Ib tug 'Leej twg yog leej twg ntawm Asmeskas kev lag luam' - cov npe loj ntawm Wall Street yog cim rau theem kawg ntawm kev lag luam dais, hais tias tus kws pab tswv yim

Nws thawj zaug piav qhia txog qhov kev txiav txim ntawm "kev muag khoom tsis ncaj ncees" hauv kev lag luam qis - cov npe speculative, cov thawj coj, thiab lwm yam. Qhov ntawd yog phau ntawv ua si yav dhau los, raws li qhia los ntawm nws daim ntawv qhia los ntawm hedge fund Coatue (ntawm Eric Newcomer) uas rhuav tshem dot.com npuas tawg:

Kev muag khoom nyob rau nruab nrab-2021 tau cim rau theem ib, hais tias Batnick. Meme cov khoom lag luam thiab qee lub hom phiaj tshwj xeeb tau txais tsheb tau tsoo, nrog rau Cathie Wood's ARK Innovation ETF
ARKK,
+ 2.34%,
uas poob 24% hauv 2021 thiab poob 54% xyoo no.

Nyuam qhuav pib lub xyoo no theem ob swept thaum "tech generals poob ib tug los ntawm ib tug. Microsoft
MSFT,
+ 1.04%
tsis tau nyob deb ntawm nws qhov 200-hnub txav nruab nrab txij li xyoo 2021. Qhov kev nce siab uas nws tau nyiam nyob rau kaum xyoo dhau los tau txiav txim siab dhau lawm," sau Batnick.

Nyeem: Ntawm no yog vim li cas Britain's Warren Buffett tab tom ua nrog Facebook niam txiv thiab lwm yam cuab yeej raug ntaus

Qhov ntawd coj peb mus rau "txhua yam" lossis theem peb, thiab Batnick taw qhia tias tsuas yog cuaj cov khoom lag luam sawv cev ntawm $ 1 trillion hauv khw muag khoom nyob rau hauv 5% ntawm lawv 52-lub lim tiam siab tshaj li hnub Thursday thaum ntxov, thaum 145 lub npe sawv cev $ 9 trillion nyob rau hauv 5. % ntawm 52-lub lim tiam qis.

Nws piav qhia nws cov npe ntawm ntau dua 50 cov khoom lag luam hauv lub sijhawm tom kawg yog "leej twg ntawm Asmeskas kev lag luam." Lawv suav nrog Berkshire Hathaway
BRK UA,
+ 1.39%,
BlackRock
BLK,
+ 1.99%,
JPMorgan
JPM,
+ 4.58%
thiab Morgan Stanley
Ms,
+ 4.50%
- ib khub uas tau txais nyiaj khwv tau los ntawm lub quarter thib ob rau lub caij pib tsis zoo - tom qab ntawd Facebook
META,
+ 4.21%,
Microsoft
MSFT,
+ 1.04%,
eBay
EBAY,
+ 3.76%
nyob rau hauv tech chaw, lwm yam "generals" xws li kab ntsig
MIV,
+ 2.02%,
Deere
DE,
+ 1.14%
thiab General Motors
gm,
+ 4.05%.

Tsis tas li ntawm cov npe ntawd yog Nike
TSWV,
+ 1.43%,
Disney
DIS,
+ 3.66%,
3M
MMM,
+ 1.42%,
Honeywell
HONES,
+ 1.94%
thiab Delta Air Lines
DAL,
+ 1.07%.
Tsis muaj "tsis muaj yeej," hauv qhov kawg ntawm lub lag luam dais, raws li Batnick ceeb toom peb. "Lub khw muag nyuj tshiab yuav pib thaum kawg, tab sis tam sim no, peb nyob rau hauv 'txhua yam yuav tsum poob' theem.

Nyeem tag nrho cov ntawv blog no.

Thiab: Kev ua tsov rog nce nqi qeeb. Ntawm no yog qib S&P 500 qhov twg Bank of America tus kws tshaj lij hais tias cov tub ua lag luam yuav tsum 'gorge' ntawm cov khoom lag luam