10 Cov Tshuag Uas Yuav Tsum Ci Hauv Xyoo 2023 Kev Txom Nyem, Citi Hais

Cov khoom lag luam tau rov zoo dua nyob rau lub asthiv tsis ntev los no nrog cov txiaj ntsig loj nce los ntawm ob tus lej los ntawm lawv lub Rau Hli qis. S&P 500 tau nce txog 10% txij li thaum kawg ntawm Lub Rau Hli, coj nws los ze rau Citi's hloov kho Lub hom phiaj ntawm lub xyoo kawg ntawm 4200. Kev ua lag luam tau tsom mus rau macro txaus ntshai xws li kev nce nqi tab sis tab tom txav los ze rau qhov kev daws teeb meem kev lag luam, Scott Chronert, tus kws tshuaj ntsuam Citi tau hais hauv tsab ntawv ceeb toom Lub Yim Hli 5. Nws cia siab tias yuav muaj kev lag luam me me nyob rau thawj ib nrab xyoo 2023, thaum Citi cov kws lag luam tau ua qauv rau kev lag luam poob qis hauv ib nrab xyoo ntawd. 

Vim tias qhov no, cov tub ua lag luam yuav xav xav txog ib qho khoom lag luam nrog cov dab neeg loj hlob zoo, Chronert tau hais hauv daim ntawv. 

Chronert tau hais tias nws cia siab tias yuav muaj txiaj ntsig ntau dua vim tias Fed tawm ntawm nws txoj kev hawkish tam sim no mus rau qhov kawg ntawm 2022. Qhov no txhais tau hais tias thaum peb tau los ze rau qhov kev lag luam poob qis, Fed feem ntau yuav pib yooj yim dua. Thaum qhov ntawd tshwm sim, tus nqi-rau-nyiaj tau ntau ntau tuaj yeem txav siab dua, Chronert tau hais. "Nyob rau hauv ib puag ncig ntawd, peb tab tom tawm tswv yim thematic cov npe uas tuaj yeem ua tau zoo ntawm qhov chaw uas lub khw yuav tab tom nrhiav rau cov qauv kev loj hlob ntawm cov yam ntxwv los taw qhia qhov cuam tshuam kev lag luam," Chronert hais. Barron tus.

Citi tau tsim ib qho screen, "Lub Thematic Peb caug-Tshooj Xaiv Lub Sijhawm rau 2H" uas sau cov npe 30 saum toj kawg nkaus, cov khoom lag luam loj, tag nrho Cov Kev Yuav Khoom, uas muaj feem xyuam nrog cov ntsiab lus, uas tuaj yeem pab cov tub ua lag luam txheeb xyuas cov pab pawg tom ntej ntawm kev loj hlob. Cov khoom lag luam hauv cov ntsiab lus no zoo li muaj cov nyiaj tau los zoo dua thiab cov nyiaj tau los loj hlob profiles, nrog rau cov txiaj ntsig siab dua, txheeb ze rau qhov ntsuas nruab nrab, raws li lub Yim Hli 5. 

Rau qhov kev tshuaj ntsuam no, Citi whittled cia cov ntsiab lus rau rau: Automation / Robotics; Internet Tsav Cov Qauv Ua Lag Luam; Artificial txawj ntse; Emerging Manager, Sab saum toj Hom; thiab Net Zero. Lub txhab nyiaj tau saib rau saum toj kawg nkaus cov nyiaj khwv tau los loj hlob tab sis tau tshuaj xyuas qhov tsis zoo, qhov zoo lossis kev hloov kho tshiab, raws li daim ntawv ceeb toom.

Cov npe saum toj kawg nkaus yog General Motors (ticker: GM), uas tshwm nyob rau hauv xya lub ntsiab lus, suav nrog Automation / Robotics. GM cov khoom lag luam poob qis txog 36% xyoo no tab sis cov khoom lag luam yog No. 1 ntawm Citi daim ntawv teev npe nrog kwv yees tag nrho rov qab los ntawm 12 lub hlis tom ntej ntawm 142.5%. GM tau nce ntau dua 4% Hnub Monday los kaw ntawm $ 37.57. 

Tom ntej no yog MGM Resorts International (MGM). Cov khoom lag luam tau tshwm sim hauv tsib lub ntsiab lus, suav nrog EM Consumer. MGM cov khoom lag luam poob qis xyoo dhau los los ntawm 23% tab sis muab tso rau thib ob ntawm Citi cov npe nrog kwv yees tag nrho cov nyiaj rov qab txhua xyoo ntawm 65.5%. Shares tau tawm los ntawm 21 xees kom xaus hnub Monday ntawm $34.50.

Hauv qhov chaw thib peb yog

Nvidia

(NVDA) nrog kev kwv yees txhua xyoo rov qab los ntawm 51.4%. Hnub Monday, lub tuam txhab chip tau qhia cov txiaj ntsig nyiaj txiag ua ntej rau lub quarter thib ob uas yog raws li kev cia siab. Qhov no ua rau nws cov khoom lag luam poob ntau dua 6% kaw ntawm $ 177.93 hnub Monday. Nvidia tau tshwm sim hauv yim lub ntsiab lus, suav nrog Artificial Intelligence. Shares tau nqis 41% xyoo no. 

Booking Holdings

(BKNG), uas yog tus tswv KAYAK, Priceline.com, Booking.com thiab OpenTable, muab cov tsev so online tshwj xeeb, caij so so thiab ya davhlau. Cov khoom lag luam poob qis txog 18% xyoo no. Booking tshwm nyob rau hauv tsib lub ntsiab lus xws li Internet Tsav Kev Lag Luam Cov Qauv. Nws nyob qib thib plaub ntawm Citi lub vijtsam nrog 45.2% kwv yees kwv yees txhua xyoo rov qab Shares rau hnub Monday tau nce ze li 2% kom xaus ntawm $ 1955.80. 

Hauv qhov chaw thib tsib yog

IPG Photonics Cov

(IPGP), uas ua rau fiber ntau lasers thiab amplifiers uas yog siv nyob rau hauv txawv industries xws li kev sib txuas lus thiab kev kho mob. Cov Tshuag tau poob txog 41% xyoo no. IPG Photonics tau tshwm sim hauv peb lub ntsiab lus suav nrog Automation / Robotics. Nws kwv yees rov qab txhua xyoo yog 43.5%, Citi tau hais. Cov Tshuag tau nce 32 xees los kaw ntawm $ 102.16 hnub Monday.

Shares ntawm

Walt Disney

(DIS), lub tuam txhab xov xwm, tau poob ntau dua 29% xyoo no. Disney sib tw tawm tsam cov neeg sib tw xws li

Netflix

(NFLX) thiab

Kua

(APPL) hauv streaming tab sis feem ntau ntawm nws cov txiaj ntsig muaj peev xwm nyob hauv nws qhov chaw ua si ntu. Disney tau kov tsib lub ntsiab lus, suav nrog Cov Hom Zoo Tshaj Plaws. Nws nyob qib thib rau nrog kev kwv yees txhua xyoo rov qab los ntawm 36.1%. Cov Tshuag tau nce ntau dua 2%, kaw hnub Monday ntawm $ 109.11. 

Lub lim tiam dhau los,

Amazon.com

(AMZN) hais tias nws yuav muas Roomba txiag

iRobot

(IRBT) rau $1.7 billion. Lub lag luam e-lag luam loj tau tshwm sim hauv rau Citi ntsiab lus suav nrog Automation / Robotics. Amazon.com cov khoom lag luam poob qis dua 16% tab sis nyob rau qib xya ntawm Citi screen nrog kwv yees txhua xyoo rov qab los ntawm 31.3%. Cov khoom lag luam rau hnub Monday tau poob qis txog 1% kom kaw ntawm $ 139.41.  

Meta Platforms

(META) tau pom nws cov Tshuag poob txog 49% xyoo no. Raws li lub npe hu ua Facebook, Meta tau tshwm sim nyob rau hauv cuaj lub ntsiab lus, feem ntau ntawm ib lub tuam txhab nyob rau saum 10. Meta qhov kwv yees txhua xyoo rov qab yog 31.2%. Shares tau nce ntau dua 3% rau $ 170.25 Hnub Monday. 

Lub lim tiam dhau los,

PayPal
's
(PYPL) tau tshaj tawm cov nyiaj khwv tau los hauv peb lub hlis thib ob uas tuaj ua ntej ntawm kev cia siab tab sis cov khoom lag luam tseem poob qis txog 49% xyoo no. Lub fintech tshwm nyob rau hauv yim Citi ntsiab lus, suav nrog Internet Tsav Ua Lag Luam Qauv. Nws kwv yees rov qab los ntawm 12 lub hlis tom ntej yog 27.7%, uas nyob rau qib cuaj ntawm qhov screen. Shares tau nce 1% rau $ 96.21.

Kuj tseem muaj Domino's Pizza (DPZ), uas tswj hwm lub network ntawm tuam txhab lag luam thiab franchise-muaj pizza khw. Ob lub lis piam dhau los, Domino tau tshaj tawm cov txiaj ntsig thib ob hauv peb lub hlis twg tau sib xyaw. Cov khoom lag luam tau nqis 30% xyoo no. Nrog rau kev kwv yees txhua xyoo rov qab los ntawm 23.5%, Domino qhov chaw 10 ntawm Citi qhov screen. Shares tau nce txog 2% rau $394.89 Hnub Monday.

Sau rau Luisa Beltran [email tiv thaiv]