艾夫斯在一档节目中提到，特朗普即将上任的政府对科技公司来说是一个“金发姑娘的场景”，他提到了联邦贸易委员会（FTC）等机构会放松监管的预期。① Investment bank Wedbush Analyst Dan Ives predicts that under the leadership of the Trump administration, the development of AI and deregulation will drive massive expansion in the Technology Industry; ② The Nasdaq Composite Index may reach 25,000 points within 18 months, indicating that the Index has nearly 24% room for growth. ③ Ives believes that Tesla may be the biggest winner because Musk and Trump allied early on.
According to Financial Associated Press on December 17 (Editor: Zhou Ziyi), renowned investment bank Wedbush Securities Analyst Dan Ives predicts that under the leadership of President-elect Donald Trump's administration, the development of AI and the loosening of regulations will drive massive expansion in the Technology Industry.$Nasdaq Composite Index (.IXIC.US)$It is expected to reach 25,000 points within 18 months.
The Nasdaq Composite Index closed at 20,173.89 points on Monday, hitting a new high, and Ives' estimated level suggests the Index has nearly 24% room for growth.
Ives mentioned in a program that the incoming Trump administration is a 'Goldilocks scenario' for Technology companies, highlighting expectations that Institutions such as the Federal Trade Commission (FTC) will ease regulations.
The Analyst expects that although the Department of Justice is taking action against...$Alphabet-A (GOOGL.US)$、$Apple (AAPL.US)$Some of the antitrust investigations of the company are still ongoing, but under Trump's leadership, most regulatory concerns are expected to decrease.
Eves also stated, "Let’s prepare for the AI revolution." He emphasized that the current surge in the Industry is just beginning, and the multiplier effect of AI is spreading throughout the Technology field, impacting all aspects from Software to Cybersecurity infrastructure.
When discussing current Technology adoption, Eves pointed out that only 45% of workloads are currently running in cloud environments, and with the emergence of more AI use cases, this number is expected to grow significantly.
Eves also believes that Microsoft will gain the most benefits through mergers and acquisitions, while $Tesla (TSLA.US)$ becoming the biggest winner standing atop the mountain, partly because the company's CEO Elon Musk formed an alliance with Trump during the campaign.
At the time of the release of this forecast by Aifs, several technology company CEOs are planning to meet with the elected president at Mar-a-Lago, indicating that Silicon Valley may engage in closer collaboration with the next USA government.
Editor/ping
