Lub zog thiab cov 2 lwm cov haujlwm no coj S&P 500. Tam sim no lawv tau tanked. Nov yog vim li cas qhov ntawd tuaj yeem ua tau zoo rau kev lag luam Tshuag.

Kev tsis txaus siab ntawm cov lag luam ua lag luam ua tau zoo tshaj plaws yuav tsum tau tshwm sim thaum kawg.

Thiab qhov ntawd yuav yog qhov khoom lag luam dais no tau xaj, raws li Jonathan Krinsky, tus thawj coj ua lag luam ntawm BTIG.

Txij li thaum Lub Rau Hli 8, lub zog, kev siv hluav taws xob thiab khoom siv tau yog S&P 500's
SPX,
+ 0.22%

Kev ua haujlwm phem tshaj plaws, poob 20%, 12% thiab 14% raws li, nws hais rau cov neeg siv khoom hauv tsab ntawv ceeb toom rau hnub Monday. Txog rau Lub Rau Hli 7, cov no tau ua cov haujlwm kub tshaj plaws - nce 65%, 2% thiab qis dua 5%.

"Kev tsis txaus siab ntawm pawg thawj coj yog qhov tsim nyog kev txhim kho, hauv peb qhov kev xav, ua kom muaj kev ruaj khov qis dua. Thaum peb tseem tsis tau xav tias lub lag luam dais no tau pom nws qhov kawg qis, qhov tsis ntev los no ntaus rau 'Tus Generals' zoo li txaus rau qhov kawg ntawm lub quarter rov qab los, "Krinsky hais.


BTIG Analysis thiab Bloomberg.

Lub lim tiam dhau los tau cim qhov phem tshaj plaws rov qab los rau lub limtiam rau S&P 500 txij li lub Peb Hlis 2020, qhov kev txav los ntawm Qhov loj tshaj Federal Reserve tus paj laum-tus nqi nce nyob rau hauv ib xyoo caum. Qhov ntsuas tau nqis 23.39% los ntawm nws cov ntaub ntawv kaw ntawm 4,796.56 mus txog Lub Ib Hlis 3, 2022, ntsib ib qho kev txhais lus ntawm lub lag luam dais.

Thiab yog tias qhov kawg ntawm peb lub hlis twg thaws tuaj, Krinsky cia siab tias kev tiv thaiv thiab lub zog yuav taug qab ntev-ntev / kev loj hlob cov khoom lag luam. Laggards xws li tech hnyav ARK Innovation ETF
ARKK,
+ 4.92%
,
Renaissance IPO Cov
PIB,
+ 3.92%
,
uas taug qab cov tuam txhab lag luam uas tau teev npe ua kua feem ntau, thiab SPDR S&P Biotech ETF
XWB,
+ 5.69%

tsis tau ua kom qis qis tshiab, thaum "cov thawj coj" muag tawm, nws hais.

Thiab: Vim li cas cov tub ua lag luam hauv khw muag khoom yog 'nce siab' uas cov nyiaj tau los poob qis yuav looming

Krinsky cia siab tias yuav muaj qib 3,500 ntawm S&P 500 ua ntej "qhov kev tshwm sim zaum kawg," tab sis nws sau tseg lwm yam uas tseem taw tes rau qhov kawg ntawm kev muag.

Qhov feem pua ​​​​ntawm Russell 3000
UA,
+ 0.40%

cov tuam txhab saum toj no lawv 200 qhov kev txav nruab nrab txhua hnub tau poob ze rau ib tus lej raws li lub zog thiab kev tiv thaiv tau raug ntaus - "kev txhim kho tsim nyog kom tau mus rau hauv qab," Krinsky hais.


BTIG Analysis thiab Bloomberg

Ib yam uas sawv hauv txoj kev ntawm kev ntxuav tawm zaum kawg, yog VIX
VIX,
-5.52%
,
Lwm lub npe hu ua Cboe Volatility Index. Thiab "VIX nkhaus yeej tsis tau nyob ze rau qhov rov qab los ntawm 10 cov ntsiab lus uas tau cim txhua qhov tseem ceeb hauv 15 xyoo dhau los," nws hais.

Nyeem: Cov khoom lag luam tseem kim dhau thiab nce tus nqi tuaj yeem cuam tshuam nyiaj txiag, Seth Klarman ceeb toom

Tau qhov twg los: https://www.marketwatch.com/story/energy-and-these-2-other-sectors-led-the-sp-500-now-theyve-tanked-heres-why-that-could-be- zoo-rau-the-stock-market-11655734549?siteid=yhoof2&yptr=yahoo