Pummeled software cov khoom lag luam yuav tsis tau txais txiaj ntsig ntau npaum li cov paib tshwm sim ntawm lwm ceg hauv kev thov los ntawm cov tuam txhab loj.
Ib daim ntawv ntsuam xyuas tshiab ntawm CIOs los ntawm Citi rau hnub Thursday pom tias IT kev siv nyiaj pheej yig txuas ntxiv mus, coj los ntawm kev loj hlob tsis muaj zog tawm ntawm Tebchaws Europe. IT kev loj hlob ntawm kev cia siab txog nyiaj txiag poob mus rau 1.8% tus nqi los ntawm 2.2% kev loj hlob nyob rau lub Rau Hli, thaum Citi khiav qhov kev tshawb fawb zaum kawg. Qhov nce yog qhov txaj muag ntawm 5.4% kev loj hlob tus nqi siab tshaj plaws nyob rau lub Cuaj Hli 2021.
"Peb ntseeg tias qhov kev tshawb fawb qhia ntxiv cov cim qhia txog kev xav tau tsis muaj zog," Citi tus kws tshuaj ntsuam Tyler Radke tau sau.
Lub suab ceeb toom ntxiv nyob ib puag ncig software xav tau qhia txog kev lag luam headwinds rau C-suites tam sim no.
Dow Jones Industrial Nruab Nrab (^ DJI), S&P 500 (^ GSPC), thiab Nasdaq Composite (^ IXIC) nyob twj ywm nyob rau hauv ob-tus lej feem pua raug poob rau lub xyoo raws li Tsoom Fwv Teb Chaws Reserve aggressively nce cov paj laum los yeej rov qab inflation.
Kev loj hlob ntawm kev lag luam raws li kev ntsuas los ntawm Gross Domestic Product (GDP) tau cog lus nyob rau hauv thawj ib nrab ntawm lub xyoo, thiab ntau tus kws tshawb fawb Wall Street tau pegged US kom nkag mus rau kev lag luam poob qis thaum ntxov 2023 yog tias nws tsis tau nyob hauv ib qho tam sim no.
A zog US duasLub sijhawm no, tau hnyav rau kev lag luam kev xav thiab cov kab saum toj thiab hauv qab ntawm ntau haiv neeg, ua rau ntau tus xav rov xav txog lawv cov peev txheej cog qoob loo.
Kev tawv tawv siab cov nqi saw hlau tseem ua tsis tau zoo rau cov peev nyiaj lag luam.
Nyob rau hauv lem, software stocks - ib zaug ib lub lag luam darling coj tus nqi tseem ceeb nqi - tau shredded nyob rau hauv lub xyoo no thaum lub dimming outlook rau kev loj hlob. Lub Invesco Dynamic Software ETF (PSJ) poob qis 31% xyoo rau hnub tim, phem dua li 25% poob rau S&P 500.
"CFOs muaj ntau lub zog tam sim no," Salesforce co-CEO Bret Taylor hais rau Yahoo Finance Live ntawm lub tuam txhab Dreamforce lub rooj sib tham tsis ntev los no. "Cov tib neeg tau tsom mus rau kev loj hlob ntawm cov kab saum toj kawg nkaus, zoo li lawv tau ua rau ob peb xyoos dhau los, tab sis kuj tseem muaj kev loj hlob hauv qab. … Nws yog qhov pom tseeb ib puag ncig ntsuas ntau dua, tab sis kuv xav tias thev naus laus zis yog qhov kev daws teeb meem. "
Citi's Radke pom ob peb tus yeej hauv qhov kev xav tau ntau dua uas Taylor tau hais.
"Rau cov kev daws teeb meem kev noj qab haus huv, peb pom cov qauv zoo sib xws rau peb lub hlis dhau los nrog> 80% ntawm cov neeg teb hais tias lawv cov kev siv nyiaj yog taug qab zoo dua li xyoo tas los," Radke piav qhia. "Peb ntseeg tias qhov no muaj cov cim qhia txog huab cua kev nyab xeeb thiab tuaj yeem ua rau me ntsis zoo rau MSFT, SNOW, MDB, CFLT, ESTC, thiab DDOG."
Brian Sozzi yog ib qho editor-at-large thiab thauj tog rau nkoj ntawm Yahoo FinanceCov. Ua raws li Sozzi ntawm Twitter @BrianSozzi thiab nyob rau LinkedIn.
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
Rub tawm Yahoo Nyiaj Txiag app rau Kua or Android
Ua raws li Yahoo Finance Twitter, Facebook, Instagram, Flipboard, LinkedIn, Thiab YouTube
Tau qhov twg los: https://finance.yahoo.com/news/signs-of-potential-weakening-demand-in-software-stocks-110046745.html