Nasdaq Zyakuyeeyela Mazubaano a 2027: Nzila Zyakuchita Zyakupanga-panga

Chiindi chilamfu: Mulimo wa 2027

Kulanga kunze lyamweezi watatu, nasdaq forecast 2027 uyanda nzila imbi yakulanga. Kusikila aawo, mweelwe wakusaanguna wakubelesya mali aa AI ulakonzya kumana. Kubikkila maanu kuyoosanduka kuya kumasena aakubelesya akuyungizya kubeleka obotu. Ooku kusanduka kugwasya makkampani aakonzya kutondezya nguzu zyakubeleka kutali buyo nzila zyakukomena.

Cibeela chipati chabubambe bwachiindi chilamfu nkusiyana kwamasena mukati kachibaka chatekkinoloji. Nikuba kuti mali mapati aaku Amelika ngaayendelezya zyintu ziliwo lino, makkampani aakuEzhiya alayungizya kuba nzila zimbi zikonzya kuzundana. Aaya makampeni kanjikanji alasambala amali masyoonto mpawo kaali kupa zyintu zikozyania zya semiconductor cycles akukomena kwazibelesyo zyakubelesya.

Mulimu wabasololi bazyabusongo bakuEzhiya

Kuzuminana kwalino kutondeezya kuti bweendelezi bwabusongo bwaku Amelika buyoozumanana, asi mpindu ilakonzya kucheya. Eezi zijula ​​mulyango kulibasololi bakuEzhiya kuti bajane mpindu mpati. Mbuli chitondeezyo, makkampani aalimbuli Kuaishou Technology (Ticker: 1024) muchibeela chazyakwaambuuzyania atondezya kusima mukulanga-langa kujatikizyigwa kwababelesi. Mbubwenya buyo, Hua Hong Semiconductor (Ticker: 1347) upa kuzyibwa kwa semiconductor mumulongo wamali aabelesyegwa abeenzinyina baku Amelika.

Aaya makkampani taali buyo makkampani aataduli pe; nzibeela zipati zyakusambala zintu munyika yoonse. Mbuli makkampani aakujwe mbwayandaula nzila zyakujana zintu ziindene-indene, basikupanga zintu bakuEzhiya antoomwe amapulatifomu aatekkinoloji bali mukugwasyigwa. Ooku kuchincha kwabupange kugwasyilizya kusanduka kwamazina aaya muminyaka miche iiboola.

Kulanga-langa data yapulatifomu kuti tujane luzibo lwachibaka

Data yesu yapulatifomu itondezya zibeela zimwi zilibambilide kuchita obotu muchiindi chifwiifwi amuchiindi chilamfu. Buvwuntauzi bubikkila maanu kunguzu zyantalisyo kutali buyo kunguzu, kupa mufanikisyo uusalala wakuti mpindu nkwiili.

Muchibaka chabusilisi, makkampani aali mbuli Sinopharm Group (Ticker: 1099) antoomwe a CSPC Pharmaceutical (Ticker: 1093) atondezya mali aatakwe mpindu. Nikuba kuti tazili zintu zyakale zyakupangapanga, eezyi mbunga zyayungizya kubelesya AI mukujana misamu iikola akutola zintu, akumanizya lwiindano aakati kabusilisi akubelesya kabotu zintu zyakupangapanga. Kukkalilila kwabo kupa lukwabililo kuzwa kukucinca-cinca kwamakwebo aabusongo bwakusobana.

Kuli baabo babikkila maanu kuzintu zyakubelesya, CK Infrastructure Holdings (Ticker: 1038) ilapa kaambo kabotu. Mbuli masena aakubambila data mbwayanda manguzu manji, basikupa zibelesyo zyamagesi bajisi nguzu zyakubelesya magesi balikuba beenzinyina bapati kumakkampani aatekkinoloji. Ooku kuswaangana kwazibelesyo atekkinoloji nchintu chikomena mu 2027, aawo kubelesya manguzu kabotu nkokuyooba chintu chibotu kwiinda bamwi.

Semiconductor a IT Specifics

Mukati ka IT, Shanghai Fudan Microelectronics (Ticker: 1385) yiiminina nzila zyakucinca mu China. Mbuli nzila zyakutola zintu munyika yoonse mboziyaabukomena, makkampani aakonzya kupanga ma chips mukati kanyika alajana lubazu lwakusambala. Eechi chintu tachilangilwi kuchincha, nkaambo chiyoopa kuti kube kukomena kwamyaka myiingi.

Mbubwenya buyo, muchibaka chakubelesya minchina, Xtep (Ticker: 1368) itondezya mbuli zintu zyakale zyabasikuula mbozibelesya nzila zyakubelesya minchina kuti zikomene. Kuswaangana kwabo kwakweendelezya nzila zyakutola zintu kwiinda mukubelesya nzila zyakupanga zintu kupa kuti kube kufwambaana kwiingula kuzintu nzyobayanda basikuula, nzila eeyo basimuzundano babelesya mapulogilamu aakkompyuta njobakatazyigwa kweendelanya akaambo kanzila zyakaindi.

Kuchincha kwaNzila zyaBasikubikka Mali

Kuvwuntauzya kwa nasdaq lino kuyandika nzila yakubamba. Kubbazu limwi, jata basololi ba hardware mbuli Nvidia, aabo basololela kuyaambele kwa index. Aaya masheya alagwasyigwa loko kuzwa kukubelesya mali aa AI. Kulubazu lumwi, bunganya zintu zitayandiki kapati zyatekkinoloji alimwi amazina aali afwaafwi atekkinoloji muEzhiya amuYulopu, alo aapa mpindu mbotu iikonzya kuchincha muminyaka yosanwe.

Eeyi nzila ilacesya ntenda yakubbadela mali manji ku US mega-caps kumwi kakwiindide kukomena kuzwa kumasena aatekkinoloji aali mukuyaambele. Kuchincha takuli aatala akubamba chiindi chamusika pesi nkubamba kweendelana kwakukomena kupati antoomwe akubamba muulo. Mbuli Fed mboibamba mweelwe, mali yakukomena kwabubotu iyoozumanana, asi nkokuzwa kukomena ooku kulakonzya kuchincha.

Kulanga-langa Bupati aKulimvwa

Amulangisye zitondezyo zyabupati bwamusika. Kuti Nasdaq yazumanana kutanta kakuli bupati bwacheya, chaamba kuti kutanta ooku takuli kabotu pe. Muzyiimo ziliboobu, kusanduka kuya kuzibeela zyatekkinoloji zikwabilila naakuti basikwaaba tekinoloji bajatikizyidwe kulakonzya kukwabilila mali. Mbubwenya buyo, ikuti naa bupati bwasumpuka, amuyungizye kuzyibwa kumakkampani aa software aali akati-kati aakasyaala musyule.

Icintu ciyandika kapati nkuzumanana kufwambaana. I nasdaq njiilangila sunu ili kabotu, pesi ili mubukkale bumwi bwamali. Kuti kutanta kwamali kwatanta alimwi, kusanduka kuya mumasena aakwabilila kulakonzya kufwambaana. Kulibambila kusanduka ooku nchintu chibotu kwiinda kweezyeezya mweelwe wini wa index.

Mizeezo yamamanino aatala akuchita

Kubikka mali mu Nasdaq kuyandika kusanganya busongo bwakuchita zintu akukkazika moyo. Kuzwidilila kwachiindi chifwiifwi kweendelezyegwa akusanduka kwabuvubi bupati antoomwe akusanduka kwazibelesyo, mpawo buvubi bwachiindi chilamfu buyakwa kwiinda mukuziba basikuzunda mumapulogilamu aamisika mipya. Kwiinda mukuswaanganya nguzu zyakufwambaana antoomwe akusanduka kwazibeela ziindene-indene, basikubikka mali balakonzya kweendeenda mumapenzi aamusika watekkinoloji kusikila mu 2027.

Koyeeya kuti eezyi zintu zyaambilizyigwa zipangwa anzila zya AI alimwi tazisinizyidwe pe. Bukkale bwamumisika bulacinca chakufwambaana, mpawo bukkale bwamali bwamuntu ulacinca. Chiindi choonse kochita mulimu wako omwini mpawo uyeeye mbuli mbokonzya kuliyumya muntenda kotanasala zyakubikka mali. Makanze ngakuti tubelesye twaambo ootu mbuli nzila yakusala, kutali mbuli milawu iizulide.

Mibuzyo iibuzyigwa chiindi chiingi

Ncinzi chipa kuti Nasdaq iyungizye sunu?

Ikweenda ooku kuchitwa akumana kwakulangila kuti Federal Reserve iyungizye mali manji akaambo kakuyuma kwama hardware basololi mbuli Nvidia. Data yakutanta kwamiulo yakayungizya lusyomo lwabasikubikka mali mumakwebo aakomena.

Ino kuchincha zibeela kubeleka biyeni mumusika wazyakupangapanga?

Kuchincha zibeela kubikkilizya kucinca mali kuzwa kuzibeela zijisi muulo mupati naakuti zikomena mbichaani kuya kuli eezyo zijisi nguzu zyakuyungizya muulo. Mumakani aatekkinoloji, eezi kanjikanji zyaamba kuzwa kumapulogilamu mapati kuya kumakkampani aatekkinoloji mapati.

Nkaambo nzi makwebo aatekkinoloji aakuEzhiya ngaayandika kuli sikubikka mali muNasdaq?

Makwebo aakuEzhiya atekkinoloji kanjikanji alapa kuzibisya kuzintu zikozyenye zyakukomena, mbuli ma semiconductors amapulatifomu aadijitali, aamuulo uuceya. Balapa kusiyanasiyana mpawo balakonzya kuchita obotu kwiinda kuti US tech margins yacheya.

Ino nkwiindana nzi aakati kakubelesya zibelesyo zyakubelesya azibelesyo zyakubelesya?

Kuzungaana kwazibelesyo zyeendelezyegwa amali aabelesyegwa mpawo-mpawo akusumpula zibelesyo, eezi zipa kuti mali afwambaane kujanwa. Kuzungaana kwamapulogilamu aakkompyuta kuyeeme akuzuminwa kwachiindi chilamfu akuswaanganya, kanjikanji eezi zileta kuchedwa kwakukomena kwamali pesi mpindu mpati mukuya kwachiindi.

Hena AI-generated stock forecasts zilasyomeka?

Kuyeyela kwa AI kupa luzibo luyeeme a data kweendelanya anzila zyakachitika chiindi anzila zyakupima ziliwo lino, pesi tazili zisyomezyo pe. Zyeelede kubelesegwa mbuli chimwi chibeela chabuvwuntauzi bupati, antoomwe akuvwuntauzya kwakusaanguna.