Thaum lub lag luam Tshuag tau pounded, bargains abound - los yog li ntawd nws zoo li. Tab sis nyob rau hauv lub lag luam dais, tus yuam sij rau kev nqis peev kev vam meej yog cais cov kev xav tsis zoo uas tau muab pov tseg los ntawm cov khoom tsis zoo.
Nrog kwv yees li ob feem peb ntawm cov khoom lag luam hauv lub
S&P 500
nqis ntau dua 20% los ntawm lawv qhov siab tshaj plaws txhua lub sijhawm thiab qhov ntsuas nws tus kheej nqis 15%, ntau cov khoom muag tau muag. Cov tub ua lag luam muaj lawv qhov kev xaiv ze li ntawm txhua qhov kev lag luam, los ntawm kev siv thev naus laus zis thiab kev sib txuas lus rau cov neeg siv khoom lag luam thiab kev txiav txim siab.
Tab sis cov khw muag khoom lag luam tsis zoo li lub khw muag khaub ncaws, qhov twg cov khoom lag luam zoo siab tau rub tawm, txawm tias tsis yog txhua tus ntawm lawv yuav zoo li thaum koj mus txog tsev. Hloov chaw, thaum cov khoom lag luam poob qis, ntau tus tub ua lag luam pom tias nws nyuaj rau rub lub cim, ntshai lawv yuav xaiv ib tug dud uas tsuas yog ntxiv rau qhov mob uas twb muaj kev cuam tshuam rau lawv cov ntaub ntawv. Tab sis muaj cov cib fim nyob nruab nrab ntawm lub pob zeb.
Andy Kapyrin, tus thawj coj ua lag luam ntawm RegentAtlantic, lub tuam txhab tswj hwm nyiaj txiag hauv New Jersey hais tias "Qhov kev kub ntxhov tau tsim muaj ntau lub sijhawm yuav khoom," "Nws tsim nyog nkag mus rau hauv chaos."
Dais kev lag luam ib txwm zoo li nthuav tawm cov khoom lag luam nrog cov txiaj ntsig zoo, kev lag luam tsis zoo, thiab cov nyiaj tau los tsis muaj zog, ntawm lwm yam teeb meem. Thiab nws yeej tsis txaus tsuas yog luam theej duab lub lag luam rau cov khoom lag luam ntawm qhov qis kawg ntawm lawv qhov ntsuas qhov ntsuas - ib qho khoom lag luam tus nqi / nyiaj khwv tau los ib leeg tsis yog qhov qhia tias nws pheej yig tiag tiag.
"Thawj kauj ruam yog nug seb cov khoom lag luam puas pheej yig li nws zoo li," hais tias Chris Senyek, tus thawj coj kev nqis peev ntawm Wolfe Research. Qhov thib ob "yog saib qhov ua tau ntev ntawm cov nyiaj tau los."
Nws tsis yooj yim. Jim Rocchio, co-founder ntawm Kailash Concepts Research (KCR), hais tias nws pab neeg txheeb xyuas cov xwm txheej xws li kev rov qab los ntawm kev ncaj ncees thiab qhov sib txawv ntawm kev tshaj tawm, qhov tseeb, thiab cov nyiaj tau los, nrog rau lwm yam kev ntsuas. Lub ntsiab lus yog nrhiav cov tuam txhab lag luam zoo uas ua lag luam ntawm cov nqi tsim nyog.
Ntawm no yog rau lub Tshuag uas haum rau daim nqi.
Cov tsiaj ntawv
| Cov Nqe Tsis Ntev Los no | Xyoo rau Hnub Hloov | Tom ntej no 12 Mos. Est. EPS | Tom ntej no 12 Mos. Est. P/E |
|---|---|---|---|
| $2,155.85 | -25.60% | $115.76 | 18.6 |
Source: FactSet
Google niam thiab txiv
Cov tsiaj ntawv
(ticker: GOOGL) tau poob qee qhov 26% hauv 2022, 11 feem pua cov ntsiab lus ntau dua li S&P 500's 15% poob. Tab sis qhov kev poob ntawd tau ua rau muaj kev xav tsis thoob rau cov khoom lag luam tus nqi, uas tau poob rau 18.6 npaug ntawm 12 lub hlis tom ntej cov nyiaj tau los, nqis los ntawm ntau dua 25 zaug thaum pib ntawm lub xyoo. Txawm li cas los xij, me me tau hloov pauv rau Alphabet, thiab lub neej yav tom ntej tseem zoo li ci ntsa iab. Kev muag khoom thiab nyiaj tau los yuav tsum nce 15% thiab 19% hauv 2023 piv nrog 2022, raws li. Google tseem yog qhov tseem ceeb hauv kev tshawb nrhiav hauv internet thiab kev muag khoom, thiab nws tseem yog lub tshuab nyiaj ntsuab. Cov tsiaj ntawv tau tsim tawm $ 67 nphom hauv cov nyiaj pub dawb hauv xyoo 2021, thiab xav tias yuav tsim tau txog $ 339 nphom ntawm 2023 thiab 2025. Raws li lawv hais, ua raws li cov nyiaj.
Lam Tshawb Nrhiav
| Cov Nqe Tsis Ntev Los no | Xyoo rau Hnub Hloov | Tom ntej no 12 Mos. Est. EPS | Tom ntej no 12 Mos. Est. P/E |
|---|---|---|---|
| $509.21 | -29.20% | $36.28 | 14 |
Source: FactSet
Koj xav tias qhov tsis txaus chip tam sim no yuav zoo rau
Lam Tshawb Nrhiav
(LRCX), uas tsim cov khoom siv uas tsim cov semiconductor chips. Hloov chaw, Lam cov khoom lag luam tau poob 29% xyoo no, vim tias nws tau raug kev txom nyem los ntawm kev txwv cov khoom ntawm nws tus kheej, tsis hais txog cov nqi siab dua. Tseem, Lam Tshuag pauv tsuas yog 14 npaug ntawm nws cov nyiaj tau los rau 12 lub hlis. Qhov ntawd yog luv nqi rau nws tus kheej tsib xyoos nruab nrab ntawm 14.8 npaug thiab S&P 500's 17.4 npaug. Txawm hais tias qhov luv nqi, kev muag khoom thiab cov nyiaj tau los yuav tsum loj hlob 7% thiab 10%, raws li hauv daim ntawv qhia hnub xyoo 2023, thiab cov nyiaj pub dawb yuav tsum tau nce txog $ 5.1 billion. Dab tsi ntxiv, Senyek txoj haujlwm ntawm Wolfe Research thiab KCR qhov kev tshuaj xyuas ob qho tib si qhia tau tias nws cov nyiaj tau los ruaj khov. Cov tub lag luam tau txais yam lawv them rau.
Meta Platforms
| Cov Nqe Tsis Ntev Los no | Xyoo rau Hnub Hloov | Tom ntej no 12 Mos. Est. EPS | Tom ntej no 12 Mos. Est. P/E |
|---|---|---|---|
| $191.63 | -43.00% | $12.22 | 15.7 |
Source: FactSet
Muaj ntau yam tsis nyiam txog Facebook niam txiv
Meta Platforms
(FB), nws cov Tshuag tau poob 43% xyoo no. Lub tuam txhab social-media kev muag khoom poob qis ntawm Wall Street qhov kev cia siab vim muaj kev hloov pauv ntawm
Kua
(AAPL) thiab kev sib tw los ntawm TikTok. Meta yuav siv nyiaj ntau ntau los tsim cov metaverse thiab ua neej raws li nws lub npe. Meta kev muag khoom yuav tsum loj hlob li ntawm 16% hauv 2023, thiab nws yuav tsum tsim kom muaj li ntawm $ 31 nphom hauv cov nyiaj pub dawb. Meta Tshuag tam sim no pauv ntawm tsuas yog 15.7 npaug ntawm nws cov nyiaj tau los tom ntej 12 lub hlis, luv nqi rau S&P 500. "Facebook ntawm qhov luv nqi rau lub khw?" hais tias RegentAtlantic's Kapyrin. "Qhov ntawd yog qhov khoom muaj nqis los ntawm ntau tus neeg txhais lus."
Micron Technology
| Cov Nqe Tsis Ntev Los no | Xyoo rau Hnub Hloov | Tom ntej no 12 Mos. Est. EPS | Tom ntej no 12 Mos. Est. P/E |
|---|---|---|---|
| $70.60 | -24.20% | $11.46 | 6.2 |
Source: FactSet
Micron Technology
(MU), uas tsim cov chips nco rau cov khoom siv hluav taws xob, yuav luag pheej yig. Tab sis tom qab poob 24% hauv 2022, cov khoom lag luam pheej yig heev. Micron ua lag luam ntawm tsuas yog 6.2 npaug nyiaj khwv tau los, qis dua nws qhov nruab nrab tsib xyoos ntawm 8.9 npaug. Qhov ntawd yog qhov kev xav ntawm Micron's (thiab nco chips ') cyclical xwm, tab sis tam sim no kev lag luam zoo li nws tau tsoo ib qho kev nce siab, nrog kev muag khoom thiab cov nyiaj tau los yuav tsum loj hlob los ntawm 16% thiab 24%, feem, nyob rau hauv daim ntawv qhia hnub 2023. Dab tsi ntxiv, lub tuam txhab yog lub tshuab hluav taws xob zoo sib xws ntawm cov nyiaj tau los pub dawb - nws muaj $ 3.4 nphom hauv 2021, thiab xav tias yuav tsim tau ntxiv $ 8.8 billion thiab $ 10.6 nphom hauv xyoo 2023 thiab 2024, raws li.
Netflix
| Cov Nqe Tsis Ntev Los no | Xyoo rau Hnub Hloov | Tom ntej no 12 Mos. Est. EPS | Tom ntej no 12 Mos. Est. P/E |
|---|---|---|---|
| $191.40 | -68.20% | $10.72 | 17.9 |
Source: FactSet
Netflix
's
(NFLX) Covid-19 npuas tau tshwm sim - thiab cov khoom lag luam tau deflated hauv kev nrawm. Kev sib koom tau nqis 68% hauv 2022, kwv yees li ib nrab ntawm qhov lawv tau tshwm sim thaum pib muaj kev sib kis, thaum Lub Peb Hlis 2020. Kev sib tw yees duab-streaming tau loj hlob thiab tshem tawm Netflix qhov kev loj hlob ntawm cov neeg siv khoom; lub tuam txhab tsis ntev los no tau ntsib nws thawj cov neeg siv khoom poob qis txij li xyoo 2011. Tam sim no, txawm li cas los xij, Netflix zoo li nws tuaj yeem yog qhov xwm txheej nqis peev. Cov khoom lag luam ua lag luam rau 17.9 npaug ntawm nws cov nyiaj tau los rau 12 lub hlis tom ntej, qis dua nws qhov nruab nrab tsib xyoos ntawm 67.7 npaug thiab ntau dua li S&P 500. Qhov ntawd pheej yig "rau lub tuam txhab nrog cov txiaj ntsig siab dua, lub neej yav tom ntej zoo dua, thiab cov nuj nqis tsawg dua" qhov nruab nrab Tshuag, hais tias RegentAtlantic's Kapyrin.
Teradyne
Shares ntawm
Teradyne
(TER), uas ua rau cov cuab yeej ntsuas rau kev lag luam semiconductor nrog rau cov neeg hlau rau kev lag luam automation, tau nqis txog 36% xyoo rau hnub tim, nrog ntau tshaj li ib nrab ntawm cov plunge tuaj nyob rau hauv ib hnub tom qab lub tuam txhab muab kev poob siab kev taw qhia. Cov kev taw qhia, txawm li cas los xij, tsis yog vim tsis muaj qhov xav tau, tab sis ua rau qeeb hauv kev txhim kho thev naus laus zis. Teradyne tseem cia siab tias yuav khwv tau txog $ 8 ib feem hauv 2024, thiab cov khoom lag luam tam sim no tab tom ua lag luam ntawm 20 npaug ntawm 12 lub hlis tom ntej cov nyiaj tau los. Dab tsi ntxiv, kho cov nyiaj khwv tau los kwv yees thiab kwv yees raws li feem ntau lees paub txog kev suav nyiaj, lossis GAAP, yog qhov tsawg. Teradyne muaj qee qhov nyiaj txiag huv tshaj plaws hauv S&P 500, raws li KCR.
Sau rau Al hauv paus ntawm [email tiv thaiv]
Tau qhov twg los: https://www.barrons.com/articles/stocks-to-buy-now-alphabet-facebook-netflix-bargains-51653668705?siteid=yhoof2&yptr=yahoo