconductor 10% Capped Screened Index (the Index). Investment Policy In order to seek to achieve its investment objective, the Manager will use a replication strategy by investing directly in the underlying equity securities, being the stock, American depository receipts (ADRs), and global depository receipts (GDRs), that consists of the component securities of the Index.
Vastaavan tyyppisiä ETF:iä




Uutiset
Tarjoustasot
Omistukset
Jakauma
- Osakkeet100%
Asiakkaat katsoivat myös
Foorumi
- ·12 t sittenWhat is the reason why the ETF is not rising more today, when the top 10 in the holdings all have large 4-10% increases?
- ·1 päivä sittenThe AI rollout has barely begun. I sold all Microsoft and Salesforce to load up here!The difficulty with stocks e.g. oil companies and semiconductors is that they are priced for all future cash flows they will deliver to their owners discounted against some kind of alternative return.
- 1 päivä sittenHoly shit
- 3 päivää sittenNyt tulisi ostettua hyvään laskuun, mutta tuttuun tapaan kun huomenna ostan tätä lisää, tämä varmasti raketoi tänään ja huomenna ennen ostoa (Pitää sanoa tämä ääneen, jotta tämä toivottavasti ei tapahtuisi). 🤞🏻It has passed a trigger point at 84, so we risk that the next trigger is 70, before the upturn starts
- ·1.11.AI stocks under pressure. The market demands returns and not just growth Despite strong AI demand, several tech giants are being punished after their earnings reports. Investors are now focusing on whether the massive investments are generating sufficient earnings. Cash flow is crucial. Higher interest rates and rising investments are especially putting pressure on debt-financed AI companies. High expectations increase the risk, and even strong growth can trigger price drops when earnings or guidance disappoint. Short-term headwinds due to midterm elections, interest rate uncertainty, and portfolio adjustments can amplify the price drops. I believe we are seeing a revaluation of AI stock valuations rather than a weakening of the AI theme. I still prefer Nvidia, ASML, and selected memory producers with strong market positions and documented demand. But even quality stocks can be too expensive. The correction could be a potential buying opportunity. Not advice, just my subjective take. Source: Berlingske, Rasmus Lolk Christensen.But we should remember that semiconductors are much more than the AI we are talking about right now, they are used in virtually everything today so the market will be steadily growing
Tunnusluvut
Juoksevat kulut
0,35%Omaisuusluokka
OsakeKategoria
Sektori teknologia osakkeetPerusvaluutta
EUROsinkopolitiikka
KasvuosuudetAvaintietoasiakirja
The Fund’s investment objective is to replicate, before fees and expenses, the MarketVector™ US Listed Semiconductor 10% Capped Screened Index (the Index). Investment Policy In order to seek to achieve its investment objective, the Manager will use a replication strategy by investing directly in the underlying equity securities, being the stock, American depository receipts (ADRs), and global depository receipts (GDRs), that consists of the component securities of the Index.
Vastaavan tyyppisiä ETF:iä




Uutiset
Foorumi
- ·12 t sittenWhat is the reason why the ETF is not rising more today, when the top 10 in the holdings all have large 4-10% increases?
- ·1 päivä sittenThe AI rollout has barely begun. I sold all Microsoft and Salesforce to load up here!The difficulty with stocks e.g. oil companies and semiconductors is that they are priced for all future cash flows they will deliver to their owners discounted against some kind of alternative return.
- 1 päivä sittenHoly shit
- 3 päivää sittenNyt tulisi ostettua hyvään laskuun, mutta tuttuun tapaan kun huomenna ostan tätä lisää, tämä varmasti raketoi tänään ja huomenna ennen ostoa (Pitää sanoa tämä ääneen, jotta tämä toivottavasti ei tapahtuisi). 🤞🏻It has passed a trigger point at 84, so we risk that the next trigger is 70, before the upturn starts
- ·1.11.AI stocks under pressure. The market demands returns and not just growth Despite strong AI demand, several tech giants are being punished after their earnings reports. Investors are now focusing on whether the massive investments are generating sufficient earnings. Cash flow is crucial. Higher interest rates and rising investments are especially putting pressure on debt-financed AI companies. High expectations increase the risk, and even strong growth can trigger price drops when earnings or guidance disappoint. Short-term headwinds due to midterm elections, interest rate uncertainty, and portfolio adjustments can amplify the price drops. I believe we are seeing a revaluation of AI stock valuations rather than a weakening of the AI theme. I still prefer Nvidia, ASML, and selected memory producers with strong market positions and documented demand. But even quality stocks can be too expensive. The correction could be a potential buying opportunity. Not advice, just my subjective take. Source: Berlingske, Rasmus Lolk Christensen.But we should remember that semiconductors are much more than the AI we are talking about right now, they are used in virtually everything today so the market will be steadily growing
Tarjoustasot
Omistukset
Jakauma
- Osakkeet100%


