(Bloomberg) - Qee tus bulls zaum kawg ntawm tog yog thaum kawg tau txais txiaj ntsig rau lub lag luam dais, bailing los ntawm cov khoom lag luam ntawm tus nqi nrawm tshaj plaws hauv ze li ob xyoos.
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Cov neeg lag luam muag khoom lag luam, uas yuav luag ib txwm yuav qhov poob qis txij li kev sib kis kis thoob qhov txhia chaw, tawm hauv lub lim tiam dhau los, nrog kev muag khoom mus txog qhov hnyav tshaj plaws txij li lub Cuaj Hli 2020, raws li kev kwv yees los ntawm JPMorgan Chase & Co. raws li cov ntaub ntawv pej xeem ntawm kev sib pauv.
Txoj kev khiav tawm yog qhov kev hloov pauv tseem ceeb rau cov tub lag luam me uas feem ntau dai rau thaum lub sijhawm $ 15 trillion muag tawm xyoo no. Kev xav yog thaum kawg cratering nrog poob piling nyob rau hauv lawv nyiam stocks nrog rau cryptocurrencies, hais tias JPMorgan strategist Peng Cheng.
Cheng tau hais hauv kev xam phaj tias "Muaj ib qho kev xav tau qis dua," Cheng hais hauv kev xam phaj. "Nws yog qhov ncaj ncees los hais tias cov khw muag khoom tau capitulated."
Qhov kev tsis txaus siab yog txais tos xov xwm rau cov neeg saib xyuas kev lag luam uas tsom mus rau cov paib ntawm kev muag cathartic uas lawv hais tias yuav qhia tias qhov kev poob qis tau mus txog hauv qab. Los ntawm cov nyiaj hedge mus rau quant traders, cov tub ua lag luam kws tshaj lij tau txo lawv txoj kev ncaj ncees rau ntau xyoo qis. Tam sim no, cov tub lag luam niaj hnub tab tom koom nrog pawg neeg dais tom qab siv ntau lub hlis sib tsoo nrog cov txiaj ntsig.
Tsis yog tus ntsuj plig twv txiaj tau raug tshem tawm tag nrho ntawm cov neeg muag khoom hauv khw, ntau tus uas txiav lawv cov hniav nyiaj txiag thaum lub sij hawm Covid lockdowns, muaj riam phom nrog tsoomfwv cov kev ntsuam xyuas. Hnub Wednesday, lawv tau muab tso rau hauv cov khoom lag luam ntawm Revlon Inc., lub tuam txhab tshuaj pleev ib ce uas lub hlis no tau foob kev lag luam, ua rau muaj 34% nce hauv cov khoom lag luam.
Tab sis dav hais lus, ib zaug-euphoric muas yog txias. Cov khw muag khoom xav tau taug qab los ntawm JPMorgan tau qis dua ib xyoos qhov nruab nrab rau yim lub lis piam dhau los. Hauv kev lag luam kev xaiv, kev poob qis yog nyob rau hauv vogue, tawm ntawm xyoo tas los, thaum kev hu xov tooj bullish tau nrhiav frenetically kom tau txais txiaj ntsig sai.
Nws tsis nyuaj rau pom vim li cas amateurs thaum kawg tso tseg. Nrog rau S&P 500 poob ntau npaum li 23% los ntawm nws qhov ncov thiab Nasdaq 100 nqis ntau dua 30%, qhov txiaj ntsig uas cov tub lag luam tshiab ib zaug tau txaus siab rau yog sai sai. Raws li lub Rau Hli 13, tag nrho lawv cov txiaj ntsig kev lag luam tau ua thaum lub sijhawm meme-cov khoom lag luam tau raug tshem tawm, JPMorgan kwv yees.
Michael Wang, tus thawj coj ntawm Prometheus Alternative Investments tau hais tias "Lawv yog tus tsav tsheb tseem ceeb ntawm kev nce nqi uas peb pom hauv tech thiab crypto," said Michael Wang. "Qhov tseeb yog cov khw muag khoom nyiam yuav ntau tshaj plaws nyob rau sab saum toj thiab qhov tsawg tshaj plaws hauv qab. Peb tau pom qhov no ua ntej hauv txhua qhov kev ua lag luam, suav nrog kev sib tsoo dot-com. "
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Tau qhov twg los: https://finance.yahoo.com/news/jpmorgan-says-retail-investors-finally-125001587.html