Koj puas yuav tsum tau yuav cov khoom lag luam hauv Suav teb tam sim no uas Tuam Tshoj rov qhib dua?

Suav tech stocks yog ib qho kev xaiv zoo ntawm cov nqi tam sim no tab sis tsuas yog rau cov tub ua lag luam mus sij hawm ntev, hais tias Anand Batepati ntawm GFM Focus Investing.

Nws puas pom zoo rau Suav Tshuag?

Ob lub npe uas tshwj xeeb tshaj tawm rau nws yog Alibaba Group Holding Ltd (NYSE: B.A.B.A.) thiab Tencent Holdings (OTCMKTS: TCEHY).

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.

Batepati yog kev tsim kho tsuas yog ib feem vim tias Tuam Tshoj tab tom rub tawm ntawm COVID txwv. Qhov tseem ceeb tshaj rau nws yog lub zog ntawm lawv cov lag luam hauv qab.

Cov no yog cov lag luam zoo heev. Muaj tsawg lub tuam txhab uas tsim tau $ 15 txog $ 20 nphom hauv cov nyiaj pub dawb. Alibaba thiab Tencent yog ob ntawm cov npe no thiab koj tau txais lawv tsawg dua li tus nqi ua kua.

Nyuam qhuav pib lub lim tiam no, Tuam Tshoj hais tias nws yuav tshem tawm qhov yuav tsum tau muaj cais tawm rau cov neeg taug kev sab hauv los ntawm Lub Ib Hlis 8^th. Ob leeg ntawm Batepati cov khoom xaiv tam sim no poob ntau dua 30% xyoo-rau-hnub.

Risks twb raug nqi nyob rau hauv

Batepati pom zoo tias cov nyiam Alibaba Tshuag thiab Tencent tsis yog tag nrho dawb ntawm headwinds, tab sis qhov cuam tshuam txog kev muag khoom, nws tau sau tseg, tau dhau lawm. Tag kis no ntawm CNBC's “TechCheck”, GFM co-founder ntxiv:

Koj tau txais ob peb ntawm lawv cov lag luam hauv qab pub dawb. Kev softening ntawm kev tswj hwm clampdown uas peb tau pom qee qhov qhia txog, thiab Tuam Tshoj rov qhib dua yog ob peb lub catalysts vim li cas peb bullish.

Ntxiv dua thiab, nws cov lus pom zoo tsuas yog rau cov tub ua lag luam mus sij hawm ntev xwb. Cov npe no tsis haum rau "kev lag luam", nws tau lees paub.

Nws tseem ceeb heev uas ob Alibaba Group Holding Ltd thiab Tencent Holdings topped Txoj Kev kwv yees rau cov nyiaj tau los hauv lawv lub quarter tshaj tawm tshiab.