Teb Chaws Asmeskas cov khoom lag luam tau xaus zoo ntawm kev sib tham qis tab sis tseem poob qis, tom qab ib puag ncig ntawm cov ntaub ntawv nyiaj txiag tsis txaus ntseeg thiab ceeb toom los ntawm hedge-fund titan David Tepper tias nws tau "tso luv" tawm tsam ob qho khoom lag luam thiab daim ntawv cog lus ntawm kev cia siab ntawm Tsoom Fwv Teb Chaws Reserve thiab lwm lub hauv paus tsev txhab nyiaj. yuav txuas ntxiv mus rau 2023.
Cov xov xwm zoo ntawm kev lag luam tuaj yeem yog qhov tsis zoo rau cov khoom lag luam los ntawm kev qhia txog kev cia siab tias cov neeg tsim kev cai lij choj yuav nyob twj ywm rau hauv lawv cov kev siv zog txhawm rau txhawm rau txhawm rau nce nqi.
Dab tsi tshwm sim
- Dow Jones Muaj Nruab Nrab
DJIA,
-1.05%
poob 348.99 cov ntsiab lus, lossis 1.1%, kom tiav ntawm 33,027.49. - Lub S&P 500
SPX,
-1.45%
poob 56.05 cov ntsiab lus, lossis 1.5%, kom xaus ntawm 3,822.39. - Lub Nasdaq Composite
COMP,
-2.18%
poob 233.25 cov ntsiab lus, lossis 2.2%, kom tiav ntawm 10,476.12.
Hnub Wednesday, tag nrho peb qhov kev ntsuas loj tau sau lawv cov txiaj ntsig zoo tshaj plaws hauv peb lub lis piam Raws li Dow nce siab 526.74 cov ntsiab lus.
Dab tsi tsav kev lag luam
Cov neeg lag luam tau pom lwm cov ntaub ntawv ntawm kev lag luam muaj zog rau hnub Thursday, suav nrog kev hloov kho kev nyeem ntawv ntawm peb lub hlis twg cov khoom lag luam thoob ntiaj teb uas pom tias Kev lag luam Asmeskas tau nthuav dav sai dua li yav dhau los ntseeg. Kev loj hlob tau hloov kho mus txog 3.2%, nce los ntawm 2.9% los ntawm qhov hloov tshiab dhau los tso tawm lub hli dhau los.
Tus naj npawb ntawm cov neeg Amelikas uas tau thov nyiaj poob haujlwm hauv lub lis piam ua ntej Christmas nce me ntsis mus rau 216,000, tab sis cov ntaub ntawv tshiab tseem qis thiab qhia tias kev ua lag luam ua haujlwm tseem muaj zog heev. Cov kws tshawb fawb kev lag luam los ntawm The Wall Street Journal tau kwv yees cov ntawv thov tshiab yuav tag nrho 220,000 hauv xya hnub xaus rau Lub Kaum Ob Hlis 17.
Mike Loewengart, tus thawj coj ntawm cov qauv kev tsim kho ntawm Morgan Stanley Global Investment Office, tau hais tias "Cov ntawv thov tsis ua haujlwm tau nce me ntsis tab sis tuaj rau hauv qab qhov kev cia siab tuaj yeem yog lub cim qhia tias Fed qhov kev xav tau ntawm kev ua lag luam qeeb qeeb yuav tsum tau tos kom txog thaum 2023," said Mike Loewengart, tus thawj coj ntawm cov qauv tsim qauv ntawm Morgan Stanley Global Investment Office, hauv email. lus.
"Nws tsis yog qhov xav tsis thoob uas pom kev ua lag luam ua pa nyuaj rau hnub no tom qab nag hmo kev sib tw thaum cov tub ua lag luam txheeb xyuas los ntawm cov ntaub ntawv nyiaj tau los, thiab txawm tias qee qhov kev sib tw rau lub lim tiam no, kev cia siab tias cov nyiaj tau los yuav nyob twj ywm nyob rau hauv 2023 tej zaum yuav overblown," nws sau.
Appaloosa Management's Tepper tau qhia txog kev ceev faj txog kev lag luam raws li kev cia siab tias cov tuam txhab nyiaj hauv nruab nrab thoob ntiaj teb yuav txuas ntxiv mus nce cov paj laum.
"Kuv tej zaum yuav hais tias kuv tab tom leaning luv luv ntawm kev lag luam kev ncaj ncees tam sim no vim hais tias lub upside-downside tsis muaj txiaj ntsig rau kuv thaum kuv muaj coob tus neeg, ntau lub tuam txhab nyiaj hauv nruab nrab, qhia kuv tias lawv yuav ua dab tsi, dab tsi. lawv xav ua, lawv xav ua dab tsi, "Tepper tau hais hauv kev xam phaj CNBC.
Cov Lus Tseem Ceeb: Billionaire investor David Tepper yuav 'tso luv' ntawm Tshuag lag luam vim hais tias cov tuam txhab nyiaj hauv nruab nrab tau hais tias 'lawv yuav ua li cas'
S&P 500's cov ntaub ntawv thev naus laus zis thev naus laus zis tau coj kev poob nrog cov khoom lag luam semiconductor xws li Micron Technology Inc.
MU,
-3.44%
thiab Lam Research Corporation
LRCX,
-8.65%
ua tiav 3.4% thiab 8.7% qis dua, feem.
Micron Technology tau hais tias nws cov nyiaj tau los poob ze li ib nrab rau $ 4.09 nphom Thaum lub sij hawm poob ntawm tus nqi rau nws cov khoom, thaum qhia txog qhov poob ntawm $ 195 lab rau lub quarter. Tus kws paub txog kev nco-chip kuj tau tshaj tawm tias nws npaj yuav txiav li 10% ntawm nws cov neeg ua haujlwm hauv 2023.
"Kuv xav tias daim ntawv tshaj tawm no ua rau cov tub ua lag luam rau lawv lub siab tias lub voj voog uas tig mus rau cov khw muag khoom tau raug kev txom nyem tsis zoo. Thiab kuv xav tias nws tsuas yog lwm qhov taw qhia ntawm qhov tsis yooj yim ntawm lub xeev kev lag luam tam sim no, "said Mark Luschini, tus thawj coj kev nqis peev ntawm Janney Montgomery Scott.
Saib: Phab ntsa Street cov khoom lag luam kev kwv yees rau xyoo 2022 tau tawm los ntawm qhov dav tshaj plaws txij li xyoo 2008: Puas yog xyoo tom ntej yuav txawv?
Hauv lwm cov ntaub ntawv xov xwm kev lag luam, Asmeskas kev lag luam ua lag luam poob qis 1% hauv lub Kaum Ib Hlis, tawm tswv yim tias Asmeskas kev lag luam tab tom mus rau kev poob qis.
Nyeem: Puas yog lub khw lag luam qhib rau hnub Monday tom qab Christmas?
Single-stock movers
- Shares ntawm AMC Cov Khoom Lom Zem
CMA,
-7.36%
ua tiav 7.4% qis dua tom qab tus neeg ua yeeb yaj kiab ua yeeb yaj kiab tshaj tawm txog $ 110 lab tus peev nyiaj nce. - Tesla Inc.
TSLA,
-8.88%
Shares txuas ntxiv mus poob raws li lub tuam txhab tau ua ib qho ntawm cov neeg ua yeeb yam phem tshaj plaws ntawm S&P 500 xyoo no. Tesla shares poob 8.9%. - Shares ntawm CarMax Inc.
KWM,
-3.66%
poob 3.7% tom qab tus neeg muag khoom siv tsheb tau tshaj tawm cov nyiaj tau los ntawm peb lub hlis twg thiab kev muag khoom ntawd poob zoo hauv qab qhov kev cia siab. - Chip txiag thiab cov chaw muag khoom ntawm cov khoom siv thiab cov khoom siv, suav nrog Nvidia Corp.
NVDA,
-7.04%,
Advanced Micro Devices
AMD,
-5.64%
thiab Khoom Siv Inc.
AMAT,
-7.84%,
xaus qis rau hnub Thursday.
- Steve Goldstein tau pab qhia
Dow xaus ze li 350 cov ntsiab lus qis dua tom qab cov ntaub ntawv kev lag luam muaj zog, cov lus hais tawm los ntawm David Tepper roj txhawj xeeb txog kev nce qib
Teb Chaws Asmeskas cov khoom lag luam tau xaus zoo ntawm kev sib tham qis tab sis tseem poob qis, tom qab ib puag ncig ntawm cov ntaub ntawv nyiaj txiag tsis txaus ntseeg thiab ceeb toom los ntawm hedge-fund titan David Tepper tias nws tau "tso luv" tawm tsam ob qho khoom lag luam thiab daim ntawv cog lus ntawm kev cia siab ntawm Tsoom Fwv Teb Chaws Reserve thiab lwm lub hauv paus tsev txhab nyiaj. yuav txuas ntxiv mus rau 2023.
Cov xov xwm zoo ntawm kev lag luam tuaj yeem yog qhov tsis zoo rau cov khoom lag luam los ntawm kev qhia txog kev cia siab tias cov neeg tsim kev cai lij choj yuav nyob twj ywm rau hauv lawv cov kev siv zog txhawm rau txhawm rau txhawm rau nce nqi.
Dab tsi tshwm sim
DJIA,
poob 348.99 cov ntsiab lus, lossis 1.1%, kom tiav ntawm 33,027.49.
SPX,
poob 56.05 cov ntsiab lus, lossis 1.5%, kom xaus ntawm 3,822.39.
COMP,
poob 233.25 cov ntsiab lus, lossis 2.2%, kom tiav ntawm 10,476.12.
Hnub Wednesday, tag nrho peb qhov kev ntsuas loj tau sau lawv cov txiaj ntsig zoo tshaj plaws hauv peb lub lis piam Raws li Dow nce siab 526.74 cov ntsiab lus.
Dab tsi tsav kev lag luam
Cov neeg lag luam tau pom lwm cov ntaub ntawv ntawm kev lag luam muaj zog rau hnub Thursday, suav nrog kev hloov kho kev nyeem ntawv ntawm peb lub hlis twg cov khoom lag luam thoob ntiaj teb uas pom tias Kev lag luam Asmeskas tau nthuav dav sai dua li yav dhau los ntseeg. Kev loj hlob tau hloov kho mus txog 3.2%, nce los ntawm 2.9% los ntawm qhov hloov tshiab dhau los tso tawm lub hli dhau los.
Tus naj npawb ntawm cov neeg Amelikas uas tau thov nyiaj poob haujlwm hauv lub lis piam ua ntej Christmas nce me ntsis mus rau 216,000, tab sis cov ntaub ntawv tshiab tseem qis thiab qhia tias kev ua lag luam ua haujlwm tseem muaj zog heev. Cov kws tshawb fawb kev lag luam los ntawm The Wall Street Journal tau kwv yees cov ntawv thov tshiab yuav tag nrho 220,000 hauv xya hnub xaus rau Lub Kaum Ob Hlis 17.
Mike Loewengart, tus thawj coj ntawm cov qauv kev tsim kho ntawm Morgan Stanley Global Investment Office, tau hais tias "Cov ntawv thov tsis ua haujlwm tau nce me ntsis tab sis tuaj rau hauv qab qhov kev cia siab tuaj yeem yog lub cim qhia tias Fed qhov kev xav tau ntawm kev ua lag luam qeeb qeeb yuav tsum tau tos kom txog thaum 2023," said Mike Loewengart, tus thawj coj ntawm cov qauv tsim qauv ntawm Morgan Stanley Global Investment Office, hauv email. lus.
"Nws tsis yog qhov xav tsis thoob uas pom kev ua lag luam ua pa nyuaj rau hnub no tom qab nag hmo kev sib tw thaum cov tub ua lag luam txheeb xyuas los ntawm cov ntaub ntawv nyiaj tau los, thiab txawm tias qee qhov kev sib tw rau lub lim tiam no, kev cia siab tias cov nyiaj tau los yuav nyob twj ywm nyob rau hauv 2023 tej zaum yuav overblown," nws sau.
Appaloosa Management's Tepper tau qhia txog kev ceev faj txog kev lag luam raws li kev cia siab tias cov tuam txhab nyiaj hauv nruab nrab thoob ntiaj teb yuav txuas ntxiv mus nce cov paj laum.
"Kuv tej zaum yuav hais tias kuv tab tom leaning luv luv ntawm kev lag luam kev ncaj ncees tam sim no vim hais tias lub upside-downside tsis muaj txiaj ntsig rau kuv thaum kuv muaj coob tus neeg, ntau lub tuam txhab nyiaj hauv nruab nrab, qhia kuv tias lawv yuav ua dab tsi, dab tsi. lawv xav ua, lawv xav ua dab tsi, "Tepper tau hais hauv kev xam phaj CNBC.
Cov Lus Tseem Ceeb: Billionaire investor David Tepper yuav 'tso luv' ntawm Tshuag lag luam vim hais tias cov tuam txhab nyiaj hauv nruab nrab tau hais tias 'lawv yuav ua li cas'
S&P 500's cov ntaub ntawv thev naus laus zis thev naus laus zis tau coj kev poob nrog cov khoom lag luam semiconductor xws li Micron Technology Inc.
-3.44%
-8.65%
MU,
thiab Lam Research Corporation
LRCX,
ua tiav 3.4% thiab 8.7% qis dua, feem.
Micron Technology tau hais tias nws cov nyiaj tau los poob ze li ib nrab rau $ 4.09 nphom Thaum lub sij hawm poob ntawm tus nqi rau nws cov khoom, thaum qhia txog qhov poob ntawm $ 195 lab rau lub quarter. Tus kws paub txog kev nco-chip kuj tau tshaj tawm tias nws npaj yuav txiav li 10% ntawm nws cov neeg ua haujlwm hauv 2023.
"Kuv xav tias daim ntawv tshaj tawm no ua rau cov tub ua lag luam rau lawv lub siab tias lub voj voog uas tig mus rau cov khw muag khoom tau raug kev txom nyem tsis zoo. Thiab kuv xav tias nws tsuas yog lwm qhov taw qhia ntawm qhov tsis yooj yim ntawm lub xeev kev lag luam tam sim no, "said Mark Luschini, tus thawj coj kev nqis peev ntawm Janney Montgomery Scott.
Saib: Phab ntsa Street cov khoom lag luam kev kwv yees rau xyoo 2022 tau tawm los ntawm qhov dav tshaj plaws txij li xyoo 2008: Puas yog xyoo tom ntej yuav txawv?
Hauv lwm cov ntaub ntawv xov xwm kev lag luam, Asmeskas kev lag luam ua lag luam poob qis 1% hauv lub Kaum Ib Hlis, tawm tswv yim tias Asmeskas kev lag luam tab tom mus rau kev poob qis.
Nyeem: Puas yog lub khw lag luam qhib rau hnub Monday tom qab Christmas?
Single-stock movers
CMA,
ua tiav 7.4% qis dua tom qab tus neeg ua yeeb yaj kiab ua yeeb yaj kiab tshaj tawm txog $ 110 lab tus peev nyiaj nce.
TSLA,
Shares txuas ntxiv mus poob raws li lub tuam txhab tau ua ib qho ntawm cov neeg ua yeeb yam phem tshaj plaws ntawm S&P 500 xyoo no. Tesla shares poob 8.9%.
KWM,
poob 3.7% tom qab tus neeg muag khoom siv tsheb tau tshaj tawm cov nyiaj tau los ntawm peb lub hlis twg thiab kev muag khoom ntawd poob zoo hauv qab qhov kev cia siab.
NVDA,
Advanced Micro Devices
AMD,
thiab Khoom Siv Inc.
AMAT,
xaus qis rau hnub Thursday.
- Steve Goldstein tau pab qhia
Tau qhov twg los: https://www.marketwatch.com/story/us-stock-futures-edge-lower-after-wednesdays-rally-11671706650?siteid=yhoof2&yptr=yahoo