Txhua hnub ua haujlwm CNBC Investing Club nrog Jim Cramer tuav "Kev Sib Tham Tag Nrho" nyob rau ntawm 10:20 sawv ntxov ET. Nov yog ib daim ntawv qhia hnub Monday lub sijhawm tseem ceeb: Cov khoom lag luam swb pib ua lag luam lub lim tiam Cov roj poob qis tom qab peb Coterra muag ceeb toom Constellation bucks lub khw Lwm Amazon kev noj qab haus huv txav mus? 1. Stocks swb pib trading lub lim tiam Tag nrho peb loj US Cov khoom lag luam ntsuas tau ruaj khov rau hnub Monday liab, coj los ntawm Nasdaq qhov poob ntawm ntau dua 2%. Ob leeg S & P 500 thiab Dow Jones Industrial Average tau nqis los ntawm ntau dua 1%. Cov khoom lag luam thev naus laus zis, tshwj xeeb, tau pom qhov tsis muaj zog li 10-xyoo Cov Nyiaj Txiag Nyiaj Txiag tau nce siab dua 3%, theem tseem ceeb ntawm kev puas siab puas ntsws. Ib lub lim tiam dhau los, 10-xyoo cov txiaj ntsig tau qis dua 2.8%. Cov nqi siab dua yuav ua rau muaj kev loj hlob-taw qhia cov khoom lag luam, ntau yam uas yog lub npe tech. "Peb muaj kev ntxhov siab rau Nasdaq uas yog qhov txawv txav. Cov khoom lag luam qeeb qeeb qeeb tau ua tau zoo, "Jim Cramer tau hais thaum "Lub Rooj Sib Tham Tag Nrho," thaum sau tseg tias, nyob rau hnub Friday yav tav su kem rau Club cov tswv cuab, nws tau ceeb toom tias tuaj yeem muaj kev poob qis dua ua ntej rau Nasdaq vim yog cov khoom meme-cov khoom tawg. . "Lub khw xav mus qis dua, thiab thaum nws xav mus qis dua, peb zoo siab tias peb muaj nyiaj ntsuab. Peb tuaj yeem ua qee qhov muag yog tias cov khoom lag luam nce, tab sis peb xav tau kev tiv thaiv, "Cramer ntxiv. Tias yog vim li cas lub lim tiam dhau los Club tau txiav nws txoj haujlwm hauv Danaher (DHR) thiab Linde (LIN). Peb tau txiav txim siab los nce nyiaj ntsuab vim tias kev ua lag luam tau overbought thiab froth nyob rau hauv meme Tshuag Bed Bath & Beyond (BBBY) qhia tias yuav tsum tau ua ceev faj. 2. Roj pares poob nyob rau hauv kev sib kho tsis hloov pauv Crude yav tom ntej yog zoo ntawm lawv hnub Monday lows nyob rau hauv ib tug rov qab-thiab-tawm kev sib kho uas tau coj roj los ntawm me ntsis nce mus rau siab poob. West Texas Intermediate cov roj av tau zoo li qub los pauv qis dua 1% ntawm kwv yees li $ 90 ib chim. Teb Chaws Asmeskas roj benchmark tau pauv siab txog $ 91.26 ib chim rau hnub Monday, uas, nrog rau cov nqi roj av tau nce ntxiv, muaj cov khoom siv hluav taws xob zoo li ib qho ntawm ob peb lub teeb ci nyob rau hnub tsis zoo. Qhov ntawd txhawb peb qhov kev txiav txim siab los txiav 300 feem ntawm Coterra Energy (CTRA) thaum ntxov ntawm kev sib tham vim tias peb tab tom nrhiav kev txiav rov qab rau peb lub zog cuam tshuam rau lub sijhawm ua haujlwm tau zoo. Ntxiv rau lub zog peb pom hnub Monday ntxov - ua ntej nws dhau mus thiab rov qab los ntawm ntsuab thiab liab - Coterra shares kuj tau nce ntau dua 5% lub lim tiam dhau los. "Peb tsis yog cov tub luam, tab sis peb paub tias cov khoom lag luam no tsis hloov pauv thiab peb nyiam tshem tawm," Cramer tau hais. Nco ntsoov, peb tsis book peb cov lag luam mus txog 45 feeb tom qab cov lus ceeb toom tawm mus rau Club cov tswv cuab. Thaum txoj cai ntawd txhais tau tias qee zaum cov khoom lag luam qis dua tom qab peb tshaj tawm cov lus ceeb toom, qhov ntawd yog OK vim tias peb lub hom phiaj tseem ceeb yog qhia thiab pab cov tswv cuab nrog lawv cov ntaub ntawv, tau txais koj tus nqi zoo tshaj plaws. 3. Constellation bucks lub lag luam Constellation Brands (STZ) shares tau siab dua hnub Monday, qhia txog lub zog ntawm kev tiv thaiv ntau dua cov khoom lag luam hauv kev lag luam rife nrog kev ntshai poob qis. Peb txaus siab pom qhov kev txiav txim no vim tias nws yog ib feem ntawm peb qhov laj thawj rau tus tswv lub tuam txhab niam txiv ntawm Modelo thiab Corona. Morgan Stanley cov kws tshuaj ntsuam xyuas hnub Monday kuj tseem rov hais dua lawv qhov kev ntsuas hnyav dhau ntawm Constellation Brands, uas tuaj yeem pab cov khoom lag luam. Hauv tsab ntawv ceeb toom rau cov neeg siv khoom, cov kws tshuaj ntsuam tau tsa lawv cov nyiaj khwv tau los kwv yees rau lub quarter xaus Lub Yim Hli. 31 thiab sib cav tias lub tuam txhab kev lag luam sib koom ua lag luam tau nrawm dua. "Kuv xav tias qhov no thaum kawg tau lees paub," Cramer hais, hais txog cov khoom lag luam lub zog hnub Monday. "Kuv tau tos kom nws tshwm sim." 4. Lwm qhov kev hloov pauv hauv Amazon kev noj qab haus huv? Peb tab tom nrhiav rau qib zoo los yuav cov khoom lag luam ntxiv ntawm Amazon (AMZN). Txawm li cas los xij, qhov laj thawj rau peb qhov kev txaus siab tsis yog The Wall Street Journal cov ntawv tshaj tawm hnub Sunday tias lub tuam txhab yog nyob rau hauv cov tuam txhab kev sib tw los yuav Signify Health (SGFY), uas yog lub chaw pabcuam kev noj qab haus huv hauv tsev. Cov xov xwm no ntawm Amazon qhov kev txaus siab hauv Signify tuaj txog ib hlis tom qab kev lag luam e-lag luam thiab huab loj tau pom zoo kom tau tus kws kho mob thawj zaug One Medical . Amazon shares tau poob ntau dua 3% hnub Monday. "Qhov kev pib saib xyuas kev noj qab haus huv no tsis yog, kuv xav tias, yuav zaum zoo nrog cov tswv cuab. Kuv xav tias tib neeg xav muag khoom. Lawv xav tau Web Services, thiab lawv xav tshaj tawm. Kuv xav tias [kev saib xyuas kev noj qab haus huv] ntau dhau ntawm lub thawv dub, "Cramer hais. Ntxiv rau qhov kev txhawj xeeb tias lwm qhov kev saib xyuas kev noj qab haus huv tuaj yeem ua rau muaj kev tawm tsam loj, Cramer tau hais tias nws tsis txaus siab rau lub tswv yim ntawm Amazon sib tw rau lwm lub tuam txhab los yuav Signify. Qhov ntawd yog qhov yuav thawb tus nqi, uas tuaj yeem txo qis qhov kev nyiam ntawm qhov tau txais. Cramer tau hais tias "Kuv tsis xav kom Amazon twv rau ib yam dab tsi tawm tsam lwm tus," Cramer tau hais. SGFY shares tau nce ntau dua 30% rau hnub Monday. Rau Cov Pabcuam, peb qhov kev txaus siab los khaws ntau Amazon shares yog hais txog kev txhim kho zoo ntawm kev rov qab cov paj. Kev tswj hwm tau ua haujlwm los kho cov teeb meem overexpansion, thiab lub lim tiam dhau los peb tau pom tias lub tuam txhab npaj yuav siv nyiaj so koobtsheej rau cov neeg muag khoom thib peb uas siv lub tuam txhab cov kev pabcuam ua tiav. (Jim Cramer's Charitable Trust yog ntev CTRA, LIN, DHR, STZ thiab AMZN. Saib ntawm no kom paub cov npe tag nrho ntawm cov khoom lag luam.) Raws li ib tus neeg siv khoom rau CNBC Investing Club nrog Jim Cramer, koj yuav tau txais kev ceeb toom kev lag luam ua ntej Jim ua lag luam. Jim tos 45 feeb tom qab xa daim ntawv ceeb toom kev lag luam ua ntej yuav lossis muag cov khoom lag luam hauv nws qhov kev ntseeg siab ntawm cov ntaub ntawv. Yog tias Jim tau tham txog ib qho khoom lag luam ntawm CNBC TV, nws tos 72 teev tom qab tshaj tawm tsab ntawv ceeb toom ua ntej ua lag luam. COV NTAUB NTAWV QHIA TXOG QHOV CHAW UA HAUJ LWM yog ua raws li peb cov lus cog tseg thiab cov xwm txheej thiab txoj cai ntiag tug, ua ke nrog peb qhov kev tsis lees paub. TSIS TXAUS SIAB RAU LUB SIJ HAWM NTAWM LUB SIJ HAWM NTAWM LUB SIJ HAWM NTAWM LUB TSEV KAWM NTAWV, LUB SIJ HAWM NTAWM LUB SIJ HAWM NTAWM koj tau txais cov ntaub ntawv qhia txog kev sib txuas nrog lub koom haum ua lag luam.
Tau qhov twg los: https://www.cnbc.com/2022/08/22/investing-club-4-takeaways-from-the-investing-clubs-morning-meeting-on-monday.html