tech muag-tawm yuav yog 'nyob luv luv'

Nasdaq Composite tam sim no poob qis 9.0% YTD raws li cov tub ua lag luam txuas ntxiv pov tseg thev naus laus zis ntawm kev ntshai ntawm kev nce nqi thiab kev nce nqi nce siab, tab sis Defiance ETF's Sylvia Jablonski Kampaktsis hais tias nws tseem nyiam cov npe FAANG sab saum toj.

Kampaktsis 'bull case for the FAANG stocks

Kampaktsis pom qhov kev muag khoom tsis tu ncua hauv mega-cap FAANG cov khoom lag luam yog lub sijhawm yuav khoom, tshwj xeeb tshaj yog rau cov tub ua lag luam mus sij hawm ntev. Tag kis no ntawm CNBC's "Squawk Box", nws hais tias:

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.

Cov npe no muaj txog li 30% ntawm lawv qhov siab tshaj 52 lub lis piam. Yog li, nws yog lub sijhawm zoo los nkag rau hauv qee lub npe no. Yog lawm, koj yuav tsum tuav lawv ntev me ntsis los saib lawv ua si, tab sis yog tias koj muaj nyiaj ntsuab ntawm sab nraud, kuv tseem xav tias cov khoom lag luam yog qhov chaw.

Raws li Kampaktsis, secular technological kev loj hlob tiam sis zoo li huab, cybersecurity, 5g, web 3.0, thiab cov metaverse yog cov khoom siv mus sij hawm ntev rau FAANG cov khoom lag luam. Qhov "N" hauv FAANG, rau nws, txawm li cas los xij, sawv cev rau Nvidia Corp thiab tsis yog Netflix Inc.

Kev ua lag luam yog overreacting

Lub tshuab thev-hnyav Nasdaq Composite tau poob qis dua nws 200-hnub txav nruab nrab, tab sis Kampaktsis hais tias kev ua lag luam muaj kev cuam tshuam ntau dhau rau cov xwm txheej ceev nyiaj txiag. Nws ntxiv:

Kuv xav tias ib zaug cov nyiaj khwv tau los, peb tau hnov ​​​​los ntawm cov thawj coj thiab pom qhov txuas ntxiv ntawm 70% ntawm cov tuam txhab uas muag cov nyiaj tau los thiab cov nyiaj tshuav ntawm cov ntawv tshuav nyiaj li cas, kuv xav tias qhov kev kho no yuav luv dua li peb xav.

Nws qhov kev pom zoo sib xws RDM Nyiaj Txiag Michael Sheldon, uas tau hais ib hnub ua ntej tias nws tau tsim kev tsim khoom lag luam rau xyoo 2022 txawm tias pib nyuaj rau xyoo. Qhov ntsuas ntsuas S&P 500 kuj tseem poob qis txog 5.0% lub hlis no.