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cover of episode Alphabet Results Mulled After Comeback Rally

Alphabet Results Mulled After Comeback Rally

2025/2/5
logo of podcast Schwab Market Update Audio

Schwab Market Update Audio
AI Deep Dive AI Chapters Transcript
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K
Keith Lansford
L
Lizanne Saunders
Topics
Keith Lansford: 我认为市场受到多重因素的影响。首先,关税消息持续波动,对市场情绪产生不确定性。其次,就业数据和大型科技公司的盈利报告成为关注焦点,投资者正在评估 Alphabet 的业绩并等待亚马逊的财报。此外,软件公司 Palantir Technologies 的业绩和指引表现强劲,带动了信息技术板块的上涨。 Lizanne Saunders: 我观察到市场仍然存在逢低买入的心态,许多投资者都在积极寻找投资机会。同时,除了“七巨头”之外,其他领域也出现了一些较为隐秘的投资活动,我认为这对市场来说是健康的现象。然而,行业轮动非常迅速,科技股和防御型股票之间的转换尤为明显,这种波动可能会持续一段时间。 Kevin Gordon: 我和 Lizanne 共同认为,尽管对加拿大和墨西哥的关税有所推迟,但任何关税措施都可能对 GDP 增长造成不利影响,并可能加剧通货膨胀。此外,我们预计美联储在未来几次会议上进一步降息的可能性不大。如果通货膨胀持续上升,可能会阻止美联储提前降息,从而导致美元走强。

Deep Dive

Chapters
This chapter analyzes the market's reaction to the upcoming January jobs report and Alphabet's recent earnings, noting the comeback rally after tariff-related weakness and the ongoing sector rotations. It discusses the implications of these events for future trading and the Federal Reserve's potential actions.
  • Alphabet's results: slightly missed revenue estimates, cloud revenue up 30%
  • Upcoming January jobs report: expected to show 155,000 jobs growth, unemployment rate at 4.1%
  • Market reaction to Alphabet's results: initial drop in share prices
  • Sector rotations: rapid shifts between tech, defensives, and other sectors
  • Federal Reserve's potential actions: possibility of holding rates steady due to uncertainties around tariffs and inflation

Shownotes Transcript

Alphabet initially fell after quarterly revenue missed consensus Tuesday. Today brings Walt Disney, Uber, and MicroStrategy, along with January ISM Services and ADP jobs data.

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