Kev Lag Luam Kev Lag Luam Rally Tumbles Raws li Fed's Powell Hints ntawm Slower Hikes, Tab sis siab dua tus nqi siab

Dow Jones yav tom ntej tau nce me ntsis thaum hmo ntuj, nrog rau S&P 500 yav tom ntej thiab Nasdaq yav tom ntej. Kev sib sau ua lag luam tau txais kev poob loj rau hnub Wednesday tom qab Lub Rooj Sib Tham Federal Reserve.

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Cov txiaj ntsig tseem ceeb tau rov qab los tom qab Fed tau nce qib qis dua tab sis qhia tias nws tuaj yeem pib qeeb tus nqi nce. Txawm li cas los xij, Fed tus thawj coj Jerome Powell tau tawm tswv yim tias cov nqi yuav nce siab ntawm qib siab dua li qhov kev kwv yees yav dhau los.

Cov neeg ua lag luam yuav tsum ceev faj thaum lub khw muag khoom sib tw ua rau muaj kev puas tsuaj. Tab sis nws tseem tsis tau tiav.

Albemarle (ALB), Kev lag luam CF (CF), Qualcomm (QCOM), Sarepta Tshuaj Kho Mob (SRPT), fortnite (FTNT), Kev Ua Lag Luam Robinhood (Hood), World Wrestling lom ze (WWE) thiab elf Kev zoo nkauj (ELF) qhia tom qab kaw. Muaj ntau tus neeg poob nrog ELF Tshuag thiab Robinhood ob qho tib si tau txais txiaj ntsig.

Ua ntej hnub Thursday qhib, Zog Cheniere (Lng) thiab Cov kev pabcuam Quanta (PWR) qhia. Cheniere thiab PWR Tshuag lag luam nyob ze yuav cov ntsiab lus hauv ntiav khob-nrog-kov puag.

LNG Tshuag yog nyob rau IB Leaderboard, thaum ALB Tshuag, Sarepta Therapeutics thiab CF Industries yog nyob rau ntawm Leaderboard saib daim ntawv teev npe. CF thiab SRPT Tshuag yog nyob ntawm IB 50.

Fed Pivot Kom Slower Rate Hikes

Raws li kev cia siab, Tsoom Fwv Teb Chaws Reserve tau nce cov paj paj los ntawm 75 lub hauv paus ntsiab lus rau plaub lub rooj sib tham ncaj nraim, mus rau thaj tsam ntawm 3.75% -4%.

Fed qhia txog qhov qeeb qeeb rau tus nqi nce siab vim qhov cuam tshuam tsis zoo ntawm "nruab nrab" nruj rau xyoo no.

"Hauv kev txiav txim siab ntawm kev nce qib yav tom ntej hauv lub hom phiaj ntau, Pawg Neeg Saib Xyuas yuav suav nrog kev nruj nruj ntawm txoj cai tswjfwm nyiaj txiag, kev lag luam uas cuam tshuam rau kev lag luam thiab kev nce nqi, thiab kev lag luam thiab nyiaj txiag kev loj hlob," raws li Fed's post. - rooj sib tham nqe lus.

Powell pom tus nqi siab dua

Fed tus thawj coj Jerome Powell, hais lus luv luv tom qab Fed lub rooj sib tham tshaj tawm, tau pom zoo tias cov neeg tsim cai tuaj yeem ua rau qis qis qis dua thaum lub Kaum Ob Hlis. Nws tau hais tias "kev nrawm" ntawm kev nce qib tsis tseem ceeb tam sim no dua li qhov twg cov nqi nce mus.

Tab sis Powell tau qhia tias cov nyiaj pub dawb tuaj yeem ua tiav siab dua li Fed lub Cuaj Hli kwv yees ntawm 4.6%. Qhov ntawd qhia tias cov nyiaj tau los ntawm 4.75% -5%.

Kev lag luam tam sim no cia siab tias yuav muaj 57% ntawm lub Kaum Ob Hlis tus nqi nce ntawm 50 lub hauv paus ntsiab lus, nce me ntsis los ntawm tsuas yog tshaj 50% rau hnub Tuesday. Qhov ntawd yuav thawb cov nyiaj pub dawb rau 4.25% -4.5%. Qhov sib txawv tam sim no nyiam tsawg kawg yog 50 lub hauv paus ntsiab lus ntawm lub rooj sib tham Lub Ob Hlis, mus rau 4.75% -5%.

Hnub Friday tsab ntawv tshaj tawm txoj haujlwm yuav yog qhov tseem ceeb rau kev teeb tsa tus nqi nce siab. Daim ntawv tshaj tawm txoj haujlwm Kaum Ib Hlis, nrog rau ob daim ntawv tshaj tawm CPI, kuj tseem yuav tuaj txog ua ntej qhov kev txiav txim siab nce nqi ntxiv rau lub Kaum Ob Hlis 14.

Dow Jones Hnub No

Dow Jones futures sawv 0.1% vs. tus nqi ncaj ncees. S&P 500 yav tom ntej tau nce 0.15% thiab Nasdaq 100 rau yav tom ntej tshaj 0.2%.

Cov roj Crude yav tom ntej poob 1%.

Kev lag luam ntiag tug Caixin cov kev pabcuam kev yuav cov thawj coj ntsuas tau poob 0.9 taw tes thaum Lub Kaum Hli mus rau 48.4, poob qis dua qis dua 50 qib. Lwm yam Tuam Tshoj kev tsim khoom thiab kev pabcuam cov ntaub ntawv kuj tau taw qhia txog kev cog lus rau lub hli tas los.

Nco ntsoov tias kev ua hmo ntuj hauv Dow yav tom ntej thiab lwm qhov tsis tas txhais mus rau hauv kev ua lag luam tiag tiag hauv qhov txuas ntxiv mus Tshuag lag luam kev sib ntsib.

Koom nrog IBD cov kws tshaj lij thaum lawv tshawb xyuas cov peev txheej hauv cov khoom lag luam hauv Tshuag ntawm IBD Live

Kev Lag Luam Kev Lag Luam Sib Tw

Kev lag luam kev lag luam pib sib sau ua ke ntawm Fed tus nqi nce thiab dovish cov lus tshaj tawm txoj cai, tom qab ntawd poob qis thaum Powell qhia txog qhov kawg siab dua rau cov nyiaj pub dawb.

Dow Jones Industrial Nruab Nrab poob 1.55% hauv hnub Wednesday kev ua lag luam Tshuag. S&P 500 Performance index poob 2.5%. Nasdaq composite muag 0ff 3.4%. Tus me-cap Russell 2000 swb 3.3%.

Lub 10-xyoo Treasury yield tau nce 1 lub hauv paus taw tes rau 4.06%, rebounding los ntawm intraday low of 3.98% sai sai tom qab lub rooj sib tham Fed. Teb Chaws Asmeskas duas kuj thawm siab dua.

Teb Chaws Asmeskas cov roj crude nce 1.8% rau $ 90 ib chim. Cov roj av yav tom ntej tau nce mus txog 9.7%, txuas ntxiv lub lim tiam no ntawm kev hloov pauv loj txhua hnub.

ETFs

Ntawm cov zoo tshaj ETFs, Innovator IBD 50 ETF (FFTY) thim rov qab 2.1%, thaum Innovator IBD Breakout Opportunities ETF (END) muab 2%. Lub iShares nthuav dav Tech-Software Sector ETF (IGV) 4.6%. Lub VanEck Vectors Semiconductor ETF (Smh) skidded 2.9%, nrog QCOM Tshuag ib qho tseem ceeb SMH tuav.

SPDR S&P Hlau & Mining ETF (XME) plunged 6.1% thiab Ntiaj teb X US Infrastructure Development ETF (PHOOYog ') 3.1%. Teb Chaws Asmeskas Ntiaj Teb Jets ETF (LUJ) nce 2.9%. SPDR S&P Homebuilders ETF (XHB3.8% ​) Lub Zog Xaiv SPDR ETF (XLE) poob 2.4% thiab Nyiaj Txiag Xaiv SPDR ETF (XLF) poob 1.3%. Kev Kho Mob Xaiv Sector SPDR Fund (XLV) poob 1.7%.

Kev xav txog ntau-speculative story stocks, ARK Innovation ETF (ARKK) poob 4.9% thiab ARK Genomics ETF (ARKG) poob 3.4%.

Tsib Qhov Zoo Tshaj Suav Suav Los Saib Tam Sim No

Nyiaj tau

Cov nyiaj tau los ntawm Albemarle tau tshaj tawm cov nyiaj khwv tau los, yooj yim ntaus, tab sis cov lithium loj heev cov nyiaj tau los poob qis.

ALB Tshuag poob 4% hauv kev lag luam thaum hmo ntuj. Shares retreated 4.5% rau 266.52 hnub Wednesday, rov qab hauv qab 50-hnub kab. Albemarle Tshuag poob rau hauv ib feem tom qab Ciaj (LTHM) kev muag khoom tsis pom hnub Tuesday lig. ALB Tshuag muaj 308.34 muas point, Raws li MarketSmith tsom xam. Tab sis qhov kev txav siab tshaj hnub Thursday qhov siab ntawm 287.88 tuaj yeem muab kev nkag thaum ntxov.

CF cov nyiaj tau los thiab cov nyiaj tau los tsis tau. Cov chiv loj tshaj tawm txog $ 3 nphom yuav rov qab, tab sis CF Tshuag poob 5% tom qab teev. Shares ntawm cov chiv loj poob 4.3% rau hnub Wednesday rau 103.17, undercutting 50-hnub kab. CF Tshuag yog nyob rau hauv lub hauv paus nrog ib tug 119.70 buy point.

Cov nyiaj tau los ntawm Fortinet tau nce siab thiab lub tuam txhab kev ruaj ntseg cybersecurity coj me ntsis siab dua rau Q4. Tab sis Q3 daim nqi tau nyob rau hauv kab thaum kev taw qhia txog kev them nqi yog lub teeb. FTNT Tshuag dived 11% hauv kev txuas ntxiv, taw qhia qhov kev sim ntawm dais lag luam qis. Shares twb tumbled 5.65% rau 53.23 hnub Wednesday, tom qab ib zaug ntxiv ntaus tsis kam ntawm 200-hnub kab rau hnub Tuesday.

Sarepta tau tshaj tawm qhov kev poob ntau dua li qhov kev cia siab thaum kev muag khoom tseem tsis tau. SRPT Tshuag poob 3.5% thaum hmo ntuj. Shares nce 0.6% rau 113.42 hnub Wednesday, tuav saum nws 50-hnub. Sarepta Tshuag muaj 120.33 flat-base muas point.

Qualcomm cov nyiaj tau los tau nyob rau hauv kab thaum cov nyiaj tau los tsuas yog plam nyiaj txiag Q4 views. Tab sis lub wireless nti loj tau coj qis qis rau Q1 tam sim no, pom ntau lub xov tooj tsis muaj zog. QCOM Tshuag poob ze li 8% hauv kev lag luam txuas ntxiv. Shares poob 4.1% rau hnub Wednesday rau 112.50. Qualcomm cov khoom lag luam tawm ntawm lub Kaum Hli Ntuj lub lag luam qis tab sis qis dua 50-hnub kab.

Elf cov nyiaj tau los yooj yim yeej cov kev xav thaum muag khoom kuj tseem nce. ELF Tshuag tau dhia 11% tom qab teev, rov qab ze rau cov ntaub ntawv siab. Shares ntawm cov kws tsim tshuaj pleev ib ce pheej yig poob 4.7% rau hnub Wednesday rau 41.66.

WWE cov nyiaj tau los poob qis me ntsis thaum cov nyiaj tau los saum toj kawg nkaus. WWE tau hais tias nws tau xaus qhov kev sojntsuam txog kev ua txhaum cai los ntawm tus tsim thiab ex-CEO Vince McMahon. Shares tsis nquag ua haujlwm lig. WWE Tshuag poob 1.5% rau 77.54 hnub Wednesday, tseem nyob hauv thaj tsam ntawm 75.33 qhov yuav los ntawm qhov ntiav. khob base.

Robinhood tau tshaj tawm qhov poob qis dua li qhov xav tau thaum cov nyiaj tau los tsuas yog poob qis. Kev lag luam app zoo tau hloov kho EBITDA hauv Q3 thiab txo qis nws cov lus qhia rau kev ua haujlwm puv xyoo. HOOD Tshuag tau nce 2.6% mus rau 17.70 hmo ntuj, taw qhia qhov kev txav rov qab mus rau ib ncig ntawm 11.73 yuav taw tes los ntawm lub hauv paus hauv qab. Shares poob 4.4% rau hnub Wednesday rau 11.40, poob tawm ntawm qhov chaw yuav khoom.

Lub Sijhawm Kev Ua Lag Luam Nrog IBD Txoj Haujlwm Kev Ua Lag Luam ETF

Kev Tshawb Fawb Kev Ua Lag Luam

Lub khw muag khoom lag luam muaj kev sib tw rau hnub Wednesday. Tom qab sib sau ua ke rau kev sib tham siab ntawm dovish Fed lub rooj sib tham txoj cai tshaj tawm, cov khoom lag luam tau poob rau qhov kev sib tham qis ntawm Powell cov lus hais ntau-hawkish.

Cov tub ua lag luam tau twv ntawm Fed pivot rau cov nqi me me, tab sis implicitly xav tias yuav hloov pauv sai ntawm tus nqi qis dua mus rau qhov tsis txaus siab. Fed tus thawj coj Powell tau taw qhia tias tom kawg yog nyob deb.

Arguably, Powell thiab nws cov npoj yaig Fed tau ua tiav peb lub hom phiaj: 1. Qhia qhov qeeb qeeb ntawm kev nce qib. 2. Tseem saib nyuaj rau kev nce nqi. 3. Tsis txhob ua rau muaj kev sib tw ua lag luam loj, uas tuaj yeem cuam tshuam rau lawv cov kev sib ntaus sib tua.

Lub Nasdaq composite, uas tau tawm tsam tsis kam nyob ze nws txoj kab 50-hnub, poob qis dua nws txoj kab 21-hnub. Qhov tseem ceeb, Nasdaq kaw hauv qab qhov qis ntawm nws lub Kaum Hlis 21 ua raws li hnub. Qhov ntawd yog ib tug bearish kos npe.

Lwm qhov kev ntsuas tseem ceeb tsis tau txo qis lawv FTD qis, tab sis tseem raug kev puas tsuaj.

S&P 500 dhia hauv qab nws 50-hnub kab thiab kaw hauv qab nws 21-hnub kab. Dow Jones poob qis dua nws txoj kab 200-hnub. Tus me-cap Russell 2000, uas tau txav ze rau nws 200-hnub, poob yuav luag txog 50-hnub.

Txog rau tam sim no, kev lag luam kev lag luam rally tau ntaus. Lub Nasdaq, uas tau lagged ntawm txoj kev nce, zoo li tsis muaj zog tshaj plaws. Megacap techs thiab huab software npe tau tawm tsam muaj zog. Ntawm qhov kawg, Dow Jones sib cav tias yog vim li cas rau kev thim rov qab.

Dab tsi tseem ceeb tam sim no yog yuav ua li cas cov indexes loj thiab cov lag luam ua lag luam teb.

Nws muaj peev xwm hais tias kev ua lag luam whipsaw txuas ntxiv rau hnub Thursday. Cov khoom lag luam thiab Cov Nyiaj Txiag Nyiaj Txiag feem ntau muaj kev cuam tshuam loj thib ob rau Fed cov rooj sib tham, feem ntau thim rov qab los ntawm kev pib ua haujlwm.

Tom qab ntawd hnub Friday, cov haujlwm tshaj tawm loos loj.

Vim Li Cas Ib Qhov Cuab Yeej IBD Qhov Yooj Yim Kom Ua Li No Koj Saibch Rau Sab saum toj Cov Lus Cog Tseg

Ua Dab Tsi Tam Sim No

Muaj ib qho laj thawj yuav tsum tau ceev faj mus rau hauv lub rooj sib tham Fed, thiab qhov ntawd tau lees paub. Cov neeg ua lag luam yuav tau lees paub muag qee cov khoom lag luam, xws li txo qis kev cuam tshuam tag nrho lossis tsuas yog coj cov nyiaj tau los lossis txiav poob hauv cov npe ntawm tus kheej.

Txawm tias ib sab ntawm Fed cov phiaj xwm nce qib thiab cov ntawv tshaj tawm txoj haujlwm yav tom ntej, nws yog nruab nrab ntawm lub caij khwv tau nyiaj. Ntau cov khoom lag luam uas nyob hauv lossis ze qhov chaw yuav khoom muag tawm ntawm cov nyiaj tau los hnub Wednesday, suav nrog Devon Zog (DVN), Ciaj (LTHM), ATI (ATI) thiab Paycom Software (PAYC).

Cov neeg lag luam yuav xav tshuaj xyuas lawv cov kev tuav pov hwm kom pom tias lwm txoj haujlwm yuav tsum raug txiav, vim yog kev nqis tes ua, nyiaj tau los lossis kev tswj hwm tag nrho.

Lub khw lag luam tuaj yeem hloov pauv mus txog hnub Friday cov haujlwm tshaj tawm.

Tab sis qhov no tseem yog kev lees paub kev lag luam rally. Ntau cov khoom lag luam tseem nyob ze rau qhov chaw yuav khoom txawm tias hnub Wednesday poob. Yog li kom koj cov npe saib tau npaj thiab koom nrog.

nyeem Daim Duab Loj txhua txhua hnub nyob rau hauv sync nrog kev ua lag luam kev taw qhia thiab ua lag luam thiab cov sectors.

Thov ua raws li Ed Carson ntawm Twitter ntawm @IBD_ECarson rau cov khoom lag luam hloov tshiab thiab ntau dua.

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