Cov Tshuag tau npaj txhij rau kev nce siab dua tom qab S&P 500 Kaw Saum Toj Pob

Ntawv loj

Lub khw lag luam tau tuaj ze rau qhov kawg rau hnub Friday hauv ib qho dais kev ua lag luam, tsawg kawg 20% ​​tawm ntawm nws qhov siab tshaj plaws thaum Lub Ib Hlis Ntuj. Ntau tus tub ua lag luam xav pom nws mus txog ntawd yog li Wall Street tuaj yeem tso qhov ntawd tseg thiab pib ua haujlwm ntawm kev nce siab dua.

Mark Newton, tus thawj coj ntawm cov tswv yim kev lag luam ntawm Fundstrat, tsis tas xav tias peb yuav tau txais qhov kev hu ua capitulation, lub sijhawm thaum cov tub ua lag luam muag ntau ntau vim tias lawv tau tso tseg ntawm kev rov qab lawv cov kev poob.

Qhov tseeb, Newton xav tias Tshuag lag luam lig-hnub thim rov qab Hnub Friday muab kev cia siab tias me me bounce tab tom pib.  

"Thaum kuv tsis nyiam ua kev hu xov tooj loj loj hauv kev poob qis, kev lag luam yuav tau qaug zog rau lawv tus kheej nyob ze rau qhov poob qis thiab tuaj yeem sib sau ua ke rau lub Tsib Hlis lig," Newton tau hais hauv tsab ntawv tshawb fawb.

Newton tus

S&P 500
Lub hom phiaj dag ntawm 4,020-4,030, nrog siab dua 4,100 raws li kev tawm tsam.

S&P 500 kaw hnub Friday ntawm 3,901, nce 0.01%. Nws tau swung mus rau qis li 3,810. S&P 500 yuav tsum kaw qis dua 3,837 rau nws kom ua tiav hauv kev lag luam dais. Qhov ntsuas tau poob rau xya lub lis piam ncaj.

Newton tau hais tias thaum kev tshaj xov xwm nyiaj txiag tau pib siv lub sijhawm ua lag luam dais, "peb ntau tus paub tias nyob rau hauv kev lag luam dav dav, qhov no tau ua lag luam dais rau qee lub sij hawm, muab qhov kev puas tsuaj rau ntau yam teeb meem."

Tus kws tshaj lij tau sau tseg tias kev lag luam thev naus laus zis tau pib "kwv yees zoo dua" S&P 500, thiab kev saib xyuas kev noj qab haus huv zoo li ntxim nyiam. Newton tau hais tias "kev txheeb ze ntawm kev sib npaug ntawm kev noj qab haus huv sib npaug vs SPX," Newton hais tias, yog ib qho laj thawj rau kev cia siab.

Newton tau hais tias "Qhov no qhia tias kev kho mob yuav tsum ua haujlwm zoo rau lub Rau Hli / Lub Xya Hli," Newton tau hais. "Qhov tseeb tias kev kho mob yog ib feem loj ntawm SPX nyob rau hauv feem pua ​​​​yog ib qho tailwind, muab lub zog no."

Newton tau hais tias nws nyiam cov npe kev tshaj lij hauv qhov chaw yog cov tuam txhab lag luam loj xws li

Merck

(ticker: MRK),

Pfizer

(PEB),

Bristol Myers

(BMY) thiab

Eli Lilly

(LOJ).

Nws kuj nyiam biotechs

Amgen

(AMGN),

Regeneron Cov Tshuaj

(REGN) thiab

Vertex Cov Kev Tshuaj

(VRTX).

Newton tau hais tias "Vim tias kev saib xyuas kev noj qab haus huv tau ze rau lub sijhawm muaj kev kub ntxhov, kuv nyiam yuav / muaj tag nrho cov npe no," Newton tau hais.

Sau rau Joe Woelfel ntawm [email tiv thaiv]