<p>《疯狂金钱》主持人吉姆·克雷默对各种股票有很多看法。作为主流金融媒体中最具影响力的人物之一，投资者们肯定希望能够致电他，获取他对特定上市公司的观点。毕竟，他曾预见到 2008 年的金融危机。</p>
<p>在这篇文章中，我们将看看两只备受打压的股票，我认为吉姆·克雷默看涨是正确的。这些股票在夏季波动期间被不公正地拖累。随着众多长期增长动力，抄底者可能希望在市场情绪仍处于混合至轻微负面时入场。</p>
<p>当然，没有投资大师能够每次都准确。话虽如此，对于这两家公司，我认为在季度财报的令人沮丧的季节结束后，克雷默将被证明是正确的。</p>
<p><strong>本文要点</strong></p>
<ul>
<li>最近科技股下滑严重打压了一些大市值科技明星，其中一些是吉姆·克雷默的粉丝。</li>
<li>苹果和微软股票从目前情况看可能表现不错，即使它们的跌势尚未结束。</li>
<li>如果你正在寻找一些潜力巨大的股票，请务必获取我们全新的 “下一个英伟达” 报告的免费副本。报告中介绍了一家我们确信具有 10 倍潜力的软件公司。</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/02/GettyImages-1660496234.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/02/GettyImages-1660496234.jpg"/></p>
<h2><strong>苹果</strong></h2>
<p>克雷默表示，苹果（NASDAQ:AAPL）是任何投资组合的 “四分卫”，该公司在本周一的发布会上推出了一系列引人入胜的新设备。毫无疑问，投资者并不感到兴奋，因为 AAPL 股价在活动期间落后于市场，在活动结束前急剧下跌，最终收于平盘。</p>
<p>在之前的一篇文章中，我曾敦促投资者在 9 月 9 日活动前保持谨慎，指出主题演讲往往令人失望，大部分令人兴奋的消息可能已在今年早些时候的 WWDC 2024 活动中展示过。尽管投资者最初反应平淡，但我认为主题演讲中有一些值得注意且被低估的积极因素可能会在未来几周受到分析师目标价上调的影响。</p>
<p>当然，新的 iPhone 16 系列配备了一个新的相机按钮和基于全新 <strong>Arm Holdings</strong>（NASDAQ:ARM）V9 架构的 A17 芯片，这对于 AI 应用更好。此外，我们还深入了解了 Apple Intelligence。当然，AI 有潜力成为苹果的颠覆者。然而，主题演讲中最大的潜在创新在于 AirPods。</p>
<p>的确，AirPods 系列得到了很好的升级。大幅改进的主动降噪（ANC）、更长的电池续航时间和其他提升用户体验的改进备受赞赏。然而，听力健康功能使 AirPods 脱颖而出，显示这款传奇耳机远不止用于享受数字音频。</p>
<p>公司的 AirPods Pro 2 还可以作为临床级助听器，帮助增强现实世界中的音频。这一重要功能表明创新在苹果仍然充满活力。鉴于 AirPods 的低调和时尚外观，我毫不怀疑新款耳机将受到助听器用户的青睐。</p>
<p>吉姆·克雷默一直将苹果股票视为长期持有而非交易的标的。即使在巨大压力下，他坚持支持这个观点。在发布会后保持乐观时，他可能再次证明是正确的。</p>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/01/GettyImages-1921159214.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/01/GettyImages-1921159214.jpg"/></p>
<h2><strong>微软</strong></h2>
<p><strong>微软</strong>（NASDAQ:MSFT）股票可能会在市场抛售加速时再次接近每股约 395 美元的 8 月低点。尽管下跌了 13%，克雷默仍对该股持有信心，因为它继续改进其生成式 AI 增长动力。</p>
<p>的确，克雷默一直是该公司首席执行官萨蒂亚·纳德拉的忠实粉丝。随着微软继续努力推进并进一步实现其 AI Copilot 的商业化，也许 MSFT 股票更像是一个便宜货，而不是一个在科技股下跌时要抛售的过热科技巨头。</p>
<p>目前，这家市值 3 万亿美元的软件巨头的市盈率为 34.3 倍。就 AI 股票而言，这不算坏交易。此外，<strong>摩根大通</strong>（NYSE:MS）最近表示，该公司可能提供对 Azure 的 “清晰” 展望。</p>
<p>毫无疑问，Azure 最近一直是微软最热门的增长动力之一。如果微软就 Azure 的发展路径澄清问题，那么预计 MSFT 股票将受到一些目标价上调的影响。</p>
<h2>“下一个英伟达” 可能改变你的生活</h2>
<p>如果你错过了英伟达的历史性涨势，那么从人工智能中获得改变生活的利润的机会并没有结束。</p>
<p>2009 年首次预测到英伟达由 AI 推动的崛起的 24/7 华尔街分析师刚刚发布了一份名为 “下一个英伟达” 的全新研究报告。</p>
<p>点击这里下载您的免费副本。</p>
<p>本文来源于 24/7 华尔街，解读为什么吉姆·克雷默对这两只股票的选择是正确的。</p>

苹果

<p>《疯狂金钱》节目主持人吉姆·克雷默认可两只备受打压的股票，苹果和微软，认为它们是强劲的投资机会，尽管最近市场波动较大。克雷默强调了苹果的创新产品，包括新款 iPhone 16 和升级版 AirPods，他认为这些产品将推动未来增长。他也对微软持乐观态度，指出其在生成式人工智能方面的进展以及在市场抛售中具有有利的估值。克雷默的观点表明，这两只股票在季度财报后有望大幅反弹，吸引了抄底买家</p>

<p>Mad Money host Jim Cramer has a lot to say about a wide range of stocks. As one of the most influential figures in the mainstream financial media, there’s sure to be a long line of investors hoping to call in to get his viewpoint on specific publicly traded names. After all, he did foresee the Great Financial Crisis of 2008 coming.</p>
<div class="lb-trans"><p>《疯狂金钱》主持人吉姆·克雷默对各种股票有很多看法。作为主流金融媒体中最具影响力的人物之一，投资者们肯定希望能够致电他，获取他对特定上市公司的观点。毕竟，他曾预见到 2008 年的金融危机。</p>
</div><p>In this piece, we’ll look at two beaten-down stocks that I think Jim Cramer is right to be bullish on. The following names have been unfairly dragged down amid the summer season of volatility. And with numerous long-term growth drivers, dip-buyers may wish to jump in while market sentiment is still mixed-to-mildly negative.</p>
<div class="lb-trans"><p>在这篇文章中，我们将看看两只备受打压的股票，我认为吉姆·克雷默看涨是正确的。这些股票在夏季波动期间被不公正地拖累。随着众多长期增长动力，抄底者可能希望在市场情绪仍处于混合至轻微负面时入场。</p>
</div><p>Of course, no investing guru can get every pick spot-on. That said, when it comes to these two firms, I think Cramer will be proven right in a big-time way after the rather upsetting seasonal period of quarterly earnings comes to a close.</p>
<div class="lb-trans"><p>当然，没有投资大师能够每次都准确。话虽如此，对于这两家公司，我认为在季度财报的令人沮丧的季节结束后，克雷默将被证明是正确的。</p>
</div><p><strong>Key Points About This Article</strong></p>
<ul>
<li>The recent tech slide has weighed heavily on some mega-cap tech stars, some of which Jim Cramer is a fan of.</li>
<li>Apple and Microsoft shares could fare well from here, even if they’re not done bottoming.</li>
<li>If you’re looking for some stocks with huge potential, make sure to grab a free copy of our <strong>brand-new “The Next NVIDIA” report</strong>. It features a software stock we’re confident has 10X potential.</li>
</ul>
<div class="lb-trans"><p><strong>本文要点</strong></p>
<ul>
<li>最近科技股下滑严重打压了一些大市值科技明星，其中一些是吉姆·克雷默的粉丝。</li>
<li>苹果和微软股票从目前情况看可能表现不错，即使它们的跌势尚未结束。</li>
<li>如果你正在寻找一些潜力巨大的股票，请务必获取我们全新的 “下一个英伟达” 报告的免费副本。报告中介绍了一家我们确信具有 10 倍潜力的软件公司。</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/02/GettyImages-1660496234.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2024/02/GettyImages-1660496234.jpg"/></p>
<h2><strong>Apple</strong></h2>
<div class="lb-trans"><h2><strong>苹果</strong></h2>
</div><p>Cramer said Apple (NASDAQ:AAPL) is the “quarterback of any portfolio” and the company just unveiled a slew of intriguing new gadgets this Monday at its glowtime event. Undoubtedly, investors were not enthused, as AAPL shares trailed the market, sagging amid the event at an alarming pace before finishing the day flat.</p>
<div class="lb-trans"><p>克雷默表示，苹果（NASDAQ:AAPL）是任何投资组合的 “四分卫”，该公司在本周一的发布会上推出了一系列引人入胜的新设备。毫无疑问，投资者并不感到兴奋，因为 AAPL 股价在活动期间落后于市场，在活动结束前急剧下跌，最终收于平盘。</p>
</div><p>In a prior piece, I urged investors to be cautious ahead of the Sept. 9 event, noting that keynotes tend to underwhelm and that most of the exciting news was probably already shown off at the WWDC 2024 event earlier this year. Despite the initial muted reaction from investors, I did think the keynote saw some notable and underrated positives that could be subject to analyst price target hikes in the coming weeks.</p>
<div class="lb-trans"><p>在之前的一篇文章中，我曾敦促投资者在 9 月 9 日活动前保持谨慎，指出主题演讲往往令人失望，大部分令人兴奋的消息可能已在今年早些时候的 WWDC 2024 活动中展示过。尽管投资者最初反应平淡，但我认为主题演讲中有一些值得注意且被低估的积极因素可能会在未来几周受到分析师目标价上调的影响。</p>
</div><p>Of course, there was the new iPhone 16 line with a new camera button and an A17 chip based on the all-new <strong>Arm Holdings</strong> (NASDAQ:ARM) V9 architecture, which is better for AI applications. Additionally, we got a closer look at Apple Intelligence. Of course, AI has the potential to be a game-changer for Apple. However, the biggest under-the-radar innovation from the keynote was in AirPods.</p>
<div class="lb-trans"><p>当然，新的 iPhone 16 系列配备了一个新的相机按钮和基于全新 <strong>Arm Holdings</strong>（NASDAQ:ARM）V9 架构的 A17 芯片，这对于 AI 应用更好。此外，我们还深入了解了 Apple Intelligence。当然，AI 有潜力成为苹果的颠覆者。然而，主题演讲中最大的潜在创新在于 AirPods。</p>
</div><p>Indeed, the AirPods lineup got a nice refresh. The much-improved active noise cancellation (ANC), better battery life, and other quality-of-life improvements are appreciated. However, the hearing health features set AirPods apart from the pack, showing that the legendary earbuds are far more than just for enjoying digital audio.</p>
<div class="lb-trans"><p>的确，AirPods 系列得到了很好的升级。大幅改进的主动降噪（ANC）、更长的电池续航时间和其他提升用户体验的改进备受赞赏。然而，听力健康功能使 AirPods 脱颖而出，显示这款传奇耳机远不止用于享受数字音频。</p>
</div><p>The company’s AirPods Pro 2 can also act as a clinical-grade hearing aid, helping enhance audio in the real world. That profound feature shows innovation is still alive and well at Apple. And given how discrete and cool-looking AirPods are, I have no doubt that the new buds will be a hit among those who use hearing aids.</p>
<div class="lb-trans"><p>公司的 AirPods Pro 2 还可以作为临床级助听器，帮助增强现实世界中的音频。这一重要功能表明创新在苹果仍然充满活力。鉴于 AirPods 的低调和时尚外观，我毫不怀疑新款耳机将受到助听器用户的青睐。</p>
</div><p>Jim Cramer has famously touted Apple stock as a name to own, not trade. He’s been right to stand by the name, even in times of immense pressure. And he’ll probably be right again as he stays upbeat post-keynote.</p>
<div class="lb-trans"><p>吉姆·克雷默一直将苹果股票视为长期持有而非交易的标的。即使在巨大压力下，他坚持支持这个观点。在发布会后保持乐观时，他可能再次证明是正确的。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2024/01/GettyImages-1921159214.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2024/01/GettyImages-1921159214.jpg"/></p>
<h2><strong>Microsoft</strong></h2>
<div class="lb-trans"><h2><strong>微软</strong></h2>
</div><p><strong>Microsoft</strong> (NASDAQ:MSFT) stock could find itself flirting with August lows of around $395 per share again as the market sell-off picks up speed. Despite the 13% correction, Cramer remains confident in the stock as it continues to improve to its generative AI growth drivers.</p>
<div class="lb-trans"><p><strong>微软</strong>（NASDAQ:MSFT）股票可能会在市场抛售加速时再次接近每股约 395 美元的 8 月低点。尽管下跌了 13%，克雷默仍对该股持有信心，因为它继续改进其生成式 AI 增长动力。</p>
</div><p>Indeed, Cramer has been a vocal fan of the company’s top boss, CEO Satya Nadella. As Microsoft continues doing its best to advance and further monetize its AI Copilot, perhaps MSFT shares are more of a bargain than an overheated tech titan to be sold as tech rolls over.</p>
<div class="lb-trans"><p>的确，克雷默一直是该公司首席执行官萨蒂亚·纳德拉的忠实粉丝。随着微软继续努力推进并进一步实现其 AI Copilot 的商业化，也许 MSFT 股票更像是一个便宜货，而不是一个在科技股下跌时要抛售的过热科技巨头。</p>
</div><p>At writing, the $3 trillion software giant goes for 34.3 times trailing price-to-earnings (P/E). Not a bad deal as far as AI stocks are concerned. Additionally, <strong>Morgan Stanley</strong> (NYSE:MS) recently suggested the firm could offer a “cleaner” look into Azure.</p>
<div class="lb-trans"><p>目前，这家市值 3 万亿美元的软件巨头的市盈率为 34.3 倍。就 AI 股票而言，这不算坏交易。此外，<strong>摩根大通</strong>（NYSE:MS）最近表示，该公司可能提供对 Azure 的 “清晰” 展望。</p>
</div><p>Undoubtedly, Azure has been one of Microsoft’s most heated growth drivers lately. Should Microsoft clear the air on Azure’s path, look for MSFT stock to be the recipient of a few price target hikes.</p>
<div class="lb-trans"><p>毫无疑问，Azure 最近一直是微软最热门的增长动力之一。如果微软就 Azure 的发展路径澄清问题，那么预计 MSFT 股票将受到一些目标价上调的影响。</p>
</div><h2>“The Next NVIDIA” Could Change Your Life</h2>
<div class="lb-trans"><h2>“下一个英伟达” 可能改变你的生活</h2>
</div><p>If you missed out on NVIDIA’s historic run, your chance to see life-changing profits from AI isn’t over.</p>
<div class="lb-trans"><p>如果你错过了英伟达的历史性涨势，那么从人工智能中获得改变生活的利润的机会并没有结束。</p>
</div><p>The 24/7 Wall Street Analyst who first called NVIDIA’s AI-fueled rise in 2009 just published a brand-new research report named “The Next NVIDIA.”</p>
<div class="lb-trans"><p>2009 年首次预测到英伟达由 AI 推动的崛起的 24/7 华尔街分析师刚刚发布了一份名为 “下一个英伟达” 的全新研究报告。</p>
</div><p>Click here to download your FREE copy.</p>
<div class="lb-trans"><p>点击这里下载您的免费副本。</p>
</div><p>The post Why Jim Cramer Is Right About These 2 Stock Picks appeared first on 24/7 Wall St..</p>
<div class="lb-trans"><p>本文来源于 24/7 华尔街，解读为什么吉姆·克雷默对这两只股票的选择是正确的。</p>
</div>

Why Jim Cramer Is Right About These 2 Stock Picks

- Jim Cramer 是财经媒体中最具影响力的人之一，认为他看好的两只被低估的股票值得投资。
- 苹果公司在新品发布会上推出了新产品，虽然股价表现平平，但新品中的创新功能或许会受到分析师青睐。
- 微软股票可能会重新接近 8 月份的低点，但 Cramer 对其持续改进的人工智能增长前景表示信心。

为什么吉姆·克莱默对这两只股票的选择是正确的