Kulanga-langa kwa Nasdaq Mazubaano: Kusanduka kwazibeela alugwasyo

Kuchincha kwazibeela: Kuzwa ku Mega-Caps kuya ku Hardware

Kuchincha kupati kuli mukuchitika mukati kazyintu zyakupangapanga. Nikuba kuti mazina aama mega-cap ngaachili ntalisyo ya index, mali aayungizyidwe ali mukunjila kuli basikusambala zibelesyo zya IT a semiconductor. Ooku kuchincha takuli buyo kwamutwe wamakani pe; chigwasyilizyigwa amali aajanika. Mbuli chitondeezyo, kubeleka kwa Micron kwachiindi chifwiifwi, kwalo kwakatyola mizeezo yampindu akuyungizya mpindu zyakwe zya AI, kutondeezya nguzu zyakusambala zibelesyo.

Eeyi nzila itondezya kuti basikubikka mali bayandaula mpindu mukati kakukomena. Makkampani mapati-pati aamapulogilamu aakkompyuta kanjikanji alasambala amali manji loko alo aakonzya kuzyiba kuchincha kwampindu. Mukwiimpana, basikupanga zibelesyo zyamagesi bajisi mabbuku aamaoda aakonkriti balapa nzila iilibonya yakupima muulo. Makani aa "AI naa bust" alazumanana kusumpula makwebo, asi busolozi bulakomena. Basambazi balalanga kunze lyamazina mapati kuti bajane manguzu. Ooku kulampa nchintu chibotu kuti kube kuyaambele, kulesya indekisi kuti itabi mpati loko.

Mulimu wa Micron a Hardware Supply Chains

Kukonzya kwa Micron kuzumanana kuchita obotu nikwakainda mali ngajana nchintu chitondezyo kuchibaka eechi. Eelyo basikusambala zibelesyo zyakubelesya nobachita obotu kwiinda, kanjikanji chitondezya kuyandikana kwazibelesyo zyakubelesya. Eezi tazigwasyi buyo kuli yooyo uulemekwa pesi alubono loonse lwamakkampani aali akati-akati. kujatana aakati kakusima kwazibelesyo akuyuma kwa Nasdaq nkuyumu. Basikubikka mali beelede kulanga-langa zitondezyo zyaakati-kati kuti naa kuli zitondezyo zyakusanduka kwanguzu zyachibaka choonse.

Zyeelelo zyaBusongo: Lugwasyo akukazya

Kuziba lugwasyo lwa nasdaq akukazya nchintu chipati mumakwebo aabuzuba abuzuba anzila zyakusambala. Lugwasyo lwachiindi chifwiifwi lulaafwaafwi aansi aakajanwa muchiindi chakuseluka kwamazuba aakati kakuzwa kwa PCE inflation. Eeyi ntalisyo yakabeleka mbuli busena bwakulyookezyela busyomeka kuli basikuula bayanda kuyungizya kuzyibwa. Kubamba busena obu kupa kuti kutanta kwachiindi chifwiifwi kutachinchi pe. Kuti lugwasyo oolu lwaalilwa, ntalisyo iitobela njakuti 50-day moving average, eeyo iipa ntalisyo njumu.

Kukazya lino kuliimpene aamaanzi manji aakasika kumatalikilo aamwezi waSeptember. Kuzwidilila muchiimo eechi kuyandika kuti kube jwi lizumanana, ikapati kuzwa kuzibeela zya mega-cap. Kakwiina mweelwe mupati, indekisi ilakonzya kucheya mukati kachiimo eechi. Basambazi beelede kulangisisya kusinizya kwakuzwidilila kwiinda mweelwe mupati wachiindi chifwiifwi. Mbubwenya buyo, kuseluka munsi aalugwasyo lwachiindi chifwiifwi inga kwatondezya kuchincha kuya kuli ntenda, kulangilwa kuti kweendelezyegwa akuyungizya mpindu.

Kulanga-langa mweelwe abukkale bwakuzwa

Zyeelelo zyamweelwe zitondezya kuti kucenjela kweelede. Kuzwidilila kwalino-lino kwasika aawo mpokugolela, ooko kukonzya kuleta kuzwangana kwakubeja. Kuti kube kweenda kuya mujulu kusyomeka, jwi lyeelede kuyaambele kapati mumazuba aakutanta. Eezi zisinizya kutola lubazu kwambunga kutali buyo kutandaanya makwebo. Bubambe buliwo lino bupa kuti moyo mulamfu kwiinda kutandaanya changuzu. Linda kusinizya aawo mpokugolela kotaninga chita mali manji. Eeyi nzila iili kabotu ilakwabilila kuzwa kuzintu zikonzya kuchitika mumusika uutali kabotu.

Zintu zipa kuti kube zintu zipati: Zyakujana antoomwe akuyungizya muulo wazyintu

Ikaambo ka kusinsima kwa nasdaq sunu kalajatikizyigwa kapati azyakulya zya Treasury. Mweelwe wamyaka ilikkumi watanta kusika amweelwe mupya wamyaka iili makumi obile aane, mpawo eezi zyakapa kuti kube ntenda kukukomena kwamakwebo. Kuyungizya mpindu kulacesya mpindu, akupa kuti kakutazya kumakwebo aajisi P/E mpati kuti alulamike miulo yabo. Nokuba boobo, data yakuyungizya muulo ya PCE iitontola kwiinda mboyakali kulangilwa ilapa kukkalwa moyo kusyoonto. Eeyi data itondezya kuti kuyungizigwa kwamali kulakonzya kuba atala, eezi zigwasya lubono lwachiindi chilamfu.

Nikuba kakuli boobo, muulo ulazumanana kubikkila maanu kuzintu zyoonse zigambya. Lipooti yamilimu iiboola nchintu chipati chikonzya kugwasya. Data yamilimu miyumu ilakonzya kubamba mpindu kuti kiisumpukide, akusinikizya kuvwola kwatekkinoloji. Data iitakwe nguzu ilakonzya kusumpula kulimvwa kwiinda mukupa muzeezo wakuti Fed ibe aamoyo mutete. Basambazi beelede kulibambila kuti bachite zintu eezyi zikonzya kuchitika. kujatana aakati kakuzyala akubeleka kwatekkinoloji kuchili chiyumu. Kuyungizya kwakuzumanana kwampindu kanjikanji kuletela kusanduka kuya kuzibeela zyakukwabilila, kuchisa Nasdaq.

Kuswaangana kwaNyika Yoonse aMisika yakuEzhiya

Nasdaq taili mubusena butakwe chintu pe. Kubeleka kwayo kulikuyaabukomena kweendelana amasena aatekkinoloji aakuEzhiya abasololi bazyakusambala. Data yapulatifomu yesu itondezya zitondezyo zyiingi zitondezya kujatana ooku kwanyika yoonse. Mbuli chitondeezyo, Hua Hong Semiconductor (Ticker: 1347) antoomwe a Shanghai Fudan Microelectronics (Ticker: 1385) zipa luzibo lwa semiconductor muEzhiya. Nguzu mumazina aaya kanjikanji zilasaanguna naakuti kweendela antoomwe anguzu zyatekkinoloji mpati.

Aaya makkampani ngaayandikana kapati mumulimo wakusambala AI azibelesyo zyakubelesya. Kubeleka kwabo kulakonzya kubeleka mbuli chitondezyo chipati chakuyanda kwazibelesyo zyakubelesya mu US. Kuyungizya waawo, buumi bwazibeela zyamali muEzhiya, bwiimininwa amazina aali mbuli ICBC (Ticker: 1398) antoomwe a Agricultural Bank of China (Ticker: 1288), bulajatikizya bukkale bwamali munyika yoonse. Ibukkale bwamali butazungaani bulagwasyilizya kuyandisya ntenda. Aawo misika yakuEzhiya noili kabotu, kanjikanji eezi zipa kuti kube ntenda ku US tech indices. Kulanga-langa kweenda ooku kuzabuka minyinza kuyungizya bupati kunzila zyakusambala zyabuzuba abuzuba.

Kuswaanganya Luzibo lwa Pulatifomu Mukusala Kwakusambala

Kubelesya nzila yakulanga-langa zintu zimwi kulagwasya kusalazya kusala kwacibeela. Mbuli chitondeezyo, kubona kukkalikana kwazibelesyo zilimbuli CK Infrastructure Holdings (Ticker: 1038) kulakonzya kutondeezya kulimvwa ntenda. Mbubwenya buyo, kubeleka obotu mumafooni mbuli Kuaishou Technology (Ticker: 1024) kulakonzya kutondeezya kubelesya mali manji kwabasikuula mumilimo ya dijitali. Aaya maanu aagwasya basambazi kuti bachinche zyintu zyabo mukati ka Nasdaq. Tachili buyo aatala abulemu bwa index, pesi abukkale bwamukati bwabusololi.

Nzila yaChiiyo Chitobela

Kubasambazi bachita nasdaq forecast sununzila, bikkila maanu kunguzu zili mukati ka tech complex. Mazina aa Mega-cap ayoozumanana kubamba zyintu, asi ma hardware aasika aakati-akati alapa mpindu mbotu muchiimo chiliwo lino. Kolanga kuzyala kwamyaka ilikkumi; kufumbwa kutanta kupati kulakonzya kusinikizya index. Mbubwenya buyo, kukkalikana kwakuzyala kulakonzya kupa kuti minchina ibweze nzila yayo yakutanta.

Kkala kolilemeka azyeelelo zyakulesya kusweekelwa. Ibukkale bwamakwebo buliwo lino buyanda kuti kube kweendelezya ntenda. Kotantamuka kubelesya chiindi chilamfu mukusola kuzwa kunze kwakuti jwi lyasinizya kweenda. Nzila yakusanduka kwazibeela nji mweenzinyokwe, pesi ilayandika kweendelezyegwa kabotu. Kwiinda mukubikkila maanu kumakkampani ajisi kukomena kwamali aajanika alimwi amali aali kabotu, ulakonzya kweendelezya kucinca-cinca ooku kabotu. Musika ulikulumbaizya kusalazya kwiinda kuzyibwa kupati.

Mibuzyo iibuzyigwa chiindi chiingi

Ino ncinzi chichitika lino ku Nasdaq index?

Nasdaq lino ili mukuyanzana akutabikkila maano. Chilikujatilila atala aalugwasyo lwachiindi chifwiifwi nikuba kuti mali aa Treasury alisumpukide. Kusanduka kwazibeela kulagwasya kubamba nguzu zya index.

Ino nzibeela nzi zisololela Nasdaq lino?

Zibelesyo zya IT zyaakati-kati antoomwe azibelesyo zya semiconductor zili mukutondezya manguzu. Eezi zitobela mpindu mpati kuzwa kumakkampani aali mbuli Micron. Mega-cap tech ilakkalilila pesi taikwe mpindu mpati pe.

Ino mbuti mpindu ya Treasury mboijatikizya kubeleka kwa Nasdaq?

Mpindu mpati ya Treasury kanjikanji ilasinikizya makwebo aatekkinoloji aakomena kapati kwiinda mukucheesya mpindu. Nasdaq ilabikkila maanu kukucinca kwampindu nkaambo makkampani manji aatekkinoloji asyoma mali aayoozwa kumbele. Kuzyala kutazungaani kulagwasya mukupima mpindu zyatekkinoloji.

Ino nzibeela nzi zipati zyakugwasyilizya Nasdaq mazubaano?

Lugwasyo lwachiindi chifwiifwi lulajanwa afwaafwi aansi aamazuba aakatobela kuzwa kwa data yakuyungizya muulo. Kulyookezya munsi aachiimo eechi kulakonzya kusunka mweelwe wamazuba aali 50. Kukazya kwakasinkililwa amweelwe wa September wainda.