Xyoo no tau ua phem rau Asmeskas cov khoom lag luam, tab sis qhov ntawd mus ob npaug rau cov khoom lag luam loj hlob.
cov
Nasdaq Composite
tau poob 22% hauv 2022, piv nrog 13% poob rau qhov
S&P 500 qhov ntsuas.
Qhov mob tau hnov hauv lub rooj tsavxwm - los ntawm cov tuam txhab kev sib raug zoo xws li
Meta Platforms
(ticker: FB) thiab
SNAP qhia
(SNAP), rau streamers xws li
Netflix
(NFLX), thiab cov tuam txhab semiconductor xws li
Nvidia
(NPE).
cov
Nasdaq 100
index-uas muaj cov tuam txhab lag luam loj tshaj plaws uas teev npe hauv Nasdaq- tau poob 22%.
Lub specter ntawm nce yields tau hnyav rau tech stocks vim hais tias lawv yeej tseem ceeb txo tus nqi ntawm cov profits yav tom ntej. Kev txhawj xeeb txog kev lag luam, lub sijhawm no, tau cuam tshuam cov tuam txhab tsom mus rau kev tshaj tawm thiab kev txiav txim siab rau cov neeg siv khoom siv - xws li kev tshaj xov xwm thiab kev lag luam e-lag luam.
Nrog cov khoom lag luam inching rov qab nyob rau hauv cov hnub tsis ntev los no los ntawm brink ntawm dais lag luam thaj chaw, cov neeg yos hav zoov tuaj yeem xav tias nws yog lub sijhawm los rub cov khoom lag luam muaj zog ntawm cov nqi txo qis.
Yog vim li ntawd Barron tus soj ntsuam rau Nasdaq100 cov tuam txhab uas tau poob ntau dua 20%, suav nrog cov nyiaj faib, xyoo no. Peb tom qab ntawd lim tawm cov tuam txhab nrog tus nqi xa mus rau cov nyiaj tau los ntau dua li S&P 500 qhov nruab nrab ntawm 16.7 npaug kwv yees 2023 cov nyiaj tau los, raws li Bloomberg. Thaum kawg, peb nqaim qhov screen rau cov tuam txhab nrog kwv yees li 2023 kev muag khoom loj hlob ntawm 8% lossis ntau dua, raws li Bloomberg kwv yees.
| Tuam Txhab / Ticker | Cov Nqe Tsis Ntev Los no | Total Return YTD | 2023E P / E | 2023E Kev Muag Khoom Loj |
|---|
| Micron Technology / MU | $73.32 | -21.0% | 5.8 | 20.3% |
| Txuj Ci / QCOM | 139.76 | -23.1 | 10.6 | 8.3 |
| Meta Platforms / FB | 195.13 | -42.0 | 12.6 | 16.3 |
| Cov Khoom Siv / AMAT | 119.48 | -23.7 | 13.5 | 10.9 |
| Lam Tshawb Nrhiav / LRCX | 531.02 | -25.1 | 14.1 | 16.4 |
| Cov tsiaj ntawv / GOOGL | 2246.33 | -22.6 | 15.0 | 16.3 |
| Netflix / NFLX | 195.19 | -67.7 | 15.6 | 9.1 |
E = kwv yees
Qhov chaw: Bloomberg
Cov txheej txheem tshuaj ntsuam tau txo qis qhov ntsuas qis rau tsuas yog xya cov khoom lag luam xwb.
Micron Technology
(MU) yog qhov pheej yig tshaj plaws, kev lag luam ntawm 5.81 npaug ntawm cov nyiaj tau los ntawm kev kwv yees tom qab 21% poob rau xyoo no. Cov kws tshuaj ntsuam xav tias 2023 kev muag khoom loj hlob ntawm 20%, raws li Bloomberg.
Qualcomm
(QCOM) tau nce zuj zus ntxiv rau xyoo no nrog 23% poob. Lub wireless chip tsim tau pom kev sib koom ua ke thaum muaj kev lag luam dav dua semiconductor muag. Lub tuam txhab tau nqis peev hauv txo nws txoj kev vam meej ntawm nws cov lag luam muab chips rau
Kua
khoom siv, rau tej yam xws li tsheb, virtual reality li, thiab computers.
Hais txog kev muaj tiag virtual,
Meta Platforms
pom shares dab dej hauv 2022 raws li nws cov txiaj ntsig tau pom ntau npaum li cas ib tug pivot rau "tus metaverse" yuav raug nqi. Lub tuam txhab kev tshaj tawm kev lag luam kuj tau ntsib cov teeb meem los ntawm TikTok thiab Apple cov kev hloov pauv tsis pub lwm tus paub, uas ua rau lub tuam txhab taug qab txoj kev vam meej ntawm kev tshaj tawm ntawm cov khoom siv mobile. Tab sis nrog kev sib koom ua lag luam ntawm 12.57 zaug 2023 kwv yees cov nyiaj tau los nrog kev cia siab ntawm 16% kev muag khoom loj hlob, muaj ib qho kev sib cav yuav tsum tau ua kom cov Tshuag yog pheej yig.
Cov Khoom Siv
(AMAT) thiab Lam Tshawb Nrhiav (LRCX) yog ob lub tom ntej ntawm cov npe. Cov khoom lag luam semiconductor tau poob qis rau xyoo no vim tias cov khoom lag luam semiconductor raug cuam tshuam los ntawm kev kaw hauv Suav teb thiab txhawj xeeb txog kev thov. Lawv pauv ntawm 13.51 thiab 14.05 npaug ntawm kev kwv yees nyiaj tau los tom ntej, feem.
Rounding tawm daim ntawv yog
Cov tsiaj ntawv
(GOOG) thiab Netflix - ob qhov kawg ntawm cov khoom lag luam ntawm FAANG pawg ntawm cov tuam txhab thev naus laus zis. Cov tsiaj ntawv cov khoom lag luam ntawm 15.93 lub sijhawm kwv yees 2023 cov nyiaj tau los thiab xav tias yuav loj hlob ntawm kev muag khoom los ntawm 16% hauv 2023. Qhov ntawd tsis tau txhais hais tias nws yog tag nrho cov rosy rau Google niam txiv. Macroeconomic kev txhawj xeeb tuaj yeem hnyav ntawm lub tuam txhab kev tshawb nrhiav thiab huab lag luam hauv lub hlis tom ntej.
Netflix pom cov khoom lag luam poob vim tias lub tuam txhab tau tshaj tawm tias nws poob cov neeg siv khoom. Nws tam sim no pauv ntawm 15.6 npaug ntawm cov nyiaj tau los ntawm kev cia siab rau xyoo 2023 piv nrog kev xav tau kev muag khoom xyoo ntawd ntawm 9.1%.
Sau ntawv rau Connor Smith ntawm [email tiv thaiv]