Lub khw lag luam yuav tsum tau saib ua ntej. Lub lim tiam dhau los no nws tau rocked los ntawm cov feeb ntawm lub rooj sib tham uas tau xaus ntau tshaj peb lub lis piam dhau los.
Tsoom Fwv Teb Chaws Reserve tau tshaj tawm cov lus ceeb toom ntawm nws lub Kaum Ob Hlis lub rooj sib tham rau hnub Wednesday dhau los, thiab dab tsi nyob hauv lawv pom tau ua lag luam los ntawm kev xav tsis thoob. Cov neeg soj ntsuam tau taw qhia rau qhov tseeb tias Fed tau sib tham txog kev txo qis nws daim ntawv tshuav nyiaj li cas - qee yam Thawj Tswj Hwm Jerome Powell tsis tau hais txog ntawm nws lub rooj sib tham xov xwm lub hli tas los - thiab nws txoj kev xav ntawm kev ua lag luam, uas zoo li ze rau tag nrho cov hauj lwm.
Cov tub lag luam tau txais xov xwm phem heev. Cov khoom siv thev naus laus zis siab tau poob qis, zoo li feem ntau cov khoom lag luam uas tuaj yeem sau npe loj hlob, suav nrog
Tesla
(ticker: TSLA),
Salesforce.com
(CRM), thiab
Niaj hnub
(MRNA).
Thaum kawg ntawm lub lim tiam, lub
Nasdaq Composite
tau poob 4.5% thiab cov
S&P 500
tau poob 1.9%. Tsuas yog cov
Dow Jones Muaj Feem Nruab Nrab,
uas dipped 0.3%, tswj kom xaus lub lim tiam kuj unscathed.
Nws yog qhov kev hloov pauv ntau dua li ib qho uas Fed tau hais tias feem ntau yuav yog lub luag haujlwm rau kev lag luam cov tshuaj tiv thaiv, hais tias Chris Harvey, US tus kws tshaj lij kev ncaj ncees ntawm Wells Fargo Securities. Ua ntej feeb, kev ua lag luam yuav tau xav txog Fed li tsis kam ua kom nruj. Tom qab ntawd, nws paub tias tsis yog li ntawd, vim qhov tsis sib xws ntawm lub Peb Hlis tus nqi nce siab tau dhia los ntawm tsuas yog 50% ua ntej cov feeb tso tawm mus rau ntau dua 75% rau hnub Friday.
"Ob lub hlis dhau los, kev lag luam ntseeg tias lawv yuav tsum tau thawb Fed," Harvey hais. "Tam sim no qhov ntawd tsis yog li ntawd."
Rau lub lag luam uas kim heev thiab muaj neeg coob coob, qhov ntawd tsis yog xov xwm zoo, raws li tus nqi qis tshaj plaws, feem ntau cov khoom lag luam - uas twb raug ntaus lawm, nco ntsoov koj - tau raug mob hnyav dua. Txog hnub Thursday, 38% ntawm Nasdaq cov khoom lag luam tau poob 50% lossis ntau dua los ntawm lawv qhov siab tshaj 52 lub lis piam. Tias qhov ntsuas tau nqis tsuas yog 5.7% los ntawm nws qhov siab txhua lub sijhawm yog ua tsaug rau Big Tech stalwarts zoo li
Kua
(AAPL) thiab
Microsoft
(MSFT), uas tau dhau los ua loj heev uas lawv npog qhov tsis muaj zog hauv qab.
"Txawm li cas los xij lub hauv paus thiab macro kev txiav txim siab, tsis muaj qhov tsis ntseeg tias cov tub ua lag luam tau muag thawj zaug thiab sim txiav txim siab txog qhov seem tom qab," sau Sundial Capital Research's Jason Goepfert.
Txawm tias meme stocks pom sib ntaus sib tua Fed nyuaj, yog tias tsis ua tsis tau.
GameStop
(GME), piv txwv li, tau nce ze li ntawm 30% hauv kev ua lag luam tom qab hnub Thursday yav dhau los ntawm cov ntawv ceeb toom tias nws tau tsim ib qho kev faib rau kev koom tes nrog kev sib koom ua lag luam thiab tau nyob rau hauv tus txheej txheem ntawm kev tsim lub lag luam rau non-fungible tokens. Thaum kawg ntawm kev ua lag luam hnub Friday, GameStop Tshuag tau nce tsuas yog 7.3%, thiab nws ua tiav lub lim tiam tawm 5.2%.
Tsis txhob nrhiav cov ntaub ntawv nyiaj txiag tsis muaj zog los ua "zoo" xov xwm. Hnub Friday cov nyiaj them poob haujlwm tau tshaj tawm tias tsuas yog 199,000 txoj haujlwm tau tsim nyob rau lub Kaum Ob Hlis, tsawg dua li ib nrab ntawm cov kws tshawb fawb kwv yees. Tab sis qhov ntawd tsis tau tso tseg 10-xyoo Nyiaj Txiag yield los ntawm nce 0.036 ntawm ib feem pua ntawm 1.769% rau hnub Friday, nws qib siab tshaj plaws txij li Lub Ib Hlis 2020 raws li 3 teev tsaus ntuj. Qhov ntawd txhais tau hais tias nws yuav zoo li tsis nco qab loj rau hnub Wednesday cov neeg siv khoom-nqi-index nyeem, uas xav tias yuav pom qhov nce ntawm 7.1% xyoo dhau los, hloov Fed txoj kev kawm, thiab tej zaum tsis yog li ntawd.
Txog tam sim no, nws txhais tau hais tias tuav cov khoom lag luam kim thiab tsis hloov pauv tej zaum tsis tsim nyog qhov khoom plig, Wells Fargo's Harvey hais. Nws hais tias "Peb xav tau kev rov ua dua ntawm kev pheej hmoo," nws hais. "Thiab qhov ntawd yog qhov tshwm sim."
Tsis txawm GameStop tuaj yeem tawm tsam Fed.
Sau rau Ben Levisohn ntawm [email tiv thaiv]
Tsis txawm GameStop Tshuag tuaj yeem tawm tsam Fed
Ntawv loj
Tau qhov twg los: https://www.barrons.com/articles/stock-market-tech-stocks-federal-reserve-51641603791?siteid=yhoof2&yptr=yahoo