Amazon Deepens Gloom rau Battered E-Commerce Stocks

(Bloomberg) - Cov keeb kwm routing hauv Amazon.com Inc. cov koom nrog lub lim tiam dhau los qhia txog qhov nyuaj npaum li cas ib puag ncig tau dhau los ua rau cov khoom lag luam e-lag luam tom qab lawv muaj kev sib kis thoob qhov txhia chaw, nrog cov tub ua lag luam tau teeb tsa rau lwm tus neeg caij nkoj nyob rau hnub tom ntej.

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Etsy Inc., Wayfair Inc. thiab Shopify Inc. tau mob siab rau cov ntaub ntawv nyiaj tau los rau lub lim tiam no nyob rau hauv tus duab ntxoov ntxoo ntawm Amazon qhov muag tsis zoo tshaj plaws txij li xyoo 2006. Cov thev naus laus zis tau ua rau muaj kev cuam tshuam nrog cov nyiaj tau los tsis muaj zog tshaj qhov kev cia siab, ntxiv rau cov pov thawj ntawm kev qeeb e. - kev lag luam loj hlob.

Oktay Kavrak, tus thawj coj thiab tus kws tshaj lij khoom lag luam ntawm Leverage Shares tau hais tias "Nws yog canary hauv cov thee mine," said Oktay Kavrak. "Yog tias Amazon tab tom tsoo lub pob nrawm, lwm lub npe tuaj yeem tsoo. Tib neeg tau cia siab tias yuav muaj kev loj hlob qeeb tom qab muaj kev sib kis, tab sis kuv tsis xav tias lawv xav tias yuav poob qis npaum li peb tau pom. "

Qhov kev sib tw ua lag luam e-lag luam tau pom ntawm qhov siab ntawm Covid-19 kev kaw cia hauv xyoo 2020 tau thim rov qab thaum cov neeg siv khoom rov qab mus rau lawv tus cwj pwm ua ntej kis thoob qhov txhia chaw thiab kev nce nqi tau txias rau lawv cov kev siv nyiaj. Amazon cov thawj coj tau hais tias lawv tab tom saib seb cov neeg yuav khoom puas yuav txiav lawv cov kev yuav khoom los them tus nqi nce raws li roj thiab nqi zog tom.

Etsy tau poob 57% xyoo no, ua rau nws yog qhov ua tau zoo thib peb ntawm S&P 500 Index, thaum Wayfair tau poob 60%. Shopify nyuam qhuav tshaj tawm nws lub hli phem tshaj plaws hauv cov ntaub ntawv - nws yog qhov poob loj tshaj plaws ntawm Canada's S&P / TSX Composite Index xyoo no, tshem tawm ntau dua $ 151 nphom hauv kev lag luam tus nqi.

Txawm hais tias qhov kev muag khoom tsis tu ncua, cov neeg yuav khoom poob qis tau nyuaj los ntawm. Qhov ntawd tej zaum yuav tau ua nrog qhov lawv tseem kim npaum li cas. Shopify tab tom ua lag luam ntawm 129 lub sijhawm kwv yees cov txiaj ntsig nyob rau 12 lub hlis tom ntej thiab Wayfair muaj ntau yam nyob ze 95, thaum Etsy daim duab yog 22 - tawm tswv yim tias lawv tseem raug nqi rau kev loj hlob sai. Qhov ntawd piv nrog txog 17 ntawm S&P 500 thiab 22 rau Nasdaq 100.

Txawm li cas los xij, cov kws tshuaj ntsuam xyuas tau rov qab lawv cov kev cia siab rau cov txiaj ntsig peb lub hlis twg tom ntej. Wayfair cov nyiaj tau los tau kwv yees tias yuav poob txog 15% lub quarter no, thaum 26% kev loj hlob xav tau ntawm Shopify yuav yog qhov qis tshaj txij li tsawg kawg 2014, raws li cov ntaub ntawv sau los ntawm Bloomberg.

Etsy ceeb toom rau lub Tsib Hlis 4, thaum Wayfair thiab Shopify tau teem sijhawm tso tawm cov txiaj ntsig rau lub Tsib Hlis 5.

Qhov kev pom zoo nruab nrab rau Shopify cov nyiaj tau los tau raug txo qis li 9% nyob rau lub lim tiam dhau los, raws li cov ntaub ntawv sau los ntawm Bloomberg. Rau Etsy, nws qhov nyiaj tau los nruab nrab qhov kwv yees tau nqis los ntawm 2.6% nyob rau lub hli dhau los thiab poob qis yuav luag 30% hauv 90 hnub dhau los. Nws cov nyiaj tau los kwv yees tau poob ntau dua 9% nyob rau lub quarter dhau los.

Txawm hais tias muaj kev pheej hmoo nyob ze, qee tus tau nyob twj ywm thaum nws los txog rau kev loj hlob yav tom ntej. Poonam Goyal, tus kws tshuaj ntsuam xyuas kev muag khoom loj ntawm Bloomberg Intelligence, muaj kev pom zoo rau lub sijhawm ntev rau kev lag luam e-lag luam.

"Peb muaj kev thab plaub ntawm kev lag luam e-lag luam, uas yuav tsum muaj peev xwm loj hlob ntawm ob tus lej clip rau ob peb xyoos tom ntej," nws hais hauv kev sib tham hauv xov tooj. "Kev sib piv tsuas yog yooj yim dua los ntawm no."

Tech Chart ntawm Hnub

Cov khoom lag luam thev naus laus zis tuaj yeem nyob rau hauv kev muag khoom ntev. Lub Nasdaq 100 Index, uas poob ntau dua 13% hauv lub Plaub Hlis rau nws lub hlis tsis zoo txij li xyoo 2008, tau poob qis dua qhov uas tau ua txoj kab txhawb nqa tseem ceeb rau qhov ntsuas. Qhov ntsuas thev naus laus zis hnyav tau kaw ntawm 12,855 rau hnub Friday tsuas yog qis dua 13,000 qib uas yav dhau los tau ua kom txwv ntau qhov kev muag khoom, suav nrog hauv lub Peb Hlis xyoo no thiab lub Tsib Hlis 2021. Hnub Friday poob qis rau qib ntawd yuav txhais tau tias cov tub ua lag luam yuav tsum tau hunker down rau ntau volatility. ua ntej.

Sab saum toj Tech Dab Neeg

  • Is Nrias teb liam Xiaomi Corp. ntawm kev ua txhaum lub teb chaws txoj cai pauv txawv teb chaws thiab txeeb 55.51 billion rupees ($ 726 lab) los ntawm ib cheeb tsam ntawm lub tuam txhab smartphone. Nws yog lub teb chaws qhov kev sib cav zaum kawg nrog ib lub tuam txhab Suav tshaj lawv cov dej num hauv kev ua lag luam.

  • Solana blockchain rov qab los tom qab tsaus ntuj hauv xya-teev hluav taws xob, tshwm sim los ntawm kev maj nrawm ntawm bots sim mint nonfungible tokens ntawm crypto network.

  • Warren Buffett tau tshaj tawm ntau dua Activision Blizzard Inc. Tshuag hauv kev sib koom ua ke arbitrage thawj koom ruam, raws li Microsoft Corp. nrhiav nws qhov kev pom zoo los yuav tus tsim video game hauv dab tsi yuav yog ib qho kev sib koom ua ke loj tshaj plaws hauv Asmeskas keeb kwm.

  • Yuga Labs, tus tsim ntawm qhov nrov Bored Apes Yacht Club sau ntawm NFTs, tau pib muag ntawm thaj av virtual cuam tshuam nrog nws qhov kev cia siab heev metaverse project, nce txog $ 320 lab tus nqi ntawm cryptocurrency hauv qhov loj tshaj plaws ntawm nws hom.

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