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分析师Dan Ives预测，在当选总统特朗普的管理下，将有一个主要的科技板块扩张，这将由人工智能和放松监管推动，预测纳斯达克在18个月内可能达到25,000点。
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.
发生了什么：在CNBC的《收盘铃》节目中，Ives将特朗普即将进入的政府描述为科技公司的一种"金发女孩情景"，指出预计会有来自联邦贸易委员会等机构的监管减轻。
"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.
"让我们为将会是人工智能革命的时刻准备好爆米花吧，" Ives说，他强调该板块目前的激增"才刚刚开始"。他解释说，人工智能的乘数效应正在整个科技领域扩散，影响着从软件到网络安全基础设施的方方面面。
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.
分析师预计在特朗普任内，80%到90%的监管担忧将会减轻，尽管对Alphabet Inc.(纳斯达克:GOOGL)(纳斯达克:GOOG)和苹果公司(纳斯达克:AAPL)等公司的某些司法部反垄断调查将继续进行。
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.
为什么这很重要：Ives表示，微软公司(纳斯达克:MSFT)通过并购将获得最大收益，而特斯拉公司(纳斯达克:TSLA)则成为"山顶上的最大赢家"，部分原因在于首席执行官埃隆·马斯克早期与特朗普的关系。
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.
谈到当前的科技采用，Ives指出目前只有45%的工作负载在云环境中运行，预测随着更多人工智能用例的出现，这一比例将显著增加。他说："现在是人工智能派对的晚上10点，天鹅绒围栏已经打开。"
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.
这一预测正值多位科技首席执行官计划在棕榈滩与当选总统会晤，暗示硅谷与即将上任的政府之间可能会有更紧密的合作。
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预测纳斯达克将在2024年达到20,000点，并且这一预测已被证明是准确的，指数目前交易在20,173点。
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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