Inflation yog ib qho kev txhawj xeeb tshaj plaws ntawm cov tub ua lag luam. Yog tias cov nqi txuas ntxiv tawm ntawm kev tswj hwm, Fed yuav zoo li yuav nce cov paj laum hnyav - thiab qhov ntawd tsis zoo rau cov khoom lag luam.
Thaum daim ntawv tshaj tawm kev nce nqi tshiab tshaj tawm rau hnub Tuesday thiab pom cov neeg siv khoom tau nce 8.3% thaum Lub Yim Hli los ntawm ib xyoos dhau los, cov khoom lag luam poob qis. S&P 500 ua tiav hnub poob 4.3%, Dow poob 3.9%, thaum Nasdaq Composite poob 5.2%.
Tseem, peev nyiaj txiag thiab Shark Tank lub hnub qub Kevin O'Leary tsis ntseeg tias nws yog lub sijhawm los khiav rau qhov tawm.
"Nws tsis txaus siab heev rau kev lag luam kev lag luam kom poob ze li 1,000 cov ntsiab lus hauv 40 feeb," nws hais rau CNBC.
“Qhov ntawd txhais tau tias kev hloov pauv tau rov qab los. Yog tias koj yog ib tus neeg ua lag luam, tej zaum qhov zoo tshaj plaws los ua ntawm no yog - txij li thaum koj tsis tuaj yeem kwv yees hauv qab - yog siv sijhawm rau hnub zoo li niaj hnub no thiab yuav cov khoom lag luam uas koj xav tias ntxim nyiam. "
Ntawm no yog saib dab tsi Mr. Wonderful nyiam tam sim no.
Tsis nco
Nthuav-down chipmakers
Lub tshuab hluav taws xob semiconductor muaj lub zog bull khiav hauv 2020 thiab 2021. Tab sis nyob rau hauv 2022, nws tau muab lub vibe sib txawv kiag li.
Xyoo dhau los, iShares Semiconductor ETF (SOXX) tau poob 35%. Ntau tus chipmakers tau poob tob rau hauv dais lag luam thaj chaw.
O'Leary pom muaj cib fim hauv ntu no.
"Yog tias koj yuav Broadcom, piv txwv li, yuav luag peb thiab ib nrab feem pua ntawm cov nyiaj faib, nws tau raug tsoo los ntawm kev kho semiconductor," nws hais.
"Nvidia, tib yam, crushed, kiag li crushed."
Broadcom shares tau poob txog 23% hauv 2022, thaum Nvidia poob qhov mob hnyav dua 56% nyob rau tib lub sijhawm.
Tab sis kev lag luam txuas ntxiv mus rau txoj hauv kev zoo rau ob lub tuam txhab no.
Hauv Broadcom cov nyiaj txiag Q3, nws tsim tau $ 8.46 billion ntawm tag nrho cov nyiaj tau los, sawv cev rau 25% nce xyoo dhau xyoo.
Hauv Nvidia lub quarter kawg ntawm kev siv nyiaj txiag, nws cov nyiaj tau los tau nce 3% los ntawm ib xyoos dhau los rau $ 6.70 billion.
"Cov khoom lag luam no tau txiav txim siab, thiab tseem lawv tseem loj hlob, lawv tseem xav tau," O'Leary taw qhia. "Txhua lub tswv yim uas peb yuav tsum tsis txhob xav tau semiconductors yog qhov tsis txaus ntseeg."
Suav Internet stocks
Suav cov khoom lag luam yog lwm pab pawg tsis txaus siab hauv kev ua lag luam niaj hnub no. Kev tsis sib haum xeeb ntawm Asmeskas thiab Tuam Tshoj tau ua rau cov npe hauv Teb Chaws Asmeskas no muaj kev kub ntxhov heev.
Tab sis O'Leary muaj kev cia siab rau lub teb chaws lub peev xwm.
"Yog tias koj tab tom nrhiav kev loj hlob nyob rau lub sijhawm ntev, tsis muaj lus nug txog kev lag luam Suav hauv 20-25 xyoo tom ntej no yuav dhau los ua kev lag luam loj tshaj plaws hauv ntiaj teb," nws hais.
"Muaj kev tsov rog kev lag luam, kev ua tsov rog thev naus laus zis, kev tswj hwm kev ua tsov rog nrog rau Tebchaws Meskas - qhov ntawd tuaj yeem yog ib ntus."
O'Leary tab tom tso nws cov nyiaj nyob qhov twg nws lub qhov ncauj.
"Kuv muaj Suav cov khoom lag luam. Kuv muaj qhov ntsuas ntawm lawv, tshwj xeeb tshaj yog thoob ntiaj teb internet behemoths, cov tuam txhab loj xws li Alibaba, "nws hais.
Alibaba cov khoom lag luam tau muaj kev caij tsheb hnyav - lawv poob 25% xyoo rau hnub tim thiab ib qho 43% nyob rau 12 lub hlis dhau los.
Thiab qhov ntawd tuaj yeem muab cov neeg ua lag luam tsis sib haum xeeb ib yam los xav txog.
"Yog tias koj muaj Amazon, vim li cas koj thiaj tsis muaj BABA - tib lub tswv yim."
O'Leary piav ntxiv tias cov teeb meem nom tswv nyob ib puag ncig Suav cov khoom lag luam - xws li kev hem thawj rau kev tshem tawm lawv - tsuas yog "suab nrov."
"Yuav tsis muaj kev faib rau lub ntiaj teb kev lag luam loj tshaj plaws ... yog vwm."
Yuav nyeem dab tsi tom ntej
Kab lus no muab cov ntaub ntawv nkaus xwb thiab yuav tsum tsis txhob muab txhais ua cov lus qhia. Nws tau muab yam tsis muaj kev lees paub ntawm txhua yam.
Tau qhov twg los: https://finance.yahoo.com/news/opportunities-days-today-kevin-oleary-124200514.html