Lub tech-hnyav Nasdaq 100 tam sim no poob ntau dua 6.0% rau lub xyoo ntawm kev nce nyiaj txiag, tab sis Allianz 'Mohamed El-Erian tseem muaj laj thawj uas ua rau kev yuav khoom poob rau hauv kev siv tshuab ntse.
Tech muaj zog nqi zog
Nyob rau lub sijhawm ntawm kev nce nqi, El-Erian tau sau tseg, cov tub ua lag luam yuav tsum tig mus rau cov khoom lag luam nrog tus nqi zog, uas suav nrog ntau lub npe thev naus laus zis. Tag kis no ntawm CNBC's "Squawk Box", tus kws tshaj lij nyiaj txiag tau hais tias:
Yuav lub dip txias tseem nyob ntawd, tab sis qhov ntau qhov kev hloov pauv hloov pauv, qhov ntau nws yuav raug siab. Yog li, kuv nyiam cov tuam txhab uas muaj nqi zog. Tech los hauv qeb ntawd. Lawv muaj tus nqi zog; lawv tsis cuam tshuam los ntawm kev nce nqi ntawm tus nqi ntau npaum li lwm tus.
Nws qhov kev xav zoo ib yam li MAI Capital Management's Chris Grisanti, uas tau hais ua ntej lub hli no tias qhov ua tsis tau zoo hauv Amazon thiab Roku ua rau lub sijhawm zoo los yuav cov khoom lag luam ntawm cov luv nqi tseem ceeb.
Quantitative tightening tseem muaj kev pheej hmoo
El-Erian tau pom zoo tias kev nruj me ntsis txuas ntxiv ua rau muaj kev pheej hmoo rau kev lag luam tab sis hais tias 10% mus rau 20% downside hauv US Tshuag lag luam xyoo no tsis zoo li. Nws ntxiv:
Kuv tsis pom txog 20% downside raws li lub hauv paus. Puas yog qhov xwm txheej txaus ntshai? Tseeb. Nws tuaj yeem tshwm sim yog tias Tebchaws Meskas Federal Reserve ua rau txoj cai yuam kev uas ua rau muaj kev tsis sib haum xeeb. Qhov ntawd yog ib qho xwm txheej uas tuaj yeem xa cov kev poob qis hauv kev ua lag luam. Nws tsis yog lub hauv paus, tab sis muaj kev pheej hmoo.
Kev nce nqi hauv Asmeskas tau dhia mus rau 7.0% thaum Lub Kaum Ob Hlis - qhov kev nyeem kub tshaj plaws hauv yuav luag plaub xyoo caum. Yog li ntawd, JPMorgan's Jamie Dimon tau hais lub lim tiam dhau los tias nws yuav xav tsis thoob yog tias lub tuam txhab nyiaj hauv nruab nrab tau nce nqi tsuas yog plaub zaug hauv 2022.
The post Economist: kev yuav lub dip hauv thev naus laus zis tuaj yeem yog qhov ntse txav tau tshwm sim thawj zaug ntawm Invezz.
Tau qhov twg los: https://invezz.com/news/2022/01/18/economist-buying-the-dip-in-technology-could-be-a-smart-move/