<div id="readability-page-1">Unexpected stock slump: McDonald’s and Dollar General shares have dropped over 10% in a month, defying their usual safe-haven status during economic stress. Cramer’s warning: Jim Cramer cautions against buying retail stocks solely because they appear cheap, blaming the sell-off on sentiment-driven reactions to geopolitical events. Economic headwinds: Inflation, high energy costs, and a deepening K-shaped economy are eroding consumer sentiment, affecting even typically resilient sectors.</div>

麦当劳

达乐

零售业 ETF - VanEck Vectors

<p>克雷默警告称，最近麦当劳和达乐等防御性股票的抛售，月内下跌超过 10%，是由情绪驱动而非逻辑。他建议不要仅仅因为这些零售股票看起来便宜就购买，认为下跌是受到地缘政治事件影响的情绪所致。通货膨胀、高能源成本以及 K 型经济等经济挑战正在对消费者情绪产生负面影响，即使在传统上稳定的行业中也是如此</p>

克莱默称，防御性股票的抛售是由于情绪驱动，而不是基于逻辑