Las acciones asiáticas se mantuvieron en un delicado equilibrio, mientras los inversores aguardan con expectativa los resultados de Nvidia, el gigante de la inteligencia artificial. Con las ganancias corporativas en China mostrando signos de debilidad, el foco se centra en cómo el desempeño de Nvidia podría impactar en todo el sector tecnológico.
Las acciones chinas en Hong Kong y el continente registraron caídas, con Nongfu Spring Co. a la cabeza al anunciar un crecimiento de beneficios más lento en cuatro años. Según Winnie Wu, estratega de Bank of America, “seguimos viendo más rebajas que mejoras” en las ganancias de las empresas chinas, con sectores como materiales, tecnología y construcción enfrentando riesgos significativos.
Sin embargo, en medio de este panorama, los ojos del mundo se posan en Nvidia. Sus resultados, previstos para este miércoles, se consideran un momento decisivo para los mercados globales, dada la euforia que ha rodeado a las acciones de IA en el último año. Los analistas esperan que la compañía proyecte un crecimiento de ingresos superior al 70% para el próximo trimestre, lo que podría desencadenar fuertes oscilaciones en su cotización.
“Estamos viendo un desempeño más débil en Asia hoy, posiblemente debido a que la preparación para los resultados de Nvidia esta noche puede limitar la toma de riesgos”, explica Jun Rong Yeap, estratega de mercado de IG Asia Pte. “Los resultados de Nvidia se considerarán un momento decisivo para los mercados globales, dado el optimismo extremo que se ha reflejado en los precios de las acciones de IA durante el año pasado”.
Mientras tanto, en Japón, el tifón Shanshan ha provocado la máxima alerta de emergencia, y HSBC Holdings Plc está considerando planes para eliminar capas de gerencia media.
¿Estás listo para descubrir cómo los resultados de Nvidia podrían sacudir los mercados? Mantente atento a las noticias de N24, tu fuente de información confiable y de vanguardia.
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