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cover of episode Alphabet & Amazon Earnings Preview with Gene Munster

Alphabet & Amazon Earnings Preview with Gene Munster

2025/2/4
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On The Tape
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D
Dan Nathan
知名金融分析师和评论员，常在 CNBC 上提供市场分析和评论。
G
Gene Munster
Topics
Dan Nathan: 特朗普政府宣布的关税政策导致股市出现下跌波动,尤其是一些大型科技公司。虽然关税政策已经有所预兆,但市场反应仍然令人关注。我们将讨论关税对科技股的影响以及潜在的赢家和输家。 Gene Munster: 市场对关税的反应让我有些惊讶,因为这些政策在过去几个月里已经有所预兆。我认为关税对通货膨胀和利率的影响是科技投资者应该关注的。虽然我认为关税问题会在未来几个月内解决,不会产生长期影响,但利率问题值得关注。经济学家普遍认为,公司应该擅长制造自己擅长的东西,并进行全球贸易。作为科技投资者,我们大约10%的时间用于思考宏观经济。

Deep Dive

Chapters
This chapter analyzes the impact of the Trump administration's newly announced tariffs on tech stocks, particularly focusing on the market's reaction and the implications for inflation and interest rates. The discussion also touches upon the concept of comparative advantage in international trade.
  • Market reaction to the tariffs was a surprise given their prior signaling.
  • Tariffs impact inflation and interest rates, which are key concerns for tech investors.
  • The long-term impact of the tariffs is expected to be minimal, but short-term effects on interest rates are a concern.
  • The AI trade is expected to remain intact as long as interest rates don't rise significantly.
  • A potential recession due to higher rates could negatively impact the AI trade.

Shownotes Transcript

Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management. They discuss the rebranding of the podcast and focus on three main topics: the impact of newly announced tariffs by the Trump administration on tech stocks, major earnings reports from Alphabet and Amazon, and an assessment of recent trends and potential winners and losers in the tech sector. The conversation covers reactions to the equity market's downward volatility, implications of higher interest rates, and the specifics around tariffs affecting companies like Apple and Amazon. They also delve into the competitive landscape of generative AI and the challenges facing Google’s search business, as well as the evolving opportunities in frontier tech.

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