Tech Stocks yog thawj cov lag luam siab dua, tab sis cov kws tshuaj ntsuam sib cais ntawm seb puas yuav rov qab mus ntxiv

Tojsiab

Nrog rau kev lag luam Tshuag tau nce siab los ntawm nws qhov qis qis ze li ob lub hlis dhau los, cov khoom lag luam thev naus laus zis zoo li rov qab los rau hauv vogue tom qab raug shunned los ntawm cov tub ua lag luam thaum lub sij hawm nthuav dav muag tawm xyoo no, ib zaug ntxiv ua lag luam siab dua li cov tub ua lag luam snaps shares.

Cov Lus Tseem Ceeb

Txawm hais tias cov tub ua lag luam tau muab tso rau hauv kev tiv thaiv - xws li cov khoom siv hluav taws xob, cov neeg siv khoom lag luam thiab kev kho mob - thaum lub sij hawm kev lag luam phem muag hauv thawj ib nrab ntawm 2022, kev lag luam dav dav tau rov qab los ze li 15% txij li nws qhov qis qis rau Lub Rau Hli 16, nrog rau cov tuam txhab loj Tech. ib zaug ntxiv coj tus nqi.

Kev lag luam thev naus laus zis tau dhia ze li ntawm 20% txij li lub sijhawm ntawd, tshaj tawm ntau ntawm cov khoom seem ntawm kev ua lag luam raws li cov tub ua lag luam yuav nce cov khoom lag luam tom qab lub caij khwv tau zoo tshaj qhov kev cia siab rau cov tuam txhab thev naus laus zis.

Cov khoom lag luam thev naus laus zis kuj tau rov qab los ua tsaug rau kev lag luam kev cia siab tias kev nce nyiaj tau nce siab - thiab yuav txuas ntxiv mus rau nruab nrab, uas tuaj yeem ua rau Tsoom Fwv Teb Chaws Reserve rov qab mus rau nws qhov kev kub ntxhov ntawm cov paj laum.

Ib qho muaj zog tshaj li qhov xav tau qhia cov haujlwm Hnub Friday dhau los tau txo qis kev poob qis kev ntshai, thaum kev nce nqi txias Nyob rau hauv Lub Xya Hli, nce 8.5% ntawm ib xyoos ib zaug - tsawg dua li 8.7% xav tau los ntawm cov kws tshawb fawb kev lag luam thiab nqis los ntawm 9.1% hauv Lub Rau Hli.

Ntawm cov neeg ua yeeb yam zoo tshaj plaws hauv kev lag luam yog cov tuam txhab thev naus laus zis zoo li Apple thiab Amazon, ob qho tib si tau nce kwv yees li 30% hauv ob lub hlis dhau los, thaum lwm lub npe loj xws li Netflix thiab Tesla tau nce 40% thiab 37% nyob rau lub sijhawm ntawd, feem. .

Lub caij khwv nyiaj hauv lub quarter thib ob tau yog "yeej loj" rau cov tuam txhab thev naus laus zis, nrog kev siv nyiaj, huab software, cov neeg siv khoom xav tau thiab txawm tias kev tshaj tawm digital txhua qhov ua pov thawj tias "zoo dua li qhov kev ntshai, muab lub ntsej muag dawb-knuckle," raws li Wedbush. Dan Ives tus kws tshuaj ntsuam xyuas.

Tseem Ceeb:

"Qhov thib plaub Industrial Revolution tech trends yuav tsis ploj mus vim qhov qeeb qeeb ntawm kev loj hlob nyob rau 6 mus rau 9 lub hlis tom ntej thiab peb ruaj khov rau cov khoom lag luam thev naus laus zis," Ives hais tias. Nws npe Microsoft thiab Apple raws li qee qhov nws nyiam cov khoom lag luam hauv kev lag luam, thaum tseem sib cav tias Tesla tseem yog "lub npe cuam tshuam txog thev naus laus zis" raws li nws txuas ntxiv txhim kho nws cov khoom siv hluav taws xob.

Tangent:

Lwm cov khoom lag luam loj loj uas tau nce siab - txawm tias tsis muaj kev lag luam tawm - txij li cov khoom lag luam tau poob qis thaum Lub Rau Hli 16 suav nrog Facebook-niam txiv Meta (nce 10%), Google niam txiv tsiaj ntawv (ze li 13%) thiab Microsoft (tshaj 17%).

Dab Tsi Los Saib:

Txawm hais tias muaj kev kho kom zoo ua ntej lub xyoo no, "cov peev txheej thev naus laus zis tseem muaj zog" nrog ntau lub tuam txhab "tso tau zoo kom muaj peev xwm ua tau zoo dua hauv ib puag ncig kev nce nqi," raws li cov kws tshuaj ntsuam ntawm Goldman Sachs. Lub tuam txhab sib cav hais tias kev ua lag luam tau "tso qis dua qhov tailwinds" tias lub sijhawm ntawm kev nce nqi siab yuav muab rau cov tuam txhab thev naus laus zis cuam tshuam, tshwj xeeb tshaj yog cov uas pab lwm lub tuam txhab "txo cov txiaj ntsig ntawm kev nce nqi lossis muaj nqi zog vim qhov zoo ntawm lawv cov kev tsim kho tshiab. ”

Qhov tseeb ceeb:

Cov khoom lag luam thev naus laus zis tau pom cov ntaub ntawv nkag mus rau lub lim tiam dhau los - nrog rau cov neeg siv khoom hauv Bank of America tau yuav cov khoom lag luam loj tshaj plaws txij li xyoo 2008, thaum lub tuam txhab thawj zaug pib sau cov ntaub ntawv. Txawm hais tias tsis ntev los no cov tub ua lag luam tau rov qab los rau hauv Big Tech npe, Bank of America cov kws tshuaj ntsuam xyuas tau ceev faj: "Txawm hais tias feem ntau cov tuam txhab Tech tau ntaus cov kev cia siab rau lub quarter no, peb pom muaj kev pheej hmoo tias Tech yuav tsis ua pov thawj los tiv thaiv raws li qee cov tub ua lag luam xav tau," raws li mus rau lub tuam txhab.

Cov Ntsiab Tseem Ceeb:

Qee cov khoom lag luam thev naus laus zis tau ua rau muaj kev cuam tshuam ua ntej lub lim tiam no tom qab cov tuam txhab loj semiconductor zoo li Nvidia thiab Micron tau txiav lawv cov txiaj ntsig kev xav, hais txog qhov nyuaj kev lag luam thiab cov teeb meem txuas mus ntxiv. Ib qho tseem ceeb ntawm kev lag luam thev naus laus zis, cov khoom siv hluav taws xob tau siv txhua yam los ntawm cov xov tooj ntawm tes thiab TV mus rau lub tshuab ntxhua khaub ncaws thiab tub yees. Thaum cov chipmaker cov khoom lag luam poob rau lub lim tiam no, cov seem ntawm cov thev naus laus zis tseem tau tswj hwm kom tau txais txiaj ntsig, txawm tias qee tus kws tshuaj ntsuam ceeb toom qhov kev sib tw pom nyob rau ob peb lub lis piam dhau los tuaj yeem xaus. "Tom qab poob qis tshaj plaws hauv thawj ib nrab ntawm lub xyoo, nws zoo li Big Tech qhov kev rov qab los tsis ntev los no yuav dhau mus," hais Edward Moya, tus kws tshuaj ntsuam xyuas kev lag luam loj ntawm Oanda.

Nyeem ntxiv:

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