Jim Cramer Says Don't Be So Eager To Buy This Semiconductor Stock On 'First Dip'
Jim Cramer Says Don't Be So Eager To Buy This Semiconductor Stock On 'First Dip'
On CNBC's "Mad Money Lightning Round," Jim Cramer said he likes MPLX LP (NYSE:MPLX) very much, adding, "That's a very good situation."
在CNBC的 “Mad Money Lightning Round” 上,吉姆·克萊默說他非常喜歡MPLX唱片(紐約證券交易所代碼:MPLX),並補充說:“情況非常好。”
MPLX recently reported better-than-expected results for its fourth quarter. The company posted earnings of $1.10 per share, beating expectations of 94 cents per share. Its sales came in at $2.97 billion, versus market estimates of $2.85 billion, according to data from Benzinga Pro.
MPLX最近公佈的第四季度業績好於預期。該公司公佈的每股收益爲1.10美元,超過預期的每股收益94美分。根據Benzinga Pro的數據,其銷售額爲29.7億美元,而市場估計爲28.5億美元。
"We're going to let these stocks come in a little here," Cramer said when asked about Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). "We cannot be so eager to buy the first dip."
當被問及臺灣半導體制造有限公司(紐約證券交易所代碼:TSM)時,克萊默說:“我們將讓這些股票在這裏稍微進一點。”“我們不能如此急於逢低買入。”
Taiwan Semi recently clocked a 7.9% year-on-year revenue growth in January 2024 to NT$215.79 billion ($6.9 billion). The critical Apple and Nvidia supplier experienced a sales increase in January, driven by strong demand for AI chips, which helped counterbalance the ongoing decline in consumer electronics, Bloomberg reported.
臺灣半導體最近在2024年1月實現收入同比增長7.9%,達到2157.9億新臺幣(合69億美元)。彭博社報道,受對人工智能芯片的強勁需求推動,蘋果和英偉達的重要供應商在1月份實現了銷售增長,這有助於抵消消費電子產品的持續下滑。
The "Mad Money" host recommended to "ring the register" on Celestica Inc. (NYSE:CLS). "You're literally going to sell one-third of it. Celestica is a very dicey situation," he added.
這位 “Mad Money” 主持人建議在Celestica Inc.(紐約證券交易所代碼:CLS)上 “登記”。“你實際上要賣掉其中的三分之一。Celestica的情況非常艱難,” 他補充說。
Celestica recently reported better-than-expected fourth-quarter financial results and issued first-quarter guidance above estimates. The company also appointed Kulvinder (Kelly) Ahuja to its Board of Directors.
Celestica最近公佈的第四季度財務業績好於預期,併發布了高於預期的第一季度指引。該公司還任命了庫爾文德(凱利)阿胡亞爲董事會成員。
Price Action:
價格走勢:
Shares of MPLX gained 0.7% to close at $39.32 on Tuesday.
Taiwan Semiconductor shares fell 1.1% to settle at $125.33.
Celestica shares fell 5.2% to settle at $37.46 on Tuesday.
週二,MPLX的股價上漲0.7%,收於39.32美元。
臺灣半導體股價下跌1.1%,收於125.33美元。
週二,Celestica股價下跌5.2%,收於37.46美元。
譯文內容由第三人軟體翻譯。