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cover of episode Wall Street Erases 2025 Losses; Global Trade Tensions Cool Down

Wall Street Erases 2025 Losses; Global Trade Tensions Cool Down

2025/5/14
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
AI Deep Dive Transcript
People
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David Kelly
首席全球策略师和全球市场洞察策略团队负责人，拥有超过20年的金融行业经验。
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Nick Burns
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Todd Walsh
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Todd Walsh: 我认为市场波动性将会持续，投资者需要适应2025年的常态。虽然中美贸易关系出现缓和迹象，但我们仍需警惕过度乐观，市场可能面临更多波动。短期内，市场领导地位的变化并不重要，重要的是坚持长期投资计划，不要在市场剧烈波动时频繁改变策略。在人工智能领域经历了前两年的巨大回报后，今年出现整合和波动是正常的。我们应该利用这种波动性增持强大的人工智能和芯片股，因为我认为它们将继续处于长期牛市中。美联储只有在市场出现波动和担忧时才会降息，而目前标普500的市盈率较高，市场并不便宜，越贵就越容易受到波动的影响。因此，我建议关注股息价值交易，这可能会在美联储潜在的降息环境中受益。 Todd Walsh: 作为Alpha Cubed Investments的CEO和首席技术分析师，我认为当前的市场环境充满了不确定性。虽然我们看到中美贸易紧张关系有所缓和，并且技术面上也出现了一些积极信号，例如突破了200日移动平均线，但这并不意味着我们可以高枕无忧。相反，我认为投资者应该保持谨慎，不要被短期的市场情绪所左右。我们公司目前的策略是关注那些具有长期增长潜力的行业，例如人工智能和半导体。同时，我们也重视股息价值投资，因为这类投资可以在市场波动时提供一定的保护。总而言之，我认为在当前的市场环境下，投资者应该保持冷静，坚持自己的投资策略，并且做好应对市场波动的准备。

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Asian stocks traded in narrow ranges early Wednesday after US benchmarks wiped out their 2025 losses on signs the global trade war is cooling and after US inflation climbed less than forecast. Equities were mixed in Japan while they crept lower in Australia. US contracts were little changed after chipmakers led Tuesday's rally on Wall Street, following news Nvidia and Advanced Micro Devices will supply semiconductors to Saudi Arabian firm Humain for a data-center project. We get a look at the market landscape with Todd Walsh, CEO and Chief Technical Analyst at Alpha Cubed Investments.

Plus - former US Ambassador to China Nick Burns warns that the US-China trade war has effectively become a trade embargo, driven by extreme tariffs and deepening strategic rivalry. Burns stresses that the worlds two largest global economies must strike a deal within 90 days to prevent long-term economic decoupling. He speaks with Bloomberg's David Gura.

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