长期以来看多美国科技股的明星分析师Dan Ives这次变得非常悲观。他预测美国科技行业有15-20%的资本支出已经自动暂停,与此同时,苹果将生产转移到美国本土几乎是不可能的一件事。Ives一向被视为特斯拉的坚定多头,但这次在Mag 7中对特斯拉最为悲观,预测其市场份额会继续下降。特朗普关税风暴下,美国科技行业正面临史无前例的挑战。当地时间周五,Wedbush证券高级分析师Dan Ives在一档播客...
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