(Bloomberg) - Cov tub lag luam Tshuag uas nplawm cov meme craze uas coj Wall Street los ntawm cua daj cua dub xyoo tas los tau npau taws heev rau qhov tawm.
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Kwv yees li ntawm 50% ntawm ib qho chaw muag khoom muag hauv Nasdaq 100 thiab ib lub hlis twg ntawm cov hauv S&P 500 uas tau khaws cia txij li Lub Ib Hlis 2019 tau raug muag, raws li cov ntaub ntawv los ntawm Goldman Sachs Group Inc. Hauv lwm qhov kos npe lawv cov exuberance tau ploj mus, hu-xaiv ntim tau thim rov qab txog 70% ntawm lawv qhov nce txij thaum pib ntawm 2019 txog rau Kaum Ib Hlis 2021, thaum cov khoom lag luam thev naus laus zis thiab Bitcoin nce siab.
John Marshall, tus thawj coj ntawm kev tshawb fawb derivatives ntawm Goldman Sachs tau hais tias "Thaum keeb kwm cov neeg lag luam muag khoom tau yuav qhov poob, lub sijhawm no lawv tsis tau,"
Phab ntsa Street tau mob siab rau yuav ua li cas cov tub lag luam hauv tsev coj tus cwj pwm thaum muaj kev sib kis thaum nws tuaj txog hauv khw. Qhov kev dhuav-kev lag luam-kev xav - uas tau tshaj tawm tias ntau ntawm cov neeg tau daig hauv tsev nrog me ntsis ua tau tig mus rau cov khoom lag luam kom ua tiav lawv lub sijhawm thiab txaus siab rau lawv qhov kev dhuav - tsuas yog hais txog kev tshawb fawb. Cov khoom lag luam tsuas yog nce mus, cov lus hais tau mus rau lub sijhawm, nrog cov kev ntsuas ntsuas tsis zoo rov qab los txawm tias muaj kev sib kis loj heev.
Hordes ntawm hnub cov tub luam dej nyab cov kev sib tham hauv xov xwm xws li Reddit thiab Twitter thiab pub ib leeg cov ntaub ntawv thiab cov lus qhia ua lag luam. Lawv cov kev sib koom ua ke muaj npe nrov tau thawb cov khoom ntawm GameStop Corp. thiab AMC Entertainment Holdings Inc., ntawm lwm tus, cuam tshuam rau cov neeg muag khoom luv luv uas tau twv tawm tsam cov khoom lag luam.
Tab sis cov dej ntws tau tig thiab 2022 tau muab tsuas yog kev lag luam ntxhib thiab ntau lub plab-wrenching volatility. Lub gumption ntawm cov khw muag khoom coob coob los yuav lub dip tau los mus rau qhov kev sim, nrog rau lub tswv yim tsis faring zoo li nyob rau hauv ib lub lag luam uas tau pom S&P 500 poob ntau tshaj 20% thiab Nasdaq 100 poob 30% xyoo no. Qhov tseeb, kev lag luam-tus neeg ua lag luam tus cwj pwm ntsuas los ntawm TD Ameritrade qhia tau hais tias lawv tau txiav kev cuam tshuam rau cov khoom lag luam txhua xyoo.
Eric Johnston, tus thawj coj ntawm kev ncaj ncees derivatives thiab cross asset ntawm Cantor Fitzgerald tau hais tias "Txoj kev uas lawv yuav zoo li yuav ua lag luam mus tom ntej yog qhov muag poob thaum lawv sim tiv thaiv cov txiaj ntsig uas lawv yuav muaj lossis txo qis ntxiv," "Peb tsis tuaj yeem suav rau ntawm tus neeg ua lag luam los ua qhov rov qab rau lub lag luam no."
Txhua yam kev nqis peev tau poob tus nqi hauv 2022. Ntawm cov khw muag khoom coob coob, tech thiab biotech tau muag ntau, raws li Goldman. Lub caij no, ib pob tawb ntawm cov khw muag khoom-nyiam cov khoom lag luam tau taug qab los ntawm lub txhab nyiaj tau poob ntau dua 40% xyoo rau hnub tim, thiab lwm cov tuam txhab uas nquag tau hais hauv cov rooj sib tham hauv social-media tau poob qis li 50%. Crypto, lwm tus neeg nyiam ua lag luam, kuj tau daig hauv lub qhov dej.
Ib qho kev txhawj xeeb tseem ceeb rau cov kws tshawb fawb txog nyiaj txiag, tam sim no tias Tsoom Fwv Teb Chaws Reserve tab tom ua haujlwm kom txias kev lag luam thiab kev nce nqi, yog li cas cov neeg siv khoom yuav dais nws tawm. Thiab thaum muaj kev sib cav sib cav sib ceg dhau ntawm lub tuam txhab nyiaj hauv nruab nrab lub peev xwm los tsim kho qhov chaw softish lossis dhau-kho rau hauv kev lag luam, txawm tias me me, cov neeg siv khoom tau pom qee cov cim ntawm rub rov qab. Cov ntaub ntawv nyob rau lub lim tiam no qhia txog kev muag khoom muag hauv lub Tsib Hlis poob poob poob rau thawj zaug hauv tsib lub hlis.
Charles Schwab tau tshawb fawb ntau dua 1,000 ntawm nws cov neeg muag khoom muag hauv lub Plaub Hlis thiab pom tias 57% ntawm cov neeg teb muaj qhov kev xav tsis zoo ntawm Asmeskas kev lag luam rau lub quarter thib ob ntawm 2022, nce 29% ntawm tib lub sijhawm xyoo tas los. Thawj tus tsav tsheb ntawm qhov kev xav tsis zoo yog tus nqi siab dua ntawm kev nyob, ua raws li kev txhawj xeeb ntawm thaj chaw, raws li Schwab.
Chris Gaffney, tus thawj tswj hwm ntawm lub ntiaj teb kev lag luam ntawm TIAA Bank hais tias "Cov neeg siv khoom tau thim rov qab." "Peb tab tom pom cov tub ua lag luam feem ntau zaum qhov no, uas yog qhov ntse, zaum tawm qhov tsis hloov pauv."
Tseem, Goldman hais tias cov tub ua lag luam muag khoom tseem tab tom tso nyiaj mus rau cov nyiaj pauv pauv, tshwj xeeb tshaj yog cov nyiaj tau los, uas tau pom ntau dua $ 30 billion ntawm cov nyiaj tau los rau xyoo no.
Jane Edmondson, CEO thiab tus tsim ntawm EQM Capital hais tias "Muaj kev hloov pauv tsoomfwv los ntawm cov npe qub FAANG megatech mus rau kev tiv thaiv ntau dua, cov nyiaj tau los ua si," said Jane Edmondson, CEO thiab tus tsim ntawm EQM Capital.
(Hloov tshiab nrog cov lus qhia tshiab.)
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Tau qhov twg los: https://finance.yahoo.com/news/retail-traders-drove-meme-frenzy-193032419.html