Dow Jones Futures: Hawkish Fed Stuns Wall Street; Tesla, Microsoft, Google Break Key Levels

Dow Jones yav tom ntej tau nce me ntsis thaum hmo ntuj, nrog rau S&P 500 yav tom ntej thiab Nasdaq yav tom ntej. Kev lag luam kev lag luam sib tw tau dhau los ua qhov tsis zoo rau hnub Wednesday ntawm hawkish Tsoom Fwv Teb Chaws Reserve cov lus, kaw ntawm kev sib tham qis. Microsoft (MSFT), Google Tshuag, AMD thiab Nvidia tab tom los nyob rau hauv kev nce siab, thaum txawm tias Apple thiab Tesla Tshuag tab tom pib ua rau muaj kev ntxhov siab. Cov khoom muag, cyclical thiab nyiaj txiag cov khoom lag luam tseem tab tom ua tau zoo, tab sis qhov hnyav yog qhov qis.

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Ib zaug ntxiv, Treasury yields drives the market action. Lub 10-xyoo Txhab Nyiaj Txiag tau nce siab tshaj 1.7% thawj zaug hauv cuaj lub hlis tom qab tso tawm lub Kaum Ob Hlis Fed cov rooj sib tham.

Fed Minutes Hawkish

Cov neeg tsim cai lij choj tau taw qhia tias Fed tus nqi nce siab tuaj yeem tuaj sai dua li qhov xav tau, vim tias lub tuam txhab nyiaj hauv nruab nrab tau qhia txog kev txhawj xeeb tiag tiag txog kev nce nqi ntawm lub Kaum Ob Hlis lub rooj sib tham.

Nyob rau lub Kaum Ob Hlis lub rooj sib tham, cov neeg tsim cai tau pom zoo ua kom daim ntawv cog lus kom nrawm dua, txo cov khoom vaj khoom tsev txhua hli los ntawm $ 30 nphom hauv ib hlis. Qhov ntawd txhais tau tias kev yuav daim ntawv cog lus tshiab yuav xaus rau thaum nruab nrab Lub Peb Hlis, teeb tsa theem rau qhov tseeb Fed nruj. Qhov tseem ceeb, qee cov tswv cuab xav pib txo Fed daim ntawv tshuav nyiaj li cas "ntawm qee kis" tom qab thawj tus nqi nce. Qhov tseeb, "ntau tus neeg koom tau txiav txim siab tias qhov tsim nyog ntawm kev sib npaug ntawm daim ntawv tshuav nyiaj yuav zoo li sai dua li nws tau ua thaum lub sijhawm rov ua haujlwm dhau los."

Qhov ntawd yog kev hloov pauv loj hauv lub suab los ntawm Fed tus thawj coj Jerome Powell txoj cai tom qab lub Kaum Ob Hlis lub rooj sib tham txoj cai. Thaum nws hais tias cov neeg tsim cai lij choj tau pib tham txog kev txiav daim ntawv tshuav nyiaj li cas, nws kuj tau lees paub Wall Street tias nws yuav ua "ua tib zoo saib xyuas kom zoo."

Lub rooj sib tham Fed tom ntej yog lub Ib Hlis 25-26.

Lub 10-xyoo Treasury yield tau nce 4 lub hauv paus ntsiab lus rau 1.705%, ntaus 1.71% intraday. Qhov ntawd tau tshem tawm lub Kaum Hlis thiab Kaum Ib Hlis mus txog rau nws qib siab tshaj plaws txij li lub Plaub Hlis thaum ntxov. Cov txiaj ntsig ntawm Cov Nyiaj Txiag Nyiaj Txiag tau nce 19 lub hauv paus ntsiab lus rau lub lim tiam.

Lub caij no, ob lub xyoo Treasury yield, ntau ze rau Fed kev nqis tes ua, tau nce 7 lub hauv paus ntsiab lus rau hnub Wednesday mus rau 0.83%, qhov siab tshaj plaws txij li lub Peb Hlis 2020. Qhov ntawd txhais tau tias cov nyiaj tau los ntawm Nyiaj Txiag tau nthuav dav me ntsis rau hnub Wednesday. Qhov ntawd tsis yog xov xwm zoo rau cov tsev txhab nyiaj 'cov qauv qiv luv luv, qiv cov qauv ntev.

Apple, Tesla rub rov qab

Ntawm megacaps, Kua (AAPL) thiab Tesla (TSLA) tsis tau tawm ntawm qhov kev loj hlob muag tawm lawm. AAPL Tshuag poob 2.66% rau hnub Wednesday tab sis tseem tuaj yeem tsim tus qauv peb-lub lis piam-nruj tom qab lub lim tiam no. Tesla Tshuag tseem nce siab me ntsis rau lub lim tiam tom qab nce siab dua hnub Monday ntawm kev xa khoom xa tawm, tab sis tau poob qis dua qhov yuav khoom.

Microsoft Tshuag, Google niam txiv Cov tsiaj ntawv (YOG), Advanced Micro Devices (AMD), Cov Nvidia (NVDA) thiab Facebook niam txiv Meta Platforms (FB) sawv daws saib puas. Microsoft Tshuag thiab Google poob ntxiv hauv av los ntawm lawv 50-hnub kab, nrog rau Nvidia. AMD cov khoom lag luam poob qis dua qhov tseem ceeb ntawd. FB cov khoom lag luam poob qis dua nws 50-hnub thiab 200-hnub kab rau hnub Wednesday, thaum tseem txo qis qhov kev nkag mus rau qhov tsis txaus ntseeg.

Software thiab lwm yam khoom muaj nqis heev, twb raug ntaus nyob rau hnub tsis ntev los no thiab lub lis piam, txuas ntxiv tawm tsam. Computer-vision-chip txiag Ambarella (AMBA) poob 19% rau hnub Wednesday tom qab poob 5.1% rau hnub Tuesday.

datadog (DDOG) tau sawv hauv kev lag luam thaum hmo ntuj ntawm kev pom zoo nrog Amazon's (AMZN) Amazon Web Services. Tab sis DDOG tau poob qis 18% txog rau lub lim tiam no.

Neeg Muaj Cuab Yeej (NUE) thiab Sau Npe Txhab Nyiaj Txiag (SBNY) tawg tawm, thaum Zog Cheniere (LNG) tshem tawm ib qho kev nkag mus rau trendline. Tag nrho cov nyob rau hauv cov pab pawg thiab sectors tam sim no. Tab sis txawm tias cov khoom lag luam no tau nce siab vim tias kev lag luam dav dav tau los ntawm kev ntxhov siab. SBNY Tshuag tau kaw hauv qab nws qhov kev yuav khoom thaum LNG Tshuag NW nyuam qhuav kaw qhov zoo.

Nucor thiab LNG Tshuag koom nrog IBD Leaderboard, uas kuj khav theeb Tesla, Microsoft, Google, Nvidia thiab AMD. NUE Tshuag yog ntawm SwingTrader thiab yog hnub Wednesday IBD Tshuag Ntawm Hnub. Microsoft thiab GOOGL Tshuag yog IBD Cov Thawj Coj Ntev. Tesla Tshuag thiab AMD yog nyob rau ntawm IBD 50.

Cov vis dis aus tau muab tso rau hauv tsab xov xwm no tham txog kev ua lag luam hnub tseem ceeb thiab tshuaj xyuas SBNY Tshuag, Nucor thiab Reliance Steel (RS).

Dow Jones Hnub No

Dow Jones yav tom ntej tau nce 0.2% piv rau tus nqi ncaj ncees. S&P 500 yav tom ntej thiab Nasdaq 100 yav tom ntej tau nce 0.2%.

Nco ntsoov tias kev ua hmo ntuj hauv Dow futures thiab lwm qhov tsis tas yuav txhais qhov tseeb rau kev ua lag luam nyob rau tom ntej no lag luam khoom lag luam qhib.

Koom nrog IBD cov kws tshaj lij thaum lawv tshawb xyuas cov peev txheej hauv cov khoom lag luam hauv Tshuag ntawm IBD Live

Kev Lag Luam Kev Lag Luam Sib Tw

Kev lag luam kev lag luam tau pib nrog cov txiaj ntsig loj sib txawv dua, tab sis lawv txhua tus tau mus rau sab qab teb tom qab 2 teev tsaus ntuj ET Fed feeb tso tawm thiab kaw ntawm lawv qhov phem tshaj plaws ntawm hnub.

Dow Jones Industrial Nruab Nrab poob 1.1% hauv hnub Wednesday kev lag luam Tshuag lag luam, tom qab kev lag luam siab dua rau ntau qhov kev sib tham. S&P 500 Performance index poob 1.9%. Lub Nasdaq composite poob 3.3%. Tus me-cap Russell 2000 plunged 3.4%.

Cov nqi roj av hauv Asmeskas tau nce 1.1% mus rau $ 77.85 ib chim, paring nce los ntawm siab dua $ 78. Cov nqi roj ntuj kuj tau nce.

Ntawm qhov zoo tshaj plaws ETFs, Innovator IBD 50 ETF (FFTY) poob 4.7%, thaum Innovator IBD Breakout Opportunities ETF (BOUT) poob 2.3%. Lub iShares Expanded Tech-Software Sector ETF (IGV) poob 4.9%. MSFT Tshuag yog ib qho tseem ceeb ntawm IGV tuav. VanEck Vectors Semiconductor ETF (SMH) poob 3.4%, nrog AMD thiab Nvidia cov khoom lag luam loj.

SPDR S&P Hlau & Mining ETF (XME) nce 0.1%, nrog Nucor cov khoom lag luam. Ntiaj teb no X US Infrastructure Development ETF (PAVE) thim rov qab qis dua kom kaw 1.2%. US Ntiaj Teb Dav Hlau ETF (JETS) nqis 1.7%. SPDR S&P Homebuilders ETF (XHB) poob 2.7%. Lub Zog Xaiv SPDR ETF (XLE) kaw cia li hauv qab kev sib tw thiab Nyiaj Txiag Xaiv SPDR ETF (XLF) poob 1.2%. Lub Health Care Select Sector SPDR Fund (XLV) poob 0.7%.

Kev xav txog ntau-speculative story stocks, ARK Innovation ETF (ARKK) thiab ARK Genomics ETF (ARKG) ob leeg plunged 7.1% rau 52-lub lim tiam lows. Tesla Tshuag tseem yog No.1 tuav hla ARK Invest's ETFs.

Tsib Qhov Zoo Tshaj Suav Suav Los Saib Tam Sim No

Kev Tshawb Fawb Kev Ua Lag Luam

Ntau heev rau kev lag luam sib txawv. Dow Jones thiab S&P 500 poob siab rau hnub Wednesday. Lub Nasdaq, tom qab paring poob los tsuas yog tuav nws 50-hnub kab rau hnub Tuesday, poob qis dua qhov tseem ceeb rau hnub Wednesday.

Microsoft thiab Google cov khoom lag luam txo qis lawv lub Kaum Ob Hlis Ntuj qis, vim tias kev puas tsuaj hauv kev loj hlob tsis txwv rau cov uas muaj qhov muag pom kev zoo. AMD cov Tshuag thiab Nvidia ob leeg tau pom dua lwm 50-hnub / 10-lub lim tiam kab rov qab fizzle, thiab tab tom kaw rau ntawm lawv lub Kaum Ob Hlis qis thiab. Lub caij no, kev tua neeg tseem nyob hauv software stocks thiab tsuas yog hais txog txhua lub npe loj hlob muaj nuj nqis.

Tesla Tshuag poob 5.35% rau 1,088.12. Nws tseem nce 3% rau lub lim tiam. Tab sis tom qab kov 1,208 hnub Tuesday sawv ntxov, nws rov qab qis dua 1,119.10 qhov yuav khoom. Apple cov khoom lag luam poob 2.7% rau hnub Wednesday, tab sis tseem nyob saum nws 21-hnub kab.

Thaum Tesla thiab Apple cov khoom lag luam tseem zoo sib xws, yog li Microsoft, Google, AMD thiab Nvidia thaum kawg ntawm xyoo tas los.

Lub Russell 2000 poob rov qab hauv qab nws 200-hnub kab.

S&P 500 thiab Dow Jones tseem nyob qis qis qis. Cov npe kev lag luam tiag tiag ua tau zoo. Qhov ntawd suav nrog cov tuam txhab hlau zoo li Nucor cov khoom lag luam thiab cov khoom siv hluav taws xob xws li LNG. Cov nyiaj txiag xws li Kos Npe Lub Tuam Txhab tau tuav cov txiaj ntsig tsis ntev los no lossis nce siab dua.

Cov nyiaj tau los ntawm cov nyiaj txiag yuav nyob twj ywm pem hauv ntej-thiab-nruab nrab rau kev sib tw ua lag luam rau tsawg kawg ob peb hnub tom ntej.

Lub Sijhawm Kev Ua Lag Luam Nrog IBD Txoj Haujlwm Kev Ua Lag Luam ETF

Ua Dab Tsi Tam Sim No

Muaj cov khoom lag luam thiab cov sectors uas ua haujlwm tam sim no. Cov tub ua lag luam uas tau txais lub rooj tsavxwm lub lim tiam no feem ntau pom tau txais txiaj ntsig. Tab sis hnub Tuesday txoj kev lag luam sib txawv tau hloov mus rau qhov dav, muag muag rau hnub Wednesday. Ntau qhov zoo ib yam yuav ua rau cov khoom lag luam muaj zog. Xwb, kev hloov rov qab mus rau hauv kev loj hlob yuav tsis yog qhov xav tsis thoob, thiab tuaj yeem yog xov xwm tsis zoo rau nyiaj txiag lossis kev sib tw.

Ntawm qhov ntxeev sab, ceev faj ntawm ib hnub spikes hauv kev loj hlob cov khoom lag luam, tshwj xeeb tshaj yog qhov nyuaj tshaj plaws. Cov software sector thiab ntau lub npe muaj nuj nqis yog nyob rau hauv kev kho tseem ceeb. Ib hnub pop nyob rau hauv ib tug downtrend yuav tsis xav tsis thoob. Cov tub lag luam daig nrog qhov poob qis hauv cov khoom lag luam thev naus laus zis tuaj yeem xav siv cov nyiaj rov qab los ua lub sijhawm kom tau tawm es tsis muaj lub sijhawm los thauj khoom.

Zuag qhia tag nrho, cov tub ua lag luam yuav tsum tau ua kom muaj kev tiv thaiv ntau dua hauv lub sijhawm luv. Tsis txhob cia cov neeg yeej hloov mus rau cov neeg poob, lossis cov neeg poob rau hauv kev poob qis.

Nyeem Daim Duab Loj Loj nyob rau txhua hnub kom nyob sib xws nrog txoj kev lag luam kev coj thiab ua cov khoom lag luam thiab cov chaw.

Thov ua raws li Ed Carson ntawm Twitter ntawm @IBD_ECarson rau cov khoom lag luam hloov tshiab thiab ntau dua.

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