Nws tau yooj yim zoo nkauj kom tau nyiaj ntawm cov khoom lag luam hauv kaum xyoo dhau los. Ib lub tswv yim tsis tuaj yeem plam: Koj tsuas yog yuav cov npe loj hauv tech. Rov ua dua thiab dua.
Txij lub Ob Hlis 2009 mus txog rau lub Kaum Ib Hlis, cov tub ua lag luam xav tsis thoob li tus nqi ntawm kev siv thev naus laus zis hnyav Nasdaq ob npaug, thiab ob npaug, thiab ob npaug ntxiv-thiab txuas ntxiv mus-kom nce siab ntawm 1400 txog 16,200. Txoj kev mus rau lub hli ntawd ua rau muaj kev nkag siab zoo-nws tau ua ke nrog lub sijhawm ntawm pob zeb-hauv qab cov paj laum thiab yooj yim-nyiaj Federal Reserve txoj cai. Cov bulls pom qhov no yog lub sijhawm kub ntawm qhov qis-rau-ntev cov paj laum, uas ua rau nce mus rau, ntawm lwm yam, TINA (tsis muaj lwm txoj hauv kev) cov tswv yim khaws cov khoom lag luam, thiab qhov nce ntawm YOLO (nco ntsoov tias?) cov khw muag khoom. cov tub luam.
Txhua yam uas yuav tsum zoo li lub cim xeeb nyob deb. Lub Nasdaq poob 5% nag hmo, tus neeg ua yeeb yam phem tshaj plaws ntawm kev sib pauv loj, thiab nws qhov kev ua haujlwm tsis zoo tshaj plaws ntawm ib hnub txij li lub Rau Hli dhau los. Nws yog tam sim no nqis 22.2% xyoo no, khov kho hauv kev lag luam dais.
Hnub Thursday qhov kev tshem tawm - tag nrho, cov khoom lag luam thoob ntiaj teb tau txais $ 1.3 trillion ntaus nag hmo, Bloomberg suav- tau hnov qab lub rooj tsavxwm, nrog lub tshuab loj-cap tau raug ntaus tshwj xeeb. Raws li German Bank, FANG + Index poob 6.4% rau hnub Thursday. Tag kis no, ua ntej tshaj tawm txoj haujlwm loj, Nasdaq yav tom ntej tau poob qis ib feem peb ntawm ib feem ntawm 4 teev sawv ntxov ET.
Nyob rau hauv cov hnub zoo dua, FAANG ntawm chav kawm yog ib qho yooj yim acronym rau cov high-fliers ntawm tech: Facebook (tam sim no Meta Platforms), Kua, Amazon, Netflix, thiab Google's Alphabet. Ntxiv Microsoft, thiab koj muaj sextet ntawm tech darlings uas txhawb nqa cov nyiaj laus cov ntaub ntawv thoob ntiaj teb.
Zoo, qee lub npe loj ntawm Phab ntsa Street xav tias nws yog lub sijhawm los pov tseg cov lus luv luv - lossis tsawg kawg rov xav txog nws - txhawm rau nrhiav qee qhov txiaj ntsig ntawm txhua qhov kev tua neeg.
Saib daim ntawv qhia sib tham sib ntawm Fortune.com
Nyob rau hauv ib daim ntawv investor, Merrill Lynch thiab Bank of America Cov tswv lag luam ntiag tug hauv tuam txhab nyiaj txiag Lauren J. Sanfilippo thiab Joseph P. Quinlan pom peb nyob rau hauv ib qho kev nqis peev sib txawv ntawm kev ua tsov ua rog thiab kev nce nqi siab thiab kev hloov pauv hluav taws xob-ib qho uas xav tau FAANG tshiab.
"Nyob rau hauv ib lub hlis," lawv tau sau tias, "peb tau dhau los ntawm tus kabmob kis mus rau Putin; kab mob rau kev nce nqi; Cov ntaub ntawv loj rau cov roj loj; zoom rau zinc; daim npog qhov ncauj rau mascara; E-lag luam rau tsheb fais fab; javes rau javelins; swabs rau kev rau txim; Webex rau kab tshoob kev kos; boosters rau foob pob; Non-fungible tokens (NFTs) rau liquefied natural gas (LNG); Lub Chaw Tiv Thaiv Kab Mob (CDC) mus rau North Atlantic Treaty Organization (NATO); ua haujlwm-los ntawm tsev mus ua haujlwm-los ntawm chaw ua haujlwm; huab rau cobalt; thiab cov cuab tam lite rau cov cuab tam nyuaj. "
Lawv pom cov neeg tua neeg tshiab kab ntawm yob tawm-koj-tus nplaig hnyav hnyav. Tawm yog Facebook, Apple, blah, blah, blah-hu ua FAANG 1.0. Nyob rau hauv yog cov cheeb tsam loj hlob tshiab ntawm Fuels, Aerospace & kev tiv thaiv, Akev ua liaj ua teb, Nuclear thiab rov ua dua tshiab, thiab Gqub thiab hlau / ntxhia. Hu rau nws FAANG 2.0.
"Cov pab pawg no yog lub cim ntawm lub ntiaj teb tab tom hloov pauv loj. Ib qho piv txwv ntawm qhov kev hloov pauv no: kev ruaj ntseg hluav taws xob tam sim no yog qhov tseem ceeb tshaj plaws ntawm tsoomfwv feem ntau - tsuas yog nug Poland thiab Bulgaria, txiav tawm ntawm Lavxias roj av lub lim tiam dhau los. Kev siv nyiaj tiv thaiv thoob ntiaj teb tau nce txog $ 2 trillion thawj zaug hauv 2021 thiab tau nce siab dua. Cov nqi khoom noj hauv ntiaj teb yog nyob ntawm cov ntaub ntawv siab. Nuclear yog npaj rau kev rov qab los; Kev thov tsheb hluav taws xob txuas ntxiv nce siab. Kub tam sim no yog cov khoom muaj nqis tshaj plaws ntawm cov tsev txhab nyiaj hauv nruab nrab ua tsaug rau geopolitics, thaum cov peev txheej / khoom noj khoom haus hauv tebchaws tau nthuav dav thoob ntiaj teb, ntxiv rau kev ntxhov siab ntau ntxiv rau cov nqi hlau / ntxhia thiab zaub mov, "lawv piav qhia.
Sanfilippo thiab Quinlan thawj zaug floated no FAANG 2.0 thaum Lub Ob Hlis, thiab qhov kev sib txawv ntawm ob pawg tsuas yog loj hlob txij thaum ntawd los.
Nyob rau hauv daim ntawv qhia tub ua lag luam, tus duo tsis qhia tus kheej cov khoom lag luam, tab sis koj tsis tas yuav khawb kom tob kom pom lawv. Piv txwv li, cov zaub mov loj Archer-Daniels-Midland tau nce ze li 32% xyoo dhau los, tus neeg cog lus tiv thaiv Lockheed Martin yog nce 25% nyob rau tib lub sijhawm, thiab cov miner Rio Tinto (kub thiab uranium) nce 3% YTD.
Zaj dab neeg no yog thaum chiv keeb los Fortune.com
Tau qhov twg los: https://finance.yahoo.com/news/bank-america-pushing-surprising-set-085709998.html