Suav neeg soj xyuas Balloon 'Graphic Reminder' Ntawm Geopolitical Market Risks-Ntawm no txhais li cas rau Tshuag

Tojsiab

Cov neeg soj xyuas Suav lub foob pob tau tua tawm ntawm ntug dej hiav txwv South Carolina lub lim tiam dhau los thiab muaj cua daj cua dub tom qab nyob ib puag ncig peb lwm yam khoom tsis pom nyob hauv North America ua rau "cov duab ceeb toom ntawm cov dej thiab lub ntiaj teb tsis paub txog" uas cov tub ua lag luam yuav ruam tsis quav ntsej, raws li Bank of Teb Chaws Asmeskas, uas pom zoo cov tub ua lag luam phiaj xwm loj-cap tiv thaiv cov khoom lag luam thaum muaj huab cua kub ntxhov hauv thaj chaw.

Cov Lus Tseem Ceeb

Bank of America Private Bank's Joseph Quinlan thiab Lauren Sanfilippo tau sau ntawv rau hnub Tuesday rau cov neeg siv khoom uas lawv muaj kev txhawb siab rau cov khoom lag luam ntawm Asmeskas cov neeg ua haujlwm tiv thaiv, piav qhia cov tub ua lag luam yuav tsum "muab lawv lub qhov muag qhib rau overhanging geopolitical txaus ntshai thiab txoj hauj lwm portfolios raws li."

Phab ntsa Street twb tau piled rau hauv cov loj-cap tiv thaiv stocks, nrog shares ntawm lub plaub loj Cov tub rog Asmeskas cov neeg cog lus - Lockheed Martin (4%), Raytheon (4%), Boeing (5%) thiab Northrop Grumman (5%) - txhua qhov ua tau zoo tshaj S&P 500 txij li Asmeskas txhaj tshuaj Suav balloon Lub Ob Hlis 4.

Tab sis tsis yog txhua tus pom zoo tias muaj kev ua si hauv Tshuag los ntawm hoopla: Morningstar kws tshuaj ntsuam Nicolas Owens hais Forbes hauv emailed lus hnub Monday nws "nyuaj nias kom pom lub kaum sab xis [rau] ib qho ntawm cov khoom tiv thaiv."

Owens tau sau tseg tias txawm hais tias tub rog siv tshuab, xws li Lockheed Martin's F-22 Raptor fighter dav hlau uas poob lub zais pa tsis zoo, yog "muaj ib pliag," tsis muaj "tsis muaj peev xwm nqis peev dab tsi" muab cov thev naus laus zis nyob deb ntawm qhov tshiab.

Txawm li cas los xij, Bank of America ceeb toom geopolitics tuaj yeem cuam tshuam kev lag luam hauv ob qho tib si, ceeb toom qhov muaj peev xwm ntawm kev tsis sib haum xeeb ntawm Tuam Tshoj thiab Taiwan, suav nrog kev nce ntshav siab ntawm Russia thiab Ukraine, "sawv cev rau kev teeb tsa hluav taws xob uas tuaj yeem txhawb nqa ... kev loj hlob thiab torpedo ntiaj teb cov nyiaj tau los," thaum kev txiav txim siab los yog kev thaj yeeb nyab xeeb tuaj yeem yog "tawm tsam loj heev."

Kev Nkag Siab Hais

"Cov xwm txheej tsis ntev los no yuav ua rau muaj kev piav qhia zoo dua rau kev tiv thaiv cov khoom lag luam," RBC Capital Markets tus kws tshuaj ntsuam Ken Herbert hais rau Forbes, hu nkauj tawm General Dynamics, L3Harris, Lockheed Martin, Northrop Grumman thiab Raytheon cov khoom lag luam. Kev saib xyuas rau thaj chaw kev kub ntxhov yuav tsum "pab nrog kev saib xyuas kev tiv thaiv kev siv nyiaj txawm tias muaj kev nom kev tswv hauv tsoomfwv thiab qhov tsis paub tseeb tsis ntev los no cuam tshuam nrog cov nuj nqis qab nthab," Herbert tau hais.

Tus Keeb Kwm Tseem Ceeb

Lub balloon nkag mus Asmeskas airspace Lub Ib Hlis 28, taug kev los ntawm Alaska mus rau Dej Hiav Txwv Atlantic nyob rau ib lub lim tiam. A trio ntawm lwm yam, tseem tsis tau paub txog cov khoom raug tua nyob rau hauv Teb Chaws Asmeskas thiab Canada lub asthiv no. Lub Tsev Dawb muaj kav tawm Lub hauv paus chiv keeb txawv teb chaws rau lub dav hlau tshiab thiab hais tias tsis muaj pov thawj tias lawv yog Suav keeb kwm, qhia tias peb cov khoom zoo li "qee yam lag luam lossis lub hom phiaj zoo." Beijing vowed Hnub Wednesday kom coj tsis muaj npe "kev ntsuas" tawm tsam Asmeskas rau popping nws lub zais pa.

Txaus Ntshai Qhov Tseeb

Aerospace thiab kev tiv thaiv twb yog ib qho ntawm qhov ua tau zoo tshaj plaws hauv kev lag luam hauv Tshuag ua ntej lub balloon fiasco, nce 8% nyob rau hauv 12 lub hlis dhau los piv rau S&P qhov poob 8% nyob rau hauv lub sij hawm, coinciding nrog Russia tsis tu ncua ntxeem tau ntawm Ukraine. Kev ua tsov rog nyob rau sab hnub tuaj Europe "tseem yog qhov tseem ceeb uas tsis paub - daim npav qus uas tuaj yeem muaj kev cuam tshuam loj heev ntawm cov khoom vaj khoom tsev nyob rau lub sijhawm nruab nrab," raws li Quinlan thiab Sanfilippo.

Tus lej Loj

$24 billion. Qhov ntawd yog ntau npaum li cas kev lag luam peev txheej plaub loj tshaj plaws hauv Teb Chaws Asmeskas cov neeg ua haujlwm tiv thaiv tau txais txij li kev poob ntawm Suav neeg soj xyuas balloon.

ntxiv nyeem ntawv

Cov neeg txawv teb chaws tsis nyob tom qab cov khoom ya tsis ntev los no, Tsev Dawb hais tias - Tab sis tseem tsis paub meej tias leej twg yog (Forbes)

Teb Chaws Asmeskas taug qab neeg soj xyuas Balloon Los ntawm Sijhawm Nws Tawm Tuam Tshoj-Hnub Ua Ntej Tshaj Li Yav Dhau Los Paub, Tshaj Tawm hais tias (Forbes)

Cov neeg soj xyuas Balloons tsuas yog qhov pib: Venture Capital koom nrog Pentagon hauv kev siv nyiaj loj los cuam tshuam Tuam Tshoj hauv Quantum-Tech War (Forbes)