Txawm hais tias kev nce nqi thiab cov nqi siab dua tseem cuam tshuam qhov kev ntsuas ntawm cov tuam txhab thev naus laus zis hauv Asmeskas, cov thawj tswj hwm cov cuab yeej cuab tam tab tom nrhiav yuav lawv cov tuam txhab nyiam ntawm tus nqi luv txij li Nasdaq poob qis dua 30% xyoo dhau los (YTD).
DNB Asset Management AS, ib chav tsev ntawm Norway lub tuam txhab kev pabcuam nyiaj txiag loj tshaj plaws DNB, thiab yog ib lub tuam txhab tswj hwm European loj dua, qhia txog kev txaus siab nrhiav tau rau Q3 los ntawm lawv. 13 F daim ntawv.
Peb lub cuab tam loj tshaj plaws uas DNB tau ntxiv rau nws cov khoom muaj nqis txog $ 82 nphom hauv lub quarter thib peb tau teev tseg hauv qab no, nrog rau daim ntawv qhia tob thiab kev tshuaj xyuas ntawm txhua lub tuam txhab los ntawm Looj.
Alphabet Inc (NASDAQ: GOOG)
DNB tau ntxiv ntau dua 4.4 lab feem ntawm GOOG, ua rau nws yog ib qho ntawm cov khoom lag luam loj tshaj plaws hauv nws cov ntaub ntawv. Nrog rau kev sib koom loj tshaj plaws hauv kev tshawb nrhiav kev lag luam thiab Google huab kev sib tw, Asmeskas cov tuam txhab thev naus laus zis yuav ua rau muaj txiaj ntsig zoo rau kev nqis peev mus ntev rau tus thawj tswj hwm khoom vaj khoom tsev.
Lub Kaum Hlis 21, xov xwm ntawm Google ua lag luam $ 200 lab hauv AI startup Cohere Inc. tau tshwm sim, qhia tias Google tab tom nrhiav kom nyob rau hauv lub hauv ntej ntawm technology txawm tias ib puag ncig kev nqis peev nyuaj thiab Asmeskas tuaj yeem saib qis qis ntawm kev nce nqi.
Kev tsom xam qhia tias a kev pab txhawb nqa thaj tsam ntawm $ 96.15 txog $ 96.46 thiab ib txoj kab tsis kam ntawm $ 101.49. GOOG shares tau nqis 30% YTD, thiab dhau lub hli dhau los, cov shares hloov lag luam los ntawm $ 95.27 txog $ 104.22, feem ntau nyob ib ncig ntawm 20-hnub tsiv nruab nrab.
Cov kws tshuaj ntsuam Wall Street tau ntsuas Google cov khoom lag luam 'muaj zog yuav,' nrog tus nqi nruab nrab hauv 12 lub hlis tom ntej mus txog $ 140.57, 38.52% dua tshaj li tam sim no tus nqi trading ntawm $101.48. Qhov tseem ceeb, tawm ntawm 7 Wall Street tus kws tshuaj ntsuam xyuas, tag nrho 7 muaj qhov kev ntsuas 'yuav'.
Western Digital Corp (NASDAQ): WDC)
Txawm hais tias muaj kev lag luam rau lub cim xeeb ua lag luam tseem muaj kev ntxhov siab vim muaj teeb meem ntawm cov khoom lag luam thiab muaj peev xwm ntawm a lub caij txom nyem, DNB txiav txim siab los ua WDC nws qhov kev nqis peev thib ob hauv Q3, tam sim no muaj 4.5 lab shares.
Investment tuam txhab Mizuho Txo qis dua WDC sib koom rau lub Cuaj Hlis mus rau nruab nrab, ntawm kev txhawj xeeb nyob ib puag ncig cov ntaub ntawv chaw thiab cov khw muag khoom, nrog rau cov kev xav tau ntawm PC softening thoob plaws ntiaj teb.
YTD, WDC shares tau nqis 47%, nrog kev sib koom ua lag luam los ntawm $ 31.56 txog $ 38.95 nyob rau lub hli dhau los. Kev tsom xam qhia txog kab tsis kam ntawm $ 37.18, qhia tias qhov twg yuav zoo yog qhov chaw nkag tau zoo vim cov nqi tau sib sau ua ke rau qee lub sijhawm.
Cov kws tshuaj ntsuam ntsuas qhov sib koom 'tuav,' kwv yees tias hauv 12 lub hlis tom ntej, cov khoom lag luam tuaj yeem pauv ntawm $ 48.00, 37.69% dua tshaj li tam sim no tus nqi trading ntawm $34.86. Qhov tseem ceeb, tawm ntawm 16 TipRanks cov kws tshuaj ntsuam xyuas suav nrog WDC, rau qhov muaj 'yuav' kev ntaus nqi, yim qhov 'tuav' kev ntaus nqi, thiab ob qhov 'muag' kev ntaus nqi.
Qualcomm (NASDAQ: QCOM)
Cov khoom lag luam semiconductor tau muaj lub xyoo nyuaj txog tam sim no, poob qis los ntawm lawv qhov siab tshaj 2021. Txawm hais tias qhia txog kev loj hlob zoo rau lub sijhawm tom ntej los ntawm ob daim ntawv tshaj tawm nyiaj tau los, DNB ntxiv 356,089 shares ntawm QCOM hauv Q3, nqa tag nrho cov nyiaj ntawm cov khoom lag luam tswj hwm tuav mus rau 586,651 shares.
Txawm hais tias qhov chaw lag luam tsis zoo rau cov tuam txhab semiconductor, Qualcomm xav tias yuav tshaj tawm lwm lub quarter muaj zog; Yog tias qhov ntawd tshwm sim, cov khoom lag luam tuaj yeem pom ntau dua li tam sim no.
Tam sim no, QCOM poob qis dua 37% YTD, nrog ob qho tib si luv luv thiab mus sij hawm ntev tsis zoo. Nyob rau lub hli dhau los, cov shares pauv ntawm $ 104.66 mus rau $ 127.21, qhov twg kev tsom xam cov ntsiab lus mus rau ib qho kev txhawb nqa ntawm $ 108.64 thiab cov kab tsis kam ntawm $ 115.75.
Cov kws tshuaj ntsuam ntsuas qhov sib koom ntawm 'kev yuav khoom nruab nrab', kwv yees tias tus nqi muaj 57.02% mus siab dua los ntawm tus nqi pauv tam sim no ntawm $ 115.74, sib npaug rau tus nqi ib feem ntawm $ 181.73. Ntxiv mus, tawm ntawm 20 tus kws tshuaj ntsuam xyuas npog QCOM, 13 muaj qhov kev ntsuas 'yuav', thiab 7 muaj qhov ntsuas 'tuav'.
Thaum kawg, thaum lub sijhawm ua lag luam tsis sib haum xeeb, cov neeg ua lag luam mus sij hawm ntev nyiam ntxiv rau lawv cov tuam txhab nyiam lossis kev ntseeg siab tshaj plaws, thiab DNB ua raws li qhov kev npaj ua si no txawm tias tag nrho peb ntawm lawv qhov kev yuav khoom saum toj kawg nkaus tau poob ntau dua 30% YTD ntawm qhov nruab nrab.
Disclaimer: Cov ntsiab lus ntawm lub xaib no yuav tsum tsis txhob suav hais tias yog cov lus qhia txog kev nqis peev. Kev nqis peev yog speculative. Thaum kev nqis peev, koj cov peev nyiaj muaj kev pheej hmoo.
Tau qhov twg los: https://finbold.com/revealed-norways-dnb-asset-management-top-three-largest-holdings-added-in-q3/