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Las acciones de software y tecnología en la mira: oportunidades para la segunda mitad del año según Mike Akins

dissabte 11 de juliol de 2026, per  LaRepublica.es

En el panorama actual de las inversiones, ciertos sectores del mercado han comenzado a atraer la atención de los analistas. Mike Akins, cofundador de ETF Action, ha señalado que las áreas de software y computación en la nube, que anteriormente habían mostrado un rendimiento inferior en comparación con las principales acciones de inteligencia artificial, podrían ofrecer oportunidades significativas en la segunda mitad del año.

Oportunidades en el mercado de tecnología

Akins ha destacado que muchas de estas empresas han caído de valoraciones extremadamente altas, pero aún presentan «escenarios de crecimiento muy sólidos». En su análisis, subraya la necesidad continua de software para las actividades laborales diarias, lo que refuerza la relevancia de estas tecnologías en un mundo cada vez más digitalizado.

El cofundador de ETF Action también ha mencionado que las tecnologías disruptivas son una fuerte opción de compra para los próximos seis meses. Este enfoque temático podría favorecer a empresas de capitalización media y pequeña, que han quedado rezagadas en un mercado dominado por grandes nombres, como los que conforman el índice «Magnificent Seven». Este índice incluye gigantes tecnológicos como Nvidia, Microsoft y Alphabet, que, a pesar de su predominancia, han tenido un rendimiento plano hasta el momento en el año.

Akins se muestra optimista respecto a estas acciones, considerándolas un «comercio de recuperación» para la segunda mitad del año. A pesar de que el índice Magnificent Seven ha tenido un desempeño inferior al del Nasdaq-100 en la primera mitad del año, con una caída superior al 2% mientras que el Nasdaq-100 incrementó casi un 20%, las proyecciones iniciales de la segunda mitad muestran un aumento del 5% en el índice Magnificent Seven, mientras que el Nasdaq-100 ha visto una ligera disminución.

Además, se espera que las empresas de pequeña y mediana capitalización se conviertan en puntos favorables a medida que se acerque 2027, dado que han mostrado un rendimiento destacado este año. Akins señala que estos «nombres del mercado inferior» están comenzando a nivelarse, lo que podría continuar durante el resto del año, no solo por el crecimiento de las ganancias y los ingresos, sino también por una expansión de los múltiplos que han estado extremadamente deprimidos en los últimos años.

Hasta la fecha, el índice Russell 2000, que rastrea acciones de pequeña capitalización, ha aumentado casi un 20%, en contraste con el crecimiento del 11% del S&P 500. Este contexto plantea un escenario en el que las empresas más pequeñas pueden estar mejor posicionadas para aprovechar las oportunidades de crecimiento en un mercado que, aunque dominado por gigantes tecnológicos, también puede beneficiarse de un enfoque más diversificado.

La entrada Las acciones de software y tecnología en la mira: oportunidades para la segunda mitad del año según Mike Akins aparece primero en LaRepublica.es .

Veure en línia : https://larepublica.es/2026/07/11/l...

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