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Jim Cramer Says This Company Is 'Second-Rate' Logitech, Recommends Buying AMD

Jim Cramer Says This Company Is 'Second-Rate' Logitech, Recommends Buying AMD

吉姆·克莱默说这家公司是 “二流” 罗技,建议收购AMD
Benzinga ·  05/10 20:41

Jim Cramer recommended buying Advanced Micro Devices (NYSE:AMD) on the latest episode of CNBC's "Mad Money Lightning Round."

吉姆·克莱默在CNBC最新一集的 “疯狂金钱闪电回合” 中建议收购Advanced Micro Devices(纽约证券交易所代码:AMD)。

"Lisa Su's [AMD chair and Chief Executive Officer] doing a terrific job," he noted.

他指出:“丽莎·苏(AMD 董事长兼首席执行官)做得非常出色。”

On April 30, AMD reported first-quarter results that came in slightly ahead of expectations thanks to record data center revenue.

4月30日,AMD公布的第一季度业绩略高于预期,这要归功于创纪录的数据中心收入。

Cramer said he would own XPO, Inc. (NYSE:XPO). "The stock is really good, the company is really good," he added.

克莱默说,他将拥有XPO公司(纽约证券交易所代码:XPO)。他补充说:“股票真的很好,公司也非常好。”

On May 3, XPO, reported first-quarter FY24 results, recording revenue growth of 5.8% Y/Y to $2.02 billion, beating the consensus of $2.01 billion. Adjusted EPS was 81 cents, up 44.6% Y/Y, beating the consensus of 67 cents.

5月3日,XPO公布了24财年第一季度业绩,收入同比增长5.8%,达到20.2亿美元,超过了20.1亿美元的市场共识。调整后的每股收益为81美分,同比增长44.6%,超过市场普遍预期的67美分。

Southern Copper Corp (NYSE:SCCO) is a "very good" company, Cramer said. "I would not necessarily purchase some here, I would like it to come down a little."

克莱默说,南方铜业公司(纽约证券交易所代码:SCCO)是一家 “非常好” 的公司。“我不一定会在这里买一些,我希望它能降一点。”

On April 30, Morgan Stanley analyst Carlos De Alba maintained Southern Copper with an Underweight and raised the price target from $123 to $135.

4月30日,摩根士丹利分析师卡洛斯·德阿尔巴维持南方铜业的减持,并将目标股价从123美元上调至135美元。

Cramer called Corsair Gaming, Inc. (NASDAQ:CRSR) a "second-rate" Logitech International (NASDAQ:LOGI). The company posted better-than-expected quarterly earnings on May 7, but sales missed estimates.

克莱默称Corsair Gaming, Inc.(纳斯达克股票代码:CRSR)为 “二流” 罗技国际(纳斯达克股票代码:LOGI)。该公司于5月7日公布的季度收益好于预期,但销售额未达到预期。

Cramer said he would not own Starwood Property Trust, Inc. (NYSE:STWD). The company reported upbeat first-quarter earnings, while sales missed estimates.

克莱默说,他不会拥有喜达屋房地产信托公司(纽约证券交易所代码:STWD)。该公司公布了乐观的第一季度收益,而销售额未达到预期。

Price Action:

价格走势:

  • AMD shares fell 0.8% to settle at $152.39 on Thursday.
  • Southern Copper shares gained 3.6% to close at $117.02.
  • Corsair Gaming shares gained 0.5% to settle at $10.84.
  • Starwood Property Trust shares fell 0.2% to close at $20.05 on Thursday.
  • XPO shares rose 0.9% to settle at $113.00 on Thursday.
  • 周四,AMD股价下跌0.8%,收于152.39美元。
  • 南方铜业股价上涨3.6%,收于117.02美元。
  • Corsair Gaming股价上涨0.5%,收于10.84美元。
  • 周四,喜达屋房地产信托股价下跌0.2%,收于20.05美元。
  • 周四,XPO股价上涨0.9%,收于113.00美元。

Image: Shutterstock

图片:Shutterstock

译文内容由第三方软件翻译。


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