CNBC laid\u0173 ved\u0117jas ir investuotoj\u0173 bendruomen\u0117s \u201eCNBC Investing Club\u201c veidas Jimas Crameris ragina atsargiau vertinti lust\u0173 dizainer\u0117s \u201eArm Holdings\u201c akcijas ir po pastarojo \u0161uolio suma\u017einti turim\u0105 pozicij\u0105. Pasak jo, bendrov\u0117s akcij\u0173 kaina po rezultat\u0173 paskelbimo tapo pernaininga, o rinka jautriai reaguoja \u012f bet kokius signalus apie augimo temp\u0173 l\u0117t\u0117jim\u0105.<\/p>\n
\u201eSu \u201eArm\u201c reikia b\u016bti labai atsargiems, nes \u0161is kursas jau buvo per daug \u012fkait\u0119s\u201c, \u2013 sak\u0117 J. Crameris.<\/p>\n
Jo vertinimu, dalis investuotoj\u0173 per greitai \u012fkainavo optimistin\u012f scenarij\u0173, kai \u201eArm\u201c sugeb\u0117t\u0173 spar\u010diai didinti pajamas i\u0161 nauj\u0173 procesori\u0173 architekt\u016br\u0173 ir DI bangos. Ta\u010diau trumpuoju laikotarpiu l\u016bkes\u010diai susiduria su realybe: technologij\u0173 sektoriuje pakanka vieno atsargesnio vadov\u0173 komentaro ar silpnesni\u0173 prognozi\u0173, kad akcija patirt\u0173 staig\u0173 i\u0161sipardavim\u0105.<\/p>\n
J. Crameris taip pat atkreip\u0117 d\u0117mes\u012f \u012f gamybos grandin\u0117s klausimus, kurie lust\u0173 rinkoje i\u0161lieka kritiniai. Nors \u201eArm\u201c pati negamina lust\u0173, jos partneri\u0173 ir klient\u0173 planai priklauso nuo pa\u017eangiausi\u0173 gamybos paj\u0117gum\u0173, o d\u0117l j\u0173 pasaulyje konkuruoja daugyb\u0117 did\u017ei\u0173j\u0173 \u017eaid\u0117j\u0173.<\/p>\n
Platesniame kontekste investuotoj\u0173 nuotaikas penktadien\u012f blogino ir makroekonomika: aug\u0119s JAV 10 met\u0173 obligacij\u0173 pajamingumas tradici\u0161kai didina spaudim\u0105 augimo akcijoms, ypa\u010d toms, kuri\u0173 vertinimai paremti ateities pelnais. Be to, dalis rinkos dalyvi\u0173 po stipraus technologij\u0173 ralio linko rotuoti kapital\u0105 \u012f nuvertintas sritis, o su puslaidininkiais ir DI susij\u0119 pavadinimai laikinai trauk\u0117si.<\/p>\n
T\u0105 pa\u010di\u0105 dien\u0105 didesniu nepastovumu i\u0161siskyr\u0117 ir kitos technologij\u0173 bei puslaidininki\u0173 \u012fmon\u0117s, o investuotojai steb\u0117jo, ar korekcija netaps gilesne. Tokiose situacijose analitikai da\u017enai primena, kad po greito brangimo rizika did\u0117ja ne tik d\u0117l rezultat\u0173, bet ir d\u0117l l\u016bkes\u010di\u0173 kartel\u0117s, kuri\u0105 bendrov\u0117ms tenka nuolat per\u0161okti.<\/p>\n
Rinkos dalyviai, vertinantys \u201eArm\u201c, \u0161iuo metu paprastai seka kelis pagrindinius veiksnius: licencijavimo ir autorini\u0173 mokes\u010di\u0173 dinamik\u0105, augim\u0105 mobili\u0173j\u0173 \u012frengini\u0173 ir duomen\u0173 centr\u0173 segmentuose, DI infrastrukt\u016bros paklausos tvarum\u0105 bei bendr\u0105 rizikos apetito krypt\u012f, kuri\u0105 stipriai veikia pal\u016bkan\u0173 norm\u0173 l\u016bkes\u010diai. D\u0117l \u0161i\u0173 prie\u017eas\u010di\u0173 J. Cramerio \u017einut\u0117 paprasta: ilgalaikis potencialas gali i\u0161likti, ta\u010diau po nepastovaus \u0161uolio verta suma\u017einti rizik\u0105 ir nepervertinti trumpalaiki\u0173 pa\u017ead\u0173.<\/p>\n","protected":false},"excerpt":{"rendered":"
Jimas Crameris persp\u0117ja, kad \u201eArm Holdings\u201c akcijos po \u0161uolio tapo pernainingos, o technologij\u0173 sektori\u0173 spaud\u017eia obligacij\u0173 pajamingumo kilimas.<\/p>\n","protected":false},"author":0,"featured_media":24452,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7],"tags":[2262,7897,1631,1622,2263,16180,1471],"miestas":[],"class_list":["post-24451","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technologijos","tag-akciju-rinka","tag-arm-holdings","tag-di","tag-investavimas","tag-jim-cramer","tag-obligaciju-pajamingumas","tag-puslaidininkiai"],"acf":[],"_links":{"self":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/24451","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/comments?post=24451"}],"version-history":[{"count":0,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/24451\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media\/24452"}],"wp:attachment":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media?parent=24451"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/categories?post=24451"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/tags?post=24451"},{"taxonomy":"miestas","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/miestas?post=24451"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}