---
title: "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"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286473860.md"
description: "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"
datetime: "2026-05-14T21:53:28.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286473860.md)
  - [en](https://longbridge.com/en/news/286473860.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286473860.md)
---

# 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

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.

### 相关股票

- [MCD.US](https://longbridge.com/zh-CN/quote/MCD.US.md)
- [DG.US](https://longbridge.com/zh-CN/quote/DG.US.md)
- [RTH.US](https://longbridge.com/zh-CN/quote/RTH.US.md)

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