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Jim Labenthal
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Joe Terranova
知名华尔街分析师和投资策略师，现任 Virtus Investment Partners 首席市场策略师。
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John Davey
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Steve Weiss
活跃的投资者和金融分析师，常在 CNBC 分享投资观点和策略。
Frank Holland: 本期节目讨论了白宫暂停对墨西哥关税后,股票市场从低点反弹的现象,以及投资委员会对关税逆转的看法,并邀请专家分析了关税对市场和投资的影响。
Joe Terranova: 我认为关税是谈判策略的一部分,投资者不应简单地根据宏观经济形势做出熊市或牛市判断,而应进行自下而上的股票分析,寻找在波动中仍有增长机会的领域。短期内市场波动性可能加大,投资者需谨慎。
Steve Weiss: 当前经济形势混乱且缺乏效率,总统的谈判技巧不足,导致市场不确定性增加,投资者难以做出明确的投资决策。关税对企业利润率造成冲击,可能导致经济放缓甚至衰退。
Jim Labenthal: 尽管存在市场混乱,但美国经济依然强劲,这使得市场反弹能够持续。投资者应关注个股选择,而非宏观经济形势。当前市场波动性处于正常范围,并非极端状态。
Brian Sullivan: 对加拿大关税的实施可能对能源行业造成影响,特别是依赖加拿大原油的炼油厂。关税持续时间越长,风险越大,加拿大可能将原油出口转向其他国家。
Kate Rooney: 关税对亚马逊的影响可能较为复杂,一方面,来自中国的商品销售可能受到影响;另一方面,关税可能打击亚马逊的低成本竞争对手,从而对亚马逊产生积极影响。
John Davey: 许多投资组合缺乏对能源、材料和工业等受通货膨胀影响的行业的投资,因此没有为持续的通货膨胀做好准备。投资者应考虑投资于抗通胀资产,例如能源、材料和工业等领域的股票。
Mike Santoli: 短期内市场受中国市场(例如英伟达、苹果和特斯拉)的影响较大,但长期来看,关税对美国经济的影响可能有限。
supporting_evidences
Steve Weiss: 'So there are a few things here. And we could look at tariffs as a one and done incident...'
Jim Labenthal: 'Before I answer your question, I just want to distill this down to what I think is the core that matters...'
Brian Sullivan: 'Well, Frank, it did look like it was going to be a hard day's night for the energy stocks, but that has not been the case...'
Kate Rooney: 'Yeah, so tariffs are are expected to be negative for Amazon, but some investors are pointing out the bigger hit to Amazon's foreign low-cost competitors...'
John Davey: 'Yeah, I mean, a lot of the portfolios that we oversee and we see in the marketplace is still very much tech and growth and have very little exposure to real assets...'
Mike Santoli: 'You know, I guess you could, in the abstract, step back and say we could be down three quarters of one percent on Monday for no reason at all or any reason...'
Deep Dive
The White House's pause on Mexico tariffs causes a market rebound. Experts debate whether this is a negotiating tactic or a sign of deeper economic instability. The discussion centers on whether to adopt a macro or micro approach to investment strategies.
- White House pauses tariffs on Mexico for one month
- Tariffs on Canada and China still set to take effect
- Market reaction to tariff announcement
- Debate on macro vs. micro investment strategies
- Concerns about the impact of tariffs on corporate earnings
Shownotes Transcript