Nagły zwrot na rynku ETF-ów srebra: SLV i PSLV spadają przed otwarciem giełdy, gdy srebro cofa się z rekordu 83 dolarów

Kluczowe punkty

29 grudnia 2025

#1 STRONG BUY

NYSE:KGS • Energy infrastructure 88/100 • ★★★★☆

#2 STRONG BUY

NASDAQ:NBIX • Healthcare 87/100 • ★★★★☆

#3 STRONG BUY

NASDAQ:GOOGL • Communication services 85/100 • ★★★★☆

#4 BUY ON WEAKNESS

NASDAQ:AMAT • Semiconductor equipment 84/100 • ★★★★☆

#5 ACCUMULATE

NYSE:JPM • Financials 80/100 • ★★★★☆

A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.

Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.

Guidance can influence software multiples and sentiment around U.S. small-business activity.

Najlepsze typy akcji