Tom qab muaj lawv phem tshaj pib rau lub xyoo puas tau, tech thiab me-cap stocks yog pib qhia lub neej.
Kev hloov pauv hauv kev ua lag luam pib tuav thaum lub Rau Hli lig, ua rau nce 9.11% hauv S&P 500 thaum Lub Xya Hli. Tib lub hlis ntawd, Nasdaq (^ IXIC), suav nrog cov khoom siv thev naus laus zis feem ntau thiab cov tuam txhab me me, tau tshaj S&P 500 (^ GSPC), tshaj tawm nce 12.3%.
Vim li ntawd, cov kws pab tswv yim tau rov qab mus rau qhov chaw ua lag luam yav dhau los, zoo li thev naus laus zis.
"Nws yog lub sijhawm zoo los ua pa tob tob thiab hais tias: Puas yog cov tuam txhab no puas yuav rov qab los?" VettaFi Tus Lwm Thawj Coj Tom Lydon tau hais hauv Yahoo Nyiaj Txiag Live (video saum toj no). “Kuv tsis muaj lawv? Kuv puas tau tso tseg lawv? Raws li peb tos ntsoov thiab tej zaum qhov kev cia siab rau kev lag luam thiab kev lag luam, txawm hais tias nws tsis zoo li nws tau siv los ua, nws puas ruaj khov? Puas yog lub sijhawm yuav khoom? Tsuas yog los ntawm cov dej ntws uas peb tab tom pom hauv thaj chaw xws li cov khoom lag luam thev naus laus zis, xws li cov khoom me me, cov kws pab tswv yim thiab cov neeg ua lag luam tau txais txiaj ntsig los ntawm nws. "
Kev sib xyaw ua ke ntawm cov paj laum los ntawm Tsoom Fwv Teb Chaws Reserve, sau tseg theem ntawm kev nce nyiaj txiag, thiab cov khoom lag luam muaj teeb meem tau ua rau kev lag luam mus rau qhov tsis sib haum xeeb txij li nws qhov siab kawg thaum kawg ntawm 2021.
Tam sim no, nrog Fed muab ntau pob tshab ntawm tus nqi nce ntxiv, ua ke nrog cov tub ua lag luam xav tias kev nce nqi yuav txo qis, ntau tus tau rov qab mus rau qhov chaw raug ntaus-down ntawm kev ua lag luam rau qhov muaj peev xwm rov qab los ntawm kev nqis peev.
Lydon piav qhia tias "Ib xyoos dhau los, lawv tau txhawj xeeb txog kev nce nqi, tus naj npawb ib," Lydon piav qhia. “Tus thib ob, nce paj paj. Thiab geopolitical kev pheej hmoo yog hom thib peb nyob deb. Ceev nrooj mus rau hnub no - tsis muaj kev txhawj xeeb txog kev nce nqi. Nws tseem siab, tab sis tsis kub li ib xyoos dhau los. Cov paj laum nce, mus rau qib zoo, tau ci rau hauv. Thiab geopolitical kev pheej hmoo, zoo, nws ib txwm yuav yog ib feem ntawm nws. "
Lydon hais txog Cathie Wood's ARK Innovation ETF (ARKK) raws li ib qho piv txwv tseem ceeb ntawm kev thim rov qab hauv cov khoom lag luam tech. Hauv rau lub lis piam dhau los, ETF tau nce 30-35% tom qab poob loj ntawm 60-70%.
Small-cap tailwinds
Raws li cov nyiaj tau los lub caij nyoog txuas ntxiv, qhov xav tsis thoob loj tshaj plaws, raws li Lydon, tau ua tiav ntawm cov khoom me me.
Cov tuam txhab me me - uas txhais tau tias muaj kev lag luam peev ntawm $ 300 lab thiab $ 2 nphom - tsis txhob ntsib tib lub ntiaj teb kev lag luam headwinds uas cov tuam txhab loj loj xws li FAANG cov npe ua, Lydon tau hais txog.
"Txawm hais tias lub kaus mom me me me me me dua li lub kaus mom loj, lawv tsom mus rau kev lag luam hauv tsev, feem ntau," nws hais. "Thiab nrog kev txav loj hauv US duas, peb tau pom tias cov tuam txhab me me tau ua kom zoo dua qhov ntawd. Lawv tuaj yeem yuav cov kev pabcuam thiab cov khoom lag luam txawv teb chaws, coj lawv ntawm no rau tus nqi qis dua. Thiab lawv tsis muag ntau li txawv teb chaws, uas yuav kim dua rau cov neeg yuav khoom txawv teb chaws. "
Ze li ntawm peb ntawm plaub lub tsho me me tau ua tiav ntawm ob sab saum toj thiab hauv qab kab, Lydon tau sau tseg, qhia tias muaj ntau lub sijhawm.
"Nrog lub peev xwm los tso lawv ko taw rau ntawm cov roj yog tias txhua yam pib zoo dua, lawv tuaj yeem nce nrawm dua," nws hais ntxiv. "Nws yog qhov zoo uas pom cov kaus mom mega loj pib rov qab zoo li. Tab sis nyob rau lub sijhawm no, thaum peb tau muaj kev thim rov qab me ntsis, ntau tus neeg ua lag luam ntse tab tom sim xaiv lawv qhov chaw. Lawv tuaj yeem muab cov hmoov qhuav ntawd rov qab mus rau qhov twg?”
Ethan yog tus kws sau ntawv rau Yahoo Nyiaj Txiag.
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
Rub tawm Yahoo Nyiaj Txiag app rau Kua or Android
Ua raws li Yahoo Finance Twitter, Facebook, Instagram, Flipboard, LinkedIn, Thiab YouTube
Tau qhov twg los: https://finance.yahoo.com/news/investors-are-taking-advantage-of-flows-into-tech-and-small-cap-stocks-etf-expert-115023988.html