VANGUARD FTSE ALL-WORLD UE USD DIS WKN: A1JX52 ISIN: IE00B3RBWM25 Kürzel: VGWL Forum: Fonds Thema: Hauptdiskussion

China has reached a new trade surplus milestone, surpassing last year’s record to hit an all-time high of US$1.076 trillion in the first 11 months of the year – driven by extensive efforts to diversify export markets and supply chains amid uncertainties from US President Donald Trump’s tariff war.

https://www.scmp.com/economy/economic-indicators/article/3335551/chinas-exports-rebound-november-after-trade-war-thaw

Aktien sind immer was für einen langen Zeithorizont, das ist ein Vergleich mit Tagesgeld schon irgendwie eigenartig, sorry

Inklusive der ca. 2 USD Ausschüttung? Gewagte Aussage.

Tagesgeldkonto ist lukrativer als der Jahresgewinn hier. Eher was für einen sehr langen Anlagehorizont.

For the second time in a row, executives from auto giants Renault and Stellantis are nowhere to be found in the French delegation list. The absence reflects the retreat of French brands from the Chinese market, with both firms focusing on other ways to ride China’s electric vehicle boom. ---- https://www.scmp.com/economy/global-economy/article/3335036/pandas-nuclear-power-what-macron-wants-his-trip-china

Gabrielle Saint-Genis, CEO of Guerlain, an LVMH-owned French luxury perfume, cosmetics and skin care company, said after decades of “hyper growth” in China, Guerlain now faces competition from local rivals. “Times have changed,” she said of the broader Chinese market. “The consumer has been more demanding…The quality has to be worth the price.”

For years, as China’s economy expanded rapidly and millions joined the middle and upper classes, the country was a cash cow for companies such as Louis Vuitton parent LVMH, Starbucks, Nike, Apple and Tesla, which faced little competition from Chinese brands. ---- https://www.wsj.com/world/china/china-used-to-be-a-cash-cow-for-western-companies-now-its-a-test-lab-2c5e52e8

Wo 150 Euro?

Wo 150 Euro?

https://www.focus.de/panorama/welt/extremtest-in-der-stadt-roboter-laeuft-106-kilometer-am-stueck-in-nur-drei-tagen_c01e5a36-a232-4e98-b8f3-5a88ea15448d.html

Nvidia-Aktien gerieten am Dienstag im US-Handel unter erheblichen Druck, nachdem ein Medienbericht über fortgeschrittene Gespräche zwischen Google und Meta hinsichtlich eines milliardenschweren KI-Chip-Deals bekannt wurde. ... Laut dem Bericht von „The Information“ plant Meta, ab 2027 Googles spezialisierte Tensor Processing Units (TPUs) in eigenen Rechenzentren einzusetzen. .... https://www.focus.de/finanzen/boerse/ploetzliche-sorgen-bei-nvidia-lassen-aktie-unerwartet-abstuerzen_14bcf26e-db44-4f73-a66e-0f8ec3a097ce.html

Absturz

"Hardest hit by China’s latest export drive is Germany. Once the unchallenged superpower of European industry, Germany only has itself to blame for its current predicament. Like China, it deliberately prioritised export-led growth over domestic consumption, and to begin with at least, grew fat on Chinese demand for its cars, machine tools and its wide range of other high-end manufactured goods." ---- https://www.telegraph.co.uk/business/2025/11/13/existential-threat-gnawing-heart-european-economy/

https://www.staradvertiser.com/2025/11/11/breaking-news/dow-hits-record-high-as-shutdown-end-nears-ai-stocks-fall/

Nächste woche vielleicht schob