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Monday June 2, 2025 - Escalating trade tension with the US and China continue to damper the market…but May was a banner month for equities.
2025/6/2
Best Stocks Now with Bill Gunderson
Barry Kite: 我认为目前中美贸易紧张局势主要集中在稀土矿物和半导体上。美国希望获得中国的稀土矿物，而中国则希望获得美国的半导体。这种紧张关系可能会导致市场波动，尤其是在90天的谈判期临近结束时。如果双方没有达成协议，市场可能会出现更大的波动。
Jeff Webster: 我认为美国和中国都需要彼此，完全摆脱对方是不现实的。中国希望保持其制造业大国的地位，并需要芯片来支持其经济发展。美国也需要中国的市场和资源。因此，双方需要找到一种方式来解决贸易争端，以避免对全球经济造成更大的损害。同时，我们需要关注那些能够从关税中获益的美国本土公司，例如钢铁公司，但这些股票的投资需要谨慎，因为关税政策可能会发生变化。
Deep Dive
Despite escalating trade tensions between the US and China, May 2025 saw strong performance in US equities. The S&P 500 rose 6.1%, while the Dow and NASDAQ also saw positive growth, though the Dow was slightly held back by UnitedHealth's significant decline. The discussion analyzes individual company performances and market trends.
- May 2025 was a strong month for US equities despite trade tensions.
- S&P 500 up 6.1%, NASDAQ up 2%, Dow up 1.6%
- UnitedHealth down 27% for the month, impacting Dow performance.
- Strong earnings reports from several companies contributed to market growth.
Shownotes Transcript
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