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Jim Cramer Predicts No 'Huge Run' For Tech Stocks After Federal Reserve Cuts Rate: 'It Got Out Of The Wish Game A Very Long Time Ago'

Jim Cramer Predicts No 'Huge Run' For Tech Stocks After Federal Reserve Cuts Rate: 'It Got Out Of The Wish Game A Very Long Time Ago'

吉姆·克萊默預測,聯邦儲備減息後科技股不會有「大牛市」:它早就退出了「心願遊戲」
Benzinga ·  09/19 16:25

Amid the Federal Reserve's recent decision to cut interest rates, CNBC's Jim Cramer has weighed in on how these changes might affect the technology sector.

在聯儲局最近降低利率的決定下,CNBC的吉姆·克雷默(Jim Cramer)談到了這些變化如何影響科技板塊。

What Happened: Cramer discussed the Federal Reserve's recent interest rate cuts and their implications for the technology sector on Wednesday. He believes these cuts do not significantly benefit tech stocks.

具體情況:克雷默討論了聯儲局最近的減息舉措及其對科技板塊的影響。他認爲這些減息對科技股沒有產生顯著的好處。

According to CNBC on Thursday, Cramer stated, "With a double-sized rate cut that everybody already expected, you aren't going to see a huge run in tech."

CNBC週四報道稱,克雷默表示:「通過大規模減息,而且市場對此已有預期,你不會看到科技領域的大幅上漲。」

He emphasized that the Fed's actions are more beneficial to companies reliant on a healthy consumer base.

他強調聯儲局的行動對依賴強勁消費者基礎的公司更有利。

The Federal Reserve initiated its rate-cutting cycle by reducing rates by half a point and signaled an additional 50 basis points cut by year-end. This marks the first rate cut since the pandemic, aimed at addressing inflation and balancing economic risks.

聯儲局通過降低半個百分點的利率,並表示將在年底再次削減50個點子。這是自大流行以來的首次減息,旨在應對通脹和平衡經濟風險。

Cramer highlighted his observations from Salesforce Inc. (NYSE:CRM)'s annual conference in San Francisco, noting that tech companies, particularly those focused on AI, are less impacted by rate cuts. These companies cater to enterprises rather than consumers, distancing them from the labor market.

克雷默從Salesforce Inc.(紐交所代碼:CRM)在舊金山舉辦的年度會議中得出了他的觀察,指出科技公司,特別是那些專注於人工智能的公司,不太受減息的影響。這些公司面向企業而非消費者,使其與勞動力市場保持一定距離。

He suggested that consumer-oriented companies might benefit more during this rate-cutting cycle. Despite potential gains for tech stocks, Cramer noted that Wall Street often shifts focus to companies that thrive with lower rates.

他建議,在這輪減息週期中,以消費者爲導向的公司可能會獲益更多。儘管科技股可能會有所收益,克雷默指出,華爾街經常將注意力轉向在低利率下蓬勃發展的公司。

Cramer concluded, "On days like today, we want the companies that desperately needed a rate cut, because they just got what they wished for. But tech? It got out of the wish game a very long time ago."

克雷默總結道:「在今天這樣的日子裏,我們希望那些迫切需要減息的公司,因爲它們剛剛實現了他們的願望。但科技公司呢?它們很久之前就已經退出了願望遊戲。」

Why It Matters: The Federal Reserve's decision to cut interest rates by 50 basis points marks a significant shift in monetary policy, breaking a streak of 12 consecutive months with rates held steady. This move aims to address inflation and balance economic risks. The rate cut has already impacted market sentiment, with the CNN Money Fear and Greed index showing improvement, moving into the "Greed" zone.

爲什麼重要:聯儲局決定將利率下調50個點子,標誌着貨幣政策發生了重大轉變,打破了連續12個月穩定不變的利率。此舉旨在應對通脹並平衡經濟風險。利率降低已經影響了市場情緒,CNN Money Fear and Greed指數顯示有所改善,進入了「貪婪」區域。

Price Action: Invesco QQQ Trust, Series 1 (NASDAQ:QQQ), which tracks tech players like Apple Inc. (NASDAQ:AAPL), Microsoft Corp. (NASDAQ:MSFT), Nvidia Corp. (NASDAQ:NVDA), Broadcom Inc. (NASDAQ:AVGO) and others, was trading 1.67% higher during the pre-market at $479.33 while it closed at $471.44, as per Benzinga Pro.

價格走勢:Invesco QQQ Trust, Series 1(納斯達克:QQQ)跟蹤科技股公司如蘋果公司(納斯達克:AAPL)、微軟公司(納斯達克:MSFT)、英偉達公司(納斯達克:NVDA)、Broadcom公司(納斯達克:AVGO)等,在盤前交易時上漲了1.67%,至479.33美元,收盤價爲471.44美元,根據Benzinga Pro報告。

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Image via Shutterstock

圖片來自shutterstock。

This story was generated using Benzinga Neuro and edited by Pooja Rajkumari

本報道使用Benzinga Neuro生成,並由Pooja Rajkumari編輯

譯文內容由第三人軟體翻譯。


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