S&P 500: Koj yuav zoo dua muag 10 Tshuag Ua ntej yam tsis zoo, cov kws tshuaj ntsuam hais

Cov kws tshuaj ntsuam xyuas Wall Street feem ntau yog ib zoo heev optimistic pawg. Yog li, thaum lawv hais kom koj muag qee qhov S&P 500 cov khoom lag luam, uas yog hais ib yam dab tsi.

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Ntau tus kws tshuaj ntsuam tau ntaus ntau qhov kev muag khoom ntawm 10 cov khoom lag luam ntau dua li lwm tus hauv S&P 500, suav nrog Pinnacle West Sab Peev (PNW), Raug Kho Edison (ED) thiab Franklin Cov Khoom Siv (Ben), hais tias cov ntaub ntawv los ntawm FactSet. Nws tsuas yog qhov tseeb tshaj plaws ntawm kev ceev faj ntxiv ntawm Wall Street tom qab ntau tshaj li cuaj lub hlis ntawm kev muag khoom.

"Cov kws tshuaj ntsuam tau pom qhov tsis zoo hauv lawv cov kev hloov kho rau cov nyiaj tau los kwv yees rau S&P 500 tuam txhab rau peb lub hlis twg.
piv rau peb lub hlis twg tsis ntev los no, thaum cov tuam txhab lag luam tau pom qhov tsis zoo me ntsis hauv lawv cov nyiaj khwv tau los rau qhov thib peb
peb lub hlis twg piv rau lub quarter tsis ntev los no, "hais tias John Butters, tus kws tshuaj ntsuam nyiaj tau los ntawm FactSet.

S&P 500 Analyst (Muaj qeeb) Tau Ceev faj

Kev txhawj xeeb tsuas yog pib nkag mus rau hauv kev xav ntawm cov kws tshuaj ntsuam. Cov kws tshuaj ntsuam npuaj qhov "muag" kev ntsuam xyuas ntawm tsuas yog 5.7% ntawm cov khoom lag luam, hais tias John Butters ntawm FactSet. Qhov ntawd yog qhov tseeb tsawg dua li 6% ntawm cov kev ntsuam xyuas uas tau muag qhov nruab nrab hauv tsib xyoos dhau los. Tab sis yog tias koj saib ze, koj pom me ntsis dimming ntawm optimism. Tsawg dua 56% ntawm cov khoom ntsuas tam sim no yog qhov yuav, uas yog qis me ntsis los ntawm qhov siab tshaj ntawm 57.4% hauv Lub Ob Hlis.

Vim li cas qhov kev txhawj xeeb? Pom S&P 500 poob ze li 20% xyoo no tsis pab. Tsis yog qhov kev txhawj xeeb nce ntxiv ntawm cov duab ntawm cov tuam txhab nyiaj tau los. Cov kws tshuaj ntsuam tau hu rau S&P 500 cov nyiaj tau los nce tsuas yog 3.5% hauv peb lub hlis twg, Butters hais. Yog tias qhov ntawd yog tus lej kawg, nws yuav cim qhov kev loj hlob qis tshaj peb lub hlis twg txij li lub quarter thib peb ntawm 2020.

Tam sim no koj tuaj yeem pom vim li cas qee tus kws tshuaj ntsuam yuav xav zam qee qhov S&P 500 cov khoom lag luam.

Ntau tshaj li ib nrab cov kws tshuaj ntsuam hais tias Muag Pinnacle West Thiab Consolidated Edison

Kev muag khoom tsis tshua muaj. Txawm tias tsawg dua yog cov tuam txhab uas ntau tshaj li ib nrab ntawm cov kev ntsuam xyuas yog muag.

Tab sis qhov ntawd yog qhov teeb meem ntawm ob qhov khoom siv S&P 500: Pinnacle West thiab Consolidated Edison. Kev koom nrog cov tuam txhab no yog ib qho nyuaj hu. Lawv tsuas yog ib qho ntawm cov khoom lag luam xwb tiag li xyoo no. Pinnacle West, uas muab lub zog feem ntau hauv Arizona, tau nce ntau dua 4% xyoo no nyob rau sab saum toj ntawm 4.6%. Thiab lub tuam txhab hluav taws xob sab hnub tuaj sab hnub tuaj Consolidated Edison tau nce ntau dua, 14.4% xyoo no, uas yog icing nyob rau sab saum toj ntawm cov nyiaj tau los ntawm 3.2%, hais tias S&P Ntiaj Teb Kev Lag Luam Kev Txawj Ntse.

Thiab tseem, cov kws tshuaj ntsuam tau los ze li lawv tuaj rau banging lub rooj rau cov tub ua lag luam kom tawm mus. Rau caum-peb feem pua ​​​​ntawm cov kws tshuaj ntsuam xyuas ntawm ob qho khoom lag luam yog muag. Muaj tseeb tiag, kev ntsuas ntsuas muaj qee yam ua nrog nws. Consolidated tam sim no pauv rau ze li ntawm 22 npaug ntawm nws cov nyiaj tau los hauv 12 lub hlis dhau los. Qhov zoo nkauj nplua nuj rau lub tuam txhab tsuas yog yuav tsum loj hlob los ntawm 3% ib xyoos ib zaug nyob rau lub sijhawm ntev.

Downward Kauv? Muag Tus Thawj Tswj Khoom Siv

Thaum cov kws tshuaj ntsuam ua rau poob qis ntawm cov khoom siv hluav taws xob, nws yog qhov kev ntsuas ntau heev. Tab sis tig tsis zoo rau cov tuam txhab loj uas nqis peev hauv cov khoom lag luam rau cov tub ua lag luam sawv cev, nws yog qhov qhia ntau dua ntawm kev lag luam.

Ntau tshaj 40% ntawm qhov kev ntaus nqi ntawm tus thawj tswj khoom vaj khoom tsev Franklin Resources thiab 38% ntawm T. Rowe Nqe (KHWV) yog muag. Qhov no yog ib qho tseem ceeb vim hais tias ob lub tuam txhab cov nyiaj tau los poob thaum lub lag luam poob. Ob leeg txiav tawm ntawm cov tub ua lag luam cov ntaub ntawv pov thawj, thiab thaum cov ntaub ntawv poob nqi, cov neeg tswj hwm cov nyiaj tau los poob, thiab.

Shares ntawm ob tus thawj tswj khoom vaj khoom tsev, raws li, raug kev txom nyem xyoo no. Franklin poob qis 28% thiab T. Rowe Price shares tawm ntau dua 40%. Thiab muaj cov laj thawj tseem ceeb uas ua rau lub caij nplooj zeeg. T. Rowe cov nyiaj tau los hloov kho yuav tsum poob ntau dua 30% xyoo no. Thiab nws cov nyiaj tau los kwv yees hauv 2026 ntawm $ 10.68 ib feem yog ntau dua 16% qis dua qhov uas lub tuam txhab khwv tau hauv 2021.

Cov kws tshuaj ntsuam xyuas tsis yog ib txwm muaj. Tab sis lawv tsis tshua muaj qhov poob qis, thiab koj tau ceeb toom.

S&P 500 Tshuag nrog siab tshaj % Ntawm Kev Muag Khoom

Qhov chaw: IBD, FactSet, S&P Ntiaj Teb Kev Lag Luam Kev Txawj Ntse