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cover of episode Nvidia Chip Curbs Spur Market Caution; Chinese Suppliers Mock Tariffs on TikTok

Nvidia Chip Curbs Spur Market Caution; Chinese Suppliers Mock Tariffs on TikTok

2025/4/16
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
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Colm Murphy
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Ken Stern
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Ken Stern: 我认为当前市场波动剧烈，投资者不应做出冲动反应。我们应该关注宏观经济形势，避免过度解读短期市场波动。虽然消费者情绪低迷可能预示着经济衰退，但长期来看，科技、旅游、医疗等行业的基本面依然强劲。经济衰退通常会带来良好的投资机会，但当前全球贸易格局重塑、美元储备货币地位面临挑战等因素增加了市场风险。目前经济并未出现严重衰退，投资标普500指数是可行的选择，但应分批建仓，避免一次性投入。长期来看，全球市场仍存在投资价值，但目前应谨慎投资，不宜进行大规模投资。人工智能仍然是长期值得关注的投资主题，但需谨慎选择个股，关注行业整体发展趋势。新冠疫情期间的市场波动与当前情况不同，当前的贸易摩擦可能持续较长时间。美联储面临困境，通胀率高于目标值，其货币政策难以兼顾通胀和经济增长。未来市场走势存在不确定性，投资者应保持耐心，关注市场变化。美元作为世界储备货币的地位面临挑战，市场存在不确定性。投资者应坚持长期投资策略，避免情绪化投资。 Colm Murphy: 中国网红利用抖音制作视频，再将视频发布到TikTok上，以低价商品来规避或淡化美国关税的影响。这些视频旨在展示中国对抗美国关税的策略，并试图淡化关税的影响，激起美国消费者对关税影响价格的愤怒，而非单纯销售商品。中国信息更容易触及美国普通民众，且这些信息大多有利于中国。此次活动与之前“小红书”的爆红类似，都改变了美国民众对中国的看法。这些视频既是对美国关税制度的嘲讽，也反映了中国出口商的困境，他们可能面临破产风险。政府可能默许了这些视频的存在，但尚无确切证据。这些视频的规模和质量表明，这可能是某种协调一致的行动。

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Asian stocks edged lower and US equity-index futures dropped at the open as trade conflicts showed no signs of abating. Nvidia said the US put new restrictions on some chip exports to China. Contracts for the Nasdaq 100 fell more than 1.5% and S&P 500 futures retreated 1% after Nvidia slumped in after-hours trading. That’s even as results from Wall Street’s financial heavyweights on Tuesday underscored an equity-trading boon and still-healthy consumers and businesses. We discuss the day's market headlines with Ken Stern, President and CEO at Lido Advisors.

Plus - TikTok users in the US are being inundated with videos from Chinese influencers encouraging American buyers to overcome punitive Trump tariffs by buying direct from the “world’s factory” — China. Mostly filmed at Chinese factories purporting to supply top US brands from Lululemon Athletica to Nike, the influencers aim to “expose” how the vast majority of consumer goods are made in the world’s second-largest economy. Colum Murphy, China EcoGov Reporter for Bloomberg News, joins us from Beijing to break down the story.

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