(Bloomberg) - Qhov kev hem thawj ntxaib ntawm kev nce nqi thiab Russia kev ntxeem tau ntawm Ukraine ua rau lub sijhawm no los muag cov khoom lag luam thiab cov khoom lag luam tsis txaus ntseeg, cuam tshuam rau kev ua lag luam tsis ntev los no, raws li Chris Ailman, tus thawj coj peev ntawm cov nyiaj laus tshaj thib ob hauv Asmeskas.
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Cov khoom lag luam tau nce thiab cov nqi qiv nyiaj poob rau lub lim tiam no tom qab Tsoom Fwv Teb Chaws Reserve Thawj Tswj Hwm Jerome Powell tau tshaj tawm cov phiaj xwm los nce cov paj laum hauv kev rau siab los tswj kev nce nqi nyiaj txiag.
Cov khoom lag luam "kev lag luam yeej muaj lawv lub taub hau daig hauv cov xuab zeb," Ailman, tus thawj coj peev ntawm California Xeev Cov Xib Fwb Cov Nyiaj Laus, tau hais thaum sib tham hnub Friday nrog David Westin ntawm Bloomberg Wall Street Week. "Lub khw muag khoom, lawv tsaug zog thiab lawv tau mloog."
Ailman, uas saib xyuas $ 318 nphom txij li Lub Ob Hlis 28, hais tias cov khoom lag luam thiab daim ntawv cog lus poob qis tau ua rau "lub sijhawm nyuaj" xyoo no, tab sis nws cov ntaub ntawv tau txais qee qhov txiaj ntsig ntawm vaj tsev, kev ncaj ncees ntiag tug thiab lwm yam khoom muaj nqis uas hloov pauv nyiaj nce ntxiv.
Tsis yog txhua tus pom zoo. Kev muag cov khoom lag luam tam sim no yuav ntxov ntxov, raws li Saira Malik, tus thawj coj peev ntawm Nuveen, uas kuj yog tus qhua ntawm Wall Street Week.
Malik tau hais tias "Ntau nyiaj ntau tuaj yeem tso rau ntawm lub rooj thaum lub sijhawm pib ntawm kev nce qib," Malik hais.
Nws pom zoo yuav Microsoft Corp. thiab Applied Materials Inc. raws li cov khoom lag luam uas muaj peev xwm upside.
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