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 hnub Monday lub sijhawm tseem ceeb. Nyob twj ywm sib txawv Tshuag poob ua ntej ntawm cov ntawv ceeb toom kev lag luam ceev ceev: F, PG 1. Nyob sib txawv Peb pib lub lim tiam los ntawm rov hais dua tias nws tseem ceeb npaum li cas rau cov tub ua lag luam kom lawv cov ntaub ntawv muaj ntau haiv neeg, tshwj xeeb tshaj yog nyob rau hauv kev lag luam tsis hloov pauv. Thaum lub sijhawm "Lub Rooj Sib Tham Tag Nrho" rau hnub Monday, peb tau txhawb kom cov tswv cuab nyuam qhuav pib tshuaj xyuas ntau dua 30 cov khoom lag luam uas Club muaj thiab yuav kwv yees li 5 txog 10 ntawm lawv. Ib qho piv txwv zoo uas qhia txog qhov tseem ceeb ntawm kev sib txawv yog dab tsi tshwm sim hauv qhov chaw semiconductor. Chip cov khoom lag luam rub tawm hauv khw hnub Monday tom qab Asmeskas tshaj tawm tshiab export tswj txwv kev muag khoom semiconductor rau Suav teb. Qhov no yog ib qho ntawm ntau qhov teeb meem uas tau ua phem rau cov khoom siv hluav taws xob hauv lub xyoo dhau los, suav nrog kev xav tau poob qis hauv PC thiab lub lag luam handset, txuas ntxiv Covid-19 kev txwv hauv Suav teb thiab kev ntshai kev poob nyiaj txiag. Peb muaj plaub lub chips - Advanced Micro Devices (AMD), Marvell (MRVL), Nvidia (NVDA) thiab Qualcomm (QCOM). Tab sis peb tsis qhia tus neeg ua lag luam Club kom muaj plaub lub npe. Cov tub ua lag luam "yuav tsum tsis txhob muaj qhov loj ntawm semis," Jim hais. Peb tau lees paub cov khoom lag luam no tau mus rau sab qab teb hauv lub sijhawm luv luv, thiab tau txiav rov qab rau peb txoj haujlwm kom muaj kev sib txawv ntxiv thiab ntxiv dag zog rau Club portfolio. 2. Cov khoom lag luam poob ua ntej ntawm cov ntaub ntawv tseem ceeb ntawm kev lag luam Semiconductor cov khoom lag luam tau rub los ntawm Nasdaq Composite rau hnub Monday los ntawm 1.3%, mus rau nws qib qis tshaj txij li lub Cuaj Hlis 2020, thaum chip- thiab cov khoom lag luam thev naus laus zis kuj hnyav ntawm qhov ntsuas S & P 500. Cov khoom lag luam swb tuaj raws li cov tub ua lag luam tau ntshai tos cov neeg tsim khoom lag luam tus nqi ntsuas (PPI) - thiab cov ntaub ntawv ntawm cov neeg siv khoom lag luam (CPI) cov ntaub ntawv yuav dhau lub lim tiam no - ob qho kev ntsuas tseem ceeb ntawm kev nce nqi uas tuaj yeem txiav txim siab cov paj laum yav tom ntej los ntawm Tsoom Fwv Teb Chaws Reserve. PPI tuaj yeem ua rau pom kev nce nqi nce ntxiv, thaum CPI tseem yuav cuam tshuam txog tus nqi nce, Jim hais rau hnub Monday. S & P Oscillator yog nyob ntawm 3.28% tom qab hnub Friday muag tawm, uas txhais tau tias peb tsis nyob hauv thaj chaw muag khoom tam sim no. Peb txhawb kom cov tub ua lag luam ua siab ntev, vim nws zoo li kev lag luam yuav poob qis ntxiv. 3. Cov lus ceeb toom ceev: F, PG UBS txo qis Ford (F) mus rau kev muag khoom, hais txog kev txhawj xeeb txog kev lag luam tsheb mus txog kev xa khoom ntau dhau hauv 3 txog 6 lub hlis, thaum ceeb toom lub tuam txhab muaj cov lus qhia ntau tshaj plaws nyob rau hauv lub tuam txhab kev pab cuam ntawm thawj cov khoom lag luam. (OEMs). Peb tau khaus khaus yuav rov qab shares ntawm automaker, tab sis peb tsis npaj yuav ntxiv rau peb txoj haujlwm tam sim no. Goldman Sachs downgraded Procter & Gamble (PG) mus rau ib tug tuav, hais txog headwinds los ntawm US muaj zog nyiaj daus las thiab kev poob qis hauv Covid-19 kev sib kis thoob ntiaj teb kev lag luam sib koom nce. (Jim Cramer's Charitable Trust yog ntev AMD, F, MRVL, NVDA, PG, QCOM. Saib ntawm no kom paub cov npe tag nrho ntawm cov khoom lag luam.) Raws li ib tus neeg siv khoom rau CNBC Investing Club nrog Jim Cramer, koj yuav tau txais kev ceeb toom kev lag luam ua ntej Jim ua 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.
Tau qhov twg los: https://www.cnbc.com/2022/10/10/takeaways-from-our-meeting-diversification-inflation-data-ford-.html