Puas yog Fed ua tiav jacking nce cov paj laum lossis tsis? Angst dhau lo lus nug no tsim txom lub khw lag luam - tab sis ib tug puv tes ntawm S&P 500 Tshuag yog tag nrho tab sis tsis muaj zog.
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Hloov tawm tias 10 cov khoom lag luam hauv S&P 500, suav nrog Monolithic Cov Tshuab Hluav Taws Xob (MPWR), Dab Haus Cawv (MNST) thiab Arista tes hauj lwm (ANET), nqa cov nuj nqis me me ntsig txog lawv cov nyiaj tau los, hais tias Investor's Business Daily tsom xam cov ntaub ntawv los ntawm S&P Ntiaj Teb Kev Lag Luam Kev Txawj Ntse thiab MarketSmith. Thiab qhov ntawd txhais tau tias lawv yuav tsis hnov qhov khawb txawm tias Fed tseem nce cov paj laum luv luv.
Thiab qhov ntawd yuav sai sai ua rau txhua qhov sib txawv. Cov tuam txhab nuj nqis qis hauv cov khw lag luam yuav tsis hnov mob los ntawm cov paj laum ntau dua thaum nws los txog rau lub sijhawm rov qab los.
Fed tus paj laum tseem ceeb tau dhau los ntawm xoom mus rau thaj tsam ntawm 4.5% mus rau 4.75% xyoo dhau los. Qhov cuam tshuam tag nrho ntawm cov nqi qiv nyiaj ntau dua yog tseem ua haujlwm nws txoj kev los ntawm kev lag luamEli Salzmann, tus thawj coj ntawm Neuberger Berman Loj Cap Tus Nqi Nyiaj (NPRTX). Salzmann tau hais tias "Peb tab tom yuav nkag mus rau qhov nyuaj, ib puag ncig nyuaj heev," Salzmann tau hais.
Khaws cov nuj nqis qis hauv Tshuag lag luam
Nyiaj tau xyaum dawb tau ntau xyoo. Thiab cov tub ua lag luam tau txaus siab rau qee lub tuam txhab uas zam qhov kev ntxias kom thauj khoom ntawm cov nuj nqis.
Shares ntawm 10 tuam txhab uas muag nrog cov nqi qis tshaj-rau-nyiaj ntsuab txaus sib piv, 13% los yog tsawg dua, yog nce li ntawm 8.9% xyoo no. Qhov ntawd yog qhov tseem ceeb tshaj li 5.6% nce ntawm S&P 500.
Cov tuam txhab uas tawm tsam qhov kev xav qiv yog nyob rau hauv cov neeg tsawg. Tag nrho cov nuj nqis tuav los ntawm S&P 500 tuam txhab thaum kawg ntawm lub xyoo tau nce 5% los ntawm 2022. Cov tuam txhab siv cov nyiaj qiv rau nyiaj faib nyiaj, yuav rov qab thiab nqis peev hauv lawv cov lag luam. Thiab qhov ntawd ua rau kev txiav txim siab thaum cov nqi qis.
Cov nuj nqis yog qhov zoo thaum nws pheej yig. Tab sis nws tuaj yeem noj sai sai rau hauv cov txiaj ntsig thaum nws tsis yog. Thiab qhov ntawd yog qhov chaw tuam txhab uas zam cov nuj nqis tuaj.
Cov nuj nqis qis Champs Hauv Tshuag Lag Luam
Thaum nws los txog rau cov khoom lag luam ua tau zoo tshaj plaws uas hla cov nuj nqis, qhov kev sib tw yog semiconductor electronics tuam txhab Monolithic Power. Lub tuam txhab cov nuj nqis me me yog tsawg dua 1% ntawm nws cov nyiaj ntsuab ntws.
Yog li txawm tias cov nqi nce, lawv yuav tsis yooj yim ua rau lub tuam txhab. Qhov tseeb, lub tuam txhab tau txo nws cov nuj nqis los ntawm ntau tshaj li ib feem peb hauv 2022. Cov neeg ua lag luam tau tsav cov peev ntawm lub tuam txhab nce ntau dua 42% xyoo no.
Monster Beverage yog lwm qhov S&P 500 Tshuag uas tau txwv cov nuj nqis ntev, txawm tias nws pheej yig dua. Lub tuam txhab haus dej haus cov nuj nqis tsuas yog 2.3% ntawm nws cov nyiaj ntsuab ntws. Shares yog lagging xyoo no, nce xwb 0.2%. Tab sis cov Tshuag cov ntaub ntawv mus sij hawm ntev yog stellar, ib feem vim nws cov nuj nqis qis dhau lub sij hawm ntev. Shares ntawm Monster tau nce ntau dua 500% hauv 10 xyoo dhau los los ntawm kev ua lag luam dhau los, thaum S&P 500 nce tsuas yog 161%.
Lwm lub tuam txhab thev naus laus zis kom tso tseg cov nuj nqis yog lub tuam txhab sib koom tes Arista Networks. Lub tuam txhab cov nuj nqis tsis txaus tsuas yog 3.9% ntawm nws cov nyiaj ntsuab txhua xyoo. Nws, ib yam nkaus, coj 2022 los ua lub sijhawm los txo nws cov nuj nqis ntau dua 17%. Shares tau nce ntau dua 15% xyoo no.
Tsuas yog vim tias lub tuam txhab muaj nuj nqis qis tsis tau lees tias muaj kev vam meej. Tab sis nws yeej tso nws rau hauv txoj haujlwm zoo dua li lwm tus hauv kev lag luam Tshuag yog tias cov nqi nce ntxiv.
Cov nuj nqis qis tshaj nyob rau hauv Tshuag lag luam
Raws li tag nrho cov nuj nqis rau kev hloov pauv nyiaj ntsuab (EBITDA lossis cov nyiaj khwv tau los ua ntej paj paj, se, depreciation, amortization)
lub tuam txhab | Ticker | Tag nrho cov nuj nqis / EBITDA | Xyoo-rau-hnub % ch. | Sector |
---|---|---|---|---|
Monolithic Cov Tshuab Hluav Taws Xob | (MPWR) | 0.7% | 43.1% | Information Technology |
Dab Haus Cawv | (MNST) | 2.3 | 0.5 | Neeg Siv Khoom Siv Staples |
Arista tes hauj lwm | (ANET) | 3.9 | 15.9 | Information Technology |
Kev paub qab hau phais mob | (ISRG) | 4.8 | -11.5 | Health Care |
Cib | (CPRT) | 7.1 | 17.3 | Chaw Tsim Tshuaj |
Kev Incyte | (NYIAJ THEM) | 8.2 | -3.5 | Health Care |
Qub Dominion Freight Kab | (ODFL) | 9.3 | 25.2 | Chaw Tsim Tshuaj |
Garmin | (GRMN) | 11.3 | 7.5 | Tus Neeg Siv Khoom Siv Tawm |
Niaj hnub | (mRNA) | 12.0 | -23.2 | Health Care |
Teradyne | (Ter) | 13.0 | 17.9 | Information Technology |
Cov Khoom: IBD, S&P Kev Lag Luam Kev Lag Luam Thoob Ntiaj Teb
Ua raws li Matt Krantz ntawm Twitter @matkrantz ua
KOJ UA LI CAS:
Vanguard Predicts Tshuag rov qab - Koj tsis mus nyiam lawv
Cov no yuav yog 9 Qhov Zoo Tshaj Plaws Hauv 2023, cov kws tshuaj ntsuam hais
Kawm Yuav Sij Hawm Li Cas Kev Ua Lag Luam Nrog IBD Txoj Kev Lag Luam Li ETF
Tau qhov twg los: https://www.investors.com/etfs-and-funds/sectors/stock-market-sp-500-stocks-are-practically-immune-to-fed-rate-hikes/?src=A00220&yptr=yahoo