Lub khw muag nyuj tshiab tsis zoo li mus txog thaum US Federal Reserve pib yooj yim ntawm cov paj laum. Txawm li cas los xij, muaj cov hauv kev uas tuaj yeem tau txais txiaj ntsig hauv ib nrab ntawm 2022.
Fahmy's bull case rau biotech stocks
Ib lub sijhawm zoo li no yog nyob rau hauv biotech stocks, raws li Joseph Fahmy - Tus Thawj Coj ntawm Zor Capital. Piav nws qhov kev pom zoo tag kis no CNBC's "Kev Sib Tw Thoob Ntiaj Teb", nws hais tias:
Kuv nyiam [biotech] rau nws cov txheeb ze zog. Thaum kev ua lag luam tau qis qis hauv lub Tsib Hlis, thiab ua rau qis dua tshiab rau lub Rau Hli, XBI tuav tau zoo dua. Yog li, nws tau qhia tias [biotech stocks] yog absorbing qhov kev kho kom zoo dua.
SPDR S&P Biotech ETF uas Fahmy hais tias yog ib qho zoo tshaj plaws txhais tau tias ua si cov khoom lag luam biotech poob qis li 35% piv rau lub xyoo pib.
Vim li cas lwm tus nws nyiam cov khoom lag luam biotech?
"XBI" tau nyob rau hauv qhov kev poob qis txij li Lub Ob Hlis 2021. Tab sis tus kws tshaj lij Zor Capital nyiam cov khoom lag luam biotech rau lub sijhawm thib ob ntawm 2022 thiab vim tias Pharma cov tuam txhab muaj peev xwm tshwj xeeb rau tam sim no.
Loj Pharma, lawv daim ntawv tshuav nyiaj li cas yog pristine. Lawv muaj tons ntawm cov nyiaj ntsuab ntawm tes. Yog li, koj yuav pom nyob rau hauv lub thib ob ib nrab Biotech outperform coj los ntawm M&A los ntawm loj Pharma. Peb twb pom nws ua ntej xyoo no thiab peb tseem yuav pom nws hauv H2.
Fahmy cia siab tias Asmeskas lub tuam txhab nyiaj hauv nruab nrab yuav ncua nws tus nqi hike Thaum lub Cuaj Hlis, ua txoj hauv kev rau qee qhov "txhawb nqa kev nce siab" hauv kev lag luam dav hauv lub quarter kawg ntawm 2022.
Tus ncej Biotech stocks yuav 'ua tau zoo' hauv qhov sib npaug ntawm 2022: Fahmy tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/07/01/biotech-stocks-will-outperform-in-the-balance-of-2022-fahmy/