Suav cov khoom lag luam Nco ntsoov saib muaj kev pheej hmoo tam sim no raws li kev tawm tsam tawm tsam xoom Covid txoj cai kis thoob plaws lub xeev tswj hwm.
Tseem, Dan Kemp - Tus Thawj Saib Xyuas Kev Lag Luam ntawm Morningstar pom zoo tias cov tub ua lag luam "ntev" tuaj yeem cuam tshuam rau Suav cov khoom lag luam loj hlob ntawm no ntawm luv nqi.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Muaj qee lub tuam txhab zoo nyob hauv Suav teb, tshwj xeeb hauv kev siv thev naus laus zis thiab kev sib txuas lus uas tsis tau txais txiaj ntsig zoo ib yam li Asmeskas cov khoom lag luam thev naus laus zis hauv ob peb xyoos dhau los. Yog li, tam sim no lawv yog cov tuam txhab loj hlob zoo ntawm cov nqi qis heev.
Tsis txhob ua dhau bullish ho
iShares MSCI Tuam Tshoj Multisector Tech ETF tau nce ze li 30% piv rau lub Kaum Hli Ntuj kawg tab sis Kemp ntseeg tau tias tsuas yog qhov kawg ntawm cov dej khov.
Qhov ntawd yog ib qho kev hu xovtooj siab xav txog Beijing tau tshaj tawm sau tus naj npawb ntawm cov kab mob txhua txhua hnub, ua rau nws nyuaj rau cov tub ua lag luam los ntsuas seb Tuam Tshoj yuav siv sijhawm ntev npaum li cas los tawm ntawm COVID kev kaw haujlwm.
Txog qhov kawg, Kemp tau tawm tswv yim ceev faj. Ntawm CNBC's "Squawk Box Europe", nws pom zoo kom tau txais "qee" cuam tshuam rau Tuam Tshoj tab sis tsis txhob mus tag nrho.
Yuav tsum muaj kev cia siab ntawm cov txiaj ntsig qis heev los ntawm cov khoom lag luam no thiab. Yog li, lub peev uas koj tso ua haujlwm hauv Suav teb yog qhov tseem ceeb heev. Koj tsis tuaj yeem ua siab tawv dhau, tab sis ntawm qhov kev ntsuas no, nws tseem zoo li muaj txiaj ntsig zoo rau peb.
Vim li cas thiaj pheej pheej hmoo nrog Suav Tshuag?
Kemp nyiam tshwj xeeb rau cov neeg Suav cov khoom lag luam vim tias nws tseem pom qhov tseem raug ntaus los ntawm Teb Chaws Asmeskas cov peev txheej raws li tsuas yog muaj nuj nqis tam sim no piv rau cov nqi qis tshaj thaum pib ntawm 2022.
Piv nrog rau Tebchaws Meskas, Suav cov khoom lag luam yog kev kho mob tiag tiag, nws hais ntxiv. "TCHI" tseem poob ze li 30% rau lub xyoo.
Tau qhov twg los: https://invezz.com/news/2022/11/30/chinese-tech-stocks-are-worth-buying/