We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Yesterday gave equity bears and USD bears a hook

Yesterday gave equity bears and USD bears a hook

2025/5/30
logo of podcast Saxo Market Call

Saxo Market Call
AI Deep Dive AI Chapters Transcript
People
J
John J. Hardy
Topics
John J. Hardy: 英伟达的财报数据非常亮眼，业绩超出预期。尽管面临着无法向中国出口芯片的困境，但公司依然实现了显著的增长。然而，财报发布后，英伟达的股价却出现了下跌，这可能暗示着市场开始担忧英伟达的“规模问题”。 目前，英伟达的市值已经相当庞大，市场对其未来增长的预期也非常高。然而，要维持如此高的增长速度，英伟达需要不断创新和拓展新的业务领域。考虑到公司已经达到如此大的规模，未来的增长空间可能会受到限制。市场开始质疑英伟达是否能够继续保持高速增长，以支撑其高估值。 尽管如此，英伟达的业绩仍然非常出色，并且在数据中心建设等领域仍然存在增长机会。然而，投资者需要关注英伟达未来的增长动力，以及公司如何应对“规模问题”带来的挑战。我个人认为，投资者需要对英伟达的未来增长前景保持谨慎乐观的态度。

Deep Dive

Shownotes Transcript

Today we look at what looked like a key reversal day for the near term yesterday - as the US equity market rolled over after attempting to pierce key resistance, and the US dollar rally attempt was likewise crushed. Also, we cover the Nvidia earnings, some key provisions in the "big beautiful bill" that could spell trouble for US markets and the USD and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.

 

Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here).

Please reach out to us at [email protected]) for feedback and questions.

Click here to open an account with Saxo).