<div id="readability-page-1">Why the caution: Cramer warns semiconductor stocks have gone 'parabolic' after historic gains, prompting him to lock in profits on some winners. Where he's buying: He favors AI-driven companies like Meta and Shopify, which are down 24% and 46% from highs despite strong earnings and growth prospects. Tech sector context: Broader tech earnings are surging while valuations ease, creating selective opportunities even as some areas show bubble-like behavior.</div>

SHOP

SHPU

2 倍做多 META ETF - GraniteShares

2 倍做多 Meta ETF - Direxion

<p>吉姆·克莱默对半导体股票持谨慎态度，他认为这些股票的涨幅过大，因此选择获利了结。他现在专注于像 Meta 和 Shopify 这样的人工智能驱动公司，尽管这些公司的收益强劲，但股价却大幅下跌。科技行业正在经历收益上升和估值放松的情况，在某些领域泡沫般的条件下，呈现出选择性投资的机会</p>

Jim Cramer trims chip stocks, eyes AI bargains after rally

- Cramer 警告半导体股已大幅上涨，建议锁定部分盈利。  
- 他看好 AI 驱动的公司如 Meta 和 Shopify，分别下跌 24% 和 46%。  
- 技术行业整体盈利激增，估值放松，带来选择性机会。

Jim Cramer 削减芯片股票，并在市场上涨后寻找人工智能领域的投资机会