Tojsiab
Nyob nruab nrab ntawm kev ua lag luam qhov phem tshaj thawj ib nrab ntawm ib xyoos hauv ntau tshaj tsib xyoo caum, cov khoom siv thev naus laus zis thiab cov nkoj caij nkoj tau yog cov neeg ua yeeb yam tsis zoo hauv S&P 500, thaum lub zog, kev noj qab haus huv thiab cov tuam txhab siv khoom tau pom tag nrho cov khoom lag luam zoo dua txawm tias muaj kev ntshai kev poob qis.
Cov khoom lag luam thev naus laus zis thiab cov kab caij nkoj yog ib qho ntawm cov neeg poob qis tshaj plaws hauv thawj ib nrab ntawm lub xyoo.
Johannes Eisele / AFP ntawm Getty Dluab
Cov Lus Tseem Ceeb
Qhov ntsuas ntsuas S&P 500 tau poob ntau dua 21% xyoo no, tau poob rau hauv kev lag luam hauv cheeb tsam ua ntej lub hli no: Ze li ntawm 400 cov khoom lag luam hauv qhov ntsuas tau tsis zoo txog tam sim no hauv 2022, thaum kwv yees li 150 cov khoom lag luam tau poob ntau dua 20%.
Cov khoom lag luam tsis zoo tshaj plaws rau xyoo no yog streaming loj heev Netflix, uas tau poob ntau dua 70%, ua raws li lub tuam txhab e-lag luam Etsy (qis 66%) thiab lub tuam txhab orthodontics Align Technology (qis 63%).
Nrog rau Tsoom Fwv Teb Chaws Reserve scrambling kom nce tus nqi paj hauv kev sib tw los tawm tsam kev nce nqi siab, cov khoom lag luam thev naus laus zis tau muaj kev cuam tshuam tshwj xeeb hauv xyoo 2022: Cov kev them nyiaj digital loj heev PayPal poob ntau dua 60%, Facebook-niam txiv Meta los ntawm 51%, thiab chipmaker Nvidia 48%.
Cruise kab kuj tau muaj kev kub ntxhov nyob nruab nrab tsis muaj zog thov thiab cov nqi siab dua, nrog Carnival poob 56%, Royal Caribbean 53% thiab Norwegian Cruise Line 47%.
Lwm qhov kev poob qis txog tam sim no xyoo no suav nrog cov tuam txhab lag luam qub qub xws li Ford thiab General Motors, poob 46% thiab 45%, raws li, thaum lub tuam txhab tshuaj tiv thaiv Moderna tau pom feem ntau poob 44%.
Txawm hais tias kev lag luam muag tau tso tseg qee thaj chaw ntawm kev ua lag luam, ntau cov khoom lag luam tseem ua tau zoo dua: Lub tuam txhab hluav taws xob Occidental Petroleum tau dhia kwv yees li 100%, thaum cov kws tshuaj loj Bristol-Myers Squibb nce 23% thiab brewer Molson Coors 18%.
Qhov tseeb ceeb:
Feem ntau ntawm S&P 500 cov khoom lag luam ua tau zoo tshaj plaws txog rau tam sim no xyoo no yog tag nrho cov tuam txhab hluav taws xob, ua tsaug rau cov nqi roj thiab roj ntau ntxiv rau xyoo no. Cov nqi roj tseem nyob siab dua $ 100 toj ib chim txij li thaum nce siab ntawm ze li ntawm 14-xyoo siab ntawm $ 139 ib chim nyob rau lub Peb Hlis, tsis ntev tom qab Russia invaded Ukraine. Yog li ntawd, nyob deb thiab deb ntawm qhov ua tau zoo tshaj plaws hauv Tshuag hauv S&P 500 yog Occidental Petroleum, nyiam ntawm billionaire investor Warren Buffett, uas tau ntxiv cov shares hauv lub hlis tsis ntev los no. Lwm lub tuam txhab hluav taws xob kuj tau pom lawv cov nqi sib faib nce siab, suav nrog cov nyiam Hess (nce 44%), Valero Zog (nce 42%), Exxon Mobil (nce tshaj 40%) thiab Halliburton (nce 37%).
Tangent:
Cov khoom lag luam ua tau zoo tshaj plaws sab nraud ntawm lub zog hluav taws xob yog cov tuam txhab kho mob, nrog rau cov nyiam Vertex Pharmaceuticals thiab Bristol-Myers Squibb tawg rau sab saum toj 20 thiab nce los ntawm 27% thiab 23%, feem. Qee cov neeg siv khoom lag luam tseem ua tau zoo dua, suav nrog Campbell Soup thiab Kellogg, ob qho tib si nce los ntawm 11% txog tam sim no xyoo no, nrog rau Dollar Tree, uas tau nce ze li 10%. Lwm cov neeg tau txais txiaj ntsig tseem ceeb suav nrog brewer Molson Coors (nce 18%), video game make Activision Blizzard (nce 16%), tus kws kho mob Cigna (nce 15%) thiab xov tooj loj T-Mobile (nce 15%). Ntau lub tuam txhab aerospace thiab tiv thaiv kuj tau dhia hauv 2022 raws li Asmeskas tseem tab tom txhawb nqa kev pab tub rog rau Ukraine thaum Russia qhov kev tawm tsam tsis tu ncua, nrog rau cov nyiam ntawm Northropp Grumann nce ze li 20% thiab Lockheed Martin los ntawm 17%.
Dab Tsi Los Saib:
Thaum cov khoom lag luam tau tawm tsam rau kev taw qhia txij li poob mus rau hauv ib qho dais kev ua lag luam Thaum Lub Rau Hli 13, nws tsis yog txhua qhov kev puas tsuaj thiab kev tsaus ntuj ntawm lub qab ntug, raws li cov kws tshaj lij. Lub khw lag luam tsuas yog siv sijhawm 161 hnub los ntawm nws qhov siab tshaj plaws nyob rau lub Ib Hlis mus rau 20% poob qhov pib-piv rau qhov nruab nrab ntawm 245 hnub hauv kev lag luam dais yav dhau los, raws li Sam Stovall, tus thawj coj kev nqis peev rau CFRA Kev Tshawb Fawb. Qhov ntawd yog "zoo xov xwm"rau cov khoom lag luam, nws hais ntxiv, qhov "ceev" qhovntsej thiaj tsis mob rau hauv lub lag luam dais feem ntau yuav ua rau muaj teeb meem ntau dua "nthuav" ua ntej es tsis yog "mega-meltdowns" - poob ntawm 40% lossis ntau dua.
Nyeem ntxiv:
Tau qhov twg los: https://www.forbes.com/sites/sergeiklebnikov/2022/06/30/warren-buffetts-favorite-stock-soars-netflix-fumbles-these-are-the-best-and-worst-performing- khoom-ntawm-2022/