Huab software raug kev txom nyem lub Kaum Ib Hlis los nag. Snowflake thiab Salesforce puas tuaj yeem tig nws?

Autodesk Inc.
TAWM,
+ 1.82%
taw qhia tias kev lag luam qeeb qeeb Hnub Tuesday raws li cov thawj coj tau txiav txim siab txog lawv qhov kev pom zoo rau lub xyoo, ua rau Mizuho tus kws tshuaj ntsuam lub rooj Jordan Klein los xaus tias lub lim tiam tom qab Thanksgiving tuaj yeem yog qhov taw qhia rau cov nyiaj tau los ntawm software.

"Kuv tsis xav ua kom txaus ntshai ntawm no," Klein tau sau rau hauv daim ntawv hnub Wednesday, "tab sis tom qab xyoo dhau los," nrog rau software lagging tech thiab S&P 500, "cov software sector xav tias yuav muaj peev xwm yob dua yog tias ob qhov txiaj ntsig tseem ceeb rau lub lim tiam tom ntej yog kev poob siab. "

Lub slate ntawm huab-software tuam txhab uas muag tshaj tawm lub lim tiam tom ntej yog ntev, thiab coj los ntawm ob lub npe loj tshaj plaws hauv kev lag luam: Huab pioneer Salesforce.com Inc.
crms,
+ 0.73%
thiab kub lub npe Snowflake Inc.
DAUS,
-1.18%,
uas ob leeg tshaj tawm rau hnub Wednesday. Lawv yuav ua ntej los ntawm Intuit Inc.
INTU, UA
-0.85%,
Hnub Ua Haujlwm Inc.
HNUB NO,
-0.24%,
thiab CrowdStrike Holdings Inc.
CRWD,
-0.60%
Hnub Tuesday, thiab koom nrog hnub Wednesday los ntawm Okta Inc.
OKTA,
-1.28%,
Phua Inc.
SPLK,
-0.06%,
Nutanix Inc.
NTNX,
-0.17%,
Box Inc.
BOX,
-0.14%
thiab Yext Inc.
YEXT,
-1.10%
Huab-kev ruaj ntseg npe Zscaler Inc.
ZS,
-0.95%
ncig tawm lub lim tiam rau hnub Thursday nrog rau Veeva Systems Inc.
VEEV,
-1.28%
thiab UiPath Inc.
TXAUS,
-0.56%

Ticker	Lub sijhawm tshaj tawm hnub	FactSet EPS kev pom zoo	FactSet kev pom zoo ntawm cov nyiaj tau los
INT	Thu., 29 Nov	$1.19	$ 2.5 billion
HNUB NO	Thu., 29 Nov	84 xees	$ 1.59 billion
CRWD	Thu., 29 Nov	32 xees	$ 575.1 lab
CRM	Thu., 30 Nov	$1.22	$ 7.83 billion
SPLK	Thu., 30 Nov	25 xees	$ 847.5 lab
OKTA	Thu., 30 Nov	(lossis) 24 xees	$ 465.4 lab
daus	Thu., 30 Nov	4 xees	$ 539.4 lab
ZS	Thu., Dec. 1	26 xees	$ 340.7 lab

Morgan Stanley tus kws tshuaj ntsuam Keith Weiss tau hais tias Salesforce zoo li qhov zoo tshaj plaws ntawm cov nyiaj tau los lub caij no ntawm cov tuam txhab huab cua hauv qhov kev ua haujlwm yog nyob rau hauv rab phom los qhia qhov kev xav tau zoo dua li kev ntshai, kev tiv thaiv kab mob thiab kev siv zog rau derisk 2023.

"Nrog cov tuam txhab feem ntau ua si los ntawm kev txhawb nqa qhov cuam tshuam ntawm kev ua tsis zoo ntawm macro rau hauv 2H22 kev taw qhia, CY23 qhov kev pom zoo kwv yees yuav nyob twj ywm siab dhau ntawm ntau lub npe, tshwj xeeb tshaj yog muab rau feem ntau ntawm 2023 kev taw qhia tseem tuaj thiab cov neeg siv khoom 2023 IT pob nyiaj siv tsis ncaj kom hloov kho qis dua, ”Weiss tau hais hauv tsab ntawv.

Ntoo, txawm li cas los xij, sau tseg tias thaum nws cov tshev mis qhia tias qhov kev thov rau cov khoom tseem ceeb yog "tsim", cov khoom siv los ntawm kev yuav khoom xws li Tableau, Slack thiab Mulesoft qhia tias qhov kev thov yog "tsis muaj zog."

Yuav tsum lub lim tiam tom ntej tig qaub, Klein pom Microsoft Corp.
MSFT,
-0.04%
thiab Oracle Corp.
ORCL,
+ 0.19%
raws li "muaj peev xwm tiv thaiv," raws li nws ntseeg tias cov nyiaj ntau tuaj yeem txav los ntawm cov npe software rau hauv chipmakers 'cov khoom lag luam, uas yuav yog lub ntsej muag los ntawm nws hu los ntawm tsib lub hlis dhau los, kwv yees yog tias cov tub ua lag luam tau txais nyiaj tawm ntawm cov chips thiab muab tso rau hauv software.

Txog tam sim no lub Kaum Ib Hlis, thaum S&P 500 Performance index
SPX,
-0.03%
tau nce 4.4%, tech-hnyav Nasdaq Composite Index
COMP,
+ 1.42%
tau nce 3.1%, thiab iShares Expanded Tech-Software Sector ETF
IGV,
-0.23%
yog nce 0.9%, Ntiaj teb X Cloud Computing ETF
CLOU,
+ 0.43%
poob qis 1.3%, Thawj Trust Cloud Computing ETF
SKYY,
-0.29%
yog tawm 3.2%, thiab WisdomTree Cloud Computing Fund
WCLD,
-0.44%
yog nqes 7.6%.

Lub lim tiam no hauv cov nyiaj tau

Salesforce tsuas yog Dow Jones Industrial Nruab Nrab xwb
DJIA,
+ 0.45%
tivthaiv tau tshaj tawm lub lim tiam no, tab sis cuaj S&P 500 tuam txhab uas muag tau nyob rau hauv daim ntawv teev npe. Ntxiv rau Intuit hnub Tuesday, NetApp Inc.
NTAB,

thiab Hewlett-Packard Enterprise Co.
HPE,
+ 0.19%
tau teem sijhawm los qhia; Synopsys Inc.
SNPS,
-0.49%
thiab Hormel Foods Corp.
HRL,
+ 0.53%
yuav koom nrog Salesforce hnub Wednesday; thiab Kroger Co.
KR,
+ 2.51%,
Nyiaj Txiag General Corp.
DG,
+ 0.35%
thiab Ulta Beauty Inc.
ULTA,
+ 0.22%
tau teem sijhawm rau hnub Thursday.

Cov xov tooj thiab hu mus saib

Dub Friday wrapups: Cov ntawv ceeb toom ntxov qhia tias tsis muaj kev loj hlob ntau los ntawm Black Friday muag ib xyoos dhau los, txawm hais tias kev nce nqi nce nqi siab dua tag nrho. Qee lub tuam txhab muag khoom yuav tau txais lub sijhawm los tham txog yuav ua li cas lawv cov nyiaj so koobtsheej thaum ntxov mus rau lub lim tiam no, nrog Ulta, Kroger thiab Dollar General tau koom nrog lub lim tiam no los ntawm cov nyiam Victoria's Secret & Co.
TSO,
-0.13%,
Tsib Hauv qab Inc.
NTSIB,
+ 0.22%,
Big Lots Inc.
Loj,
-3.94%
thiab Petco Health and Wellness Co.
YOG,
-0.20%
Tsis tas li ntawd, Costco Wholesale Corp.
PHEM,
-0.16%
xav tias yuav muab cov ntaub ntawv muag muag rau lub Kaum Ib Hlis rau hnub Wednesday, ua ntej ntawm tag nrho peb lub hlis twg cov nyiaj tau los me ntsis ntau tshaj li ib lub lim tiam tom qab.