Uqikelelo lweNasdaq Lwanamhlanje: Ukujikeleza Kwamacandelo & Amanqanaba Okuxhasa

Ujikelezo lweCandelo: Ukusuka kwiMega-Caps ukuya kwiHardware

Utshintsho olubonakalayo lweteknoloji luyenzeka. Ngelixa amagama e-mega-cap ehlala eyi-ankile yesalathiso, inkunzi eyongeziweyo iqukuqela phakathi kwe-IT hardware kunye nababoneleli be-semiconductor. Oku kujikeleziswa akungomxholo kuphela; ixhaswa yimivuzo ebonakalayo. Umzekelo, ukusebenza kukaMicron mva nje, okuthe kwatyumza iimbono zengeniso kwaye kwanyusa uqikelelo lwengeniso ye-AI, iqaqambisa amandla kwikhonkco lokubonelela ngezixhobo zentsimbi.

Lo mkhwa ubonisa ukuba abatyali-mali bafuna ixabiso phakathi kokukhula. Iifemu zesoftware yeMega-cap zihlala zirhweba ngepremiyamu ephindaphindwayo ezithi zibe novakalelo kutshintsho lwesivuno. Ngokwahlukileyo, abavelisi behardware abaneencwadi zokuodola ikhonkrithi banikezela ngeankile yoqingqo-maxabiso ebambekayo. Ingxelo ethi "AI okanye i-bust" iyaqhubeka nokuqhuba isitokhwe, kodwa ubunkokeli buyanda. Abarhwebi bajonge ngaphaya kwamagama amakhulu ukufumana amandla ahambelanayo. Olu bubanzi bunempilo kwi-rally eqhubekayo, ukuthintela isalathisi ekubeni siphezulu kakhulu.

Indima yeMicron kunye ne-Hardware Supply Chains

Micron’s ukukwazi ukubamba ngokuqinileyo emva kokuba umvuzo wayo unyuka usebenza njenge-bellwether yecandelo. Xa ababoneleli behardware besebenza ngokugqithisileyo, ihlala ibonisa ukwanda kwemfuno yeziseko ezingundoqo. Oku akuxhamli nje itikiti elithile kodwa yonke inkqubo yendalo yeefemu zetekhnoloji ephakathi. Ulungelelwaniso phakathi kwamandla e-hardware kunye nokuqina kwe-Nasdaq kuyaqina. Abatyalo-mali kufuneka babeke iliso le proxies ye-mid-cap yeempawu zokuqala zokutshintsha kwecandelo ngokubanzi.

Amanqanaba oBugcisa: Inkxaso kunye noKuchasa

Ukuchonga ngokuchanekileyoamanqanaba enkxaso ye-nasdaq kunye nokuchasanakubaluleke kakhulu kurhwebo lwemini kunye nezicwangciso zokurhweba nge-swing. Inkxaso ekhawulezileyo ihleli kufutshane nenqanaba elisezantsi lamva nje elisekwe ngexesha le-intraday dips emva kokukhululwa kwe-PCE yokunyuka kwamaxabiso. Eli nqanaba lisebenze njengendawo ethembekileyo ye-bounce kubathengi abafuna ukongeza ukubonakaliswa. Ukubamba le ndawo kugcina i-uptrend yexesha elifutshane ilungile. Ukuba le nkxaso iyasilela, umgangatho olandelayo onengqiqo ngumyinge weentsuku ezingama-50, obonelela ngesiseko esomeleleyo solwakhiwo.

Ukuchasa okwangoku kuthintelwe luphawu lwamanzi aphezulu olufikelelwe ekuqaleni kukaSeptemba. Ukutyhutyha le siling kufuna umthamo ozinzileyo, ngakumbi ukusuka kwi-mega-cap constituents. Ngaphandle komthamo obalulekileyo, isalathisi sithande ukusika ngaphakathi kolu luhlu. Abarhwebi kufuneka bajonge isiqinisekiso sokuqhawuka ngaphezulu kokuphezulu kwamva nje. Ngakolunye uhlangothi, ukuhla okungaphantsi kwenqanaba lenkxaso ekhawulezileyo kuya kubonisa ukutshintshela kwindlela yokuziphatha yomngcipheko, ekunokwenzeka ukuba iqhutywe kukwandiswa kwesivuno.

Uhlalutyo loMqulu kunye neeMeko zokuQhawuka

Iipateni zevolyum zicebisa ukuba isilumkiso sifanelekile. Iinzuzo zamva nje ziye zafika kwivolumu ephakathi, enokukhokelela ekuqhawukeni kobuxoki. Ukuze intshukumo ethembekileyo iphakame, umthamo kufuneka unyuke kakhulu ngeentsuku eziphezulu. Oku kuqinisekisa intatho-nxaxheba yeziko endaweni yokusukelana nokuthengisa nje. Ulungiselelo lwangoku luthanda umonde ngaphezu kokusukelana ngamandla. Lindela ukuqinisekiswa kwinqanaba lokuqhawula ngaphambi kokuba wenze inkunzi enkulu. Le ndlela yoluleko ikhusela kwi-wwpsaws kwindawo yentengiso emdaka.

Abaqhubi beMacro: Izivuno kunye nedatha yokunyuka kwamaxabiso

Umva wale uqikelelo lwe-nasdaq namhlanjeichaphazeleka kakhulu yi-Treasury isivuno. Isivuno seminyaka eyi-10 sikhuphukele phezulu kwi-24-year high, idala i-headwind yokukhula kwamasheya. Izivuno eziphezulu zicinezela ukuphindaphinda kokubaluleka, okwenza kube nzima kwi-high-P / E tech stocks ukuthethelela amaxabiso abo. Nangona kunjalo, idatha yokunyuka kwamaxabiso e-PCE epholileyo kunokuba ilindeleke inika i-cushion encinci. Le datha iphakamisa ukuba uxinzelelo lokunyuka kwamaxabiso lunokuphakama, oluxhasayo kwii-asethi zexesha elide.

Ngaphandle koku, imarike ihlala inovelwano kuzo naziphi na izinto ezimangalisayo ze-hawkish. Ingxelo yemisebenzi ezayo yeyona nto ibalulekileyo. Idatha eyomeleleyo yengqesho inokugcina izivuno ziphakamile, zinyanzelise ukuxatyiswa kwetekhnoloji. Idatha ebuthathaka inokunyusa uvakalelo ngokucebisa ukuma okuthambileyo kweFed. Abarhwebi kufuneka bazimise ukuba basabele kwezi ziphumo zokubini. Ulungelelwaniso phakathi kwezivuno kunye nokusebenza kwetekhnoloji kuhlala kunamandla. Ukunyuka okuqhubekayo kwezivuno ngokuqhelekileyo kukhokelela ekujikelezweni kumacandelo akhuselayo, ukulimaza i-Nasdaq.

IGlobal Tech Connectivity kunye neeMarike zaseAsia

I-Nasdaq ayikho kwindawo engenanto. Ukusebenza kwayo kunxulunyaniswa ngakumbi nee-hubs zaseAsia kunye neenkokheli zokubonelela. Idatha yeqonga lethu iqaqambisa amanqaku amaninzi afanelekileyo abonisa oku kudityaniswa kwehlabathi. Ngokomzekelo, i-Hua Hong Semiconductor (I-Ticker: i-1347) kunye ne-Shanghai Fudan Microelectronics (I-Ticker: i-1385) inika ingqiqo kumjikelezo we-semiconductor wase-Asia. Amandla kula magama ahlala andulela okanye ahamba kunye namandla kwi-tech complex complex.

Ezi nkampani ziyinxalenye yokubonelela nge-AI kunye nombane wabathengi. Ukusebenza kwabo kunokusebenza njengesalathisi esikhokelayo kwimfuno ye-hardware ye-US. Ukongeza, impilo yamacandelo ezezimali e-Asiya, emelwe ngamagama afana ne-ICBC (iTicker: 1398) kunye neBhanki yezoLimo yaseChina (iTicker: 1288), inefuthe kwiimeko zokungabi namali ekhoyo ehlabathini. Imeko yezemali ezinzileyo ixhasa umngcipheko wokutya. Xa iimarike zaseAsia zinokomelela, zihlala zibonelela nge-tailwind ye-US tech indices. Ukubeka iliso koku kuhamba komda wongeza ubunzulu kwisicwangciso sokurhweba semihla ngemihla.

Ukudibanisa i-Platform Insights kwiZiGqibo zoRhwebo

Ukusebenzisa uhlalutyo oluthile lwamanqaku kunceda ukucokisa ukhetho lwecandelo. Umzekelo, ukujonga ukuzinza kwezinto eziluncedo ezifana ne-CK Infrastructure Holdings (iTicker: 1038) ingabonisa umngcipheko wokuvala umngcipheko. Ngakolunye uhlangothi, ukusebenza okuqinileyo kwi-telecom njenge-Kuaishou Technology (I-Ticker: i-1024) ingabonisa inkcitho enamandla yabathengi kwiinkonzo zedijithali. Olu lwazi lwegranular lunceda abarhwebi bahlengahlengise ukuvezwa kwabo ngaphakathi kwesakhelo esibanzi seNasdaq. Akukhona nje malunga nenqanaba lesalathisi, kodwa ukubunjwa kwangaphakathi kobunkokeli.

Isicwangciso seSeshini elandelayo

Kubathengisi abaqhuba i-nasdaq forecast namhlanjeiqhinga, gxininisa kumandla ahambelanayo ngaphakathi kwe-tech complex. Amagama e-Mega-cap aya kuqhubeka nokuseta ithoni, kodwa i-hardware ye-hardware ephakathi inika umlinganiselo ongcono wokuvuza umngcipheko kwimeko yangoku. Gcina iliso kwisivuno seminyaka eyi-10; Nasiphi na isikhewu esibalulekileyo siyakucinezela isalathisi. Kwelinye icala, ukuzinziswa kwesivuno kunokuvumela itekhnoloji ukuba iphinde iqalise indlela yayo ephezulu.

Hlala unembeko kunye namanqanaba okulahlekelwa kokuyeka. Ubume bemalike ekhoyo bufuna ulawulo oluluqilima lomngcipheko. Kuphephe ukusebenzisa kakhulu kwimizamo yokuqhawuka ngaphandle kokuba umthamo uqinisekisa ukuhamba. Umjikelo wokujikeleza wecandelo ngumhlobo wakho, kodwa ufuna ulawulo olusebenzayo. Ngokujolisa kwiinkampani ezinokukhula kwemivuzo ebonakalayo kunye nokuqikelelwa okufanelekileyo, unokujonga ukuguquguquka okusebenzayo ngakumbi. Imakethi ivuza ngokukodwa ngaphezulu kokuvezwa ngokubanzi.

Imibuzo ebuzwa qho

Ithini intsingiselo yangoku yesalathisi seNasdaq?

I-Nasdaq ngoku idibanisa ngokungathathi hlangothi ukuya kwizinto ezilungileyo. Ibambe ngaphezulu kwamanqanaba enkxaso akutsha nje nangona izivuno eziphakamileyo zikaNondyebo. Ukujikeleza kwecandelo kunceda ukugcina amandla kwisalathiso.

Ngawaphi amacandelo akhokela iNasdaq ngoku?

I-hardware ye-IT ephakathi kunye ne-semiconductor stocks zibonisa amandla ahambelanayo. Oku kulandela imivuzo eyomeleleyo evela kwiinkampani ezifana neMicron. I-Mega-cap tech ihlala izinzile kodwa inikezela ngokunyuka okuncinci.

Izivuno zikaNondyebo ziyichaphazela njani intsebenzo yeNasdaq?

Izivuno zikaNondyebo eziPhakamileyo zikholisa ukucinezela isitokhwe sobuchwephesha bokukhula okuphezulu ngokucinezela ukuphinda-phindwa kwamaxabiso. I-Nasdaq inovakalelo kwiintshukumo zemveliso kuba iifemu ezininzi zetekhnoloji zixhomekeke ekuhambeni kwemali kwixesha elizayo. Izivuno ezizinzileyo zixhasa ukuxatyiswa kwe-tech.

Ngawaphi amanqanaba aphambili enkxaso yeNasdaq namhlanje?

Inkxaso ekhawulezileyo ifunyenwe kufutshane ne-intraday lows yamva nje emva kokukhutshwa kwedatha yokunyuka kwamaxabiso. Ikhefu elingaphantsi kweli nqanaba linokuvavanya umyinge weentsuku ezingama-50 ezihambayo. Ukuchasa kuthintelwe ngamaqondo aphezulu kaSeptemba.

Nceda uqaphele. Umxholo we-AI Stock Predictions uveliswa yi-artificial-intelligence kunye nemodeli yokufunda ngomatshini ngeenjongo zemfundo kunye nolwazi kuphela. AYIKHO ingcebiso yemali, yotyalo-mali okanye yorhwebo. Uqikelelo lunokuba luphosakele. Soloko usenza olwakho uphando kwaye udibane nomcebisi wezemali onelayisensi phambi kokuba wenze izigqibo zotyalo-mali. Utyalo-mali lubandakanya umngcipheko, kubandakanywa nokulahlekelwa okunokwenzeka kwenqununu.