Tojsiab
Lub siab phem tech muag-tawm xyoo no tau tsoo ib zaug FAANG cov khoom lag luam siab (Meta, Apple, Amazon, Netflix thiab Alphabet) tshwj xeeb, tab sis kuj tau tsim lub sijhawm yuav khoom rau cov tub ua lag luam tab tom nrhiav kev sib koom ntawm cov tuam txhab loj Tech ntawm ntau txaus nyiam valuations, ob peb cov kws txawj cam.
Qee cov kws tshuaj ntsuam hais tias cov khoom siv thev naus laus zis loj yog hnub no tus nqi yuav.
Forbes
Cov Lus Tseem Ceeb
Cov khoom lag luam thev naus laus zis tau nyuaj rau xyoo no raws li cov tub ua lag luam txhawj xeeb txog Tsoom Fwv Teb Chaws Reserve nce cov paj paj: Lub tech-heavy Nasdaq Composite index poob 4% Hnub Tuesday, poob ntxiv rau hauv thaj chaw lag luam dais thiab tsoo nws qib qis tshaj txij li xyoo 2020.
Charles Lemonides, tus tsim thiab tus thawj coj peev ntawm ValueWorks hais tias "Peb nyob rau lub sijhawm uas cov tuam txhab thev naus laus zis raug muag thiab cov tub ua lag luam poob siab, yog li qhov kev poob qis yog kev lim hiam, tab sis qhov ntawd kuj tsim lub sijhawm," said Charles Lemonides, tus tsim thiab tus thawj coj peev ntawm ValueWorks, ntxiv, "nws yog lub sijhawm. pib tsim cov haujlwm tsawg kawg nkaus. "
Cov nyiaj tau los loj tsis nco lub lim tiam dhau los ntawm Netflix, uas tau hais tias nws poob subscribers thawj zaug nyob rau hauv ib xyoo caum, thiab ua tsis tau zoo los ntawm Google-niam txiv tus tsiaj ntawv rau hnub Tuesday, tau ntxiv rau qhov tsis paub tseeb tsis ntev los no nyob ib ncig ntawm Big Tech stocks.
Lemonides tseem muaj kev txhawb siab, hais tias Netflix tau "hloov mus rau lub sijhawm nyuaj ua ntej," thaum cov tub ua lag luam "tsis txhob nyeem ntau dhau rau qhov tsis txaus ntseeg" nrog rau Alphabet cov nyiaj tau los tsis zoo, vim tias ob lub tuam txhab "tseem tso cov lej loj."
Nws hais tias tam sim no nws lub tuam txhab tab tom saib ntau ntawm lwm qhov FAANG cov khoom lag luam zoo ib yam li Netflix tom qab nws qhov kev muag khoom loj, hu nws thaj chaw uas tsim nyog yuav tsum tau saib ze dua" thaum muaj "kev hloov pauv loj" hauv kev lag luam.
Fundstrat Global Advisors 'tus tsim thiab tus thawj coj ntawm kev tshawb fawb, Tom Lee, zoo ib yam hais rau CNBC tias FAANGs tam sim no zoo li cov khoom muaj nqis, taw qhia tias lawv "tseem yuav loj hlob ob tus lej," ntxiv, "Kuv tsis xav tias muaj qhov tsis muaj. ntawm kev loj hlob yav tom ntej catalysts. "
Tseem Ceeb:
"Raws li koj paub kev nqis peev tsis yog tiag tiag txog kev sim ua kom tau nyiaj txhua lub hlis, tab sis nws yog hais txog kev sim nrhiav qhov loj viav vias thiab kuv xav tias peb nyob rau ntawm qhov chaw uas nws yog lub viav vias loj rau tus tswv FAANG," Lee hais rau hnub Wednesday. .
Tangent:
"Netflix tseem yog lub tuam txhab loj hlob zoo - koj tuaj yeem yws txog cov neeg siv khoom poob, tab sis nws tsis yog lub quarter txaus ntshai rau lawv - cov nyiaj tau los tau nce 10% ntawm lub quarter dhau los thiab cov paj tau zoo," Lemonides hais. Nws kuj zoo siab txog lub tuam txhab cov phiaj xwm los muab cov nqi qis dua nrog kev tshaj tawm ntawm nws lub platform: "Tiered pricing yog ib yam uas cov tuam txhab lag luam ua tau zoo-txhua yam los ntawm cov tuam txhab tsheb mus rau cov lag luam."
Nyeem ntxiv:
Netflix poob cov neeg siv npe thawj zaug hauv kaum xyoo, Kev Sib Koom Plunge 35% (Forbes)
Tau qhov twg los: https://www.forbes.com/sites/sergeiklebnikov/2022/04/27/is-it-time-to-buy-netflix-and-alphabet-again-experts-say-beaten-down-tech- stocks-yog-value-plays/