Tej zaum nws yuav yog lub sijhawm mus yuav khoom rau qee cov khoom lag luam thev naus laus zis tom qab qhov chaw tau hammered nyob rau lub asthiv tsis ntev los no thaum muaj kev txhawj xeeb txog kev rov qab los yav tom ntej thaum Tsoom Fwv Teb Chaws Reserve cov paj laum nce ntxiv.
Tus kws tshuaj ntsuam qub qub Mark Mahaney ntawm Evercore ISI tau sau peb lub npe mega-cap thev naus laus zis uas yuav tsum muaj nyob hauv koj daim ntawv yuav khoom.
"Peb qhov kev xaiv thib peb loj tshaj plaws rau xyoo no yog Uber, Amazon thiab Facebook [Meta]," Mahaney hais rau Yahoo Finance Live.
Mahaney txoj kev hu xov tooj rau mega-cap tech lub npe qhia txog kev sib xyaw ntawm cov nqi tsim nyog thiab tseem ceeb txaus nyiam.
“Facebook tej zaum yuav yog qhov yooj yim [xaiv] ntawm cov. Nws pauv ntawm 22 lub sij hawm cov nyiaj tau los, thiab rau ib yam dab tsi uas kuv xav tias tuaj yeem nce nyiaj tau los ntawm 20% mus rau 30%. Koj muaj ib tuj ntawm cov nyiaj ntsuab ntawm daim ntawv tshuav nyiaj li cas. Cov khoom no ua lag luam nyob ze rau kev lag luam ntau rau cov nyiaj tau los loj hlob uas yog peb npaug ntau dua li kev ua lag luam. Cov nyiaj tau los loj hlob uas yog ob npaug ntau dua. Kuv xav tias qhov ntawd yog qhov zoo ntawm kev loj hlob ntawm tus nqi loj, "Mahaney hais.
Meta shares poob 1% xyoo rau hnub tim piv rau 3.2% poob rau Nasdaq Composite. Kev nce qib 23% hauv 2021, kuj zoo ib yam nrog Nasdaq.
Thaum Mahaney tau hloov kho Doordash lub lim tiam no los ntawm kev saib nws qhov kev pabcuam xa zaub mov tau dhau los ua kev txhawb nqa ntawm cov neeg siv khoom daig hauv tsev thaum muaj kev sib kis, nws tseem pom Uber yog qhov kev ua si zoo los ntawm kev lag luam gig.
"Uber yog peb qhov kev ua si loj heev. Nws yog ib qho uas muaj kev txhawb siab tshaj plaws yog tias thiab thaum peb tawm los ntawm COVID ntsoog, "Mahaney tau hais.
Uber cov khoom lag luam poob 21% xyoo tas los, tab sis cov khoom lag luam tau nce 2.5% txog tam sim no hauv 2022.
Qhov kev xaiv kawg yog Amazon, uas raws li Yahoo Nyiaj Txiag tau sau tau dhau los ua kev sib ntaus sib tua.
Amazon cov khoom lag luam poob qis 1% rau Lub Ib Hlis. Zoom tawm thiab kev ua tau zoo yog deb uglier.
Shares tau nqis 11% los ntawm lawv qhov siab tshaj thaum Lub Xya Hli 8, txwv tsis pub hu ua kev kho (txo 10% ntawm qhov siab).
Mahaney lees paub Amazon tus nqi los tsim nws cov kev pabcuam litany (saib tib hnub xa khoom) thaum muaj kev sib kis tau ua rau nws xav tsis thoob. Tab sis zoo ib yam li Facebook / Meta, kev nqis peev yog qhov txaus nyiam heev uas tsis quav ntsej.
"Muaj ib lub voj voog peev loj heev tshwm sim ntawm Amazon. Yuav ua li cas thaum koj pom qhov ntawd, cov npoo nqes los. Qhov ntawd yog qhov xav tsis thoob. Qhov ntawd yog qhov rub lub Tshuag rov qab los ntawm kev tawg tawm. Kuv xav tias thaum koj mus txog xyoo no, koj yuav pib sib tw rau qhov ntawd. Lub tuam txhab no tau ntsib ntau qhov kev nce nqi thiab cov khoom lag luam muaj kev pheej hmoo nyob rau tom qab ib nrab xyoo tas los. Kuv xav tias tag nrho cov no yuav raug absorbed rau hauv tus qauv kev lag luam los yog comped tawm tsam. Qhov ntawd yuav tso cai rau cov paj tau paj nyob rau hauv ib nrab ntawm lub xyoo kom nrawm, thiab cov khoom lag luam tawm mus, "Mahaney hais.
Brian Sozzi yog ib qho editor-at-large thiab thauj tog rau nkoj ntawm Yahoo FinanceCov. Ua raws li Sozzi ntawm Twitter @BrianSozzi thiab nyob rau LinkedIn.
Ua raws li Yahoo Finance Twitter, Facebook, Instagram, Flipboard, LinkedIn, YouTube, Thiab reddit
Tau qhov twg los: https://finance.yahoo.com/news/3-mega-cap-tech-stocks-that-will-gain-big-as-interest-rates-rise-analyst-174754509.html