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Thursday Apr. 24, 2025 - Big day for the software stocks!
2025/4/24
Best Stocks Now with Bill Gunderson
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Bill Gundersen
Bill Gundersen: 我认为中美贸易关系是目前市场面临的最大问题。虽然最近的财报季业绩非常好，许多公司都超过了预期盈利，但这并不能完全抵消中美贸易关系紧张带来的负面影响。市场早盘涨幅较大，但随后有所回落，这反映了市场对中美贸易关系的担忧。
我注意到半导体行业的股票最近几天涨势喜人，因为人们认为紧张局势即将缓和。ServiceNow的出色业绩也推动了软件类股票的增长，而我们继续看好软件行业。
特朗普政府的言辞有所缓和，但这与中方表示没有进行贸易谈判的说法似乎相矛盾。尽管如此，我相信幕后肯定正在进行谈判。
特朗普计划为汽车制造商提供关税减免，但这需要解决汽车产业供应链并非完全由美国制造的问题，因为许多零部件来自中国和加拿大。
Barry Kite: (无明显观点，主要负责节目流程和互动)
Deep Dive
The show began with a discussion of the current market conditions, noting a strong rally despite ongoing trade tensions between the U.S. and China. Uncertainty around trade negotiations and conflicting statements from both sides were highlighted. The upcoming G20 summit was mentioned as a potential turning point.
- Dow up 31 points, S&P 500 up 41 points, NASDAQ up 233 points
- Oil prices up 0.7%, gold down $8.25, Bitcoin down 0.5%
- Conflicting statements on US-China trade negotiations
- Upcoming G20 summit in November
Shownotes Transcript
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