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Wednesday Mar. 12, 2025
2025/3/12
Best Stocks Now with Bill Gunderson
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Barry Kite
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Bill Gundersen
Bill Gundersen: 我认为市场反弹将由Netflix、Meta、Nvidia和Palantir等科技巨头领衔。当前市场波动剧烈，但出现了一些积极迹象，例如乌克兰同意停火、特朗普取消对加拿大钢铁和铝的关税等。然而，市场反弹过程仍然存在抛售压力，需要耐心等待。此外，美国经济正在经历结构性转变，通货膨胀放缓和低利率对市场有利。但需要注意的是，部分股票的估值过高或基本面不佳，例如特斯拉。道琼斯指数中的非科技股表现不佳，而科技股正在尝试筑底。我密切关注着市场动态，并根据市场情况调整我的投资策略，我的投资组合中包含了Nvidia、Palantir、Meta等股票。
Barry Kite: 我同意Nvidia是市场反弹的领头羊之一。
Deep Dive
This chapter gives a brief overview of the market's current state, highlighting the volatility and contrasting performances of different indices like NASDAQ, Dow, and S&P 500. Recent positive developments are noted, but the overall tone suggests a period of uncertainty.
- NASDAQ up 1.6%, Dow down 100 points
- 13.5% correction in NASDAQ from the top
- Positive news includes a soft inflation print and a potential ceasefire in Ukraine
Shownotes Transcript
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