Tojsiab
Txawm hais tias muaj kev muag khoom tsis zoo txog rau lub xyoo no hauv kev lag luam thev naus laus zis, Wall Street cov kws tshuaj ntsuam xyuas tau ceev faj txog cov khoom lag luam Big Tech ua ntej cov nyiaj tau los ntawm peb lub hlis thib ob lub lim tiam no, nrog rau feem ntau ntawm cov kws tshaj lij kwv yees tias cov tuam txhab xws li Apple, Microsoft thiab Cov Ntawv Sau tuaj yeem. txuas ntxiv tshaj tawm cov txiaj ntsig muaj zog hauv lub sijhawm ntev.
Cov nyiaj tau los ntawm thev naus laus zis loj yuav tsum tuav txawm tias muaj kev ntshai kev poob qis, cov kws tshuaj ntsuam kwv yees.
Seth Wenig/Associated Xovxwm
Cov Lus Tseem Ceeb
Txawm hais tias cov khoom lag luam thev naus laus zis tau nyuaj rau xyoo no (nrog Nasdaq nqis 25%) thaum muaj kev nce nyiaj nce ntxiv, nce cov paj laum thiab kev ntshai kev lag luam tsis tu ncua, feem ntau ntawm Wall Street cov kws tshuaj ntsuam xyuas tseem khaws cov kev yuav khoom ntawm Apple, Alphabet, Meta, Microsoft thiab Amazon. ua ntej ntawm cov txiaj ntsig tseem ceeb hauv lub lim tiam no.
Peb lub tuam txhab rov hais dua qhov kev yuav khoom ntawm ntau lub npe loj hnub Monday: Deutsche Bank kwv yees cov txiaj ntsig tau los ntawm Apple, Bank of America cia siab tias Facebook-niam txiv Meta kom pom cov nyiaj tau los tshaj tawm me me dua li qhov xav tau thiab Oppenheimer kwv yees "kev loj hlob" hauv Amazon's AWS huab kev pabcuam kev lag luam. .
Cov kws tshuaj ntsuam xyuas tau sau tseg tias thaum lub tuam txhab thev naus laus zis twb tau qeeb ntiav ntiav thoob plaws lub rooj tsavxwm thaum muaj kev sib tw kev lag luam ntau dua, tom qab kev muag khoom loj thaum ntxov xyoo no, kev ntsuas tam sim no saib zoo dua.
Netflix thiab Tesla pom lawv cov khoom lag luam sib sau ua ke lub lim tiam dhau los tom qab 'zoo dua li kev ntshai' cov txiaj ntsig, thaum Snap xa "lwm lub tsheb ciav hlau tawg lub quarter uas qhia txog kev lag luam digital qeeb, Apple iOS kev ceev ntiag tug headwinds, thiab TikTok kev sib tw ua kom sov ntxiv," raws li Wedbush kws tshuaj ntsuam Dan Ives.
Thaum muaj qee qhov "xov xwm zoo thiab tsis zoo" hauv kev lag luam thev naus laus zis, "muaj qee qhov kev txhawb nqa" thiab cov tub ua lag luam tam sim no tuaj yeem yuav cov khoom lag luam hauv qee lub tuam txhab loj tshaj plaws ntawm qhov chaw nkag tau zoo dua, hais tias Lindsey Bell, tus thawj coj lag luam & tus kws tshaj lij nyiaj txiag rau Ally.
Ntawm ntau tshaj 250 tus kws tshuaj ntsuam ua ke suav nrog tsib lub tuam txhab thev naus laus zis loj tshaj tawm cov nyiaj tau los rau lub lim tiam no-Apple, Alphabet, Meta, Microsoft thiab Amazon-tsawg dua tsib tau muag cov qhab nia-ib qho cim qhia tias yuav ua li cas bullish Wall Street yog nyob rau qee qhov tseem ceeb tshaj plaws hauv Asmeskas. tech tuam txhab uas muag.
Dab Tsi Los Saib:
Cov tsiaj ntawv thiab Microsoft ncaws tawm Big Tech cov nyiaj tau los rau hnub Tuesday. Meta ceeb toom rau hnub Wednesday, thaum Apple thiab Amazon sib sau cov npe rau hnub Thursday.
Tseem Ceeb:
"Cov tub ua lag luam yuav tsum xaiv thaum xaiv cov khoom lag luam hauv cov thev naus laus zis," said David Trainer, CEO ntawm New Constructs. "Cov hom khoom muaj zog tshaj plaws yog cov uas cov nyiaj ntsuab ntws muaj zog thiab cov nqi qis qis dua lub tuam txhab muaj peev xwm los tsim cov nyiaj tau los yav tom ntej." Nws tshwj xeeb tshaj yog nyiam Google-niam ntawv niam ntawv, uas yog kev lag luam ntawm "ntau pheej yig dua" tus nqi ntau dua li nws cov phooj ywg thiab yuav tsum tau ua kom zoo dua ua tsaug rau nws lub peev xwm los ua kom muaj tswv yim tshiab. Tus kws qhia "tsis muaj kev ntseeg siab" txog Facebook-niam txiv Meta, txawm li cas los xij, nug lub tuam txhab "muaj peev xwm los txhawb nqa cov txiaj ntsig," tshwj xeeb tshaj yog vim nws nyuaj rau khaws cov neeg siv thaum muaj kev sib tw ntxiv los ntawm cov nyiam TikTok. Nws lub tuam txhab tseem tseem muaj kev txhawb nqa thiab "cov kiv cua loj" ntawm Apple, txawm tias cov khoom lag luam tseem kim kim, nws hais ntxiv.
Cov Ntsiab Tseem Ceeb:
Tag nrho cov Big Tech cov khoom lag luam tau pom qhov poob loj txog tam sim no xyoo no, txawm tias lawv tau rov qab me ntsis hauv lub hlis tsis ntev los no. Meta tau raug kev puas tsuaj loj tshaj plaws, nrog rau nws cov nqi lag luam poob los ntawm kwv yees li ib nrab raws li Facebook cov lag luam tshaj tawm tseem muaj kev tawm tsam. Amazon thiab Alphabet yog ob qho tib si qis qis li 25%, Microsoft ntau dua 20% thiab Apple 15%.
Nyeem ntxiv:
Tshiab Tuam Tshoj Covid-19 Lockdowns Yuav hem US Kev Lag Luam Rov Qab Los (Tsuas Nug Tesla) (Forbes)
Tesla Shares Rally Txawm tias qeeb hauv cov txiaj ntsig, cuam tshuam los ntawm Tuam Tshoj kaw (Forbes)
Tau qhov twg los: https://www.forbes.com/sites/sergeiklebnikov/2022/07/25/wall-street-still-loves-big-tech-stocks-analysts-see-further-upside-ahead-of-crucial- khwv tau-lub lim tiam/