<p>在开盘铃声响起后不久，我们将以大约 307 美元的价格购买 45 股 Alphabet。根据周五的交易，Jim Cramer 的慈善信托基金将拥有 300 股 GOOGL，权重将从 2.04% 增加到 2.4%。我们现在可以购买 Alphabet 的股票，因为我们不再受到交易限制。这家科技巨头在我们周四分享的购物清单上。标准普尔短期振荡器在周四的抛售后进一步进入超卖区域，从-5.48% 降至-7.65%。（超卖的阈值为-4%。）在伊朗战争没有解决和油价飙升（周五稍微降温）的情况下，我们认为振荡器可能会达到-10%，历史上这是一个很好的买入时机。Alphabet 的股票本周略有上涨，但我们仍然将下跌视为逐步增持这一相对较新头寸的机会。截至周四收盘，该股年初至今下跌约 3%，较 2 月份创下的历史高点回落 10%。GOOGL 年初至今的表现，Alphabet 年初至今的表现，飙升的人工智能资本支出让一些投资者对超大规模企业感到不安，但 Alphabet 证明了它在将这些投资货币化方面是最优秀的。Google 搜索收入因与 AI 驱动的查询的互动增加而有所提升。Google Cloud 的积压增长表明其正在夺取市场份额。Alphabet 能够通过自由现金流自筹资金进行 AI 投资——与其大型同行不同，它还有多余的空间。FactSet 上的当前共识分析师估计显示，Alphabet 预计今年将产生 310 亿美元的自由现金流，而 Meta Platforms 为 60 亿美元，Amazon 则为 110 亿美元的现金流出。预计微软在 2026 日历年将产生约 740 亿美元的自由现金流，但它可能需要更多投资以赶上。（Jim Cramer 的慈善信托基金持有 GOOGL、META、AMZN、MSFT。请查看此处以获取完整的股票列表。）作为 Jim Cramer 的 CNBC 投资俱乐部的订阅者，您将在 Jim 进行交易之前收到交易提醒。Jim 在向慈善信托基金的投资组合发送交易提醒后等待 45 分钟才会买入或卖出股票。如果 Jim 在 CNBC 电视上谈论过某只股票，他将在发出交易提醒后等待 72 小时再执行交易。上述投资俱乐部信息受我们的条款和条件以及隐私政策的约束，并附有免责声明。您收到与投资俱乐部相关的任何信息并不构成或创造任何受托义务或责任。没有任何特定的结果或利润是有保证的。</p>

谷歌-A

谷歌-C

2 倍做多谷歌 ETF - Direxion

GOOW

1 倍做空谷歌 ETF - Direxion

<p>吉姆·克莱默的慈善信托计划以约 307 美元的价格购买 45 股 Alphabet，增持至 300 股。该股票自 2 月份的高点回落了 10%，年初至今下跌了 3%。尽管对人工智能投资存在担忧，Alphabet 在成功实现其人工智能项目的货币化，预计今年自由现金流将达到 310 亿美元。标准普尔短期振荡器显示出潜在的买入机会，因为它进一步进入超卖区域</p>

<p>Shortly after the opening bell, we will be buying 45 shares of Alphabet at roughly $307. Following Friday's trade, Jim Cramer's Charitable Trust will own 300 shares of GOOGL, increasing its weighting to 2.4% from 2.04%. We are now able to pick up shares of Alphabet as we are no longer restricted from trading the stock. The tech giant was on the shopping list we shared on Thursday. The S &amp; P Short Range Oscillator moved deeper into oversold territory after Thursday's selloff, dropping to minus-7.65% from minus-5.48%. (The threshold for oversold is minus-4%.) In the absence of a resolution to the Iran war and soaring oil prices (which cooled a bit Friday), we believe it's possible that the Oscillator will reach minus-10%, which historically has been a great time to buy . Alphabet shares are up slightly this week, but we continue to view dips as opportunities to scale into this relatively newer position. As of Thursday's close, the stock is down about 3% year to date and has pulled back 10% from the all time high it made in February. GOOGL YTD mountain Alphabet YTD Skyrocketing artificial intelligence capital expenditures have made some investors uneasy about the hyperscalers, but Alphabet has proved it is the best of the bunch at monetizing these investments. Google Search revenue is seeing a lift from AI, driven by increased engagement with AI-powered queries. Google Cloud's backlog growth suggests its taking market share. Alphabet is able to self-fund its AI investments with free cash flow — and unlike its megacap peers, it has room to spare. Current consensus analyst estimates on FactSet show Alphabet is expected to generate $31 billion of free cash flow this year, compared to Meta Platforms ' $6 billion and Amazon 's $11 billion cash outflow. Microsoft is expected to generate about $74 billion of free cash flow in calendar year 2026, but it probably needs to invest more to catch up. (Jim Cramer's Charitable Trust is long GOOGL, META, AMZN, MSFT. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.</p>
<div class="lb-trans"><p>在开盘铃声响起后不久，我们将以大约 307 美元的价格购买 45 股 Alphabet。根据周五的交易，Jim Cramer 的慈善信托基金将拥有 300 股 GOOGL，权重将从 2.04% 增加到 2.4%。我们现在可以购买 Alphabet 的股票，因为我们不再受到交易限制。这家科技巨头在我们周四分享的购物清单上。标准普尔短期振荡器在周四的抛售后进一步进入超卖区域，从-5.48% 降至-7.65%。（超卖的阈值为-4%。）在伊朗战争没有解决和油价飙升（周五稍微降温）的情况下，我们认为振荡器可能会达到-10%，历史上这是一个很好的买入时机。Alphabet 的股票本周略有上涨，但我们仍然将下跌视为逐步增持这一相对较新头寸的机会。截至周四收盘，该股年初至今下跌约 3%，较 2 月份创下的历史高点回落 10%。GOOGL 年初至今的表现，Alphabet 年初至今的表现，飙升的人工智能资本支出让一些投资者对超大规模企业感到不安，但 Alphabet 证明了它在将这些投资货币化方面是最优秀的。Google 搜索收入因与 AI 驱动的查询的互动增加而有所提升。Google Cloud 的积压增长表明其正在夺取市场份额。Alphabet 能够通过自由现金流自筹资金进行 AI 投资——与其大型同行不同，它还有多余的空间。FactSet 上的当前共识分析师估计显示，Alphabet 预计今年将产生 310 亿美元的自由现金流，而 Meta Platforms 为 60 亿美元，Amazon 则为 110 亿美元的现金流出。预计微软在 2026 日历年将产生约 740 亿美元的自由现金流，但它可能需要更多投资以赶上。（Jim Cramer 的慈善信托基金持有 GOOGL、META、AMZN、MSFT。请查看此处以获取完整的股票列表。）作为 Jim Cramer 的 CNBC 投资俱乐部的订阅者，您将在 Jim 进行交易之前收到交易提醒。Jim 在向慈善信托基金的投资组合发送交易提醒后等待 45 分钟才会买入或卖出股票。如果 Jim 在 CNBC 电视上谈论过某只股票，他将在发出交易提醒后等待 72 小时再执行交易。上述投资俱乐部信息受我们的条款和条件以及隐私政策的约束，并附有免责声明。您收到与投资俱乐部相关的任何信息并不构成或创造任何受托义务或责任。没有任何特定的结果或利润是有保证的。</p>
</div>

We're buying more of this leading AI stock on this year's undeserved pullback

- Jim Cramer 的慈善信托将购买 45 股 Alphabet，持股增至 300 股。  
- S&P 短期震荡指标显示超卖，可能下降至 -10%，历史上适合买入。  
- Alphabet 预计今年自由现金流达 310 亿美元，优于 Meta 及亚马逊。

我们在今年不应有的回调中增持这只领先的 AI 股票