Bank of America sab saum toj banker Rick Sherlund pom kev ua lag luam loj ua ntej.
Raws li Sherlund, kev cia siab nyob ib puag ncig cov khoom lag luam thev naus laus zis yuav rov qab los rau xyoo no - tab sis qhov tseem ceeb yog huab cua rau lub caij khwv tau los ua ntej.
"Yuav ua li cas peb yuav tsum tau ua yog de-risk 2023 tus lej," lub tuam txhab tus lwm thawj coj ntawm kev lag luam peev nyiaj txiag hais rau CNBC's "Nyiaj ceev nyiaj” nyob rau hnub Thursday. "Thaum peb mus txog plaub lub hlis twg cov nyiaj tau los, kuv xav tias cov tuam txhab yuav qhia txog kev txo qis zog. Lawv yuav tham txog kev txiav nyiaj rov qab mus rau kev lag luam… Qhov no yog txhua yam txhawb nqa. "
Sherlund qhov kev txawj ntse yog software. Nws ntaus No.
Thiab, nws tau paub txog kev ua thawj coj Goldman Sachs 'kev tshawb fawb thev naus laus zis los ntawm 2000 dot-com npuas, lub sijhawm nws hu ua "zoo siab." Qhov tseeb kev lag luam backdrop ua rau nws nco txog kev poob qis ua ntej.
Sherlund tau hais tias "2022 yog xyoo txaus ntshai rau cov khoom lag luam no," Sherlund hais. “Peb tau pom qhov kev sib tw loj heev hauv kev ntsuas. Qhov xwm zoo yog tias kev poob qis yog qhov kawg ua raws li kev nce qib. Yog li, peb nyuam qhuav tau txais ntau qhov sib txawv nyob ze rau lub sijhawm. "
Nws qhov kev kwv yees ua lag luam tshiab tshaj plaws coincides nrog tech-hnyav Nasdaqqhov kev tawm tsam zaum kawg. Nws poob 1.47% rau 10,305.24 rau hnub Thursday, thiab nws yog nyob rau ntawm cusp ntawm tsib lub lis piam poob streak.
Sherlund lub hauv paus rooj plaub yog qhov txav mus rau qhov chaw loj hlob xws li huab yuav muab kev txhawb nqa mus ntev rau software stocks.
Nws tau hais tias "Tib neeg yuav tsum lees paub tias qhov no yog kev lag luam rhiab heev," nws hais. "Qee qhov kev thov yuav raug rub mus tom ntej thaum lub sijhawm muaj kev sib kis thiab thaum tus nqi qis dua."
Sherlund sib cav muaj zog secular tailwinds yuav kawg txhawb pab pawg. Thiab, nws yuav tsum pab ncaws tawm consolidation nyob rau hauv daim ntawv ntawm mergers thiab acquisitions nyob rau hauv lub xyoo thib ob ib nrab.
Sherlund tau hais tias "Yuav muaj kev nyiam mus nqa xov tooj thiab muaj kev sib tham M&A qhov uas yav dhau los nws yuav muaj kev txhawb siab me me los ua qhov ntawd," Sherlund hais. "Muaj ntau cov hmoov qhuav qhuav tawm ntawd."
Nws ntseeg tias kev ruaj ntseg tom qab xyoo no hauv Tsoom Fwv Teb Chaws Reserve cov paj laum kev nce qib yuav ua rau muaj kev cuam tshuam los ntawm kev pab cov kev sib tw ua lag luam nyiaj txiag.
Sherlund tau hais tias "Qhov ntawd tuaj yeem pab nyiaj txiag ntau ntxiv M&A thiab LBOs [leveraged buyouts]," Sherlund tau hais.
Tau qhov twg los: https://www.cnbc.com/2023/01/05/major-tech-shift-head-bofas-rick-sherlund-predicts-software-comeback.html