We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Gene Munster on The Fateful Eight & Elon's Faithful Base

Gene Munster on The Fateful Eight & Elon's Faithful Base

2025/3/25
logo of podcast On The Tape

On The Tape
AI Deep Dive AI Chapters Transcript
People
G
Gene Munster
Topics
Gene Munster: 我认为市场反弹与"定向关税"的概念有关，但4月2日的未知因素引出了一个问题：究竟会发生什么？我认为特朗普会对许多国家采取强硬态度，他认真对待这些关税，不仅是为了与其他伙伴建立良好的关系，尤其是在希望单独处理与中国关系方面。我认为4月2日可能会比积极因素更消极，科技股受到的影响尤其大，因为如果开始考虑经济衰退的影响，大型股票最终会受到更大的影响。尽管对更广泛的AI贸易征收更严厉的关税，但我仍然看好AI。在与关税相关的宏观经济方面，如果存在更多担忧，这些股票可能会出现不成比例的抛售。考虑到这种衍生效应，受影响最大的公司可能是英伟达。我认为苹果处于有利地位，因为他们已经在美国进行了大量的投资。 Dan Nathan: 我同意你的观点，即市场对关税的反应表明政府确实关心股市。关于"致命八大"科技股，我认为短期内存在逆风。这些股票的估值相对于市场以及这些股票的历史估值而言都偏高。

Deep Dive

Shownotes Transcript

Dan Nathan and Gene Munster, Managing Partner at Deep Water Asset Management, dissect the latest market movements and discuss key tech stocks. They cover NVIDIA's GTC event, Tesla's recent surge, and Micron's recent earnings. The conversation pivots to market reactions to tariff news and the impact of potential April 2nd targeted tariffs, especially on tech stocks. Gene shares insights on the broader AI trade and specific challenges for companies like Nvidia, Tesla, and Apple in light of market conditions and geopolitical factors. The episode also delves into Google's search page overhaul and its competitive landscape, as well as X's (formerly Twitter) integration of AI.

—

FOLLOW US

YouTube: @RiskReversalMedia)

Instagram: @riskreversalmedia)

Twitter: @RiskReversal)

LinkedIn: RiskReversal Media)