Cov neeg lag luam xav paub txog qhov kev txav mus tom ntej hauv kev lag luam dav dav yuav yog qhov zoo rau kev saib xyuas ntxiv rau cov koom nrog ntau lub teb chaws tech loj heev Apple (AAPL).
"Ib qho ntawm cov laj thawj uas tau pab kev xav, tshwj xeeb tshaj yog nyob rau hauv kev lag luam cov khoom lag luam thiab cov khoom zoo li ntawd, yog lub tswv yim tias Tuam Tshoj yuav rov qhib dua," Interactive Brokers tus thawj coj tus kws tshaj lij. Steve Sosnick tau hais rau Yahoo Nyiaj Txiag Live (video saum toj no). "Yog tias muaj lwm nthwv dej ntawm kev kaw hauv Suav teb, qhov ntawd yeej ua rau zaj dab neeg ntawd. Nws upends ntiaj teb no kev loj hlob muaj peev xwm. Thiab yog li ntawd, yog, Apple tuaj yeem yog tus canary hauv cov thee mine. "
Apple cov khoom lag luam tau nce txog 2% hauv lub hli dhau los, ua tsis tau zoo ntawm S&P qhov nce ze li 7%.
Qhov xwm txheej KEVID-19 hauv Suav teb, lub chaw tsim khoom tseem ceeb rau Apple, tau hloov pauv qhov tsis zoo nyob rau lub asthiv tsis ntev los no - cuam tshuam rau kev ua haujlwm ntawm Apple, Tesla, thiab lwm lub tuam txhab hauv Asmeskas.
Tuam Tshoj cov xwm txheej COVID-19 tau nce mus rau cov ntaub ntawv siab ib yam li lub tebchaws tau txav deb ntawm nws txoj cai xoom-COVID, uas tau ua rau muaj kev cia siab rau kev lag luam thoob ntiaj teb.
Hnub Wednesday, Tuam Tshoj National Health Commission (NHC) tau tshaj tawm ntau dua 28,000 tus kabmob kis thoob tebchaws hauv tebchaws rau hnub ua ntej. Qhov ntawd yog kwv yees li ntawm 2022 ncov thaum lub Plaub Hlis, raws li NHC.
Apple txoj kev lag luam tau raug thawb mus rau qhov tseem ceeb ntawm qhov kev tiv thaiv COVID-19 rov tshwm sim hauv Suav teb.
Sosnick hais tias "Apple loj dhau los tsis quav ntsej,"
Kev tawm tsam hnyav tau tshwm sim ntawm cov nroj tsuag tseem ceeb ntawm iPhone tus tsim Foxconn lub lim tiam no, nrog cov neeg tawm tsam tsoo lub qhov rais thiab sib tsoo nrog cov tub ceev xwm thaum muaj kev txwv hnyav COVID-19.
"Txawm hais tias muaj kev kub ntxhov," Foxconn tau hais hauv tsab ntawv tshaj tawm rau hnub Wednesday, "lub tuam txhab yuav txuas ntxiv sib txuas lus nrog cov neeg ua haujlwm thiab tsoomfwv kom tiv thaiv cov xwm txheej zoo sib xws kom tsis txhob tshwm sim dua."
Yog tias cov neeg mob COVID-19 tseem nce ntxiv hauv Suav teb thiab kev kaw haujlwm tshiab tshwm sim thiab hnyav rau kev loj hlob ntawm kev lag luam thoob ntiaj teb, qhov kev txav mus los tam sim no hauv Apple cov khoom lag luam tuaj yeem qhia txog qhov dav dav hauv kev lag luam sai sai.
"Tom qab kev tawm tsam macro headwinds thiab xa lub Cuaj Hlis lub quarter / kev taw qhia muaj zog nyob rau hauv qhov tsis sib xws rau lwm tus ntawm Big Tech, qhov xwm txheej tshiab no tsis muaj Covid yog lub cev tsis muaj zog rau Apple hauv nws lub quarter tseem ceeb tshaj plaws," Wedbush Managing Director Dan Ives sau rau hauv ib daim ntawv rau cov neeg siv khoom. "Nrog qhov kev thov tseem tshuav rau lub caij so, peb yuav kwv yees qhov tsis zoo no cuam tshuam txog kwv yees li 5% ntawm iPhone muag lub quarter no raws li cuam tshuam rau Tuam Tshoj cov khoom lag luam / cov khoom siv. Txawm hais tias tsis yog cov xov xwm ib tus nyuj xav hnov los ntawm Apple, nws qhov teeb meem kev xa khoom thiab cuam tshuam rau Tuam Tshoj txoj cai xoom Covid txoj cai uas yog qhov xwm txheej ntxhov siab heev rau Apple (thiab nws cov tub ua lag luam) dua, tab sis tsis xav tau tsav. "
Brian Sozzi yog ib qho editor-at-large thiab thauj tog rau nkoj ntawm Yahoo FinanceCov. Ua raws li Sozzi ntawm Twitter @BrianSozzi thiab nyob rau LinkedIn.
Nyem qhov no rau qhov tseeb trending stock tickers ntawm Yahoo Finance platform
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
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Tau qhov twg los: https://finance.yahoo.com/news/apples-stock-china-reopening-strategist-173312072.html