Brace rau qhov tsis sib haum xeeb 2022, tab sis cling rau qhov tech stalwart thaum cua daj cua dub los, hais tias peev adviser

Thaum daim ntawv qhia Deutsche Bank (hauv qab) qhia txog kev txhawj xeeb tech-npuas ntau, peb hu nruab hnub ua ib rooj plaub rau ib qho ntawm qhov loj tshaj tech stalwarts, Apple
AAPL,
-1.89%,
hais tias tus tsim iPhone muaj ib qho ace hauv lub qhov uas ob peb tau saib xyuas.

Qhov kev hu no los ntawm tus kws pab tswv yim peev Wedgewood Partners, uas tau ncaws tawm lawv tsab ntawv thib plaub 2021 cov neeg siv khoom nrog ceeb toom txog kev lag luam tsis hloov pauv rau xyoo 2022, tshwm sim los ntawm cov tuam txhab nyiaj hauv nruab nrab uas tab tom yuav mus rau qee qhov kev lag luam chaos los ntawm rub lub ntsaws rau xyoo ntawm cov nyiaj pheej yig. . Txawm tias Tuam Tshoj tus Thawj Kav Tebchaws Xi Jinping tau hnov ​​​​ ceeb toom Fed tsis txhob nce cov paj laum ntawm lub virtual Davos rau hnub Tuesday.

Txawm li cas los xij, tus kws pab tswv yim tseem pom cov hauv kev ua ntej thaum muag khoom nce nrawm, thiab lawv npaj yuav lo rau Apple, uas lawv tau muaj rau 16 xyoo.

Thaum Wedgewood tau hais tias nws tsis tuaj yeem pom ntau yam khoom lag luam uas lub tuam txhab nthuav tawm, "peb paub tias Apple lub vertically kev koom ua ke [software thiab hardware] cov khoom tsim tawm tswv yim yog qhov tshwj xeeb thiab muaj peev xwm tsim tau cov khoom lag luam thiab cov kev paub dhau los uas cov neeg siv khoom xav tias tsim nyog txaus los siv nyiaj loj hlob. ntawm lub sijhawm thiab nyiaj txiag, "tus kws pab tswv yim hais.

Niaj hnub no, lub tswv yim ntawd tseem nyob ruaj khov, tab sis tseem ceeb dua Apple tau hais kom lub ntiaj teb tshiab tseem ceeb, tau tsim ntau dua kaum tus txheej txheem kev cai thiab kev sib koom ua ke, txij li pib nws cov "A-series" processors. Piv txwv li, ib qho uas nws tsim nyob rau hauv 2017 muab lub iPhone X muaj lub zog txaus los ua haujlwm FaceID 3-D algorithms, siv los qhib cov xov tooj thiab them nyiaj digital.

Wedgewood tau hais tias "Apple tau tsim muaj kev lag luam semiconductor zoo uas cov neeg sib tw thiab txawm tias dhau qee qhov kev lag luam uas tsim los ntawm semiconductor feem ntau hauv kev lag luam," Wedgewood hais. "Apple txuas ntxiv sib txawv los ntawm kev sib koom ua ke ntsug, uas yog ib qho tseem ceeb ntawm Apple lub tswv yim mus sij hawm ntev kom loj hlob thiab khaws cov txiaj ntsig zoo dua. Nws yog ib qho nyuaj rau twv seb yam khoom tshiab yuav raug nthuav tawm; Txawm li cas los xij, peb xav tias lub tswv yim no yuav tsum ua haujlwm txuas ntxiv mus
shareholders zoo heev. "

Lwm txoj haujlwm sab saum toj pom zoo los ntawm Wedgewood suav nrog pawg xov tooj Motorola
M: YOG,
-2.25%,
lwm tech stalwart Microsoft
MSFT,
-2.43%
thiab khw muag khoom Tractor Supply
TSO,
-0.24%.

Nov yog cov lus kawg los ntawm Wedgewood txog cov cua daj cua dub uas nws pom brewing. "Cov duab hauv qab no ua rau peb nco ntsoov tias thaum kev kwv yees kav, kev lag luam tuaj yeem mus deb dua li qhov zoo li tsis xis nyob," tab sis thaum lawv poob "kev lag luam yuav rov ua dua lawv cov keeb kwm ntev ntawm kev poob sai dua li qhov zoo li tsis muaj zog."

"Cov tub ua lag luam mus sij hawm ntev yuav tsum tau cog rau qhov kev poob qis. Lub sijhawm zoo li no yog lub sijhawm los txhim kho cov ntaub ntawv. Peb cov xaum tau ntse dua rau lub sijhawm raws li Mr. Market pab lawv. "

Cov kev lag luam

Microsoft shares poob qis tom qab pab pawg tech paub tseeb tias nws yuav yuav Activision Blizzard
ATVI, UA
+ 25.88%
nyob rau hauv ib tug $68.7 billion nyiaj ntsuab deal. Cov pab pawg ua si sib koom tau ya, nrog rau cov neeg sib tw Electronics Arts
Ea,
+ 2.66%.

Goldman Sachs
GS,
-6.97%
ntxiv rau qhov poob siab ntawm cov txiaj ntsig hauv tuam txhab nyiaj los ntawm lub lim tiam dhau los, nrog cov nyiaj poob qis vim cov nyiaj tau los luv luv, nrog Charles Schwab
SWV,
-3.53%
kuj poob rau qhov kev tshwm sim uas tsaus muag. Kinder Morgan
KMI,
-1.06%
thiab Alcoa
AA,
-2.18%
tseem tuaj.

Airbnb sib koom
ABNB,
-5.67%
yog poob qis tom qab kev ntsuam xyuas thiab lub hom phiaj txiav los ntawm tus kws tshuaj ntsuam uas pom ntau lub taub hau thiab cov catalysts tsawg dhau.

Lub New York Empire lub xeev kev tsim khoom lag luam rau Lub Ib Hlis poob qis ntawm qhov kev cia siab. Lub koom haum National Association of Home Builders Performance index rau tib lub hlis tseem ua ntej.

Ib qho kev tshawb fawb tsis tau tshaj tawm los ntawm lub tsev kho mob Israeli pom Pfizer thib ob
PFE, cov
-1.53%
- BioNTech
NTX,
-13.66%
lub Moderna
MRNA,
-8.85%
boosters tsis txwv cov kab mob omicron. Cais, Moderna Tus Thawj Coj Stephane Bancel tau hais tias nws lub tuam txhab tab tom ua haujlwm ntawm kev sib xyaw ua npaws/COVID booster, thaum lub Tsev Dawb tus thawj kws kho mob qhia Dr. Anthony Fauci, tau hais tias nws sai dhau los qhia yog tias omicron yuav coj peb tawm ntawm kev sib kis.

Lwm txoj kev tshawb fawb hais tias kev kis tus kab mob COVID tau hloov cov menyuam yaus mus rau hauv cov neeg noj fussy vim muaj kab mob parosmia uas ua rau lawv tsis hnov ​​​​tsw tsw. Thiab Tuam Tshoj lub xeev xov xwm hais tias pob khoom los ntawm Asmeskas thiab Canada tau pab kis omicron, raws li Hong Kong tau npaj txhij los tua ntau txhiab tus hamsters.

Ib pawg dav hlau chaw tos txais tau ceeb toom txog "kev ntxhov siab" rau cov neeg caij dav hlau hauv Asmeskas vim tias 5G cov kev pabcuam dov tawm lub hlis no, hauv tsab ntawv kos npe los ntawm cov neeg nqa khoom loj, UPS
UPS,
-0.46%
thiab FedEx
FDX,
-1.13%.

Larry Fink, tus thawj coj thiab tus thawj coj ntawm BlackRock
BLK,
-1.96%
hais tias cov tub ua lag luam yuav tsum paub qhov chaw ua lag luam cov thawj coj sawv ntawm cov teeb meem hauv zej zog.

Khw muag khoom Walmart 
WMT,
-1.75%
tab tom saib kev tsim nws tus kheej cryptocurrency thiab nonfungible tokens, raws li US patent filings.

Cov kev lag luam

Lub Nasdaq Composite
COMP,
-2.60%
yog sprinting ua ntej nrog poob, nrog Dow
DJIA,
-1.51%
thiab S&P 500
SPX,
-1.84%
Kuj tseem qis dua hnub Tuesday coj los ntawm cov neeg rau Nasdaq-100
NQ 00,
-0.84%
raws li daim ntawv cog lus yields
TUBMUSD 10Y,
1.888%

TUBMUSD 02Y,
1.075%
surge hla qhov nkhaus. Cov nqi roj
BRN00,
+ 0.41%

Qauv: CL00
+ 0.57%
tau nce zuj zus tom qab Iran-txhawb Houthi cov neeg ntxeev siab tau pib tua drone nres ntawm lub chaw tseem ceeb roj hauv Abu Dhabi. Goldman Sachs kuj tau kwv yees Brent tuaj yeem nce siab tshaj $ 100 ib chim hauv 2023, thaum OPEC tau tso nws 2022 thoob ntiaj teb cov roj xav tau kev kwv yees tsis hloov pauv.

Losses kis mus rau Asian
NIK,
-2.80%
thiab Europe stocks
SXXP,
-0.97%,
nrog ib tug tseem ceeb German bund yields
TMBMKDE-10Y,
0.007%
hais txog qhov zoo rau thawj zaug hauv peb xyoos.

Daim phiaj qhia

Ib daim ntawv ntsuam xyuas lub Ib Hlis ntawm ntau dua 500 cov tub ua lag luam pov npav los ntawm Deutsche Bank qhia tau hais tias qhov kev xav tsis zoo me ntsis. Piv txwv li, lawv muaj ntau bearish:

Ntau tus, tshwj xeeb tshaj yog cov neeg muaj hnub nyoog 34 xyoos, xav tias cov khoom siv thev naus laus zis yog nyob hauv npuas:

Thiab lawv tseem pom kev nce nqi raws li qhov kev pheej hmoo loj tshaj plaws rau kev lag luam, tab sis kuj tseem muaj kev ntxhov siab ntxiv rau Fed:

Ntawm no yog cov tickers saum toj kawg nkaus ntawm MarketWatch thaum 6 teev sawv ntxov Eastern Time.

Random nyeem

Tulsa tus xibhwb thov zam txim rau nws cov qaub ncaug ntawm tus txiv neej lub ntsej muag thaum nws qhuab qhia.

Tus nqi ib puag ncig siab ntawm koj tus hlub ntses-roj tshuaj.

Yuav tsum paub pib thaum ntxov thiab hloov kho kom txog thaum qhib lub tswb, tab sis kos npe ntawm no kom nws xa nws ib zaug rau koj lub npov email. Lub emailed yuav xa tawm thaum txog 7: 30 teev sawv ntxov.

Xav tau ntau dua rau hnub tom ntej? Sau npe rau Barron Hnub Txhua Hnub, tag kis sawv ntxov txog cov tub ua lag luam, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch cov kws sau ntawv.