Txhua hnub ua haujlwm CNBC Investing Club nrog Jim Cramer tuav "Kev Sib Tham Tag Nrho" nyob rau ntawm 10:20 sawv ntxov ET. Nov yog cov lus piav qhia ntawm hnub Tuesday lub sijhawm tseem ceeb. Cov kev tiv thaiv yog tib qhov chaw ua Semis thiab US-Tuam Tshoj tensions Quick mentions: META, STZ 1. Cov kev tiv thaiv yog tib qhov chaw uas yog Tshuag lag luam nce rau hnub Tuesday, thaum cov nyiaj tau los ntawm cov nyiaj tau los ntawm cov neeg ua lag luam txhawj xeeb txog kev nce nqi thiab nws cov ripple cuam tshuam rau cov tuam txhab nyiaj tau los thiab kev lag luam dav dav. Lub S & P 500 poob 0.13%, thaum Nasdaq Composite poob 0.36% hauv kev ua lag luam thaum sawv ntxov, ob qho tib si poob rau qhov kev sib ntsib thib tsib. Cov txiaj ntsig ntawm 10-xyoo Nyiaj Txiag nce mus rau 3.9%. West Texas Intermediate - Tebchaws Asmeskas roj cov ntsiab lus uas tau nce ntau dua 10% lub lim tiam dhau los - poob ze li 2%, rau $ 89.2 ib chim. Amid qhov kev lag luam tsis tu ncua, peb tuav peb txoj haujlwm uas cov tub ua lag luam yuav tsum tuav cov khoom tiv thaiv hauv lawv cov ntaub ntawv kom huab cua kev lag luam poob qis thiab muaj peev xwm thim rov qab los ntawm lub qab ntug. Cov npe tiv thaiv tseem ceeb suav nrog cov tshuaj xws li Johnson & Johnson (JNJ), AbbVie (ABBV) thiab Eli Lilly (LLY), nrog rau Procter & Gamble (PG) thiab Constellation Brands (STZ). 2. Semis thiab Teb Chaws Asmeskas-Tuam Tshoj tensions Peb tab tom paring peb raug rau semiconductors vim hais tias tus kheej lub computer lag luam yog collapsing, nyob rau sab saum toj ntawm lub US tshiab Export txwv tsis pub cov tuam txhab muag lawv cov chips rau Suav teb. Peb tau tshem tawm 150 feem ntawm Qualcomm (QCOM) tom qab hnub Monday qhov muag tawm thiab yuav tau txiav peb txoj haujlwm hauv Nvidia (NVDA) thiab Advanced Micro Devices (AMD), yog tias peb tsis tau txwv tsis pub ua thaum lub sijhawm no. Peb tab tom tuav tawm ntawm kev kov peb txoj haujlwm hauv Marvell Technology (MRVL) rau tam sim no, vim nws txoj kev lag luam muaj ntau nrog cov lag luam ntau dua li cov neeg siv khoom. Txawm li cas los xij, peb tau txo qis tag nrho peb cov semis mus rau 2 qhov ntsuas. Peb kuj xav kom nco ntsoov tias peb tsis xav kom muaj kev kub ntxhov ntawm Washington thiab Beijing kom cuam tshuam rau lwm tus US cov tuam txhab uas muaj kev lag luam hauv Suav teb, xws li Starbucks (SBUX) thiab Apple (AAPL), vim lawv muaj cov khoom lag luam uas tau tsim thiab muag hauv Suav teb. 3. Cov lus ceeb toom ceev: META, STZ Atlantic Equities tau txo qis Meta Platforms (META) mus rau qhov nruab nrab, hais txog kev txhawj xeeb nrog lub tuam txhab txoj kev loj hlob vim yog kev lag luam loj thiab kev sib tw nce rau kev tshaj tawm nyiaj. Peb xav tias kev txo nqi tuaj yeem cuam tshuam qhov kev cia siab ntawm kev loj hlob softer topline. Tab sis muab cov nqi qis qis dua thiab cov kev cov nyom ntau dua txo cov nqi ntau dua li qhov xav tau, peb pom qhov pheej hmoo pheej hmoo rau cov nyiaj tau los. Wedbush pib kev pab them nqi ntawm Constellation Brands (STZ) nrog rau qhov kev ua tau zoo tshaj plaws thiab $ 275 tus nqi phiaj. Peb tau ntxiv rau peb txoj haujlwm rau hnub Monday, txhawb nqa kev tiv thaiv ntawm peb cov ntaub ntawv pov thawj, thiab ntseeg tias STZ tuaj yeem yog ib qho ntawm ob peb lub tuam txhab uas ntaus lub caij khwv tau los no. (Jim Cramer's Charitable Trust yog ntev AMD, AAPL, META, MRVL, NVDA, SBUX, STZ, QCOM. Saib ntawm no kom paub cov npe tag nrho ntawm cov khoom lag luam.) Raws li ib tus neeg siv khoom rau CNBC Investing Club nrog Jim Cramer, koj yuav tau txais kev ceeb toom kev lag luam ua ntej Jim ua lag luam. Jim tos 45 feeb tom qab xa daim ntawv ceeb toom kev lag luam ua ntej yuav lossis muag cov khoom lag luam hauv nws qhov kev ntseeg siab ntawm cov ntaub ntawv. Yog tias Jim tau tham txog ib qho khoom lag luam ntawm CNBC TV, nws tos 72 teev tom qab tshaj tawm tsab ntawv ceeb toom ua ntej ua lag luam. COV NTAUB NTAWV QHIA TXOG QHOV CHAW UA HAUJ LWM yog ua raws li peb cov lus cog tseg thiab cov xwm txheej thiab txoj cai ntiag tug, ua ke nrog peb qhov kev tsis lees paub. TSIS TXAUS SIAB RAU LUB SIJ HAWM NTAWM LUB SIJ HAWM NTAWM LUB SIJ HAWM NTAWM LUB TSEV KAWM NTAWV, LUB SIJ HAWM NTAWM LUB SIJ HAWM NTAWM koj tau txais cov ntaub ntawv qhia txog kev sib txuas nrog lub koom haum ua lag luam.
Tau qhov twg los: https://www.cnbc.com/2022/10/11/takeaways-from-our-meeting-defensives-trimming-semis-meta-downgrade.html