Cov neeg lag luam uas tau twv tawm tsam kev lag luam hluav taws xob-tsheb yuav tsum tau sau tseg. Tsib ntawm 25 US tuam txhab uas muag luv luv-muag kev tshawb fawb tuam txhab S3 Partners pom tias muaj kev pheej hmoo ntawm kev nyem yog nyob rau hauv EV lag luam.
Qhov teeb meem yog tias luv luv tuaj yeem yog txoj hauv kev nyuaj kom tau nyiaj. Cov khoom lag luam zoo li nce mus dhau sijhawm. Thiab luv luv yog nws txoj kev pheej hmoo, suav nrog kev pheej hmoo ntawm kev nyem.
Yog tias muaj ntau tus tub ua lag luam muaj tib lub tswv yim, thiab luv luv tib lub Tshuag, ces cov xov xwm zoo cuam tshuam rau cov Tshuag tuaj yeem xa nws nce siab thaum bears maj nrawm kom kaw lawv txoj haujlwm. Qhov ntawd yog nyem.
Siv lub EV pib
Canoe
(ticker: GOEV). Ntau tus neeg ua lag luam poob qis tau muag luv luv nws cov shares, uas tau dhia txog 65% lub lim tiam dhau los no. Cov Tshuag txawm nce ntau tshaj 100% rau qee lub sijhawm thaum Lub Xya Hli 12, tom qab Canoo tshaj tawm kev cog lus muag hluav taws xob xa khoom mus rau Walmart (WMT). Ob peb hnub tom qab, Canoo tshaj tawm tias Asmeskas tub rog tau pom zoo sim tawm ib co EVs. Shares kaw 29% hnub ntawm qhov kev tshaj tawm ntawd.
Cov xov xwm tau zoo, tab sis qhov kev ua lag luam ntawd zoo li lub nyem luv luv.
"Qhov kev tawm tsam tsis ntev los no tawm ntawm lub Rau Hli 16 qis ... tau ua rau qee cov neeg coob coob tuaj yeem nyem," S3 tus thawj coj Ihor Dusaniwsky tau sau rau hauv tsab ntawv tshaj tawm hnub Monday. Lub S&P tau nce li ntawm 7% txij thaum Lub Rau Hli 16. "Cov Kev Pab Cuam Tshuam (feem ntau yog nws pib) thiab HealthCare (Biotech) cov khoom lag luam muaj cov khoom siv ntau tshaj plaws hauv 25 feem ntau cov khoom lag luam squeezable."
Lwm lub tuam txhab tsheb hauv nws cov npe ntawm cov khoom lag luam squeezable yog EV start-ups:
Lordstown Tsav
(Caij tsheb),
Faraday Yav Tom Ntej Ntse Ntse Hluav Taws Xob
(FFIE), NPE
Fisker
(FSR), thiab
Xav tau
(LCID).
Lwm 20 cov khoom lag luam yog:
Gossamer Bio
(GOSS),
Verve Kev Kho Mob
(VERV),
Lightwave Logic
(LWG),
Beam Kho Dua
(BEAM),
Cowen
(COV),
Veru
(VERU),
Cuav Nqaij
(BYND),
Txoj hmoo Tsis zoo
(FATE),
Allogene Kev Kho Mob
(ALO),
Springworks Therapeutics
(SWTX),
microvision
(MVIS),
Marathon Digital
(MARA),
AMC Kev Lom Zem
(AMC),
Erasca
(ERAS),
Cov tuam txhab Foob Pob Zeb
(RKT),
Dick Cov Khoom Ntaus Pob Ncaws Pob
(DKS),
microstrategy
(MSTR), TSO
Teladoc Kev Noj Qab Haus Huv
(TSO),
Bros ntawm Dutch
(BROS) thiab
GameStop
(GME).
Txoj hauv kev yooj yim tshaj plaws los saib yog tias cov khoom lag luam tuaj yeem raug nyem yog los xyuas qhov luv-interest piv. Ntawd yog, qhov tseem ceeb, tus nqi ntawm cov khoom lag luam qiv thiab muag luv luv piv nrog rau tag nrho cov shares muaj rau kev lag luam.
Qhov nruab nrab luv luv paj piv rau cov khoom lag luam hauv
S&P 500
yog tsawg dua 2%, tab sis S&P yog cov khoom lag luam loj. Qhov nruab nrab luv-interest piv rau cov khoom lag luam hauv lub
Russell 2000 Performance index
ntawm cov tuam txhab peev nyiaj me me yog kwv yees li 7%. Qhov nruab nrab cov paj laum luv luv hauv 25 cov khoom lag luam txheeb xyuas los ntawm S3 Cov Neeg Koom Tes yog kwv yees li 27%, kwv yees li plaub zaug ntau npaum li qhov nruab nrab me me-cap Tshuag.
Hauv kev ntsuam xyuas qhov kev pheej hmoo ntawm kev nyem, S3 saib ntau dua li qhov kev txaus siab luv luv xwb. Nws tseem suav nrog tus nqi qiv nyiaj qiv thiab cov khoom lag luam txhua hnub, nrog rau lwm yam.
Tsis hais txog lej, cov neeg lag luam poob qis yuav xav xav txog S3 cov npe. Dab tsi tshwm sim rau Canoo qhia qhia txog qhov txaus ntshai ntawm kev ua tsis ncaj ncees lawm ntawm kev nyem.
Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]