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Amy
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Jenny Harrington
知名股息投资专家，Gilman Hill Asset Management首席执行官和投资组合经理。
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Josh Brown
金融分析师和评论家，专注于金融市场趋势和经济预测。
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Kevin Simpson
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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。
Josh Brown认为科技股中软件类股优于芯片股，Nvidia估值过高，其他芯片股表现低迷，投资者关注受关税和国际贸易影响较小的领域。Amy对大型科技股整体持低配态度，认为选举结果对科技股影响不大，未来走势仍不明确。Steve Weiss表示对大型科技股的未来，特别是并购活动方面，存在很多不确定性，难以预测特朗普的政策走向，高利率环境下，并购活动可能会减少，而推动并购交易的最大动力是私募股权公司和投行的交易费用需求。Jenny Harrington认为市场预期现金流将涌入，但对监管环境和政策变化的影响尚不明确，尤其对科技股的影响，面对不确定性和潜在的混乱局面，投资者倾向于观望。
Deep Dive
The discussion focuses on the state of the tech sector, particularly Nvidia's looming earnings, and how it impacts the broader market. The conversation highlights the underperformance of tech compared to other sectors and the uneven performance of major tech companies.
- Tech sector underperformed other sectors since the election.
- Nvidia's performance is crucial for the tech sector.
- Major tech companies like Microsoft, Alphabet, and Meta have shown little movement.
Shownotes Transcript