Yog koj nyiam feem ntau S&P 500 ua lag luam, tsuas yog cov lus "tech stocks" tam sim no ua rau gag reflex. Tab sis nws yog hais tias hom aversion uas thaum kawg yuav ua rau muaj cib fim.
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Txog tam sim no xyoo no, cov tub ua lag luam poob ntau dua $ 4 trillion ntawm kev sib txuas lus-kev pabcuam thiab cov ntaub ntawv-technology cov khoom lag luam xws li Kua (AAPL), Microsoft (MSFT) thiab Meta Platforms (META), hais tias Investor's Business Daily analysis of data from S&P Global Market Intelligence and MarketSmith. Qhov ntawd yog kwv yees li 40% ntawm tag nrho cov nyiaj ua lag luam poob rau tag nrho lub khw xyoo no, hais tias Wilshire Associates. Thiab tseem, cov kws tshuaj ntsuam pom qhov nruab nrab upside nyob rau hauv ob lub sectors cov khoom lag luam ze li ntawm 35%.
Nicholas Colas ntawm DataTrek Research hais tias "Tsis muaj leej twg mob siab txog cov khoom lag luam tam sim no," Tab sis yog lub sijhawm uas koj yuav tsum tau saib xyuas?
Ntshai Nrog S&P 500 Tech Tshuag
Lub lull hauv kev txaus siab hauv S&P 500 tech stocks yog deafening. Cov tub ua lag luam feem ntau muaj tag nrho tab sis pov rau hauv phuam ntawm S&P 500 cov khoom lag luam thev naus laus zis. Tus naj npawb ntawm Asmeskas kev tshawb fawb rau cov lus "tech stock" ntaus nws qhov qis tshaj plaws hauv peb lub xyoos, Colas hais. Cov paj tau nce siab thaum Lub Ib Hlis thiab Lub Ob Hlis Ntuj xyoo 2021, thaum cov khoom lag luam nce siab ib yam.
Tab sis kev muaj tiag tau tsoo. Loj tshaj plaws cov nyiaj sib koom tsis tau yuav mus rau hauv cov khoom lag luam thev naus laus zis. Thiab qhov ntawd tau ua rau muaj kev muag khoom loj uas tau rhuav tshem keeb kwm ntawm kev nplua nuj. Apple cov khoom lag luam poob qis 17% xyoo no, tshem tawm $ 533 nphom hauv cov tub ua lag luam cov nyiaj. Microsoft tawm 20.4%, tshem tawm $ 523 billion. Thiab Meta poob 49% hauv 2022 txog tam sim no, tshem tawm $ 458 nphom hauv kev lag luam tus nqi.
"Cov tub ua lag luam tau raug hlawv phem heev thiab ntshai kev poob ntxiv. Qhov ntawd ntau dua li qhov kev cia siab rau kev nce qib tam sim no, "Colas hais. "Thaum kawg, txawm li cas los xij, cov khoom lag luam thev naus laus zis yuav tsum yog cov neeg tau txais txiaj ntsig ntev ntev vim tias thev naus laus zis yog qhov muaj zog tshaj plaws rau tib neeg kev txawj ntse los cuam tshuam cov txiaj ntsig kev lag luam."
Spotting Analyst' Favorites
Cov kws tshuaj ntsuam ntawm Wall Street yeej tsis pom kev lag luam dais tuaj. Tab sis lawv twb tau taw qhia lawv cov khoom siv thev naus laus zis nyiam los coj S&P 500 tawm ntawm nws qhov kev ntxhov siab.
Cov kws tshuaj ntsuam xyuas tau zoo rau tag nrho peb ntawm cov sectors 'loj loj tshaj plaws rau xyoo no. Lawv tab tom hu rau 61% kev sib tw hauv Meta's shares hauv 12 lub hlis. Thiab lawv xav tias Apple yuav muaj nqis 25% ntau dua hauv 12 lub hlis, thaum Microsoft pom kev sib tw 32%.
Cov no yog tag nrho cov kev hwm uas xav tau. Tab sis lawv tsis yog qhov loj tshaj plaws hauv cov haujlwm tseem ceeb S&P 500 no. Cov kws tshuaj ntsuam qhov kev cia siab siab tshaj plaws rau ib qho khoom lag luam hauv S&P 500 kev pabcuam kev sib txuas lus yog rau Phaj Network (DISH). Shares poob qis li qhov tsis zoo li Meta xyoo no, 44%, rau 18.34. Txawm li cas los xij, cov kws tshuaj ntsuam xav tias satellite TV muab kev koom nrog yuav muaj nqis 158% ntau dua hauv 12 lub hlis rau 47.29. Nws tseem ceeb heev uas yuav tsum nco ntsoov, txawm li cas los xij, cov kws tshuaj ntsuam 'bullishness tsis txuas nrog cov hauv paus ntsiab lus. Dish cov nyiaj tau los hloov kho tau pom poob qis los ntawm ib feem peb xyoo no thiab poob ntxiv 20% hauv 2023.
Nyob rau hauv cov ntaub ntawv-technology sector, cov kws tshuaj ntsuam nyiam yog ib qho ntawm cov khoom siv thev naus laus zis tsis zoo ntawm lub xyoo: PayPal (PYPL). Shares poob ntau dua 60% xyoo no rau 73.43. Tab sis cov kws tshuaj ntsuam xav tias nws yuav yog 118.73 Tshuag hauv 12 lub hlis. Yog tias muaj tseeb, qhov ntawd sawv cev rau 62% kev tawm tsam los ntawm no.
Tom ntej no Dab Tsi Rau Tech Stocks?
Colas taw qhia tias qhov kev txaus siab qis hauv tshuab yog nkag siab. Cov tub lag luam tau nkees ntawm kev poob nyiaj rau lawv.
Nws tau hais tias "Kev paj laum qis thiab yuav tsum tau rov qab los thaum kawg nrog kev tig hauv kev ua lag luam, tab sis nyob rau lub sijhawm ze nws tseem tuaj yeem qis dua," nws hais. Cov tub lag luam thev naus laus zis ntshai tsam poob 20% lossis ntau dua ntawm cov khoom lag luam thev naus laus zis, thaum lawv xav tias qhov nce siab yog txwv rau tam sim no. Tab sis qhov kev xav ntawd yuav tig mus, Colas hais.
"Tech stocks have their twists and turns because investor alternate of excitement and indifference on the fact, and also because not every tech-enabled business model can get over the first ob peb squares on the chessboard. Raws li lub ntsiab lus kev nqis peev, txawm li cas los xij, thev naus laus zis tseem yog tus tsav tsheb tseem ceeb tshaj plaws ntawm kev lag luam kev sib raug zoo rov qab mus ntev., "nws hais.
Qhov loj tshaj Tech Tshuag Implosions hauv S&P 500
Xws li cov ntaub ntawv thev naus laus zis thiab kev pabcuam kev sib txuas lus
| lub tuam txhab | Ticker | YTD change | Upside rau cov kws tshuaj ntsuam lub hom phiaj | Sector | Kev lag luam tus nqi poob xyoo no (hauv billions) |
|---|---|---|---|---|---|
| Kua | (AAPL) | -17.2% | 25.1% | Information Technology | - $ 533.4 |
| Microsoft | (MSFT) | -20.4 | 32.4 | Information Technology | -523.2 |
| Meta Platforms | (META) | -49.2 | 61.3 | Cov Kev Sib Txuas Lus | -457.8 |
| Cov tsiaj ntawv | (GOOGL) | -17.6 | 31.7 | Cov Kev Sib Txuas Lus | -350.0 |
| NVIDIA | (NVDA) | -46.1 | 56.7 | Information Technology | -337.0 |
| Netflix | (NFLX) | -69.0 | 53.1 | Cov Kev Sib Txuas Lus | -183.8 |
| PayPal tuav | (PYPL) | -61.1 | 61.7 | Information Technology | -136.5 |
| Walt Disney | (DIS) | -38.1 | 53.6 | Cov Kev Sib Txuas Lus | -106.9 |
| Cisco Systems | (CSCO) | -31.5 | 22.7 | Information Technology | -87.6 |
| Tsev av | (ADBE) | -31.3 | 20.0 | Information Technology | -87.5 |
Ua raws li Matt Krantz ntawm Twitter @matkrantz ua
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Tau qhov twg los: https://www.investors.com/etfs-and-funds/sectors/sp500-should-you-throw-in-the-towel-on-these-once-priized-stocks/?src=A00220&yptr=yahoo