Cov khoom lag luam thev naus laus zis tau slammed dua, rau cov laj thawj paub. Cov tub ua lag luam tuaj yeem liam kev txhawj xeeb txog kev nce nqi siab dua, kev cia siab ntawm txoj cai tswj hwm nyiaj txiag nruj dua los ntawm Tsoom Fwv Teb Chaws Reserve, thiab - tsis ntev los no - qhov loj heev ntawm cov nyiaj tau los.
Tawm tsam keeb kwm yav dhau los ntawm kev nce nqi keeb kwm - Tebchaws Asmeskas cov neeg siv khoom-tus nqi ntsuas tau nce rau lub Kaum Ob Hlis ntawm tus nqi nrawm tshaj plaws txhua xyoo txij li xyoo 1982 - cov neeg ua lag luam tau txhawj xeeb txog yuav ua li cas ntxov, thiab nrawm, Fed yuav nce cov paj laum. Kev lag luam tau tus nqi hauv peb tus nqi nce hauv 2022-nrog rau thawj zaug hauv lub Peb Hlis-tab sis lub suab nrov tau loj hlob uas ntau dua lossis loj dua tuaj yeem yog lub qab ntug.
Billionaire hedge fund investor Bill Ackman tau hu rau ib qho "shock and awe" mus kom ze los ntawm lub tuam txhab nyiaj hauv nruab nrab, nrog qhov ntau tshaj li qhov kev cia siab ntawm 50 lub hauv paus-point mus ncig hauv lub Peb Hlis. JPMorgan Chase (JPM) tus thawj coj Jamie Dimon pom XNUMX lossis xya tus nqi nce tuaj rau xyoo no.
Qhov no yog tag nrho cov pub rau hauv ib qho tseem ceeb nce nyob rau hauv daim ntawv cog lus yields. Cov txiaj ntsig ntawm qhov ntsuas 10-xyoo US Treasury daim ntawv yog nyob rau theem siab tshaj txij li Lub Ib Hlis 2020, kov 1.84% Tuesday ua ntej nyob ze rau 1.82%. Nws xaus lub lim tiam dhau los ntawm 1.79%, thiab pib lub xyoo ntawm 1.53%.
Tsis muaj qhov no yog qhov zoo rau cov khoom lag luam, tshwj xeeb tshaj yog cov khoom lag luam. Kev ntsuas ntawm ntau lub tuam txhab thev naus laus zis loj hlob hauv tuam txhab nyiaj rau cov txiaj ntsig xyoo rau yav tom ntej, thiab cov txiaj ntsig siab zoo yuav txo tus nqi tam sim no ntawm cov nyiaj ntsuab yav tom ntej. Qhov nce tsis tu ncua nyob rau hauv 10-xyoo cov txiaj ntsig txij li thaum pib ntawm lub hli maps mus rau ib tug poob rau tech-lub Nasdaq-100 yog poob ze li ntawm 6% nyob rau tib lub sij hawm.
"Tuaj tseeb tias nws tau pib ua phem rau xyoo 2022 rau cov tub ua lag luam thev naus laus zis raws li kev nruj Fed backdrop thiab nce tus nqi ib puag ncig tau ua rau muaj kev lag luam loj rau kev lag luam thev naus laus zis thiab yog qhov tsis zoo rau kev ncaws tawm xyoo," said Dan Ives, tus kws tshuaj ntsuam ntawm broker thiab peev bank Wedbush, nyob rau hauv ib daim ntawv Tuesday. "Ntau cov khoom lag luam thev naus laus zis tau nqis 15% + nrog qee lub npe siab ntau nqis 35%-40% pib lub xyoo."
Txawm li cas los xij, Ives, leej twg yog tus tshaj plaws ntawm cov bulls tech, tseem yog li ntawd.
Nws tau hais tias "Qhov kev sib cav tseem ceeb ntawm Txoj Kev yog tias muaj ntau yam khoom siv thev naus laus zis tseem tuaj yeem txav siab dua nyob rau hauv qhov muaj ntau dua Fed backdrop," nws hais. "Cov lus teb yog yog."
Ives tau piav qhia lub lim tiam dhau los tias nws ntseeg tias lub caij khwv tau los yuav yog qhov tseem ceeb rau kev lag luam, nrog Wall Street yuav tsum pom cov kev taw qhia upbeat 2022 kom rov qab los tom qab thev naus laus zis. Nws tau nce ob npaug ntawm cov lus ntawd hnub Tuesday.
Ives tau hais tias "Peb pom qhov no yog qhov tseem ceeb tshaj plaws rau lub caij khwv tau los yav tom ntej rau cov khoom lag luam thev naus laus zis hauv ntau xyoo los ua kom muaj kev cuam tshuam thiab cuam tshuam qhov kev xav tsis zoo," Ives hais.
Wedbush cia siab tias yuav muaj kev loj hlob siab heev, uas tej zaum yuav tshwm sim hauv cov txiaj ntsig nyiaj txiag, yuav pab kom pom tseeb cov txiaj ntsig thev naus laus zis, nrog qee qhov $ 1 trillion hauv kev lag luam kev siv nyiaj npaj rau huab software ntxiv lwm qhov kev txhawb nqa.
"Lub hauv paus loj hlob rau qhov chaw thev naus laus zis tau raug kwv yees los ntawm Txoj Kev thiab yog li yuav ua rau qee qhov pom tau tias Fed nruj lub taub hau," tus kws tshuaj ntsuam tau hais.
Wedbush qhov kev nyiam loj-cap tech stocks yog
Kua
thiab
Microsoft
,
nrog Tesla thiab
Li-Voos
(LICY) yog cov npe nyiam hauv tsheb fais fab.
Hauv cybersecurity, Ives nyiam
Zscaler
(ZS) thiab
CyberArk Software
(CYBR), thiab
Palo Alto tes hauj lwm
(PANW) thiab
Xyaum
(TENB)-uas yog ob qho tib si ntxiv rau Wedbush "cov npe tswv yim zoo tshaj" Tuesday.
Thaum nws los txog rau "tus nqi" cov npe-uas Ives tau hais tias tuaj yeem yog daim pam kev nyab xeeb ntawm Fed cua daj cua dub-Wedbush tseem ceeb
Pegasystems
(PEGA),
Kuaj Cov Ntsiab Lus Software Thev Naus Laus Zis
(CHKP),
Kev pom zoo Cloud Solutions
(CCSI),
Cov Tshuab Zoo
(NCEES), thiab
Ziff Davis
(ZD).
Sau rau Jack Denton ntawm [email tiv thaiv]