---
title: "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"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286551330.md"
description: "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"
datetime: "2026-05-15T10:53:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286551330.md)
  - [en](https://longbridge.com/en/news/286551330.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286551330.md)
---

# 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

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.

### 相关股票

- [SHOP.US](https://longbridge.com/zh-CN/quote/SHOP.US.md)
- [META.US](https://longbridge.com/zh-CN/quote/META.US.md)
- [SHPU.US](https://longbridge.com/zh-CN/quote/SHPU.US.md)
- [FBL.US](https://longbridge.com/zh-CN/quote/FBL.US.md)
- [METU.US](https://longbridge.com/zh-CN/quote/METU.US.md)

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