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Wednesday June 25, 2025 - A big day for drone maker AVAV.
2025/6/25
Best Stocks Now with Bill Gunderson
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Bill Gundersen
Bill Gundersen: 我认为市场对地缘政治事件非常敏感。例如，市场喜欢良好的停火协议，这可以显著提振股市。然而，停火也会导致黄金等避险资产降温。此外，中国对稀土资源的控制使其能够利用这一优势作为地缘政治工具。台湾在半导体技术方面拥有重要的商业机密，而中国试图通过各种手段获取这些技术。目前我认为防御性股票的投资机会已经不多了，因为市场已经消化了大部分相关利好因素。我个人认为，股票的最大威胁是其估值过高，因此我们选择的股票必须具备至少80%的上涨潜力，并且基本面良好。
Deep Dive
This chapter gives a snapshot of the current market conditions. The NASDAQ is performing strongly, surpassing 20,000, while the Dow is slightly down and the S&P is showing modest gains. Interest rates are up slightly, and gold and oil prices are experiencing fluctuations.
- NASDAQ surpasses 20,000
- Dow is down 15 points
- S&P is up 11 points
- Interest rates at 4.32
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