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📈Инвестиционная стратегия банка Bankinter на 2025

🖥 Технологии
Apple, Amazon, Microsoft, Alphabet, Meta, Amadeus, Netflix
Фонды: Franklin Technology, Janus Henderson Horizon Global Tech, Fidelity Global Technology

💾 Полупроводники
ASML, TSMC, Nvidia, AMD и Broadcom
Фонды: iShares MSCI GLB Semicndct A

🔒Кибербезопасность
Palo Alto, Fortinet, Okta, CyberArk, Gen Digital и CrowdStrike
Фонды: Allianz Cyber Security

💉Фарма
Eli Lilly, Novo Nordisk и Intuitive Surgical
Фонды: Bellevue Medtech & Service

🏢Недвижимость
Vonovia, Colonial, Merlin, AEDAS, Welltower, Prologis и Digital Realty Trust
Фонды: Janus Henderson Horizon Global Property Equities и JH Horizon Paneuropean Property Equities

🏗 Инфраструктура
Vinci, Sacyr, Cellnex, ACS и Ferrovial
Фонды: M&G Global Listed Infrastructure и Franklin Clearbridge Infrastructure Value Fund

⚡️Энергетика
Iberdrola, E.On, Redeia, Enel и Constellation Energy
Фонды: Nordea Climate and Environmental и BGF Sustainable Energy

🏦 Банки
JP Morgan, Morgan Stanley, BoA, Caixabank, Intesa и Unicredit, Axa, Allianz, Mapfre
Фонды: Ishares S&P 500 Financials

В файлах - отдельные обзоры по секторам, правда, на испанском

🔥Не является индивидуальной инвестиционной рекомендацией

#инвестиции #европа
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📈Инвестиционная стратегия банка Bankinter на 2025

🖥 Технологии
Apple, Amazon, Microsoft, Alphabet, Meta, Amadeus, Netflix
Фонды: Franklin Technology, Janus Henderson Horizon Global Tech, Fidelity Global Technology

💾 Полупроводники
ASML, TSMC, Nvidia, AMD и Broadcom
Фонды: iShares MSCI GLB Semicndct A

🔒Кибербезопасность
Palo Alto, Fortinet, Okta, CyberArk, Gen Digital и CrowdStrike
Фонды: Allianz Cyber Security

💉Фарма
Eli Lilly, Novo Nordisk и Intuitive Surgical
Фонды: Bellevue Medtech & Service

🏢Недвижимость
Vonovia, Colonial, Merlin, AEDAS, Welltower, Prologis и Digital Realty Trust
Фонды: Janus Henderson Horizon Global Property Equities и JH Horizon Paneuropean Property Equities

🏗 Инфраструктура
Vinci, Sacyr, Cellnex, ACS и Ferrovial
Фонды: M&G Global Listed Infrastructure и Franklin Clearbridge Infrastructure Value Fund

⚡️Энергетика
Iberdrola, E.On, Redeia, Enel и Constellation Energy
Фонды: Nordea Climate and Environmental и BGF Sustainable Energy

🏦 Банки
JP Morgan, Morgan Stanley, BoA, Caixabank, Intesa и Unicredit, Axa, Allianz, Mapfre
Фонды: Ishares S&P 500 Financials

В файлах - отдельные обзоры по секторам, правда, на испанском

🔥Не является индивидуальной инвестиционной рекомендацией

#инвестиции #европа

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Telegram Messenger Blocks Navalny Bot During Russian Election The regulator said it has been undertaking several campaigns to educate the investors to be vigilant while taking investment decisions based on stock tips. DFR Lab sent the image through Microsoft Azure's Face Verification program and found that it was "highly unlikely" that the person in the second photo was the same as the first woman. The fact-checker Logically AI also found the claim to be false. The woman, Olena Kurilo, was also captured in a video after the airstrike and shown to have the injuries. He said that since his platform does not have the capacity to check all channels, it may restrict some in Russia and Ukraine "for the duration of the conflict," but then reversed course hours later after many users complained that Telegram was an important source of information. "For Telegram, accountability has always been a problem, which is why it was so popular even before the full-scale war with far-right extremists and terrorists from all over the world," she told AFP from her safe house outside the Ukrainian capital.
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