# DAX Rally, China Trade, and Pharma Margins **Podcast:** Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT **Published:** 2026-02-28 ## Transcript The im podcast besprochenen Aktien and Fonds stellen keine specificen Kauf- oder Anlageempfehlungen dar. The Moderatoren and the Verlag haft nichts für Adwaiverluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Zusätzlich zu unserem großen Podcast becomes herein Daphna and Chapels Update with Ausblick. Anders als Dienstags, kurz anders Geld. And we lassen an Uhr mitlaufen, damit keiner here too viel reden. And the freitags by Weltfernsehen live um 17.45 Uhr. And jetzt rein in die Show. Diesmal war es ein echter Photofinish beim DAX. The Buller had the Sieg heimgefahren beim DAX. But it was in the Tat extrem knap. And that's not a beweging week. In so far, DAX rich leak. But the Wall Street, which was actually the wicked Burse is the first time. He had a lot of span that we have a new beworking. And in America said the whole KGV from 22, 23 for the Mark machen? And yeah, that was the two is a very good idea. The cancellor was in China to Antrit and the Partnership of the United States and a new tone. Often came so good. The echo in China was good. That is worth it. China is our wickest handle. When it's what the counselor said, a virtual hands deficit. That is greater than China. But these are deals, obviously, a virtual, but that had kind of become that many regions. And I think we are too much of China. And this is a before good flag. That are easy. But what I think was from a system to a strategic partner. We know Angela Merkel is in 2020 to Russia, so a good launch. And what is our China political? And deals or not. That's very common. And what I then do, then I have a better thing. But we have 120 Airbus, we can count. But it was not that we are a partner. You can see that he's strategic that they're trying to get a concrete. And that's when I have so good, then it had a irritated. 120 Airbus fluctuations are not. But he said the erwart that we have here. And that is not a Deutschland, but that is the handspolitik is a EU. But it is good that he asks in Europa. That in Washington by Trump, that Merz has a goodness to Trump had. In the handlers, it has to be the China. And this is quite a gifts of being a good basis, would you say for better handling? And then must Europa. This is for all this market. And that must say, hello, this in the hands of the world must beseech, which was Merz in China. When the Trump fell, it gets a Boeing Deal. That is the one. This is an action that is the windanlagen bower Nordics. They had bombastic. And the record niveau gestilled. They work of it. And Nordics must have been off the American market, obviously. But the Nordic chef said they're free or later with the energy hunger, the remote center. And we have a marktanteil in America from 20%. Margenziel angehoben. The act hit wirklich up to a new house seit 2002. Gestiegen nach den Zahlen ging es um 20%. Dann kommen wir zu meinem Bair der Woche. My bair of the war is Novo Nordis. They have a nice medicament. That's a new studio. Cacrisema heißt es. And leider hat er schlechter as the concurrence. Man fragt ja immer bei diesem Upnew Medicament. Nun mussten die Nordists over the next year, so viel as the branch. But, and this is the hoff, they are 15% gunstick as the branch. This week is 20% running. But I have a Spar Plan aufgenommen and iron die Wendy, and it's a very good thing. That's three weeks in the Fluss, der DAX. Das war's auf jeden Fall für diese Woche bei Daphna Shepers im KV. Wir sagen tschüss. Und schau, wissen wir, wie es weitergeht und wie die weiteren Börsen-Sachen sind. Der hört den Podcast. Den geht's ab Dienstag bei Date und überall aus Podcast.