Yog tias koj tswj tau pw tsaug zog txog lub Tsib Hlis lossis tsuas zam koj tus brokerage app, ua kev zoo siab.
Tej zaum koj yuav zaum ntawm qee qhov txiaj ntsig txawm tias qhov nruab nrab loj rau txim rau cov tub ua lag luam nrog lub plab-wrenching poob txog li 10% ntawm lub hli qis.
Thaum cov plua plav tawm, S&P 500 (^ GSPC) ua tiav fractionally siab dua thaum Dow (^ DJI) nce mus txog 13 ntsiab lus. Lub Nasdaq Composite (^ IXIC) poob tsuas yog 2.1% hauv lub Tsib Hlis.
Kev sib tw rau-hnub kom kaw lub hli ntawm Tsib Hlis stemmed lub hemorrhaging, tab sis qhov tseeb tseem ntse. Lub Nasdaq Composite nyuam qhuav tshaj tawm nws qhov poob plaub lub hlis ntawm lub xyoo - qee yam nws tsis tau ua txij li xyoo 2002.
Qhov ntsuas ntawd - nrog rau S&P 500 tus neeg siv khoom txiav txim siab (^SP500-25) thiab cov kev pabcuam kev sib txuas lus (^SP500-50) - tag nrho cov tseem qis dua 20% hauv 2022.
Energy stocks tau dua qhov standout hauv lub Tsib Hlis, minting lwm 16% rau Lub Zog Xaiv Sector SPDR Fund (XLE). XLE tam sim no nce qhov muag pom 57% xyoo no ua tsaug rau kev siv zog ntawm Warren Buffett-tus tswv Chevron (CVX) thiab Occidental Petroleum (oxy) - ntawm ntau lwm tus.
Ntawm cov khw muag khoom pem hauv ntej, cov neeg siv khoom lag luam cov khoom lag luam tau txais hammered ib yam li lawv cov kwv tij txheeb ze, nrog rau cov haujlwm no poob 4.1% thiab 5.1%, feem, lub hlis no.
Cov Walmart (WMT) thiab Target (TGT) cov nyiaj khwv tau los uas ua rau lawv poob siab tshaj plaws txij li xyoo 1987 sib tsoo? Cov kev poob qis, nrog Walmart tau nqis 16% rau lub hli ntawm Tsib Hlis, thiab Lub Hom Phiaj tawm 29%. Thiab qee lub npe me me hauv kev lag luam tsis zoo, nrog Abercrombie & Fitch (ANF) poob 41% thiab Bed Bath & Beyond (BBBY) poob 37%.
Ib qho chaw ci ntsa iab hauv lub Tsib Hlis yog kev lag luam semiconductor.
Cov khoom lag luam no feem ntau zam qhov kev poob qis uas feem ntau ntawm kev ua lag luam tau coj, thiab siv qhov kev sib tw tshiab los txhawm rau rov qab poob thaum ntxov thiab tom qab ntawd qee qhov.
Feem ntau ntawm cov npe nti (daj, hauv qab) kaw hauv ntsuab rau lub Tsib Hlis, txawm hais tias lawv txhua tus zaum ntawm kev poob - qee qhov tseem ceeb - rau lub xyoo.
Nvidia (NVDA) yog qhov phem tshaj tawm hauv pob tawb - nqis 37% xyoo-rau-hnub. Advanced Micro Devices (AMD) tau nce 19% hauv lub Tsib Hlis tab sis tseem qis dua 29% hauv 2022. Fabricators thiab analog integrated circuit-makers yog qhov phem tshaj plaws-tawm rau xyoo no - Texas Instruments (TXN), Analog Devices (Npe), thiab GlobalFoundries (GFS) tag nrho yog qis dua 10% hauv 2022.
Sib piv qhov kev ua tau zoo no nrog qee qhov kev puas tsuaj hauv qhov chaw software uas huab thiab cybersecurity tuam txhab lag luam txuas ntxiv mus.
Okta (OKTA), Zscaler (ZS), thiab Snowflake (daus) txhua qhov poob ib lub hlis twg ntawm lawv cov nqi hauv lub Tsib Hlis ib leeg thiab txhua tus poob 50% lossis ntau dua xyoo no. Cov tuam txhab ua si tau zoo dua li feem ntau, nrog Activision Blizzard (ATVI) nce 3.0% hauv lub Tsib Hlis thiab 17% ntawm lub xyoo. Electronic Arts (EA) tsom iav cov khoom xa rov qab - nce 17% ntawm lub hli thiab qis dua 5.0% ntawm lub xyoo.
Tab sis cia peb tsis txhob hnov qab - ntau lub npe ntawm cov software no tau ua tsis zoo li ntau lub npe tau ua tom qab xyoo 1990s tech npuas popped.
Nrog rau cov npe no tau txais pheej yig, qee qhov tau txais los ntawm cov tub ua lag luam hauv M&A deals, suav nrog Broadcom's (AVGO) txav mus yuav VMWare (VMW) nyob rau hauv dab tsi yuav yog ib qho ntawm cov biggest tech deals puas tau.
Ib lub hlis tiaj tus, thiab kev sib tw muaj zog kom tshem tawm, txawm li cas los xij, tsis hloov pauv tus cwj pwm ntawm lub khw no.
Niam Lag Luam yog tus kws tshaj lij ntawm kev ua kom ntshai ntawm kev ntshaw hauv kev kos. Greedy bulls thiab dais zoo ib yam ob leeg tuaj yeem raug txim nyob rau hauv ib qho kev lag luam uas tsis muaj kev lag luam. "Yog tias lawv tsis ntshai koj, lawv hnav koj," hais tias Brian Shannon ntawm AlphaTrends.net.
Txog tam sim no hauv 2022, qhov kev sib tw ntev tshaj plaws ntawm lub xyoo tsuas yog kwv yees li ob lub lis piam rov qab rau lub Peb Hlis. Yog tias qhov bounce tam sim no ua tiav rau hauv ib yam dab tsi ntxiv, nws tsim nyog nco ntsoov tias ntau tus neeg lag luam Wall Street thiab cov kws tshuaj ntsuam tau hu rau qhov kev txiav txim siab lossis kev tshem tawm mus rau qhov qis dua tshiab. Qhov ntawd tseem tsis tau tshwm sim, thiab nws tseem tsis tau.
Raws li lub Rau Hli pib peb tab tom nkag mus rau lub caij ntuj sov doldrums, thaum lub sij hawm uas muaj ntau tus tub luam tawm mus rau lub puam, tawm hauv cov khw muag khoom uas twb muaj lawm me ntsis ntxiv illiquid.
Es tsis txhob "muag hauv lub Tsib Hlis thiab ploj mus," tej zaum qhov kev lag luam tshiab yuav tsum yog, "hedge nyob rau lub Tsib Hlis thiab ploj mus."
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Tau qhov twg los: https://finance.yahoo.com/news/why-investors-shouldnt-celebrate-the-late-may-rally-in-stocks-just-yet-215938966.html