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
Tuesday, Lub ib hlis ntuj 31, 2023
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. Nyeem qhov no thiab xov xwm kev lag luam ntau ntxiv ntawm kev mus nrog lub Yahoo Nyiaj Txiag App.
Nws yog qhov txwv tsis pub peb tau hnov ntawm Yahoo Nyiaj Txiag rau lub hlis: cov khoom lag luam thev naus laus zis tsis tuaj yeem tig mus txog thaum Tsoom Fwv Teb Chaws Reserve nres nce tus nqi paj.
Los yog tsawg kawg kom txog thaum cov tub ua lag luam ntseeg tias Fed yuav nres sai sai.
Nasdaq muaj bounced xyoo no, raws li cov tub ua lag luam saib ua ntej mus rau lub tuam txhab nyiaj hauv tuam txhab "pivot" kom deb ntawm cov nqi siab dua thiab mus rau ib ntus lossis txiav. Qhov kev cia siab ntawd yog ib feem ntawm qhov laj thawj yog vim li cas yields ntawm Daim ntawv pov thawj 10-xyoo Nyiaj Txiag tau nqis los ntawm qhov siab ntawm 4.24% thaum lub Kaum Hlis lig mus txog 3.5% tam sim no.
Nws kuj yog ib feem ntawm qhov laj thawj vim li cas cov khoom lag luam tech tau rov qab los.
Yog li, vim li cas thiaj li nce cov paj laum muaj teeb meem rau tech stocks thawj zaug?
Hais lus nyob rau hauv generalities, tech tuam txhab uas muag yog, los ntawm thiab loj, loj hlob tuam txhab uas muag.
Txhawm rau txhawb qhov kev loj hlob ntawd, lawv vam khom ib feem ntawm kev qiv nyiaj, tsis hais seb cov tuam txhab siv cov nyiaj no los ntiav software engineers, tsim yuav tsum-saib streaming qhia, lossis ua smartphones. Thaum cov paj laum qis, nws pheej yig dua qiv nyiaj ntau dua rau kev pib thiab loj hlob, loj hlob, loj hlob.
Nyob rau tib lub sijhawm, cov tub ua lag luam uas xav tau cov nyiaj rov qab siab yog txhawb kom nqis peev hauv cov khoom lag luam loj hlob thaum cov nqi qis.
"Lub logic yog tias cov khoom lag luam thev naus laus zis yog cov cuab yeej cuab tam ntev tshaj plaws," said Interactive Brokers Chief Strategist Steve Sosnick. Thaum lub sijhawm xyoo 2010, cov khoom lag luam thev naus laus zis tau pom tseeb tias yog kev nqis peev ntau dua li cov nyiaj nres tsheb hauv kev pheej hmoo tsawg, cov nuj nqis qis ntawm tsoomfwv. (Programming Note: Sosnick yuav koom nrog Yahoo Nyiaj Txiag Nyob thaum 9 teev sawv ntxov ET hnub no.)
Thiab cov rov qab ua raws. Lub Nasdaq 100 - qhov ntsuas ntawm cov khoom siv thev naus laus zis loj tshaj plaws - tau nce ze li 1,500% nruab nrab ntawm nws qhov kev lag luam loj ua ntej qis thaum Lub Kaum Ib Hlis 20, 2008, thiab nws qhov siab tshaj plaws nyob rau lub Kaum Ib Hlis 19, 2021. S&P 500, qhov loj dua, ntau dua. Cov pob tawb sib txawv ntawm cov khoom lag luam, sib sau los ntawm 609% thaum lub sijhawm nws cov nyuj khiav txij lub Peb Hlis 9, 2009 txog Lub Ib Hlis 3, 2022.
Kev sib kis thoob ntiaj teb thiab ua rau muaj kev nce nyiaj txiag los ntawm kev txhawb nqa nyiaj txiag thiab cov khoom lag luam tsis sib haum xeeb tau pib Fed qhov kev tshawb nrhiav kom nce cov paj laum, uas hloov pauv xyoo dhau los cov lus piav qhia txog kev nqis peev. Hauv 2022, Nasdaq 100 poob 32%, nws qhov kev ua tau zoo tshaj plaws txhua xyoo txij li thaum muaj teeb meem nyiaj txiag.
Jefferies kws tshuaj ntsuam Brent Thill tau tshuaj xyuas qhov sib txuas ntawm cov nqi thiab cov khoom lag luam software, uas nws npog, tshwj xeeb.
Thill pom qhov kev sib raug zoo ntawm cov nqi thiab cov khoom siv hluav taws xob thiab kev sib raug zoo tsis zoo ntawm cov nqi thiab feem ntawm cov tuam txhab software. Hauv lwm lo lus, tus nqi qis yog qhov zoo rau tech thiab cov nqi siab dua yog qhov zoo rau lub zog. Uas yog raws nraim li cas 2022 ua si tawm rau cov tub ua lag luam.
"Kuv xav tias qhov teeb meem nyob rau ntawm no tiag tiag yog tias tus nqi siab dua yuav tsum tau txo qis hauv cov qauv nyiaj txiag uas siv los ua kom muaj nuj nqis tech thiab kev lag luam loj hlob," said qub tub rog tech investor Paul Meeks, portfolio manager ntawm Independent Solutions Wealth Management. "Yog tias tus nqi siab thiab nyob twj ywm siab dua, ces kev ntsuas tsis tuaj yeem nthuav dav txawm tias qhov tseem ceeb txhim kho."
Meeks kuj tseem sau tseg lwm qhov tshwm sim uas nrog tus nqi qis: kev lag luam ntiag tug-kev ua lag luam muaj txiaj ntsig zoo li cov tub ua lag luam nchuav nyiaj rau hauv kev pib ua lag luam. Qhov no kuj tau tam sim no thim rov qab.
Meeks tau hais tias "Tus nqi siab dua tso tseg Asmeskas lub tshuab thev naus laus zis vim tias lawv yuav txuas ntxiv mus cuam tshuam kev lag luam peev thiab kev lag luam ntiag tug thiab qiv nyiaj," Meeks tau hais.
Lub lim tiam no, thev naus laus zis suav nrog Amazon (AMZN), Cov tsiaj ntawv (GOOGL), thiab Apple (AAPL) yuav tsum tau tshaj tawm cov txiaj ntsig peb lub hlis twg.
Hauv Tesla (TSLA) Cov nyiaj tau los hu rau lub lim tiam dhau los, CEO Elon Musk tau hais txog qhov cuam tshuam ntawm nws lub tsheb qhov kev them taus tau muab cov nqi siab dua, hais tias "nce cov paj laum ib leeg [zoo] nce tus nqi ntawm peb lub tsheb hauv Asmeskas ze li 10%.
Cov neeg lag luam yuav tsis muaj kev ntseeg siab tab tom nrhiav rau cov tuam txhab kev xav txog seb cov paj laum tau cuam tshuam rau lawv cov phiaj xwm rau kev loj hlob yav tom ntej.
Txawm hais tias nrog Amazon thiab Alphabet twb tshaj tawm txoj hauj lwm txiav tawm ntawm kaum tawm txhiab, cov tub ua lag luam yeej muaj lub tswv yim.
Saib Dab Tsi Hnub No
Economy
8:30 am ET: Txoj Haujlwm Them Nqi Ua Haujlwm, Q4 (1.1% xav tau, 1.2% thaum lub quarter dhau los)
9:00 am ET: FHFA Housing Pricing Index, Kaum Ib Hlis (-0.5% xav tau, 0.0% thaum lub hli dhau los)
9:00 am ET: S&P CoreLogic Case-Shiller 20-City Composite, lub hli dhau ib hlis, Kaum Ib Hlis (-0.65% xav tau, -0.52% thaum lub hli dhau los)
9:00 am ET: S&P CoreLogic Case-Shiller 20-City Composite, xyoo dhau ib xyoos, Kaum Ib Hlis (6.70% xav tau, 8.64% thaum lub hli dhau los)
9:00 am ET: S&P CoreLogic Case-Shiller US National Home Price Index, Kaum Ib Hlis (9.24% thaum lub hli dhau los)
9:45 am ET: MNI Chicago PMI, Lub Ib Hlis (45.1 xav tau, 44.9 nyob rau lub hli dhau los, hloov kho rau 45.1)
10:00 am ET: Conference Board Consumer Confidence, Lub Ib Hlis (109.0 xav tau, 108.3 lub hli dhau los)
10:00 am ET: Conference Board Tam sim no, Lub Ib Hlis (147.2 lub hli dhau los)
10:00 am ET: Lub Rooj Sib Tham Pawg Kev Cia Siab, Lub Ib Hlis (82.4 lub hli dhau los)
Nyiaj tau
Advanced Micro Devices (AMD), Amgen (AMGN), Boston Khoom (BSX), Kab ntsig (CAT), Exxon Mobil (XOM), General cov Motors lwm yam (GM), Juniper tes hauj lwm (JNPR), Marathon Roj av (MPC), Match Group (MTCH), McDonald lub (MCD), Mondelez International (MDLZ), NVRs (NVRs), Pfizer (PFE), Phillips 66 (PSX), Pitney Bowes (PBI), SNAP qhia (SNAP), Sysco (SYY), ib ce (ib ce)
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
Rub tawm Yahoo Nyiaj Txiag app rau Kua or Android
Ua raws li Yahoo Finance Twitter, Facebook, Instagram, Flipboard, LinkedIn, Thiab YouTube
Tau qhov twg los: https://finance.yahoo.com/news/why-tech-stocks-hate-higher-interest-rates-morning-brief-102518886.html