Txhua hnub ua haujlwm CNBC Investing Club nrog Jim Cramer tuav "Kev Sib Tham Tag Nrho" nyob rau ntawm 10:20 sawv ntxov ET. Nov yog ib daim ntawv qhia hnub Monday lub sijhawm tseem ceeb. Muag rau hauv tej lub zog Tseem muaj nws, tsis txhob pauv nws ceev mentions: TJX, MSFT, MS, WFC 1. Muag rau hauv txhua lub zog Jim Cramer rov hais dua nws cov lus qhia los ntawm hnub Friday "Mad Money" los muag cov khoom lag luam ntawm txhua qhov kev lag luam ua ntej lawv rov qab los. Peb kuj tseem sawv ruaj khov rau hauv peb cov lus qhia tsis txhob caum ib qho kev sib tw ua lag luam vim tias muaj kev nce siab hauv lub khw no yog ib ntus. Peb tau txiav peb txoj haujlwm hauv Advanced Micro Devices (AMD) rau hnub Monday, ua raws li lub siab xav thiab peb pom tias cov khoom lag luam semiconductors nyob rau hauv qhov chaw nyuaj. Thaum qhov no tau mob siab ua, peb ntseeg tias nws yog qhov zoo tshaj plaws rau peb cov ntaub ntawv tau muab rau Asmeskas tswj ntawm chip exports rau Tuam Tshoj. thiab qhov tsis muaj zog hauv PC lag luam. Lub lim tiam dhau los, peb tau hais tias peb yuav txo qis peb qhov cuam tshuam rau semis, thiab AMD tshwj xeeb, thaum peb tsis raug kaw los ntawm peb lub club txwv kev lag luam. 2. Tseem muaj nws, tsis txhob pauv nws Morgan Stanley txo qis nws lub hom phiaj rau Apple (AAPL) rau $ 177 ib feem ntawm $ 180 tab sis khaws cia tias cov khoom lag luam yog nws qhov kev xaiv sab saum toj hauv IT kho vajtse. Cov kws tshuaj ntsuam xyuas nyob ntawd kuj tau nce lawv lub Cuaj Hlis thiab Lub Kaum Ob Hlis lub quarter kwv yees, hais tias lub zog hauv iPhone, iPad thiab Mac offsets qhov kev xav tsis muaj zog rau cov khoom siv thiab cov kev pabcuam. Peb tuav peb txoj haujlwm uas cov tub ua lag luam yuav tsum muaj, tsis yog kev lag luam, AAPL. Cov ntaub ntawv no txawv ntawm AMD, piv txwv li, vim tias Apple txoj kev lag luam tsis tau hloov pauv radically. Peb kuj ntseeg hais tias nws yuav nyuaj heev rau cov tub ua lag luam sim twv thaum AAPL yuav hauv qab thiab nce siab, thiab tom qab ntawd muag thiab yuav ntawm lub sijhawm ntawd, yog li nws zoo dua los tuav nws. Peb tau ceeb toom tawm tsam qhov nyuaj-yog-tsis-tsis-ua tsis tau txoj haujlwm ntawm lub sijhawm ua lag luam hauv peb lub Kaum Hli "Lub Kaum Hli Lub Rooj Sib Tham" hnub Thursday kawg. 3. Quick Club Tshuag hais txog: TJX, MSFT, MS, WFC Bernstein tau hais rau hnub Monday tias Microsoft (MSFT) yog qhov chaw zoo mus rau qhov kev lag luam poob txawm tias tsis muaj zog hauv PC lag luam. Yog vim li cas: lub tuam txhab hloov mus rau huab kev pab cuam tshaj Windows. Peb tsis muaj phiaj xwm muag MSFT. JPMorgan Chase ntxiv TJX Tuam Txhab (TJX) rau nws cov kws tshuaj ntsuam xyuas daim ntawv teev npe nrog tus nqi $80 lub hom phiaj. Peb ntseeg hais tias cov khw muag khoom off-nqi yog nyob rau hauv txoj hauj lwm zoo, tshwj xeeb tshaj yog muab cov khoom muag glut uas cov khw muag khoom npe loj tau ntsib. Jim hais tias TJX yog lub club nyiam lub npe hauv cov ntaub ntawv. Wells Fargo (WFC) thiab Morgan Stanley (MS) tau tshaj tawm lawv lub quarter kawg rau hnub Friday. Thaum peb ntseeg tias thaum kawg MS yuav rov qab los, peb xav kom cov tub ua lag luam yuav cov khoom ntawm WFC hloov. Qhov ntawd yog vim WFC muaj cov paj laum ntau dua li lwm lub tsev txhab nyiaj thiab tseem raug cuam tshuam rau lub khw IPO khov dua li MS. (Jim Cramer's Charitable Trust yog ntev AAPL, AMD, MS, MSFT, TJX, WFC. Saib ntawm no kom paub cov npe tag nrho ntawm cov khoom lag luam.) Raws li ib tus neeg siv khoom rau CNBC Investing Club nrog Jim Cramer, koj yuav tau txais kev ceeb toom kev lag luam ua ntej Jim ua lag luam. Jim tos 45 feeb tom qab xa daim ntawv ceeb toom kev lag luam ua ntej yuav lossis muag cov khoom lag luam hauv nws qhov kev ntseeg siab ntawm cov ntaub ntawv. Yog tias Jim tau tham txog ib qho khoom lag luam ntawm CNBC TV, nws tos 72 teev tom qab tshaj tawm tsab ntawv ceeb toom ua ntej ua lag luam. COV NTAUB NTAWV QHIA TXOG QHOV CHAW UA HAUJ LWM yog ua raws li peb cov lus cog tseg thiab cov xwm txheej thiab txoj cai ntiag tug, ua ke nrog peb qhov kev tsis lees paub. TSIS TXAUS SIAB RAU LUB SIJ HAWM NTAWM LUB SIJ HAWM NTAWM LUB SIJ HAWM NTAWM LUB TSEV KAWM NTAWV, LUB SIJ HAWM NTAWM LUB SIJ HAWM NTAWM koj tau txais cov ntaub ntawv qhia txog kev sib txuas nrog lub koom haum ua lag luam.
Tau qhov twg los: https://www.cnbc.com/2022/10/17/3-takeaways-from-our-daily-meeting-sell-into-strength-still-bullish-on-apple-tjx-best.html