Dow Jones yav tom ntej yuav qhib hnub Sunday yav tsaus ntuj, nrog rau S&P 500 yav tom ntej thiab Nasdaq yav tom ntej. Txawm hais tias muaj kev sib raug zoo nyob rau hnub Friday qhov kev sib tham whipsaw, cov khoom lag luam sib sau ua ke tau raug kev puas tsuaj loj rau lub lim tiam dhau los no, nrog rau cov ntsiab lus tseem ceeb ntawm cov lus tsis txaus ntseeg los ntawm Fed tus thawj coj Jerome Powell.
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Lub Nasdaq muaj nws lub limtiam phem tshaj plaws txij li Lub Ib Hlis raws li megacaps plunged thiab huab software poob.
Kua (AAPL), Amazon.com (AMZN) thiab Google niam txiv Cov tsiaj ntawv (GOOGL) txhua tus poob ntau dua 10% rau lub lim tiam, nrog Facebook niam txiv Meta Platforms (META), Tesla Tshuag thiab Microsoft Tshuag tsis deb tom qab. Google Tshuag, Meta, Amazon.com (AMZN) thiab Microsoft (MSFT) tag nrho ntaus dais lag luam qis. Apple stock thiab Tesla (TSLA) tsis tau, tab sis lawv nyob ze.
Meanwhile, Twilio (TWLO) thiab Atlassian (TEAM) poob rau hnub Friday ntawm kev poob siab thiab kev taw qhia, poob ntau dua 40% rau lub lim tiam. Ib tug slew ntawm lwm lub npe software tumbled, nrog los yog tsis muaj nyiaj tau los.
Kev lag luam tawm tsam sim tawm tsam Fed nrog kev lag luam loj loj poob qis? Qhov ntawd yog kev txiav txim siab. Yog li thaum muaj qee cov khoom lag luam thiab cov lag luam uas qhia txog lub zog, cov tub ua lag luam yuav tsum tau ceev faj heev hauv ib puag ncig tam sim no.
Hauv lwm cov xov xwm, Warren Buffett's Berkshire Hathaway (BRKB) Hnub Saturday tau tshaj tawm a 20% poob rau hauv kev ua haujlwm profit. Cov tuam txhab lag luam tau txais kev poob qis vim tias kev lag luam tsis tu ncua cuam tshuam kev nqis peev.
Dow Jones Hnub No
Dow Jones futures qhib thaum 6 teev tsaus ntuj ET, nrog rau S & P 500 yav tom ntej thiab Nasdaq 100 yav tom ntej.
Goldman Sachs tam sim no cia siab tias S&P 500 cov nyiaj tau los yuav tsum nyob hauv 2023, nqis los ntawm nws lub hom phiaj ua ntej ntawm 3%.
Nco ntsoov tias kev ua hmo ntuj hauv Dow yav tom ntej thiab lwm qhov tsis tas txhais mus rau hauv kev ua lag luam tiag tiag hauv qhov txuas ntxiv mus Tshuag lag luam kev sib ntsib.
Kev Lag Luam Kev Lag Luam Sib Tw
Kev sib tw ua lag luam tau pib lub lim tiam tawm hauv kev tsim nyog tab sis tom qab ntawd muag tawm hnub Wednesday yav tav su ntawm Fed tus thawj coj Jerome Powell cov lus hawkish. Cov indexes loj tau muab tso rau hauv av ntau rau hnub Thursday. Cov khoom lag luam whpsawed rau hnub Friday tom qab ib daim ntawv tshaj tawm txoj haujlwm sib xyaw, tab sis thaum kawg tau kaw ruaj khov dua hnub ntawd.
Dow Jones Industrial Nruab Nrab tseem poob 1.4% hauv lub lim tiam dhau los kev ua lag luam Tshuag. S&P 500 Performance index poob 3.3%. Lub Nasdaq composite plunged 5.7%, nws qhov kev poob phem tshaj plaws txij li lub lim tiam xaus Lub Ib Hlis 21. Tus me-cap Russell 2000 poob 2.4%.
Lub 10-xyoo Treasury yield dhia 15 lub hauv paus ntsiab lus rau 4.16%. 10-xyoo cov txiaj ntsig tau rov pib ua ntej tom qab snapping 12-lub lim tiam yeej streak thiab luv luv ua lag luam rov qab nyob ib puag ncig 4%.
Cov nyiaj daus las nce 0.2% rau lub lim tiam, tab sis poob 1.9% rau hnub Friday, qhov loj tshaj ib hnub poob hauv xyoo. Qhov ntawd yuav pab tau rau hnub Friday lub khw lag luam nce qib.
Kev lag luam tam sim no pom 61.5% qhov yuav tshwm sim ntawm 50-piv-taw-taw qhia kev nce qib ntawm lub Kaum Ob Hlis Fed lub rooj sib tham. Lub kaum hli ntuj cov neeg siv khoom ntsuas tus nqi yuav tsum yog rau hnub Thursday. Lub Kaum Ib Hlis cov hauj lwm thiab CPI cov lus ceeb toom yuav tawm ua ntej lub Kaum Ob Hlis 14 Fed tus nqi nce siab.
US cov roj av yav tom ntej tau dhia 5.4% lub lim tiam dhau los rau $ 92.61 ib chim. Natural gas tua tau ze li ntawm 13%.
Tech Wreck
Apple cov khoom lag luam, uas tau nce mus txog nws txoj kab 200-hnub hauv lub lim tiam dhau los, poob 11.15% rau 138.38 lub lim tiam dhau los no. AAPL Tshuag tuaj nyob rau hauv ib lub nyiaj ntawm nws lub kaum hli ntuj qis, txawm hais tias nws tseem muaj me ntsis deb ntxiv rau nws cov dais lag luam qis nyob rau lub Rau Hli. Microsoft skidded 6.1%, Google 10.1%, Amazon 12% thiab META Tshuag 8.5%, tag nrho rau ntau xyoo qis. Tesla Tshuag poob 9.2% rau lub lim tiam, los ze rau nws lub Kaum Hlis 24 intraday qis rau hnub Friday. Qhov ntawd yog tom qab pib lub lim tiam muaj zog, ntaus 237.40 intraday Tuesday.
Lub caij no, nws yog hnub tsaus rau huab software. Nov yog qee qhov piv txwv: Atlassian Tshuag poob 29% rau hnub Friday thiab 38% rau lub lim tiam. Twilio Tshuag poob ze li 35% rau hnub Friday thiab 43.5% rau lub lim tiam. Paj daus (daus), uas yuav tsis qhia rau ob peb lub lis piam, dhia 17% rau lub lim tiam.
Meanwhile, fortnite (FTNT) poob 17.5% rau lub lim tiam tom qab cov lus qhia tsis muaj peev xwm them nqi kho mob tau txais txiaj ntsig zoo thiab cov nyiaj tau los nce siab. Paycom (PAYC) poob 10.3% txawm tias muaj txiaj ntsig zoo thiab kev taw qhia.
Cov lag luam tab tom nrhiav kev txiav cov nqi tuaj yeem txwv kev siv nyiaj hauv software raws li lawv teeb tsa peev nyiaj rau xyoo 2023.
ETFs
Ntawm cov zoo tshaj ETFs, Innovator IBD 50 ETF (FFTY) poob 1.2% lub lim tiam dhau los, thaum Innovator IBD Breakout Opportunities ETF (END) poob 2%. Lub iShares nthuav dav Tech-Software Sector ETF (IGV) plunged 10.2%, nrog MSFT Tshuag ib qho tseem ceeb tuav. Lub VanEck Vectors Semiconductor ETF (Smh) poob tsuas yog 0.7%, tom qab dhia 4.65% rau hnub Friday, kaw siab hauv ntau lub lim tiam.
SPDR S&P Hlau & Mining ETF (XME) nce 2% lub lim tiam dhau los. Lub Ntiaj Teb X US Infrastructure Development ETF (PHOO) nce mus txog 0.1%. Teb Chaws Asmeskas Ntiaj Teb Jets ETF (LUJ) nce mus txog 0.3%. SPDR S&P Homebuilders ETF (XHB) 5%. Lub Zog Xaiv SPDR ETF (XLE) nce 2.4%, tsuas yog qis dua yim xyoo siab. Cov Nyiaj Txiag Xaiv SPDR ETF (XLF) poob 0.9%. Kev Kho Mob Xaiv Sector SPDR Fund (XLV) muab 1.5%.
Kev xav txog ntau-speculative story stocks, ARK Innovation ETF (ARKK) poob 9.4% lub lim tiam dhau los thiab ARK Genomics ETF (ARKG) rov qab 4.65%. Tesla Tshuag yog ib qho tseem ceeb tuav hla Ark Invest's ETFs.
Tsib Qhov Zoo Tshaj Suav Suav Los Saib Tam Sim No
Kev Tshawb Fawb Kev Ua Lag Luam
Kev lag luam kev lag luam sib tw muaj lub lim tiam tsis zoo, nrog rau hawkish Fed thiab feem ntau-tsis muaj nyiaj khwv tau los hnyav rau qhov loj indexes. Dow Jones, uas tau ua rau kev lag luam nce siab, muaj qhov qis qis tshaj plaws, tab sis tau tsiv rov qab qis dua 200-hnub mus nruab nrab. Lub Russell 2000 ntaus tsis kam nyob ze ntawm 200-hnub kab tab sis rov qab rau hnub Friday kom kaw saum 50-hnub kab. S&P 500 riam hla 50-hnub.
Lub Nasdaq composite, uas tsis tau mus rau 50-hnub txav nruab nrab, poob qis tshaj plaws, kaw hauv qab qhov qis ntawm nws. ua raws li hnub Hnub Wednesday, lub teeb liab poob qis.
Cov kev ntsuas tseem ceeb txuas ntxiv kev poob rau hnub Thursday, tom qab ntawd whpsawed Friday ntawm ib daim ntawv tshaj tawm txoj haujlwm sib xyaw.
Kev ua lag luam tsis zoo thiab kev thim rov qab loj hauv ntau cov khoom lag luam ua rau muaj kev hloov mus rau "kev ua lag luam nyob rau hauv siab."
Tus neeg tsav tsheb loj tshaj plaws yog Fed tus thawj coj Powell, uas rub cov ntaub pua plag tawm ntawm kev ua lag luam los ntawm kev taw qhia kev hloov mus rau me me tab sis qhov siab tshaj qhov nyiaj tau los.
Lub caij no, megacap thev naus laus zis, suav nrog Apple, Tesla thiab Amazon, raug kev puas tsuaj loj. Huab software npe xws li Atlassian thiab Twilio melted, nrog cov nyiaj tau los tsis ntev los no thiab kev taw qhia tseem ceeb.
Chips tsis muaj lub lim tiam txaus ntshai, kuj, tab sis tsuas yog ob peb lub npe tau ua lag luam nyob ze qhov siab.
Tesla Vs. BYD: Puas yog Booming EV Giant Yog Qhov Yuav Zoo dua?
Muaj ntau qhov chaw ua lag luam resilient. Kev saib xyuas kev noj qab haus huv zoo li muaj zog tag nrho. Lub npe hluav taws xob, suav nrog ntau yam roj cov khoom lag luam, LNG ua si thiab cov neeg ua haujlwm thee, ntxiv rau ob peb lub hnub ci, ua tau zoo.
Lithium thiab qee cov hlau ua tau zoo. Infrastructure firms rau lub zog, kev siv hluav taws xob thiab kev lag luam hauv xov tooj yog thaj chaw kaj. Cov tuam txhab sib txuas lus feem ntau yog qhov tsis tshua muaj tech cheeb tsam uas yog thawj. Qee lub tsev noj mov thiab cov khw muag khoom luv nqi tau qhia lub zog. Ntau yam nyiaj txiag, tshwj xeeb tshaj yog cov brokerage thiab brokerages, tau ua kom muaj zog.
Txawm li cas los xij, nws nyuaj rau pom kev lag luam muaj zog nrog cov khoom siv thev naus laus zis loj reeling. Nws yuav nyuaj txaus rau qhov loj indexes nce mus nrog Apple, Google, Tesla thiab huab software npe lagging. Tab sis sim ua ntej nrog cov cheeb tsam plunging los yog crashing?
Yog tias cov ntawv tshaj tawm nyiaj txiag qhia pom qhov tseeb thiab muaj txiaj ntsig poob qis, ua rau muaj kev poob qis hauv Fed tus nqi hikes, ces tej zaum megacaps thiab huab software tuaj yeem hauv qab. Txawm li cas los xij, rov qab mus rau kev coj noj coj ua thev naus laus zis tuaj yeem yog qee txoj hauv kev tawm. Nyob rau sab ntxeev, yog tias Lub Kaum Hli CPI daim ntawv tshaj tawm rau Lub Kaum Ib Hlis 10 qhia tias kev nce nqi tseem kub, cov khoom lag luam thev naus laus zis tuaj yeem rub cov lag luam ua lag luam kom tiav kev lag luam rally.
Hnub Tuesday yog Hnub Xaiv Tsa. Lub khw lag luam feem ntau ua tau zoo dua nrog tsoomfwv faib, thiab Republicans tau teeb tsa kom rov qab tswj hwm lub Tsev thiab tej zaum Senate. Tab sis cov kws tshaj lij nom tswv tau kwv yees yam tsawg kawg ib lub Tsev GOP yeej txhua xyoo, yog li nws tsis paub meej tias hnub Tuesday qhov txiaj ntsig tiag tiag yuav yog qhov tshwm sim loj.
Lub Sijhawm Kev Ua Lag Luam Nrog IBD Txoj Haujlwm Kev Ua Lag Luam ETF
Ua Dab Tsi Tam Sim No
Lub khw lag luam rally yog nyob rau hauv siab. Fed tab tom hloov los ntawm nrawm thiab npau taws mus qeeb thiab ntev, tab sis nws tseem yog hawkish. Lub tech sector yog lub tsheb ciav hlau wreck. Cov indexes loj tau txo qis qee theem tseem ceeb. Cov indexes thiab cov khoom lag luam ua lag luam yog nyob rau hauv cov hnub loj thiab kev sib tw txhua hnub.
Qhov no tsis yog ib puag ncig zoo rau kev yuav khoom lag luam. Cov neeg ua lag luam yuav tsum tau saib kom txiav qhov raug, tsis meej lossis tsuas yog los ntawm kev txiav nyiaj poob ntawm ntau txoj haujlwm.
Yog tias kev lag luam sib tw nthuav tawm lub zog tshiab, nrog rau S&P 500 thiab tej zaum Nasdaq txav siab tshaj lawv qhov nruab nrab 50-hnub, cov tub ua lag luam yuav pib ntxiv qhov cuam tshuam. Tab sis qhov ntawd tej zaum yuav xav tau kev siv thev naus laus zis kom ruaj khov thiab cov ntaub ntawv nce nyiaj los qhia qee qhov txias.
Yog tias cov xwm txheej zoo dua, koj yuav xav npaj. Muaj ntau cov khoom lag luam teeb tsa, nrog ntau ntau tsis nyob deb dhau. Yog li tsim koj cov npe saib, ua siab ntev thiab koom nrog.
nyeem Daim Duab Loj txhua txhua hnub nyob rau hauv sync nrog kev ua lag luam kev taw qhia thiab ua lag luam thiab cov sectors.
Thov ua raws li Ed Carson ntawm Twitter ntawm @IBD_ECarson rau cov khoom lag luam hloov tshiab thiab ntau dua.
KOJ YUAV TAU LI CAS:
Vim Li Cas Ib Qhov Cuab Yeej IBD Qhov Yooj Yim Kom Ua Li No Koj Saibch Rau Sab saum toj Cov Lus Cog Tseg
Txais Lub Cim Loj Tom Qab No Loj Tshaj Plaws Nrog MarketSmith
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Zoo Tshaj Lij Yuav Cog Tseg Tau Los Saib Thiab Saib Xyuas
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Tau qhov twg los: https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-market-rally-faces-fed-megacaps-cloud-stocks-what-to-do/?src =A00220&yptr=yahoo