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cover of episode Monday Mar. 17, 2025 - Buy the big dip?

Monday Mar. 17, 2025 - Buy the big dip?

2025/3/17
logo of podcast Best Stocks Now with Bill Gunderson

Best Stocks Now with Bill Gunderson
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Bill Gundersen: 我认为市场可能已经触底，抛售潮可能已经结束。纳斯达克指数从高点下跌近15%，一些领先股票下跌幅度更大，但这其中也有积极因素。纳斯达克指数在17750点附近连续六个交易日尝试筑底，虽然没有保证能成功，但这是一个积极的信号。市场回调是健康的，尤其是在市场持续上涨之后。高估值是市场回调的原因之一，而标普500指数和纳斯达克指数的市盈率已经从高点回落。一些市场领先股，例如Palantir，正在筑底，并可能重新领涨。股票和指数跟随盈利，而本季度盈利预期下调是市场抛售的原因之一。但随着季度结束和公司业绩公布，预期可能会再次上升。市场正在出现积极信号，贪婪和害怕错过机会的情绪正在回归。 我认为现在是逢低买入的好时机，但需要谨慎选择投资标的，关注公司基本面和估值。在选择安全资产时，流动性至关重要。 中东局势紧张以及美国对也门的军事行动可能对市场造成影响。此外，特朗普政府对关税政策的摇摆不定以及其他国际因素也给市场带来不确定性。 一些个股表现强劲，例如英特尔、AMD和Netflix，但大型科技股表现疲软。 总的来说，我认为市场存在一些积极因素，但仍需谨慎乐观。 Barry Kite: (无发言内容)

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Bill Gunderson and Barry Kite discuss the recent market trends, including the NASDAQ's attempts to form a bottom and the importance of earnings in market performance. They analyze the current state of the market and the potential for a rebound.
  • The market showed signs of recovery with the Dow and S&P seeing gains.
  • NASDAQ is down 15% from its high, with leading stocks down 25-30%.
  • The S&P's forward P/E ratio dropped below 20 for the first time in recent times.
  • Earnings expectations for Q1 2025 have been reduced from $63 to $60.51 per share.
  • Market corrections are considered healthy after significant upward trends.

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