Kupindula kwa maboma kukukulira. Kodi ndi nthawi yogulitsa Faang?

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Kupindula kwa maboma kukukulira. Kodi ndi nthawi yogulitsa Faang? 9137_1

Mitengo ndi mdani wamkulu wa msika wokulira. Ndipo tsopano zokolola za maboma zimawonetsa momveka bwino chiyembekezo cha kupanikizika kwamitengo.

Zoyembekeza za phukusi latsopano la zolimbikitsa zachuma za makonzedwe a Hiden ndi kupambana kwa Covid-19 akukankhira zokolola; Panthawi ya kulemba kumeneku, zokolola za makolo awo wazaka 10 zinali pachaka cha 1.39%.

Kuchulukitsa kopindulitsa kwambiri kumawonetsa zomwe akuyembekeza zofuna kubwezeretsa chuma mwachangu. Koma izi zikachitika, mabanki apakati amatha kukana njira, kuchepetsa kukopa kwa magawo (makamaka makampani omwe akukula msanga).

Makampani akuluakulu kwambiri a tekinoloji mu gulu la Faang (kuphatikiza Facebook (Nasdaq), Apple), Apple (Nasdaq)), Amzn)), Amzn), awo Rally anali amphamvu kwambiri.

Ichi ndiye chifukwa chachikulu chomwe magawowo adakulira; Pali zolimbikitsa zambiri pakubwezeretsa kwachuma mu kotala yachiwiri. Invesco QQQ yodalirika etf (nasdaq), QQQ), yomwe imamangidwa pamaziko a Nasdaq 100, ndi apulo, Microsoft (Nastdaq: Msft) ndi Amazon. Pamasabata apitawa, thumba lagona kumbuyo kwa S & P 500, ndipo Lolemba lidayamba kuposa 2% (atawononga mwezi mbali zomwe zili patsamba).

Kupindula kwa maboma kukukulira. Kodi ndi nthawi yogulitsa Faang? 9137_2
Invesco QQQ vance - Sabata Yomwe Sabata

Zotsatira za kuchuluka kwa kuchuluka kwa kuchuluka kwa kuchuluka kwa kuchuluka kwa kuchuluka kwa kuchuluka kwa chiwongola dzanja kumadalira kwambiri kuchuluka kwa phindu. Akatswiri ena amaneneratu kuti zipatso za mapepala azaka 10 kumapeto kwa chaka zidzakhala zochokera ku 1.5% mpaka 2%, chifukwa ogulitsa ndalama akuyamba kukonzekera kuchuluka kwa chakudya chamtsogolo. Izi zalemba Lall Street Journal.

Zowopsa zoyipa

Monga momwe akuyembekezera zoperewera, akatswiri amagawidwa m'magawo a msika wamtengo wamalonda. Zochitika zoyipa kwambiri zitha kubwereza zomwe zachitika mu 2013, pomwe lingaliro losavuta la Wampando wa Ben Bernmanke Pa Regtion Product a Central Program yolumikizira zokolola ndi kugwera pamagawo.

"Pali nkhawa zomwe pofika nthawi ya QE Central Cellogement Srudet Asbastian Gali m'nkhani yofufuzira otchedwa "mantha pang'ono". "Mwayi wokupinda mobwerezabwereza wa katundu ku United States akukula motsutsana ndi maziko a malonda ogulitsa (patatha miyezi inayi yokhumudwitsa) ndi chiyembekezo chotengera phukusi la bajeti 1.9

Ngakhale chiyembekezo cha kuwongolera magawo omwe akukula mwachangu, zomwe zikuyenda bwino zimakondweretsa makampani awa. Kutchuka kumabweretsa malonda a E-Commerce, ntchito yakutali ndi kuphunzira, komanso kufunikira kwa zida zapamwamba - gawo limodzi mwa zochitika zomwe sizingapitenso posachedwa. Nthawi yomweyo, palibe zisonyezo zomwe zimapangitsa kuti zikhale zolimbikitsa ndalama zomwe zimagwira ntchito ngati "oyimitsa" mamiliyoni ambiri omwe achitiridwa zinthu zomwe zachitidwa ndi mliri.

Mutu wa mapangidwe Msika wa ku Europe ku Barclay Emmanuel A Emmanuel A Emmanuel A Emmanuel A Emmanuel A Emmanuel Kau akuti "zokonda za mitengoyo ndi" kawirikawiri kwa magawo oyamba a concle. "

Monga taonera m'nkhani yaposachedwa:

"Zachidziwikire, patadutsa milungu ingapo yapitayo, kukwezedwa kumatha kusiya, popeza magawo ambiri omwe amafanana mofananamo ndi mawonekedwe opindulitsa (mwachitsanzo, zinthu). Koma pa siteji iyi, timakhulupirira kuti kukula kwa phindu kumakhala chitsimikiziro cha "birika" misika kuposa chiwopsezo, kotero kuti zokongoletsa ziyenera kubwezeredwa. "

Duliza

Zogawana zokulira zimatha kukumana ndi malonda atsopano monga bongo limabwereranso ku mbiri yakale.

Koma izi siziyenera kumvedwa kuti ndizowopsa kwa gawo laukadaulo wapamwamba, lomwe, m'malingaliro athu, limasunganso kukomoka kwa "bias". Kupatula apo, zinthu zofunika kwambiri zothandizira mafakitaleyi zimakakamizidwabe.

Umboni watsopano wa chiphunzitsochi unali nyengo yotsiriza yolengeza; 95% ya makampani adapitilira zoneneratu za akatswiri, ndi 88% pa ndalama.

Werengani nkhani zoyambirira za: kuwononga ndalama.com

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