Tesla Will Be The 'Biggest Winner' In The Trump Era, Says Dan Ives; Predicts Nasdaq At 25,000 In 18 Months: 'Get the Popcorn Out'
Tesla Will Be The 'Biggest Winner' In The Trump Era, Says Dan Ives; Predicts Nasdaq At 25,000 In 18 Months: 'Get the Popcorn Out'
The analyst expects 80% to 90% of regulatory concerns to diminish under Trump, though some Department of Justice antitrust investigations into companies like Wedbush Securities analyst Dan Ives predicts a major tech sector expansion driven by artificial intelligence and deregulation under President-elect Donald Trump's administration, forecasting the Nasdaq could reach 25,000 within 18 months.
Wedbush Securities分析師Dan Ives預測，在當選總統特朗普的管理下，將有一個主要的科技板塊擴張，這將由人工智能和放鬆監管推動，預測納斯達克在18個月內可能達到25,000點。
What Happened: Speaking on CNBC's "Closing Bell," Ives described Trump's incoming administration as a "Goldilocks scenario" for tech companies, citing expected regulatory relief from agencies including the Federal Trade Commission.
發生了什麼：在CNBC的《收盤鈴》節目中，Ives將特朗普即將進入的政府描述爲科技公司的一種"金髮女孩情景"，指出預計會有來自聯邦貿易委員會等機構的監管減輕。
"Let's get the popcorn out for what will be the AI revolution," Ives said, emphasizing that the sector's current surge is "just getting started." He explained that AI's multiplier effect is spreading across the technology landscape, impacting everything from software to cybersecurity infrastructure.
"讓我們爲將會是人工智能革命的時刻準備好爆米花吧，" Ives說，他強調該板塊目前的激增"才剛剛開始"。他解釋說，人工智能的乘數效應正在整個科技領域擴散，影響着從軟件到網絡安全基礎設施的方方面面。
The analyst expects 80% to 90% of regulatory concerns to diminish under Trump, though some Department of Justice antitrust investigations into companies like Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) and Apple Inc. (NASDAQ:AAPL) will continue.
分析師預計在特朗普任內，80%到90%的監管擔憂將會減輕，儘管對Alphabet Inc.(納斯達克:GOOGL)(納斯達克:GOOG)和蘋果公司(納斯達克:AAPL)等公司的某些司法部反壟斷調查將繼續進行。
Why It Matters: Microsoft Corp. (NASDAQ:MSFT) stands to gain the most through mergers and acquisitions, according to Ives, while Tesla Inc. (NASDAQ:TSLA) emerges as the "biggest winner at the top of the mountain," partly due to CEO Elon Musk's early alignment with Trump.
爲什麼這很重要：Ives表示，微軟公司(納斯達克:MSFT)通過併購將獲得最大收益，而特斯拉公司(納斯達克:TSLA)則成爲"山頂上的最大贏家"，部分原因在於首席執行官埃隆·馬斯克早期與特朗普的關係。
Addressing current tech adoption, Ives noted that only 45% of workloads currently operate in cloud environments, predicting a dramatic increase as more AI use cases emerge. "It's 10:00 p.m. in the AI party, and now the velvet ropes are open," he said.
談到當前的科技採用，Ives指出目前只有45%的工作負載在雲環境中運行，預測隨着更多人工智能用例的出現，這一比例將顯著增加。他說："現在是人工智能派對的晚上10點，天鵝絨圍欄已經打開。"
The forecast comes as multiple tech CEOs plan meetings with the president-elect in Palm Beach, signaling potentially closer cooperation between Silicon Valley and the incoming administration.
這一預測正值多位科技首席執行官計劃在棕櫚灘與當選總統會晤，暗示硅谷與即將上任的政府之間可能會有更緊密的合作。
In January, Ives predicted that the Nasdaq would reach the 20,000 mark in 2024, and his forecast has proven accurate, with the index now trading at 20,173.
在1月份，Ives預測納斯達克將在2024年達到20,000點，並且這一預測已被證明是準確的，指數目前交易在20,173點。
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Image Via Shutterstock
圖片來自Shutterstock。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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譯文內容由第三人軟體翻譯。
