Jim Cramer Has A Market Strategy: Interest Rates Up, Buy Mag 7; Rates Down, Buy Everything
Jim Cramer Has A Market Strategy: Interest Rates Up, Buy Mag 7; Rates Down, Buy Everything
Jim Cramer, the host of CNBC's "Mad Money," has advised investors to consider buying the 'Mag 7' stocks when interest rates rise and to buy everything when rates fall.
CNBC的《瘋狂金錢》主持人吉姆·克萊姆建議投資者考慮在利率上升時購買"Mag 7"股票，在利率下降時購買一切。
What Happened: Cramer emphasized that the market shows resilience when oversold. He wrote on X, "As @jeffmarkscnbc and i were just saying, we are back to a rates up buy Mag 7, rates down buy everything world. When we get oversold the market will be more sparing."
克萊姆強調，在超賣時市場表現出了韌性。他在X上寫道："正如@jeffmarkscnbc和我剛剛說的，我們回到了利率上升買Mag 7，利率下降買所有東西的世界。當市場超賣時，市場將採取更加謹慎的態度。"
Cramer's discussion with CNBC's Jeff Mark highlights their approach to navigating market fluctuations based on interest rate movements. The "Mag 7" refers to a group of high-performing tech stocks.
克萊姆與CNBC的Jeff Mark的討論突出了他們基於利率變動來應對市場波動的方法。"Mag 7"是指一組表現優異的高科技股票。
As @jeffmarkscnbc and i were just saying, we are back to a rates up buy Mag 7, rates down buy everything world. When we get oversold the market will be more sparing
— Jim Cramer (@jimcramer) July 1, 2024
正如@jeffmarkscnbc和我剛剛說的，我們回到了利率上升買Mag 7，利率下降買所有東西的世界。當市場超賣時，市場將採取更加謹慎的態度。
2024年7月1日，吉姆克萊姆在推特上發文。
The Magnificent Seven stocks are a group of mega-cap tech stocks, which include Apple Inc. (NASDAQ:AAPL), Amazon.com Inc. (NASDAQ:AMZN), Meta Platforms Inc. (NASDAQ:META), NVIDIA Corp (NASDAQ:NVDA), Tesla Inc. (NASDAQ:TSLA), Microsoft Corp. (NASDAQ:MSFT), and Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG).
Magnificent Seven是一組市值巨大的科技股票，包括：蘋果公司、亞馬遜公司、Meta Platforms、英偉達、特斯拉、微軟和alphabet inc。
Why It Matters: The tech sector, a major driver of the stock market's recent gains, has been downgraded by Truist's Chief Strategist and CIO, Keith Lerner. This move comes amid overvaluation concerns and a subsequent recommendation to invest in alternative sectors. Lerner recently downgraded the tech sector from overweight to neutral, citing concerns over its current valuation.
科技領域是股市最近漲幅的主要驅動力，但由於過高的估值和投資者對替代行業的看好，Truist的首席策略師兼首席投資組合經理Keith Lerner將其從超配股票轉爲中性。Lerner最近下調了科技板塊的權重，表示對其當前估值的擔憂。
In January, Cramer suggested removing Tesla from the "Magnificent Seven" and coined a new name for the group of mega-cap tech stocks.
在一月份，克萊姆建議將特斯拉從"Magnificent Seven"中移除，並指出了這個市值巨大的科技股票組的新名稱。
Wedbush analyst Dan Ives recently predicted a 15% surge in tech stocks in the second half of 2024, driven by expanding AI use cases. Ives believes the tech bull market has longevity, suggesting that the current AI boom is far from over.
Wedbush分析師丹·艾夫斯最近預測，由於人工智能應用範圍的擴大，科技股票在2024年下半年將會有15%的增長。艾夫斯認爲，科技牛市具有長期性，並認爲當前的人工智能熱潮遠未結束。
Moreover, the era of the Magnificent Seven in the stock market, a term coined for a group of mega-cap giants, might be coming to an end, according to Mike O'Rourke, the chief market strategist at Jones Trading who popularized the label.
此外，科技七巨頭的時代可能即將結束，這是Jones Trading的首席市場策略師Mike O'Rourke所稱的。
Image Via Shutterstock
圖片來自Shutterstock。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本報道使用Benzinga Neuro生成，並由Kaustubh Bagalkote
譯文內容由第三人軟體翻譯。