We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
Tuesday June 10, 2025 - Is Huawei catching up to Nvidia?
2025/6/10
Best Stocks Now with Bill Gunderson
B
Barry Kite
B
Bill Gundersen
Bill Gundersen: 我认为华为在芯片技术上正在迅速追赶美国，虽然目前仍落后一代，但差距正在缩小。他们正通过集群计算等方法来提升芯片性能，这表明他们有决心成为英伟达的竞争对手。美国对中国的出口限制旨在阻止中国技术和军事进步，但华为似乎并不担心，并积极寻求解决方案。我认为，华为在芯片问题上的态度可能是在贸易谈判中使用的策略，也可能是英伟达股价未能再次飙升的原因之一。总的来说，我认为华为正在积极应对芯片挑战，并有望在未来几年内进一步缩小与美国的差距。
Deep Dive
The episode begins with a market overview, noting a mixed open. The NASDAQ is up, while the Dow is down slightly. Interest rates are down, and crude oil and Bitcoin are showing notable movements. The discussion also touches upon an upcoming economic calendar and a meeting of major financial players in London.
- Mixed market open: NASDAQ up, Dow slightly down
- Interest rates decline
- Bitcoin price increase
- Upcoming economic data releases (CPI, PPI)
- Meeting of key financial figures in London
Shownotes Transcript
Empty