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Barry Kite
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Bill Gundersen
Barry Kite:
目前市场整体向好，道琼斯指数、标普500指数、纳斯达克指数等主要股指均上涨。市场对中美贸易谈判和英国脱欧协议持乐观态度，高增长股票表现强劲。我们对市场的预测准确率为100%。3月8日市场暴跌后，我对关税政策的有效性持乐观态度，认为关税政策正在发挥作用，促使企业在美国投资建厂。中国对美国的出口增长，但其出口目的地不明确，可能利用与俄罗斯的贸易关系作为谈判筹码。乌克兰计划放弃美元，改用欧元，但其可行性存疑。美国政府寻求降低对华关税，并争取稀土资源方面的让步。特朗普考虑对高收入人群增税。Adobe公司将为美国政府提供低价的无纸化办公解决方案，以帮助政府实现现代化。电子健康记录的普及推动了相关医疗保健公司股票的增长。美国政府采购系统的整合将提高效率并节省资金。意大利对谷歌提起反垄断诉讼。Weight Watchers公司破产，部分原因是GLP-1药物的冲击。GLP-1药物对减肥行业和健身行业造成冲击。Aurora Innovation公司在自动驾驶卡车领域处于领先地位。Pony.ai公司股价大幅上涨。Wedbush证券看好微软、亚马逊、谷歌和帕兰提尔公司。Cloudflare公司业绩强劲，股价上涨。我对软件股票的选择更加谨慎。本季度企业盈利可能存在提前预支的情况，这可能会影响下一季度的业绩。
Bill Gundersen:
市场在收盘前出现下跌，这在周五较为常见。周末期间市场可能出现波动，尤其是在重大事件发生前。中美贸易谈判的结果将对市场产生重大影响，也可能影响美联储的利率决策。比特币和黄金是本周表现最佳的资产类别。AngloGold Ashanti公司是值得投资的黄金类股票，其业绩强劲，股价上涨，估值合理，自12月以来股价翻倍，仍具有上涨潜力。MP Materials公司是稀土领域的投资选择，但其股价波动较大。中美贸易谈判值得关注。HubSpot公司业绩不及预期，股价下跌。每天都需要筛选大量信息才能找到有价值的投资信息。市场自3月8日以来出现V型反转，但目前市场上合适的投资机会较少。我的周报总结了本周市场上的重要事件和投资分析，内容涵盖公司、国家和经济等多个方面，并包含图表分析。我的宏观展望基于对未来收益的预测。本季度市场增长率预计将超过12%。
supporting_evidences
Barry Kite: 'the markets are optimistic about it.'
Barry Kite: 'I saw a lot of momentum in the market yesterday.'
Barry Kite: 'I wrote an article there.'
Barry Kite: 'And I said, I think these tariffs are going to work.'
Barry Kite: 'And by the way, did you see their exports were up 8.1%.'
Barry Kite: 'Well, that's a bargaining chip that they have.'
Barry Kite: 'And Vladimir Zelensky...we're going to switch to the euro.'
Barry Kite: 'And the Trump administration is seeking tariff reductions.'
Barry Kite: 'Trump explores taxing the rich.'
Barry Kite: 'And they're going to slash the price for the U.S. government.'
Barry Kite: 'Well, electronic health records, yeah.'
Barry Kite: 'They brought it all together, the GSA.'
Barry Kite: "Italy's Multiply sues Google..."
Barry Kite: 'Weight Watchers declares bankruptcy.'
Barry Kite: "I've got to believe it's hurting the gyms..."
Barry Kite: 'They seem to be the leader of in autonomous trucking.'
Barry Kite: 'Now, Pony is up again.'
Barry Kite: "That's pretty much, those names never change."
Barry Kite: "They're up 7% today after reporting earnings."
Barry Kite: 'I want to be a little bit more choosy.'
Barry Kite: 'The only thing I would say, there's probably quite a bit of front running...'
Bill Gundersen: 'The Dow is now down 124.'
Bill Gundersen: 'A lot can happen over a weekend.'
Bill Gundersen: 'Well, this weekend with China is a very, very, very big deal.'
Bill Gundersen: 'You know, that could also help the Fed...'
Bill Gundersen: 'Now, gold has been the number one...'
Bill Gundersen: 'if i only had to own two or three gold stocks...'
Bill Gundersen: 'And AU has been...'
Bill Gundersen: 'This stock has doubled since December.'
Bill Gundersen: 'Now, Rare Earth, the stock we've chose to own...'
Bill Gundersen: 'But this stock's down 8.7%...'
Bill Gundersen: 'HubSpot...reported earnings and the street didn't like it'
Bill Gundersen: 'By the time you look at all the news...'
Bill Gundersen: 'But every chart's different.'
Bill Gundersen: 'It's because I haven't found anything that I really like.'
Bill Gundersen: 'And I send out my internal research...'
Bill Gundersen: 'in different areas...'
Bill Gundersen: 'The macro outlook is key.'
Bill Gundersen: 'As of last week, we were looking for 12% growth...'
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