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 txog hnub Thursday lub sijhawm tseem ceeb. Lub Xya hli ntuj lub mos PPI yog txais tos xov xwm rau kev loj hlob stocks Disney cia li crushed nws ceev mentions: QCOM, AAPL, DIS, AMZN Peb yuav tsum ceev nrooj nyob rau hauv cov roj 1. Lub Xya Hli lub PPI muag yog txais tos xov xwm rau cov npe loj hlob Tshuag tau nce rau ob hnub sib law liag ntawm qhov heels ntawm lwm qhov tseem ceeb tshaj li qhov xav tau kev nyeem ntawv nyiaj txiag. Lub Xya Hli tus nqi tsim khoom lag luam poob qis txij lub Rau Hli, poob 0.5% piv rau qhov xav tau nce 0.2%, raws li Dow Jones kwv yees. Daim ntawv tshaj tawm no los txog ib hnub tom qab cov neeg siv khoom lag luam ntsuas tau pom tias kev nce nqi nce siab tau qis dua. Peb ntseeg tias qhov no yog lub cim qhia tias Tsoom Fwv Teb Chaws Reserve tuaj yeem tsim kho qhov chaw mos rau kev lag luam. Qhov tseem ceeb, qhov no kuj txhais tau hais tias cov npe loj hlob uas tau raug cuam tshuam rau xyoo no tuaj yeem raug kho. Cov npe loj hlob feem ntau tsis nyiam thaum cov paj laum siab, vim tias cov khoom lag luam no muaj kev pheej hmoo ntau dua thiab suav tias yog cov cuab yeej cuab tam ntev, txhais tau tias feem ntau ntawm lawv cov nyiaj tau los yuav tsum tau nyob rau xyoo tom ntej. Cov tub lag luam nyiam ua raws li cov kev xaiv muaj kev nyab xeeb thaum lub sij hawm muaj kev lag luam tsis paub tseeb. Peb muaj ntau lub npe tech loj hlob hauv peb cov ntaub ntawv, nrog rau cov khoom lag luam thiab cov khoom lag luam. Txawm li cas los xij, peb ib txwm nrhiav kev hloov pauv, thiab tab tom tos lub sijhawm tsim nyog ntxiv Starbucks (SBUX), uas peb nyuam qhuav ntxiv rau peb cov bullpen, raws li Club tuav. 2. Disney nyuam qhuav tsoo nws Disney (DIS) muaj lub quarter stellar tshaj tawm tom qab kaw rau hnub Wednesday, uas tsoo cov kev cia siab saum toj thiab hauv qab. Cov neeg siv npe rau nws qhov kev pabcuam streaming Disney + tau muaj zog, sib txawv ntawm lub tuam txhab los ntawm kev tawm tsam cov neeg sib tw zoo li Netflix (NFLX). Qhov tseem ceeb tshaj plaws, lub tuam txhab pom qhov ua tau zoo ntawm cov chaw ua si uas tsis muaj kev cuam tshuam rau kev tuaj koom lossis kev siv nyiaj. Nws ua tiav ua pov thawj nws tus kheej ua ntau dua li kev ua si streaming xwb. Thaum peb xav tias Disney siv sijhawm tsawg dua los tham txog kev tshaj tawm ntawm nws cov nyiaj tau los hu, peb txaus siab rau lub tuam txhab lub quarter. Peb tsis tau txiav peb txoj haujlwm Disney rau niaj hnub no lub zog thiab yuav tsis caum nws thiab. 3. Cov lus ceeb toom ceev: QCOM, AAPL, AMZN Peb kuj muaj kev xav los qhia rau lwm qhov Club tuav uas tau ua nthwv dej rau lub lim tiam no. Samsung hnub Wednesday tshaj tawm ob lub xov tooj tshiab uas tuaj yeem siv tau, uas siv Qualcomm's (QCOM) Snapdragon 8+ Gen 1 Mobile platform. Txawm hais tias cov xov tooj yuav zoo li yog ib qho me me ntawm cov khoom qab zib hauv xyoo tom ntej, ob lub tuam txhab kev sib raug zoo muaj txiaj ntsig zoo rau QCOM cov khoom lag luam. Peb kuj ntseeg tias Loop Capital ceeb toom rau hnub Thursday uas qhia tau hais tias Apple (AAPL) tab tom txhim kho nws lub iPhone 14 yuav muaj txiaj ntsig zoo rau QCOM. Tau kawg, daim ntawv no kuj yog ib qho cim zoo rau tus tsim iPhone, uas nws cov khoom lag luam tau nce. Peb xav tias nws txoj kev nce siab txhais tau hais tias cov khoom lag luam tab tom ua kom tiav lub xyoo. Peb ntseeg tias peb yuav tsum tau nruj dua ntawm kev yuav rov qab Amazon (AMZN) cov khoom peb muag ntau dua, tshwj xeeb tshaj yog xav txog JPMorgan's (JPM) ceeb toom rau hnub Thursday uas tsom mus rau cov nyiaj pub dawb uas cuam tshuam rau xyoo tom ntej. Tseem muaj qhov kev xav tias e-lag luam tau pib nrawm dua, uas tuaj yeem pab txhawb nqa cov khoom lag luam ntxiv. 4. Peb yuav tsum ua kom muaj zog hauv cov roj Thaum Devon Energy 's (DVN) $ 1.8 billion tau txais Validus Zog thiab CEO Rick Muncrief qhov tshwm sim ntawm "Squawk ntawm Txoj Kev" qhia tias cov khoom lag luam yuav nce mus, peb tseem tab tom npaj ua tib zoo nrog txhua tus. peb cov roj ua si. Qhov ntawd yog vim DeCarley Trading co-founder Carley Garner tau hais tias nws cia siab tias cov roj yuav rov qab rau lub sijhawm luv luv tab sis thaum kawg poob. Thaum cov roj yuav muaj qee qhov chaw khiav, peb yuav txiav txim siab txiav qee qhov ntawm peb txoj haujlwm ib zaug hauv Teb Chaws Asmeskas West Texas Intermediate crude tau mus txog $ 95 qib, tshwj xeeb tshaj yog xav tias peb hnyav heev hauv cov roj. (Jim Cramer's Charitable Trust yog ntev AAPL, QCOM, NVDA, DVN, DIS, 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/2022/08/11/4-takeaways-from-the-investing-clubs-morning-meeting-on-thursday.html