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Thursday June 5, 2025 - Coreweaver and Nvidia
2025/6/5
Best Stocks Now with Bill Gunderson
B
Bill Gunderson
Bill Gunderson: 我认为目前中美贸易关系陷入僵局，中国似乎在稀土资源上握有最大的筹码。汽车零部件制造商正迫切需要稀土，这可能会加速谈判进程。然而，许多小型企业正受到30%关税带来的不确定性的严重影响。我认为需要达成双方都能接受的关税协议，或者对许多商品进行关税豁免。我看到日本正在加强与美国在稀土供应链方面的合作，以应对中国实施的出口限制。中国控制着全球大部分稀土矿藏和提炼能力，稀土提炼过程复杂且具有污染性，这可能是美国不愿涉足的原因之一。我认为解决稀土问题是中美贸易谈判的关键。
Deep Dive
The market shows a slight decline, with the Dow and NASDAQ experiencing minor drops. Gold and silver show some positive movement, and the 10-year bond yield is down.
- Dow down 104 points to 42,323
- NASDAQ down 17 points to 19,441
- Gold up 17 basis points to 3,404
- 10-year bond yield at 4.34%
Shownotes Transcript
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