Cramer's Year-End Game Plan: Load Up On Digital Retailers
Cramer's Year-End Game Plan: Load Up On Digital Retailers
Consumers will spend the final few weeks of 2020 doing much of the same they always do: shopping for holiday gifts. As such, investors may want to consider "loading up" on retail stocks -- so long as they have a strong digital presence, according to Jim Cramer.
消費者將在2020年的最後幾周像往常一樣購物：購買節日禮物。因此，吉姆·克雷默(Jim Cramer)表示，投資者可能希望考慮“買入”零售股票--只要它們擁有強大的數字業務。
The Strategy: Legendary chart pro and technical analyst Larry Williams presented his "Fourth of July trade" in June that "worked out" well and his latest Thanksgiving trade strategy for the rest of 2020 could also prove to be a winner, Cramer said Monday on "Mad Money."
策略：傳奇圖表專家和技術分析師拉里·威廉姆斯(Larry Williams)在6月份發表了他的“7月4日交易”，結果“很好”，他在2020年剩餘時間的最新感恩節交易策略也可能被證明是贏家，克雷默週一在“瘋狂的金錢”(Mad Money)節目中表示。
Williams is modeling for a "month-long retail rally" starting in Thanksgiving through Christmas, Cramer said. But investors need to be selective in their stock picking as the holiday shopping season will be "dominated by online retail."
克雷默説，威廉姆斯正在為一場從感恩節到聖誕節的“為期一個月的零售反彈”做模特。但投資者在選股時需要有選擇性，因為假日購物季將“以網絡零售為主”。
Amazon: Amazon.com, Inc. (NASDAQ:AMZN) historically slumps from September through late November and this year is no different. Amazon's stock was trading near $3,500 to start September and opened Tuesday at around $3,100. However, the stock has shown an ability to gather momentum during this period.
亞馬遜：亞馬遜公司(Nasdaq：AMZN)歷史上從9月到11月底都在暴跌，今年也不例外。9月初，亞馬遜的股價接近3,500美元，週二開盤時約為3,100美元。然而，在這段時間裏，該股表現出了積聚動力的能力。
"So you got to imagine what happens when this pattern turns positive later in the week -- I think it will be pretty amazing," Cramer said.
克雷默説：“所以你必須想象一下，當本週晚些時候這種模式轉為正數時會發生什麼--我認為這將是非常令人驚訝的。”
Related Link: Black Friday Is Replaced With Weeklong Sales
相關鏈接：黑色星期五被為期一週的銷售所取代
Walmart: Walmart Inc (NYSE:WMT) has made a "fortune" during the COVID-19 pandemic because it gets to "stay open no matter what," Cramer said. Fortunately, the company was prepared for a rush of new digital orders after spending billions of dollars over the years in its omnichannel capabilities.
沃爾瑪：沃爾瑪公司(紐約證券交易所股票代碼：WMT)在新冠肺炎疫情期間賺了一大筆錢，因為它“無論如何都能繼續營業”，克雷默説。幸運的是，在多年來花費數十億美元在全渠道功能上之後，該公司已經為新的數字訂單的激增做好了準備。
Apple: While technically not a retailer in the pure sense, Apple Inc. (NASDAQ:AAPL) not only "moves a ton of its own merchandise" online but has a large presence in other digital services like music subscription and the App Store.
蘋果：雖然從技術上講，蘋果公司不是純粹意義上的零售商，但蘋果公司(納斯達克股票代碼：AAPL)不僅在網上“銷售大量自己的商品”，而且在音樂訂閲和App Store等其他數字服務領域也佔有很大份額。
At a time when consumers can't spend money on traveling and experiences, people are left at home with extra money to spend on "stuff."
當消費者不能在旅行和體驗上花錢時，人們只能把多餘的錢留在家裏花在“東西”上。
"And Apple makes some of the best stuff in the universe," Cramer said.
克雷默説：“蘋果製造了一些世界上最好的東西。”
Home Depot: Home Depot Inc (NYSE:HD) benefited throughout the pandemic as people chose to spend more money on upgrading or renovating their homes, Cramer said.
家得寶：克雷默説，家得寶公司(NYSE：HD)在整個疫情期間受益，因為人們選擇把更多的錢花在升級或翻新自己的房子上。
"When millions of people are stuck at home, they have every reason to renovate," Cramer said.
克雷默説：“當數以百萬計的人被困在家裏時，他們完全有理由翻新。”
譯文內容由第三人軟體翻譯。