Nws yog lub sijhawm los coj cov txiaj ntsig ntawm cov khoom lag luam tech - lub thaum ntxov sector khiav ntawm 2023 - raws li Tsoom Fwv Teb Chaws Reserve tej zaum yuav sai sai khiav kev cia siab rau ib pivot ntawm cov paj laum, nws hais Gargi Chaudhuri, BlackRock's Head of iShares Investment Strategy Americas.
"[Peb] ceeb toom tawm tsam kev rov qab los ntawm cov nqi sib npaug, tshwj xeeb tshaj yog nyob rau hauv kev loj hlob-style sib npaug thiab cov haujlwm xws li thev naus laus zis," Chaudhuri tau sau rau hauv tsab ntawv rau cov neeg siv khoom hnub Monday.
Tus kws tshaj lij tau sau tseg tias "cov tub ua lag luam yuav tsum tau muab tso rau Fed kom ncua thiab tsis txhob pivot. Txawm hais tias Fed tus nqi davhlau ya nyob twg tiag tiag yog dab tsi, peb pom Fed nyob twj ywm rau lub sijhawm ntev vim nws ntsuas qhov cuam tshuam ntawm nws txoj cai. "
Lub peev xwm rau tus nqi qis dua ntawm qee lub sijhawm tom qab xyoo no tau ua rau muaj zog rov qab los ntawm cov khoom lag luam thev naus laus zis tawm ntawm lub rooj vag xyoo 2023.
Xyoo rau hnub tim, tech-heavy Nasdaq Composite (^ IXIC) tau nce qhov muag-popping 13.7%, ua tau zoo dua S&P 500's (^ GSPC) 7.7% nce.
Thiab tsev neeg lub npe tech stocks tau nyiam txawm tias muaj txiaj ntsig zoo dua: Meta (META) tau nce siab 49% hauv 2023, Netflix (NFLX) yog nce 20%, thiab Apple (AAPL) tau nce 18%.
Qhov muaj zog nce ntxiv hauv cov tuam txhab thev naus laus zis kev lag luam lub kaus mom tau tuaj txawm tias sib xyaw cov nyiaj tau los hauv peb lub hlis twg thiab cov kev pom zoo rau lub hlis no, tsis hais txog qhov tsis txaus ntseeg ntawm layoff xov xwm los ntawm kev nyiam ntawm PayPal (PYPL), Microsoft (MSFT), thiab Amazon (AMZN).
Chaudhuri tau txhawj xeeb tshwj xeeb txog kev ua haujlwm ntawm cov neeg tau txais txiaj ntsig thiab yuav ua li cas lawv tsis tshwm sim nrog kev nce qib hauv kev ntsuas kev lag luam.
Qhov kev txhawj xeeb ntawd tsis yog qhov yuam kev: Plaub lub hlis twg cov nyiaj tau los rau S&P 500 cov tuam txhab thev naus laus zis tau poob 10.4% xyoo dhau los, raws li Bank of America, thiab kev muag khoom rau thev naus laus zis tau taug qab 1.7% ntawm ib xyoos dhau los.
Nyob rau sab saum toj ntawm qhov ntawd, 2023 cov nyiaj tau los kwv yees rau thev naus laus zis tau poob los ntawm 17% txij lub Rau Hli 2022 txog thaum Lub Ob Hlis thaum ntxov, BofA cov ntaub ntawv qhia.
Ntxiv mus, ntau tus tswv cuab Fed tau tawm hauv lub zog dhau lub lim tiam dhau los tamping ntawm qhov muaj peev xwm ntawm kev pivot ntawm tus nqi txoj cai.
Zuag qhia tag nrho, pros xws li Chaudhuri ntseeg tus tej yam kev mob nyob rau hauv qhov chaw rau ib tug pullback nyob rau hauv high-kev loj hlob cheeb tsam ntawm lub lag luam zoo li tech.
"Qhov kev tawm tsam tau ua rau tsis muaj qhov me me los ntawm kev poob qis, nrog kev sib raug zoo ntawm S&P 500 tag nrho cov nyiaj rov qab thiab 10-xyoo Nyiaj Txiag tau txais txiaj ntsig ntawm qhov tsis zoo tshaj plaws hauv 20 xyoo," Chaudhuri sau. "Kev lag luam thev naus laus zis, nrog nws cov kev loj hlob siab, tshwj xeeb tshaj yog rau cov nqi thiab yog li peb cia siab tias cov kev nce qib tam sim no yuav hloov pauv."
Brian Sozzi yog ib qho editor-at-large thiab thauj tog rau nkoj ntawm Yahoo FinanceCov. Ua raws li Sozzi ntawm Twitter @BrianSozzi thiab nyob rau LinkedIn.
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Tau qhov twg los: https://finance.yahoo.com/news/why-it-may-be-time-to-sell-the-pop-in-tech-stocks-blackrock-190606866.html