{"id":91381,"date":"2026-11-05T12:00:00","date_gmt":"2026-11-05T11:00:00","guid":{"rendered":"https:\/\/trader-magazine.com\/?p=91381"},"modified":"2026-11-05T12:00:00","modified_gmt":"2026-11-05T11:00:00","slug":"sin-china-no-significa-sin-riesgo-tecnologico","status":"publish","type":"post","link":"https:\/\/trader-magazine.com\/es\/noticias\/sin-china-no-significa-sin-riesgo-tecnologico\/","title":{"rendered":"Sin China no significa sin riesgo tecnol\u00f3gico"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>El <a href=\"https:\/\/tradeinfo.cz\/clanky\/tsmc-akcie-cipovy-gigant-vydelava-na-umele-inteligenci-co-muze-zastavit-jeho-rust\/\" target=\"_blank\" rel=\"noopener\">fabricante taiwan\u00e9s de chips Taiwan Semiconductor Manufacturing Company (TSMC)<\/a> anunci\u00f3 el 10 de noviembre de 2026 un <a href=\"https:\/\/pr.tsmc.com\/english\/news\/3349\" target=\"_blank\" rel=\"noopener\">crecimiento interanual de los ingresos de octubre del 59,7 %<\/a>. Sin embargo, al invertir fuera de las acciones estadounidenses no basta con observar el crecimiento de las empresas y su pa\u00eds de origen. El an\u00e1lisis <a href=\"https:\/\/www.etfobchodnik.com\/sk\" target=\"_blank\" rel=\"noopener\">de ETFobchodn\u00edk<\/a> <a href=\"https:\/\/etfobchodnik.com\/sk\/blog\/bez-ciny-s-technologickym-rizikom\" target=\"_blank\" rel=\"noopener\">\u00abSin China, pero con riesgo tecnol\u00f3gico\u00bb<\/a> muestra que, para diversificar el riesgo, tambi\u00e9n son importantes los clientes de estas compa\u00f1\u00edas y qu\u00e9 inversi\u00f3n existente sustituir\u00e1 el nuevo fondo.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Contenido del art\u00edculo &#8211; Sin China no significa sin riesgo tecnol\u00f3gico:<\/h2>\n\n\n<div class=\"wp-block-aioseo-table-of-contents\"><ul><li><a class=\"aioseo-toc-item\" href=\"#aioseo-asijska-firma-muze-mit-severoamericky-odbyt\">Asijsk\u00e1 firma m\u016f\u017ee m\u00edt severoamerick\u00fd odbyt<\/a><\/li><li><a class=\"aioseo-toc-item\" href=\"#aioseo-rust-zisku-nemusi-zvysit-cenu-akcie\">R\u016fst zisku nemus\u00ed zv\u00fd\u0161it cenu akcie<\/a><\/li><li><a class=\"aioseo-toc-item\" href=\"#aioseo-zalezi-i-na-tom-co-novy-fond-nahradi\">Z\u00e1le\u017e\u00ed i na tom, co nov\u00fd fond nahrad\u00ed<\/a><\/li><li><a class=\"aioseo-toc-item\" href=\"#aioseo-eurova-kotace-sama-neodstranuje-menove-riziko\">Eurov\u00e1 kotace sama neodstra\u0148uje m\u011bnov\u00e9 riziko<\/a><\/li><\/ul><\/div>\n\n\n<h2 id=\"aioseo-asijska-firma-muze-mit-severoamericky-odbyt\" class=\"wp-block-heading\">Una empresa asi\u00e1tica puede tener sus ventas en Norteam\u00e9rica<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">En el tercer trimestre de 2026, TSMC obtuvo el <a href=\"https:\/\/investor.tsmc.com\/english\/encrypt\/files\/encrypt_file\/reports\/2026-10\/f83780000ddc0c3b48e57a87eab6814c4ab35058\/3Q26%20ManagementReport.pdf\" target=\"_blank\" rel=\"noopener\">79 % de sus ingresos de clientes con sede en Norteam\u00e9rica<\/a>. La india Infosys registr\u00f3 en el mismo periodo natural el <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1067491\/000106749126000044\/exv99w04.htm\" target=\"_blank\" rel=\"noopener\">54,6 % de sus ingresos en esa regi\u00f3n, mientras que en la India solo el 2,8 %<\/a>. Que una empresa est\u00e9 clasificada como asi\u00e1tica no significa, por tanto, que sus ventas dependan sobre todo del mercado local. El inversor puede modificar la composici\u00f3n geogr\u00e1fica de su cartera, aunque una parte significativa de los ingresos de las empresas adquiridas seguir\u00e1 procediendo de clientes con sede en Norteam\u00e9rica.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Adem\u00e1s, dejar fuera las acciones chinas no elimina los v\u00ednculos comerciales con China. TSMC obtuvo de clientes chinos en ese mismo trimestre el <a href=\"https:\/\/investor.tsmc.com\/english\/encrypt\/files\/encrypt_file\/reports\/2026-10\/f83780000ddc0c3b48e57a87eab6814c4ab35058\/3Q26%20ManagementReport.pdf\" target=\"_blank\" rel=\"noopener\">5 % de sus ingresos<\/a>. Tambi\u00e9n es importante qu\u00e9 vende la empresa. En el caso de TSMC, el <a href=\"https:\/\/investor.tsmc.com\/english\/encrypt\/files\/encrypt_file\/reports\/2026-10\/f83780000ddc0c3b48e57a87eab6814c4ab35058\/3Q26%20ManagementReport.pdf\" target=\"_blank\" rel=\"noopener\">68 % de los ingresos correspondi\u00f3 a la computaci\u00f3n de alto rendimiento<\/a>, es decir, al \u00e1mbito de los ordenadores y servidores potentes. Este es m\u00e1s amplio que la propia <a href=\"https:\/\/trade-info.sk\/clanky\/google-zablokoval-viac-ako-8-miliard-skodlivych-reklam-pomohla-mu-umela-inteligencia\/\" target=\"_blank\" rel=\"noopener\">inteligencia artificial (IA)<\/a>, por lo que esta proporci\u00f3n no puede equipararse a los ingresos procedentes de la IA.<\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\">Quiz\u00e1 le interese:<a href=\"https:\/\/trader-magazine.com\/es\/academy\/el-significado-de-hawkish-en-los-mercados-que-senales-envian-los-bancos-centrales\/\" target=\"_blank\" rel=\"noopener\"> \u00bfQu\u00e9 significa la pol\u00edtica restrictiva (hawkish) en los mercados?<\/a><\/h3>\n\n\n\n<h2 id=\"aioseo-rust-zisku-nemusi-zvysit-cenu-akcie\" class=\"wp-block-heading\">El crecimiento del beneficio no tiene por qu\u00e9 elevar el precio de la acci\u00f3n<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">El resultado de una inversi\u00f3n tambi\u00e9n depende del precio que el <a href=\"https:\/\/trader-magazine.com\/es\/acciones\/significado-de-risk-off-como-se-comportan-los-mercados-cuando-los-inversores-buscan-seguridad\/\" target=\"_blank\" rel=\"noopener\">inversor<\/a> paga por el negocio. La relaci\u00f3n entre el precio de la acci\u00f3n y el beneficio por acci\u00f3n (P\/E) expresa cu\u00e1nto cuesta una unidad de beneficio. Si el precio ya incorpora expectativas elevadas, incluso una empresa en crecimiento puede ofrecer un resultado d\u00e9bil cuando el mercado reduce la cantidad que est\u00e1 dispuesto a pagar por sus beneficios.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Con un crecimiento ilustrativo del beneficio por acci\u00f3n del 10 % y una ca\u00edda simult\u00e1nea del P\/E del 15 %, el precio de la acci\u00f3n baja un 6,5 %. En este caso, el mayor beneficio no compensa la menor valoraci\u00f3n. Se trata de un c\u00e1lculo de modelo, antes de dividendos, efecto de las divisas y costes, y no de una rentabilidad hist\u00f3rica ni de una predicci\u00f3n. Por ello, el crecimiento del negocio debe compararse con las expectativas ya incorporadas en el precio de compra.<\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\">Lea m\u00e1s: <a href=\"https:\/\/trader-magazine.com\/es\/recenze\/etoro-aktualne\/\" target=\"_blank\" rel=\"noopener\" title=\"\">eToro \u2013 Rese\u00f1a del conocido br\ufffd\ufffdker<\/a><\/h3>\n\n\n\n<h2 id=\"aioseo-zalezi-i-na-tom-co-novy-fond-nahradi\" class=\"wp-block-heading\">Tambi\u00e9n importa qu\u00e9 sustituir\u00e1 el nuevo fondo<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Consideremos una cartera de 10 000 euros en la que las acciones tecnol\u00f3gicas suponen 3 000 euros, es decir, el 30 %. El inversor traslada 1 000 euros a una nueva cesta de acciones con la mitad de peso tecnol\u00f3gico. La nueva inversi\u00f3n a\u00f1ade as\u00ed 500 euros en acciones tecnol\u00f3gicas. Este ejemplo ilustrativo no representa la composici\u00f3n actual de EMXU ni un tama\u00f1o de inversi\u00f3n recomendado. El valor total de la cartera no cambia y el modelo no tiene en cuenta los movimientos de precios ni los costes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Si la compra se financia vendiendo \u00fanicamente acciones tecnol\u00f3gicas, el peso de la tecnolog\u00eda baja al 25 %. Con una reducci\u00f3n proporcional de todos los componentes originales de la cartera alcanza el 32 %, y si se utiliza el efectivo existente, el 35 %. As\u00ed, una misma compra puede reducir o aumentar la concentraci\u00f3n tecnol\u00f3gica seg\u00fan lo que sustituya. El c\u00e1lculo mide el peso de un solo sector, mientras que el riesgo total tambi\u00e9n depende de las divisas, los pa\u00edses y los movimientos conjuntos de las inversiones.<\/p>\n\n\n\n<h2 id=\"aioseo-eurova-kotace-sama-neodstranuje-menove-riziko\" class=\"wp-block-heading\">La cotizaci\u00f3n en euros no elimina por s\u00ed sola el riesgo de divisa<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">El an\u00e1lisis trabaja con el fondo cotizado (ETF) de Amundi con el c\u00f3digo EMXU, que invierte en acciones de mercados emergentes sin China. Replica un \u00edndice que, al seleccionar las empresas, tiene en cuenta tambi\u00e9n <a href=\"https:\/\/www.amundietf.lu\/pdfDocuments\/monthly-factsheet\/LU2345046655\/ENG\/LUX\/INSTITUTIONNEL\/ETF\" target=\"_blank\" rel=\"noopener\">criterios medioambientales y sociales, as\u00ed como la calidad de su gesti\u00f3n<\/a>. <a href=\"https:\/\/www.etfobchodnik.com\/sk\/instruments\/etf\" target=\"_blank\" rel=\"noopener\">ETFobchodn\u00edk lo ofrece con los s\u00edmbolos EMXU.XETRA y EMXU.LSE<\/a>. El primero cotiza en Xetra en euros (EUR) y el segundo en la Bolsa de Londres en d\u00f3lares estadounidenses (USD). <a href=\"https:\/\/www.amundietf.lu\/pdfDocuments\/monthly-factsheet\/LU2345046655\/ENG\/LUX\/INSTITUTIONNEL\/ETF\" target=\"_blank\" rel=\"noopener\">Se trata de la misma clase de fondo<\/a>. La compra en euros por s\u00ed sola&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">El inversor deber\u00eda determinar primero qu\u00e9 dependencia quiere reducir y comparar la composici\u00f3n actual del nuevo fondo con lo que ya posee. Despu\u00e9s tiene sentido evaluar el precio de compra, los costes y el plazo durante el cual puede invertir el dinero. El an\u00e1lisis <a href=\"https:\/\/www.etfobchodnik.com\/sk\" target=\"_blank\" rel=\"noopener\">de ETFobchodn\u00edk<\/a> \u00ab<a href=\"https:\/\/etfobchodnik.com\/sk\/blog\/bez-ciny-s-technologickym-rizikom\" target=\"_blank\" rel=\"noopener\">Sin China, pero con riesgo tecnol\u00f3gico<\/a>\u00bb examina estas cuestiones con m\u00e1s detalle. Su punto de partida pr\u00e1ctico es valorar el nuevo fondo junto con la inversi\u00f3n que sustituir\u00e1 y recalcular su impacto en el conjunto de la cartera.<\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\">\u00c9chele un vistazo a: <a href=\"https:\/\/trader-magazine.com\/es\/recenze\/bitmarkets\/\" target=\"_blank\" rel=\"noopener\" title=\"Rese\u00f1a de BITmarkets [Actualizada]\">Rese\u00f1a de BITmarkets <\/a><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Jakub Matis, analista de la empresa&nbsp;<a href=\"https:\/\/etfobchodnik.com\/cs\/blog\" target=\"_blank\" rel=\"noopener\">ETFobchodnik.com<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">*<em>Colaboraci\u00f3n remunerada<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fuente de la imagen: Unsplash<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>El fabricante taiwan\u00e9s de chips Taiwan Semiconductor Manufacturing Company (TSMC) anunci\u00f3 el 10 de noviembre de 2026 un crecimiento interanual de los ingresos de octubre del 59,7 %. Sin embargo, al invertir fuera de las acciones estadounidenses no basta con observar el crecimiento de las empresas y su pa\u00eds de origen. El an\u00e1lisis de ETFobchodn\u00edk [&hellip;]<\/p>\n","protected":false},"author":44,"featured_media":91367,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"yasr_overall_rating":0,"yasr_post_is_review":"","yasr_auto_insert_disabled":"","yasr_review_type":"","footnotes":""},"categories":[366],"tags":[479,489],"class_list":["post-91381","post","type-post","status-publish","format-standard","has-post-thumbnail","category-noticias","tag-china-es","tag-economia"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.4 - aioseo.com -->\n\t<meta name=\"description\" content=\"TSMC crece un 59,7 %, pero invertir con un ETF sin China exige mirar m\u00e1s: clientes, ventas en Norteam\u00e9rica y qu\u00e9 inversi\u00f3n sustituye el nuevo fondo.\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"EditorialTeam\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/trader-magazine.com\/es\/noticias\/sin-china-no-significa-sin-riesgo-tecnologico\/\" \/>\n\t\t<meta name=\"generator\" content=\"All in One SEO Pro (AIOSEO) 5.0.4\" \/>\n\t\t<meta property=\"og:locale\" content=\"es_ES\" \/>\n\t\t<meta property=\"og:site_name\" content=\"ForexMag\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"ETF sin China: por qu\u00e9 no es sin\u00f3nimo de sin riesgo\u2026\" \/>\n\t\t<meta property=\"og:description\" content=\"TSMC crece un 59,7 %, pero invertir con un ETF sin China exige mirar m\u00e1s: clientes, ventas en Norteam\u00e9rica y qu\u00e9 inversi\u00f3n sustituye el nuevo fondo.\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/trader-magazine.com\/es\/noticias\/sin-china-no-significa-sin-riesgo-tecnologico\/\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2026-11-05T11:00:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2026-11-05T11:00:00+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"ETF sin China: por qu\u00e9 no es sin\u00f3nimo de sin riesgo\u2026\" \/>\n\t\t<meta name=\"twitter:description\" content=\"TSMC crece un 59,7 %, pero invertir con un ETF sin China exige mirar m\u00e1s: clientes, ventas en Norteam\u00e9rica y qu\u00e9 inversi\u00f3n sustituye el nuevo fondo.\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/trader-magazine.com\\\/es\\\/noticias\\\/sin-china-no-significa-sin-riesgo-tecnologico\\\/#article\",\"name\":\"ETF sin China: por qu\\u00e9 no es sin\\u00f3nimo de sin riesgo\\u2026\",\"headline\":\"Sin China no significa sin riesgo tecnol\\u00f3gico\",\"author\":{\"@id\":\"https:\\\/\\\/trader-magazine.com\\\/es\\\/author\\\/editorialteam\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/trader-magazine.com\\\/es\\\/#organization\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/trader-magazine.com\\\/wp-content\\\/uploads\\\/2026\\\/11\\\/chip242U-1.jpg\",\"width\":1200,\"height\":900,\"caption\":\"\\u010cip. 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