A 30% poob hauv lub S&P 500 qhov ntsuas los ntawm nws lub ncov tseem muaj qhov ua tau, hais tias Seema Shah. Nws yog Senior Investment Strategist ntawm Principal Global Investors.
Shah pom qhov mob ntxiv tom ntej
Shah muaj laj thawj ntseeg tias US cov peev txheej muaj nqis ntxiv los ntawm no. Cov nyiaj tau los kwv yees, rau ib qho, tseem tsis tau nqis los. Tag kis no rau CNBC's "Kev Sib Tw Thoob Ntiaj Teb", nws hais tias:
Ntau qhov kev poob qis no tau tshwm sim yam tsis muaj qhov poob ntawm cov nyiaj tau los loj hlob. Yog li, qhov no yog koj thawj ceg kom deb li deb. Raws li peb pib pom cov ntaub ntawv kev lag luam thiab nyiaj tau los loj hlob pib tig, yog thaum koj nkag mus rau hauv koj ob ceg ntawm kev lag luam kev lag luam poob qis.
Ib qho 30% poob qis, raws li nws tau kwv yees, yuav coj qhov ntsuas ntsuas ntsuas txhua txoj hauv kev rov qab mus rau nws qib ua ntej kis thoob qhov txhia chaw.
Tech stocks tseem muaj kev sib tw
Shah hais txog macro headwinds, tshwj xeeb tshaj yog cov paj laum nce ntxiv raws li nws tau ceeb toom tias cov khoom lag luam thev naus laus zis yuav zoo li nyob rau hauv qhov kev sib npaug ntawm 2022. Zog, nws ntxiv, yuav ua tau zoo dua.
Lub zog tau yog tus tsav tsheb tseem ceeb thiab peb tsis pom qhov hloov pauv sai sai no. Yuav muaj kev sib tw raws li cov cai lossis cov hnub so se tab sis kev lag luam hluav taws xob thiab cov khoom lag luam tej zaum yuav nce siab ntxiv vim tias cov qauv tsis txaus hauv kev lag luam ntawd.
Ua tim khawv rau US Congress Hnub Wednesday, Jerome Powell - Thawj Tswj Hwm ntawm Tsoom Fwv Teb Chaws Reserve tau hais tias lub tuam txhab nyiaj hauv tuam txhab npaj siab yuav txav mus " nrawm" mus rau tus nqi siab dua los ua rau muaj kev ntxhov siab nyiaj txiag.
Tus ncej Pro: S&P 500 Performance index tuaj yeem rov qab mus rau nws qib ua ntej muaj kev sib kis tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/06/23/pro-the-sp-500-index-could-return-to-its-pre-pandemic-levels/