Raws li kev sib raug zoo ntawm thaj chaw ntawm Tuam Tshoj thiab Asmeskas tsis sib haum xeeb, tus neeg ua lag luam billionaire Kevin O'Leary - lub npe hu ua Mr. Wonderful - tau qhia tib neeg los nqis peev ntau hauv Suav cov khoom lag luam.
Yuav kom tsis muaj kev faib tawm hauv lub ntiaj teb kev lag luam loj tshaj plaws yog "vwm," O'Leary, tus tsim ntawm lub tuam txhab peev O'Leary Ventures thiab "shark" ntawm ABC's Ntses Tank, hais ntawm CNBC's Txoj Kev Pom Neeg Asia hnub Wednesday.
"Yog tias koj tab tom nrhiav kev loj hlob nyob rau lub sijhawm ntev tsis muaj lus nug txog kev lag luam Suav, hauv 20 txog 25 xyoo tom ntej, yuav dhau los ua kev lag luam loj tshaj plaws hauv ntiaj teb. Tsis muaj kev txwv qhov ntawd, tsis muaj qhov tsis lees paub, "O'Leary hais.
O'Leary qhia cov tub ua lag luam kom tsis quav ntsej txog cov teeb meem kev nom kev tswv uas cuam tshuam rau lub ntiaj teb ob txoj kev lag luam loj tshaj plaws - "tag nrho cov no yog suab nrov," nws hais tias nyob rau hauv kev hais txog kev sib cav sib ceg ntawm Tuam Tshoj thiab Asmeskas uas tau loj hlob ntau dua li US mulls riam phom. kev sib tham txog nyiaj txiag nrog Taiwan.
O'Leary tau hais tias "Muaj kev tsov rog nyiaj txiag, kev ua tsov rog thev naus laus zis, kev tswj hwm kev ua tsov rog nrog rau Tebchaws Meskas," tab sis cov no "yuav ua tau ib ntus," O'Leary tau sib cav. Nws tau sau tseg tias "hais tias cov kev lag luam no xav tau ib leeg, yog li tsis muaj kev faib rau Suav lag luam tsis muaj kev nkag siab dab tsi."
O'Leary, uas nqis peev hauv Suav cov khoom lag luam, hais tias kev loj hlob ntawm Tuam Tshoj txoj kev lag luam hauv internet qhia txog kev tshwm sim ntawm cov neeg siv khoom zoo li cov neeg siv khoom lag luam yav dhau los hauv Asmeskas kev lag luam - thiab tuaj yeem muab cov txiaj ntsig zoo sib xws rau cov tub ua lag luam.
“Yog koj muaj Amazon, ua cas koj ho tsis muaj baba? O'Leary nug, xa mus rau ntau lub teb chaws e-lag luam loj heev Alibaba.
Volatility rov qab
O'Leary tsis txwv nws txoj kev yuav khoom hu rau Asian lag luam. Tom qab Wall Street muaj nws phem tshaj kev muag khoom txhua hnub txij lub Rau Hli 2020 tom qab nag hmo CPI qhia, uas qhia txog kev nce nyiaj hauv Asmeskas tau nce tsis tau xav txog thaum Lub Yim Hli thiab ua rau muaj kev ntshai tias Tsoom Fwv Teb Chaws Reserve yuav xav tau nce cov paj laum ntau dua, O'Leary tau hais tias nws yuav yog lub sijhawm yuav khoom thoob plaws lub rooj tsavxwm.
S&P 500 poob ntau dua 4% rau hnub Tuesday thiab Nasdaq 100 swb ntau dua 5%. Qhov kev lag luam poob qis no cuam tshuam rau cov lag luam Esxias ib yam nkaus, nrog Hong Kong's Hang Seng Performance index poob 2.4% thiab CSI 300 Index ntawm cov tuam txhab loj hauv Suav teb cov nqi sib faib poob ntau dua 1%.
"Qhov ntawd txhais tau tias kev hloov pauv tau rov qab los. Yog tias koj yog ib tus neeg ua lag luam, tej zaum qhov zoo tshaj plaws los ua ntawm no yog - txij li koj tsis tuaj yeem kwv yees hauv qab - kom siv sijhawm zoo li niaj hnub no thiab yuav cov khoom lag luam uas koj xav tias yog qhov txaus nyiam, "O'Leary qhia.
Hauv Teb Chaws Asmeskas kev lag luam, O'Leary sib cav, feem ntau ntawm kev lag luam tseem muaj zog thiab Tsoom Fwv Teb Chaws Reserve yuav txuas ntxiv nce nqi kom txog thaum nws pom qee yam qeeb. "Cov neeg siv khoom lag luam, uas yog 65% ntawm kev lag luam, tseem muaj zog. Cov nqi ua haujlwm tseem muaj zog, "nws hais.
Terminal tus nqi
Ib qho ua rau muaj kev hloov pauv ntau dua, O'Leary hais tias, yog kev nce nyiaj nce ntxiv, uas ua rau nws nyuaj rau kev kwv yees tus nqi davhlau ya nyob twg, lossis theem uas US Central Bank yuav tsum tsis txhob nce cov paj laum.
"Nws tau xav tias tsuas yog 48 teev dhau los tias Fed tus nqi davhlau ya nyob twg yuav yog 4% thiab qhov ntawd yuav yog qhov siab tshaj plaws ntawm kev nce nqi, tab sis peb dhau los tam sim no," O'Leary tau hais, ntxiv "qhov kev tsis paub meej hauv qib ntawd. cov nqe lus ntawm cov nqi davhlau ya nyob twg… yog tam sim no officially tsis paub. Thiab yog li ntawd yog qhov teeb meem loj heev rau kev lag luam. "
“Muaj kev twv ua ntej hauv kev ua lag luam, koj tuaj yeem pom nws yog qhov tsis hloov pauv. Qhov tseeb, nws yuav muaj ntau dua 4%, "nws hais tias, kwv yees Fed yuav nce cov ntsiab lus hauv paus tsawg kawg yog 75 cov ntsiab lus, yog tias tsis yog qhov feem pua ntawm tag nrho, ntawm nws lub rooj sib tham tom ntej. Nomura muaj kev kwv yees zoo sib xws, cia siab tias lub tuam txhab nyiaj hauv nruab nrab tuaj yeem nce tus nqi los ntawm 100 lub hauv paus ntsiab lus rau lub lim tiam tom ntej.
Ib qho kev pheej hmoo, O'Leary sau tseg, yog tias Fed tuaj yeem hloov pauv ntawm cov paj laum vim tias qhov poob ntawm cov nqi vaj tsev, uas yuav siv sij hawm 16 mus rau 18 lub hlis kom raug cuam tshuam hauv CPI cov ntaub ntawv, tsis raug coj mus rau hauv tus account. Raws li Goldman Sachs, cov nqi vaj tsev tshiab yog xav tias yuav poob qis heev xyoo no los ntawm ib ncig ntawm 22%, thaum cov nqi tsev uas twb muaj lawm yuav poob los ntawm 18%.
O'Leary tau hais tias "Txoj kev uas Fed suav nrog kev nce nqi yog tias qhov kev hloov pauv ntawm cov nqi vaj tsev, uas tau pib poob, tsis muaj kev cuam tshuam hauv CPI cov ntaub ntawv," O'Leary tau hais tias, "Qhov no yeej txhais tau tias muaj qee qhov kev pheej hmoo uas Fed overshoots. ”
Zaj dab neeg no yog thaum chiv keeb los Fortune.com
Tau qhov twg los: https://finance.yahoo.com/news/billionaire-investor-mr-wonderful-says-115228470.html