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Monday June 16, 2025 - Raising my S&P 500 target price
2025/6/16
Best Stocks Now with Bill Gunderson
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Bill Gundersen
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Jeff Webster
Bill Gundersen: 我发现2026和2027年的盈利预期有所上升，这足以引起重视。尽管市场预期关税和中东战争会对盈利造成冲击，但目前来看，关税尚未对通胀产生影响，市场表现良好。因此，我上调了标普500的目标价格，因为我主要依据数据分析，不受市场情绪的左右。我认为中东战争对美国经济和盈利的影响很小。总而言之，关注盈利是投资的关键，盈利的持续增长是市场向好的驱动力。我会继续关注盈利情况，并根据市场变化调整投资策略。
Jeff Webster: 我认为市场将当前局势解读为冲突而非战争，因此并未过度担忧。市场能够摆脱不利因素，关键在于盈利的支撑。最好的公司具有适应能力和韧性，能够灵活调整策略以适应市场变化。如果冲突升级，更多国家卷入，可能会对市场产生更大的影响。总的来说，我对市场持乐观态度，但会密切关注地缘政治局势的发展。
Deep Dive
The show begins with a positive market overview, highlighting gains in major indices like the Dow, NASDAQ, and S&P 500. Oil prices are down, and gold is inversely affected by the stock market's upward trend. Bitcoin also experiences a price increase.
- Positive market trends across major indices (Dow, NASDAQ, S&P 500)
- Oil prices decline significantly
- Inverse relationship between gold and stock market performance
- Bitcoin experiences an increase in value
Shownotes Transcript
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