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New Deal Brings Anthropic's Claude to Databricks, Amazon's Allure Among Mag 7
2025/3/26
Bloomberg Technology
D
Dario Amodei
D
David Welch
I
Imad Akhun
J
Jasmine Enberg
K
Kristin Smith
M
Mandeep Singh
M
Mike Sheppard
P
Peter Elstrom
R
Ryan Velastelica
Ryan Velastelica: 我认为大型科技公司股价下跌的主要原因是经济不确定性，特别是围绕关税政策和整体经济增长前景的不确定性。这种不确定性导致企业推迟投资，市场参与者获利了结，从而导致股价下跌。
尽管如此，我认为像亚马逊这样的公司，其估值已经变得更有吸引力。亚马逊拥有强劲的盈利增长，并且专注于提高效率和削减成本，这改善了其盈利能力。
即使在经济环境恶化的情况下，这些公司仍然被认为是安全的，并且有望在长期内保持其市场主导地位，甚至可能进一步巩固其市场份额。
Deep Dive
This chapter analyzes the recent sell-off in the Magnificent Seven tech stocks. Experts discuss whether the decline is due to broader economic uncertainty, particularly regarding tariffs and the overall economic outlook, or if it's a result of valuation adjustments given the stocks' previous high valuations.
- Significant drop in Magnificent Seven stocks.
- Uncertainty about tariff policy and economic growth.
- Amazon's valuation is lower than in years past.
- Concerns about valuations are less significant now due to price drops.
- Companies still considered dominant despite economic weakness.
Shownotes Transcript