Scottish Mortgage (LON: SMT) tus nqi sib koom tau ua tau zoo me ntsis hauv 2023 raws li cov khoom lag luam thev naus laus zis rov qab los. Tom qab poob mus rau ntau xyoo qis ntawm 691p thaum Lub Kaum Ob Hlis, cov khoom lag luam tau rov qab los ntawm 13.50% mus txog rau qhov siab ntawm 785p. Txawm li cas los xij, cov khoom lag luam ntsib ntau lub taub hau hauv 2023, uas tuaj yeem pom nws ua lag luam tsis zoo.
Tseem ceeb headwinds ua ntej
Scottish Mortgage Investment Trust yog ib qho nyiaj ntau-billion uas nqis peev hauv kev ua lag luam ntiag tug thiab pej xeem kev lag luam technology tuam txhab uas muag los ntawm thoob plaws lub ntiaj teb no. Raws li qhov tshwm sim, cov nyiaj tau txais txiaj ntsig zoo tshaj plaws tom qab Ntiaj Teb Nyiaj Txiag Nyiaj Txiag (GFC) vim tias cov paj laum tseem nyob ze rau xoom.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Lub paradigm pib hloov xyoo tas los thaum Fed thiab lwm lub tsev txhab nyiaj hauv nruab nrab tau pib ua rau muaj kev txhoj puab heev. nruj theem. Hauv Tebchaws Meskas, cov nqi sawv ntawm ntau dua 4% thiab cov kws tshuaj ntsuam xav tias lawv yuav nce 5.5% xyoo no. Cov qauv zoo ib yam tau pom nyob rau lwm lub tebchaws hauv Tebchaws Europe thiab Asia.
Scottish Mortgage share price faces tseem ceeb headwinds. Piv txwv li, Moderna, nws qhov kev tuav loj tshaj plaws, tab tom tawm tsam raws li qhov kev thov rau nws cov tshuaj tiv thaiv Covid-19 wanes. Thaum nws lwm cov tshuaj tiv thaiv, tshwj xeeb tshaj yog mob qog noj ntshav, tuav cov lus cog tseg, nws yuav siv sijhawm qee lub sijhawm los nrhiav nyiaj rau lawv.
ASML tseem tab tom ntsib teeb meem raws li kev lag luam semiconductor sib ntaus sib tua nrog kev thov poob thiab nce cov khoom muag. Raws li peb tau tshaj tawm hauv qhov no daim ntawv qhia, Intel muaj lub quarter nyuaj vim cov nqi nce, cov khoom muag tau nce, thiab tus nqi poob qis.
Scottish Mortgage kuj yog ib tus neeg lag luam loj hauv Tesla. Txawm hais tias cov nyiaj tau los muaj zog lub lim tiam dhau los, Tesla ntsib cov teeb meem loj thaum kev sib tw nce. Cov tuam txhab ua lag luam zoo li BYD, Li Auto, Nio, VW, thiab GM yog txhua tus tau txais kev lag luam loj. Lwm qhov tseem ceeb ntawm SMT xws li Kev Xa Khoom Hero, Stripe, thiab Zalando kuj raug kev nyuaj siab.
Yog li ntawd, thaum cov khoom lag luam thev naus laus zis tau rov qab los, qee cov kws tshuaj ntsuam muaj kev txhawj xeeb seb qhov kev sib tw yuav kav ntev npaum li cas thaum cov nqi tseem nce ntxiv. Qhov kev cia siab tsuas yog yog tias Asmeskas kev lag luam luam tawm cov lej tsis muaj zog thiab thawb Fed kom tig dovish.
Scottish Mortgage Investment Trust forecast
Tus nqi ntawm SMT tau rov qab los luv luv thaum Lub Ib Hlis. Txawm li cas los xij, saib ntawm 4H daim ntawv qhia, peb pom tias qhov upside tau capped ntawm 787p. Qhov no yog ib theem tseem ceeb txij li thaum nws coincided los ntawm poob trendline uas txuas cov ntsiab lus siab tshaj plaws txij li lub Kaum Ib Hlis. Yog li ntawd, peb tsis tuaj yeem sib cav tias cov khoom lag luam nyob hauv hom rov qab los.
Ntawm qhov zoo, cov kev sib koom tau tsim ib lub taub hau thiab lub xub pwg nyom inverted, uas feem ntau yog ib qho kos npe bullish. Qhov kev pom zoo no tsuas yog lees paub yog tias nws txav mus rau saum toj ntawm tus nqes zuj zus.
Tau qhov twg los: https://invezz.com/news/2023/01/31/scottish-mortgage-trust-share-price-headwinds-put-recovery-at-risk/