"Qhov loj thiab qhov nrawm ntawm kev muag khoom hauv cov npe thev naus laus zis tau ua rau muaj kev xav tsis thoob rau xyoo no vim kev ntshai ntawm kev lag luam poob qis thiab tsis yooj yim dua los ntawm Fed-tsav nyiaj tau ua rau ntau qhov poob ntawm pob tsuas hauv cov khoom siv thev naus laus zis nrog kev mob hnyav heev rau cov bulls," sau. Wedbush tus kws tshuaj ntsuam Daniel Ives hauv tsab ntawv tshawb fawb.
Lub sijhawm kawg Apple tau ntsib qhov kev poob qis no yog lub sijhawm yim lub lis piam xaus Lub Kaum Ib Hlis 23, 2018, thaum nws poob 22.5%. Rau Amazon, 23 lub lis piam poob streak xaus rau Lub Yim Hli 2019, 13, thaum nws poob XNUMX% dhau lub sijhawm ntawd.
Rov qab rau xyoo 2018, Apple tau poob rau kev txhawj xeeb ntawm cov neeg siv khoom lag luam xav tau rau iPhone XR , nrog rau cov lus qhia tsis muaj zog tshaj li qhov xav tau rau lub caij so 2018. Tsoom Fwv Teb Chaws Reserve kuj tau ua lub luag haujlwm, raws li Thawj Tswj Hwm Jerome Powell tau tham txog kev nce nqi ntxiv. Niaj hnub no, ib sab ntawm hawkishness ntawm Fed, lub tuam txhab nyob rau hauv ib qho chaw txawv. Lub tuam txhab thev naus laus zis tsis ntev los no tau xa ib qho impressive nyiaj khwv tau los, ntaus cov kev cia siab thoob plaws lub rooj tsavxwm, nce nws cov nyiaj faib, thiab nthuav nws cov kev faib rov qab.
Cov khoom lag luam tseem yog qhov nyiam ntawm cov kws tshuaj ntsuam - nws yog ib qho ntawm Ives 'cov kev xaiv saum toj kawg nkaus - txawm tias kev tswj hwm tau ceeb toom tias cov kev sib tw ntawm cov saw hlau, suav nrog Covid-19 kev kaw hauv Suav teb, tau ua rau nws nyuaj rau kev ua kom tau raws li qhov xav tau hauv lub sijhawm luv. Tab sis cov kev txhawj xeeb no txaus los sow tsis ntseeg ntawm cov tub ua lag luam.
"Yog tias Apple tab tom ntsib dab tsi yog qhov dav dav, cov khoom lag luam tsis txaus tuaj yeem hloov pauv mus rau qhov tsis txaus siab los siv, cuam tshuam lub sijhawm zoo uas peb tab tom pom ntawm qhov xav tau pem hauv ntej," sau Deutsche Bank tus kws tshuaj ntsuam Benjamin Black. Deutsche Bank muaj kev yuav khoom ntawm Apple.
Amazon qhov muag tawm, txawm tias tsis zoo siab, tuaj yeem nkag siab yooj yim dua. Lub tuam txhab thawj peb lub hlis twg hauv online khw muag khoom thiab kev tshaj tawm kev muag khoom plam kev kwv yees, thiab kev taw qhia lub quarter thib ob tau zoo sib xws. Cov xwm txheej tsis zoo li cov uas tau ua rau cov khoom lag luam poob qis 2019, uas tau tshwm sim nrog cov nyiaj tau los ntawm lub quarter thib ob thiab kev txhawj xeeb txog kev nce siab ntawm Asmeskas thiab Tuam Tshoj.
Yuav kom ncaj ncees, nws tsis yog Apple thiab Amazon nkaus xwb - thev naus laus zis hnyav
Nasdaq Composite
poob ntau dua 15% nyob rau rau lub lis piam dhau los, ua rau nws qhov kev ua haujlwm tsis zoo tshaj plaws rau lub lis piam txij li lub Plaub Hlis 2020. Kev sib koom ntawm Google niam txiv
Cov tsiaj ntawv
(
GOOGL
), piv txwv li, tau poob 18.3% nyob rau lub lim tiam dhau los rau nws qhov kev ua haujlwm tsis zoo txij li lub Plaub Hlis 2020.
Microsoft
(
MSFT
) tau poob 9.5% nyob rau tib lub sijhawm.
Hmoov tsis zoo, tej zaum yuav muaj kev mob ntxiv ua ntej hauv kev lag luam thev naus laus zis, hais tias Joe Quinlan, tus thawj coj ntawm CIO Market Strategy rau Merrill thiab Bank of America Private Bank. Tus kab mob kis thoob qhov txhia chaw tau nce ntau ntawm cov nyiaj tau los loj hlob rau cov tuam txhab no, nws hais tias, thaum nce cov paj laum tau ua rau cov tub ua lag luam hloov mus deb ntawm kev loj hlob cov khoom lag luam thiab nrhiav chaw nkaum ntawm cov khoom muaj nqis.
Hauv lub sijhawm luv luv, Quinlan yog qhov nruab nrab ntawm kev lag luam, tab sis lub sijhawm ntev, nws hais tias, "Lub sijhawm no yog lub sijhawm los pib txiav txim siab muab koj tus ntiv taw mus rau hauv tech."
Wedbush's Ives tau pom zoo, hais tias nws tseem "tshaj tawm tsis tu ncua" los ntawm kev ua lag luam cua daj cua dub, nyiam cov tuam txhab uas tau twv txog software, semiconductors, cybersecurity, thiab cov khoom lag luam-tsav, xws li Apple. Amazon, Microsoft, thiab Google, nyob rau hauv lem, tuaj yeem tau txais txiaj ntsig los ntawm kev hloov pauv mus rau huab kev pabcuam, nws ntxiv.
Sau rau Sabrina Escobar ntawm [email tiv thaiv]