Txhua hnub ua haujlwm CNBC Investing Club nrog Jim Cramer tuav "Kev Sib Tham Tag Nrho" nyob rau ntawm 10:20 sawv ntxov ET. Nov yog ib daim ntawv qhia txog hnub Thursday lub sijhawm tseem ceeb. Semiconductor lub tswv yim txiav txim cov khoom lag luam hauv tsev 1. Ua raws li peb lub tswv yim semiconductor cov khoom lag luam Semiconductor tau nce hnub Thursday nyob rau sab nraub qaum ntawm cov nyiaj tau los ntawm International Business Machines Corp. (IBM) thiab Lam Tshawb Fawb (LRCX), nrog rau kev lag luam dav dav kuj rallying. S & P 500 tau nce 0.76% hauv kev lag luam thaum sawv ntxov. Lub club's nti tuav - Advanced Micro Devices (AMD), Nvidia (NVDA) thiab Qualcomm (QCOM) - txhua tus tau nce siab ntawm cov xov xwm. Txawm li cas los xij, peb tsis khuv xim peb qhov kev txiav txim siab txiav peb cov khoom lag luam semiconductor ua ntej lub hli no. Peb tau xaiv los muag ib co shares thiaj li yuav txo tau peb raug rau US tshiab export tswj txwv chip muag rau Tuam Tshoj thiab ib tug dav poob nyob rau hauv lub semiconductor chaw. Txawm li cas los xij, peb tsis tau tawm tag nrho peb txoj haujlwm vim tias cov tuam txhab uas peb tuav yog cov lag luam zoo. "Koj khaws qee yam yog tias qee yam zoo, tab sis koj tsis nias qhov thawj koom ruam tom qab koj muag ib yam dab tsi," Jim Cramer tau hais rau hnub Thursday. 2. Txiav txim cov khoom hauv tsev Lwm lub tswv yim kev nqis peev uas ua rau peb txiav txim siab yog txiav txim ib qho khoom lag luam raws li kev ua tom tsev, tsis yog qhov ua. Qhov peb txhais los ntawm qhov ntawd yog tias peb tsis muag ib qho khoom lag luam vim nws poob. Peb tshuaj xyuas nws cov ntaub ntawv nyiaj tau los, peb mloog lub rooj sib tham txog nyiaj tau los, peb nyeem cov xov xwm, thiab lwm yam. Cov ntaub ntawv hauv cov ntsiab lus: Club tuav Danaher (DHR) rau hnub Thursday tau tshaj tawm kev sib tw hauv cov nyiaj tau los thiab cov nyiaj tau los rau lub quarter thib peb. Tab sis cov khoom lag luam poob yuav luag 2%. Qhov no tej zaum yuav yog vim tus neeg sib tw German Sartorius tau hais rau hnub Wednesday tias nws txoj kev lag luam tau qeeb thiab cov khoom lag luam qib siab. Txawm li cas los xij, peb tsis ntseeg tias Danaher cov khoom lag luam yuav tsum tau poob rau tom qab ntawm qhov zoo tshaj plaws peb lub hlis twg. Danaher tau hais tias nws tsis tau pom ntau qhov kev txiav txim ob zaug thiab ua haujlwm ze nrog cov neeg siv khoom kom paub tseeb tias lawv muaj cov khoom lag luam zoo. Tsis tas li ntawd, qhov no yog ib qho kev lag luam uas muaj txiaj ntsig zoo nrog kev pom zoo rau kev loj hlob mus sij hawm ntev, los ntawm kev nce peev hauv biologics thiab genomic tshuaj. Peb nyob twj ywm bullish nyob rau hauv Tshuag lub sij hawm ntev, raws li cov homework qhia tias lub tuam txhab yuav ua tau zoo. (Jim Cramer's Charitable Trust yog ntev DHR, AMD, NVDA, QCOM. Saib ntawm no rau ib daim ntawv teev tag nrho ntawm cov stocks.) Raws li ib tug neeg rau npe rau CNBC Investing Club nrog Jim Cramer, koj yuav tau txais kev ceeb toom ua ntej Jim ua kev lag luam. Jim tos 45 feeb tom qab xa daim ntawv ceeb toom kev lag luam ua ntej yuav lossis muag cov khoom lag luam hauv nws qhov kev ntseeg siab ntawm cov ntaub ntawv. Yog tias Jim tau tham txog ib qho khoom lag luam ntawm CNBC TV, nws tos 72 teev tom qab tshaj tawm tsab ntawv ceeb toom ua ntej ua lag luam. COV NTAUB NTAWV QHIA TXOG QHOV CHAW UA HAUJ LWM yog ua raws li peb cov lus cog tseg thiab cov xwm txheej thiab txoj cai ntiag tug, ua ke nrog peb qhov kev tsis lees paub. TSIS TXAUS SIAB RAU LUB SIJ HAWM NTAWM LUB SIJ HAWM NTAWM LUB SIJ HAWM NTAWM LUB TSEV KAWM NTAWV, LUB SIJ HAWM NTAWM LUB SIJ HAWM NTAWM koj tau txais cov ntaub ntawv qhia txog kev sib txuas nrog lub koom haum ua lag luam. Tsis muaj cov txiaj ntsig tshwj xeeb lossis cov txiaj ntsig tau lees paub.
Tau qhov twg los: https://www.cnbc.com/2022/10/20/takeaways-from-our-daily-meeting-semiconductors-danahers-earnings-beat.html