Hurumende yeAmerica iri kugadzirira kusaina mutemo weCrime Reduction Act svondo rino. Inflation, hombe yehupfumi pasuru iyo inosanganisira, pakati pezvimwe zvinhu, madhora mazana matatu nemakumi manomwe emadhora mukushandisa zvine chekuita nekushanduka kwemamiriro ekunze. Ngatitarisei kune vanokunda uye vakarasikirwa nemutemo uyu, uye kuti zvichakanganisa sei yedu stock investment portfolio...
Ndivanaani vakunda pabhiri?✅
1. Vagadziri vemotokari dzemagetsi.🚗
Iyo pasuru ichawedzera kiredhiti yemutero yevatengi inokwana madhora zviuru zvishanu nemazana mashanu pakutenga mota nyowani yemagetsi kwemamwe makore gumi (yehuwandu hunofungidzirwa hunokosha hwemadhora gumi nemaviri emadhora). Izvi zvinofanirwa kubatsira kutsigira kudiwa kwevatengi kune mota dzemagetsi. Zvakakosha, mutero wemutero wakavharirwa pa7.500 mota, zvichireva kuti hofori dzemotokari dzemagetsi senge. Tesla, General Motors y Toyota Vakanga vasina kukodzera, asi muganhu iwoyo wakabviswa. Izvi zvinofanirwa kuwedzera kudiwa kwemotokari dzemagetsi kubva kune ava vagadziri.
Uye chii chingave bhonasi yakawedzerwa kune ava vagadziri veEV ndeyekuti mota nyowani dzinodhura zvinodarika madhora zviuru makumi mashanu neshanu uye maSUV anodhura anopfuura zviuru makumi masere zvemadhora haakodzere zororo remutero. Tesla neGM vane mota dzinoenderana nebhiri, asi avo ekutanga vanokwikwidza Lucid Motors y Rivian aiwa, saka vanenge vari parumananzombe kusvika vabuda nemamodel akachipa.
2. Simba rinovandudzwa.♻️
Iyo kambani yezuva sunrun, simba rekuchengetedza uye software inopa nhengo uye kambani yehydrogen nefuel cell Pulagi Simba ndidzo dzinotevera. Vese vakatemerwa kubatsirwa kubva kuzvikwereti zvemitero zvinokwana mabhiriyoni zana nemakumi maviri emadhora kubva mubhiri iri. Kune zvakare madhora mabhiriyoni makumi matatu emutero wemutero wevanopa simba renyukireya. Makambani akadai Maodzanyemba Co, Constellation Energy, Veruzhinji Vemabhizimusi Boka y Energy Harbor Vanogona kunge vari vabatsiri.
3. Makambani emafuta.🛢️
Makambani emafuta uye gasi anozobatsirwa kubva kune aripo mutero kiredhiti ye kabhoni kutora uye kuchengetedza uye zvikwereti zvitsva zve "girini" kugadzirwa kwehydrogen kwemakore maviri.
Mhedziso yekushandiswa kwesimba shanduko muUS. Source: Bloomberg.
Uye ndivanaani vakarasikirwa mune zvese izvi?❌
1. Makambani emishonga.🩹
Mutemo mutsva uchabvumira Medicare kutaurirana nemakambani makuru emishonga nezvemitengo yemishonga kekutanga. Tichifunga nezvesimba rekutaurirana iro chirongwa cheinishuwarenzi yehutano yenyika yeUS chingangove nacho, izvi zvinoreva kuti mihoro ichaunzwa nemakambani emishonga ichakanganisika. Vaongorori vanotarisira kuti makambani emishonga acharipa izvi zvishoma nekukwidza mitengo yemishonga kune vatengi veinishuwarenzi. Asi mainishuwarenzi akakoshawo vatengi uye mamwe makambani emishonga anogona kuzviwana ari pakati pedombo nenzvimbo yakaoma kana zvasvika pamitengo yepurofiti uye nekudaro kuisa mari mumasheya muchikamu ichi.
2. Makambani ehunyanzvi.💻
Chikamu chebhiri rinounza mitero mitsva, kusanganisira imwe icharova makambani etekinoroji pazasi chaipo. Mutero wakaderera we15% pane purofiti yekutaura kwemari. Makambani makuru etekinoroji akwanisa kudzikisa huwandu hwemitero yaanobhadhara kuhurumende yeUS, kunyangwe ari makambani ane mari yakawanda paavhareji, nekuda kwekusawirirana kwemaune pakati pezvinyorwa zvemari zvavanoratidza kune vanoisa mari uye izvo zvavanoratidza kune veruzhinji. treasury. Asi mitemo mitsva inotaura kuti chero purofiti inowanikwa pane zvemari yekambani (kureva iyo inoonekwa nevashambadziri) inokwezva mutero wakananga. Bloomberg anotenda izvozvo Alphabet y Meta Vanogona kunge vari makambani anozivikanwa zvikuru ayo achave akanganisa, asi izvi zvinogona kutarisirwa kukanganisa mari yose mumatokari mune teknolojia.
3. MaCompany anoda kutengazve mashares avo.🛒
Makambani eUS akazivisa rekodhi rekodhi yekutenga masheya gore rino, asi mutero mutsva uchaita kuti kutenga kweramangwana kusanyanya kunaka. Makambani anozofanira kubhadhara mutero we1% pazvikamu zvavanotenga zvakare. Munguva pfupi, izvi zvinogona kuita kuti makambani aenderere mberi uye atengese mutero usati waiswa, izvo zvinogona kupa simba rekudyara mumasheya eUS. Mukati menguva, zvisinei, pane zvitatu zvinogona kuitika zvakakodzera kufunga nezvazvo:
- Mhedzisiro pamihoro yega yega. Buybacks inoderedza huwandu hwemasheya, saka huwandu hwakafanana hwepurofiti hunopararira pamusoro pezvikamu zvishoma zvinounza kukura mumari inowanikwa pachikamu (EPS), chiyero chakakosha kune vanoisa mari. Kana makambani akaodzwa mwoyo kubva pakutenga migove, nhamba dzeEPS dzinogona kudzikira pane zvaitarisirwa.
- Mutero unogona kuderedza purofiti yekutanga kutanga uye kuodza mwoyo kufarira mukudyara mumasheya.
Nenguva refu, kana mutero uchangobva kuunzwa ukasimudzwa, zvichawedzera kukuvadza kufarira kwemakambani mukutenga migove yavo, kudzikamisa kwakakosha kunobva kudiwa mukudyara mumasheya eUS.
Why kuita manje?📅
Mutemo mutsva weUS hausati wasainwa, uye mitero mitsva nezvikwereti zvemitero zvichatora nguva kuti zvishande. Zvakare, kuwanda kwezvikurudziro zvitsva izvi (uye zvisizvo) makore gumi, kwete rimwe kana maviri. Zvose izvi zvinoratidzwa semukana wekudyara kwenguva refu. Asi kuisa mari mumasheya kuchaona mitengo yavo ichidzikiswa mune ramangwana. Ivo vanoita fungidziro yavo yakanaka pamusoro pekuti zvinhu zvichagadzirika sei kumakambani mune ramangwana. Inofungidzirwa kuti ichava nesimba rakasimba pamari yeramangwana uye, naizvozvo, pamatengo ekutsvaga mari. Uye kunyangwe ichi chiri kuyedza kusinga zivikanwi, mitengo yekudyara kwemasheya ichave yatofamba kuratidza mavhareji emudyaridzi maonero ezvingangoitika, zvichiisa kudzvanywa pakudyara kwemasheya zvinoenderana.