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Renowned Analyst Asserts Tariff Turmoil Could Setback US Tech Industry by a Decade
2025-04-12 /
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Author：小编
Dan Ives, a Senior Analyst at Wedbush Securities, forecasts that the US tech industry may endure an automatic pause in projects and capital expenditures, potentially decreasing by 15% to 20%. He contends that it is virtually infeasible for Apple to relocate its production to the US mainland. Additionally, Ives anticipates a continued decline in Tesla's market share, while highlighting that Chinese tech titans such as Alibaba might emerge as beneficiaries from the ongoing trade war. Regarding investment strategies, Ives advises investors to pivot towards defensive tech stocks, such as Microsoft and Meta, asserting that they are poised to outperform NVIDIA and Apple.
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