Cov tuam txhab thev naus laus zis muaj teeb meem loj dua li cov paj laum nce ntxiv: Morning Brief

Kab lus no pom thawj zaug nyob hauv lub Caij Ntxov Nyuv Luv. Txais Cov Lus Qhia Thaum Sawv Ntxov xa ncaj qha rau koj lub inbox txhua hnub Monday txog Friday thaum 6:30 sawv ntxov ET. Sau npe yuav ua

Hnub Friday, Cuaj Hlis 16, 2022

Cov ntawv xov xwm niaj hnub no yog los ntawm Julie Hyman, thauj tog rau nkoj thiab sau xov xwm ntawm Yahoo Finance. Ua raws Julie ntawm Twitter @juleshyman.

Lwm hnub, lwm qhov poob rau hauv cov khoom lag luam tech.

Qhov kev tsis sib haum xeeb ntawm kev ua lag luam tau raug kev txom nyem tsis ntev los no tau tsa cov lus nug txog vim li cas, raws nraim, thev naus laus zis zoo li tsis muaj peev xwm nce cov paj laum.

Cov lus teb? Rate hikes yog deb ntawm tech's xwb qhov teeb meem.

Raws li kev lig kev cai, lub sij hawm nce tus nqi muaj feem cuam tshuam rau ntau qhov chaw - tsis yog tech xwb. Thaum cov nqi nce, nws raug nqi ntau dua rau cov tuam txhab qiv nyiaj los pab nyiaj rau lawv cov lag luam. Nws kuj tseem tuaj yeem txhais tau tias cov neeg siv khoom muaj cov nyiaj tau los tsawg dua vim tias lawv, ib yam nkaus, tau them nyiaj ntau dua rau cov nqi tsev thiab tsheb thiab daim npav rho nyiaj. Lub ntsiab lus tom kawg yog qhov tshwj xeeb tam sim no. Tsis tsuas yog cov neeg yuav khoom hauv tsev them ntau dua 6% paj rau 30-xyoo qiv nyiaj thawj zaug txij li xyoo 2008 - lawv tab tom ua thaum ntawd them 13.5% ntau dua rau cov khoom noj khoom haus tshaj li ib xyoo dhau los.

Hauv lwm lo lus, peb tab tom pom ob lub whammy ntawm kev nce nqi thiab nce paj paj. Thaum Tsoom Fwv Teb Chaws Reserve tau nce nqi kom txo qis ntawm kev nce nqi, lub tuam txhab nyiaj hauv nruab nrab tseem muaj txoj hauv kev mus ntev. Cov ntaub ntawv tshaj tawm hnub Tuesday qhia tias kev nce nqi tseem nyob siab ntawm 8.3%, txawm hais tias nws hloov me ntsis hauv lub Yim Hli.

Ntawm chav kawm, qhov chaw no tau coj nws tus xov tooj ntawm kev ua lag luam dav. S&P 500 tau poob 17% xyoo no, pib nws qhov kev poob qis ua ntej Tsoom Fwv Teb Chaws Reserve pib nce tus nqi paj rau lub Peb Hlis 16.

Txawm li cas los xij, thev naus laus zis tau slammed nyuaj dua. S&P Info Tech Index - nws cov tswv cuab suav nrog cov tuam txhab thev naus laus zis xws li Apple (AAPL) thiab Microsoft (MSFT) - tau poob 25% xyoo no. Pab Pawg Kev Sib Txuas Lus, nrog Netflix (NFLX) thiab Apple (AAPL), tau poob ntxiv - los ntawm 33%.

Netflix Co-CEO Ted Sarandos lees txais 2022 Economic Development Visionary Award thaum lub sijhawm Hollywood Chamber of Commerce 2022 Economic Development Summit hauv Los Angeles, California, Asmeskas, Lub Yim Hli 25, 2022. REUTERS/Mario Anzuoni

Cia peb tawm ntawm kev ua qauv thiab nitty-gritty xam ntawm cov nqi nyiaj txiag ntau dua thiab seb Netflix puas tau them nyiaj ntau dua los pab nws cov nuj nqis dua li cov tuam txhab hluav taws xob (qhov zoo tshaj plaws S&P 500 ua yeeb yam xyoo no).

Qee qhov kev siv thev naus laus zis tsis zoo tuaj yeem poob rau vibe. Hais lus rau Yahoo Nyiaj Txiag Brian Sozzi lub lim tiam no, Goldman Sachs Tus Thawj Coj Thawj Coj Eric Sheridan tau taw qhia tias thev naus laus zis yog ib qho kev pheej hmoo tseem ceeb - thiab tam sim no, cov tub ua lag luam xav tau kev nyab xeeb vim tias lawv tsis paub tseeb ntawm Fed qhov kev txav mus tom ntej.

"Thaum kawg ntawm lub hnub, dab tsi cov tub ua lag luam tech xav tau yog kev pom rau hauv ib puag ncig kev lag luam zoo," Goldman Sachs Tus Thawj Coj Tus Thawj Coj Eric Sheridan hais rau peb Brian Sozzi ntawm nws lub tuam txhab kev sib tham tech lub lim tiam no. Txhawm rau kom cov khoom lag luam thev naus laus zis ua tau zoo, nws hais ntxiv, "Koj xav tau qhov chaw macro ruaj khov uas tib neeg xav tias muaj kev pheej hmoo ntau dua rau hauv lawv cov ntaub ntawv pov thawj."

Nws tsis yog hais txog kev xav, txawm li cas los xij. Cov tuam txhab thev naus laus zis thoob plaws lub spectrum tau pom qhov kev thov qis dua tsis ntev los no raws li COVID-19 tau yooj yim thiab txhawb cov neeg siv khoom kom rov koom nrog lub ntiaj teb lub cev. Cov tub lag luam yuav tsum tau hloov kho lawv cov kev cia siab rau yav tom ntej kev loj hlob ntawm cov tuam txhab xws li Netflix thiab Meta (META).

Cov neeg tsim khoom lag luam semiconductor tau raug ntaus tshwj xeeb vim lawv tau tawm tsam los kho qhov nruj ntawm cov khoom xa tuaj thaum muaj kev sib kis, ua raws li qhov tsis txaus ntseeg ntawm qhov sib txawv.

Paul Meeks, tus qub tub rog tech investor thiab portfolio manager ntawm Independent Solutions Wealth Management, hais rau Yahoo Nyiaj Txiag tias semiconductors yog qhov laj thawj tseem ceeb uas nws tsis tshua muaj tech tam sim no.

Thaum Meeks ntseeg txog kev siv thev naus laus zis hauv lub sijhawm ntev, nws tawm tsam qhov kev kho cov khoom muag tam sim no ua rau lawv muaj kev pheej hmoo tam sim no. "Kuv txhawj xeeb heev tam sim no, vim hais tias tus tsav tsheb tseem ceeb rau kev lag luam tech yog semiconductors. Cov khoom lag luam semiconductor yog nyob rau hauv kev txaus ntshai, "nws hais. "Lub tuam txhab semiconductor yuav tsum tau coj peb tawm, thiab hmoov tsis zoo, lawv yeej sagging ntawm no. Kuv tsis pom qhov kev pab cuam nyob ze."

Txawm hais tias kev nce nqi thiab cov paj laum yog ob qho teeb meem rau tech, lawv tsis yog qhov kev sib tw nkaus xwb uas tau ntsib tam sim no. Hauv lub sijhawm luv luv, tsawg kawg, cov tub ua lag luam tuaj yeem nyob deb.