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. Kev noj qab haus huv thiab staples ua lag luam Cov lus qhia ceev ceev: META, DIS, SBUX 1. Kev kho mob thiab cov neeg siv khoom staples ua lag luam Cov khoom lag luam tau txais hnub Monday, nrog kev kho mob thiab cov khoom lag luam staples ua tus nqi. Cov npe qws Constellation Brands (STZ), Eli Lilly (LLY), Johnson & Johnson (JNJ) tau tag nrho, nrog LLY txawm tias nce siab tshiab 52 lub lis piam. Jim Cramer tau hais tias STZ thiab LLY yog tam sim no nws nyiam cov khoom lag luam hauv Club portfolio. Peb nyiam cov khoom lag luam no hauv ib puag ncig kev lag luam, txij li lawv txhua tus muag cov khoom lag luam uas tib neeg nyiam yuav txawm tias nyob rau lub sijhawm nyuaj nyiaj txiag. Peb kuj ntseeg hais tias cov tuam txhab 'headwinds tau hloov mus rau hauv tailwinds, raws li cov nqi khoom lag luam poob qis thaum muag thiab tus nqi tseem muaj zog. 2. Cov lus ceeb toom ceev: META, DIS, SBUX Meta (META) tus neeg ua lag luam Altimeter Capital tau hais kom CEO Mark Zuckerberg hauv tsab ntawv qhib rau hnub Monday kom txo cov nuj nqis headcount, txwv nws cov peev hauv metaverse thiab txo qis nws cov peev txheej txhua xyoo. Thaum peb ntseeg tias cov ntsiab lus Altimeter tau ua hauv tsab ntawv yog qhov tsim nyog, peb tseem muaj kev ntseeg hauv Zuckerberg. Ntxiv mus, kev nqis peev uas Meta tau ua, piv txwv li hauv kev txawj ntse txawj ntse thiab cov metaverse, yog cov thawj koom ruam mus sij hawm ntev uas yuav siv sij hawm ntev los sau cov txiaj ntsig. Peb nyob twj ywm bullish nyob rau hauv Tshuag thiab ntseeg hais tias cov metaverse tshwj xeeb yog yuav ib tug loj deal. Wells Fargo thiab UBS Evidence Lab ob leeg tau sau ntawv zoo txog Disney (DIS) Tshuag tsis ntev los no, nrog rau yav dhau los hu ua nws kos npe xaiv thiab UBS qhia txog lub tuam txhab cov chaw ua si lub zog thiab streaming kev loj hlob ntawm cov neeg siv khoom. Peb nyiam Disney thiab ntseeg tias nws yog theem pib ntawm kev rov qab los. Peb kuj tseem nyiam Starbucks (SBUX), uas yog ntawm peb cov khoom lag luam uas muaj kev ua haujlwm loj hauv Suav teb. Peb ntseeg tias SBUX tuaj yeem cuam tshuam ntau dua los ntawm kev txwv kev lag luam hauv lub tebchaws, vim nws cov khw muag khoom ntiav cov neeg nyob hauv cheeb tsam. Peb npaj yuav ntxiv rau peb txoj haujlwm yog tias cov khoom lag luam mus txog $ 82. Shares ntawm kas fes conglomerate tau nqis 5.7% rau $83.54 hnub Monday. (Jim Cramer's Charitable Trust yog ntev STZ, LLY, JNJ, DIS, SBUX, META. Saib ntawm no kom paub cov npe tag nrho ntawm cov khoom lag luam.) Raws li ib tug neeg rau CNBC Investing Club nrog Jim Cramer, koj yuav tau txais kev ceeb toom 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. Tsis muaj cov txiaj ntsig tshwj xeeb lossis cov txiaj ntsig tau lees paub.
Tau qhov twg los: https://www.cnbc.com/2022/10/24/2-takeaways-from-our-daily-meeting-we-like-health-care-and-staples-club-names-in-the- xov xwm.html