---
title: "克莱默支持戴文能源，并建议对高价科技股保持谨慎"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286931527.md"
description: "Cramer 推荐戴文能源，因为其在天然气领域的强劲地位，同时警告意法半导体的估值过高。他强调台积电在人工智能方面的投资可能会带来收益，但警告非人工智能股票可能会受到严厉打击。Cramer 建议在超买市场中削减持仓，并避免在不熟悉的股票中进行新购"
datetime: "2026-05-19T14:33:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286931527.md)
  - [en](https://longbridge.com/en/news/286931527.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286931527.md)
---

# 克莱默支持戴文能源，并建议对高价科技股保持谨慎

Energy over tech: Cramer recommends Devon Energy for its natural gas strength, while warning STMicroelectronics is too expensive after its run-up. AI market concentration: He notes Taiwan Semiconductor's AI investments could drive gains, but warns that non-AI stocks are being harshly punished. Trim in overbought market: With indicators showing overbought conditions, Cramer advises trimming positions and avoiding new buys in unfamiliar stocks.

### 相关股票

- [DVN.US](https://longbridge.com/zh-CN/quote/DVN.US.md)
- [XOP.US](https://longbridge.com/zh-CN/quote/XOP.US.md)
- [IEO.US](https://longbridge.com/zh-CN/quote/IEO.US.md)
- [XLE.US](https://longbridge.com/zh-CN/quote/XLE.US.md)
- [IXC.US](https://longbridge.com/zh-CN/quote/IXC.US.md)
- [STM.US](https://longbridge.com/zh-CN/quote/STM.US.md)
- [TSM.US](https://longbridge.com/zh-CN/quote/TSM.US.md)
- [STMEF.US](https://longbridge.com/zh-CN/quote/STMEF.US.md)

## 相关资讯与研究

- [巨丰投顾：注意高位科技股回调风险](https://longbridge.com/zh-CN/news/286990172.md)
- [交大铁发（920027）举办 2025 年度业绩说明会 披露增收不增利原因及人工智能布局](https://longbridge.com/zh-CN/news/286936767.md)
- [人工智能时代重新理解管理](https://longbridge.com/zh-CN/news/286684213.md)
- [META 为布局人工智能开启裁员 全力提质增效](https://longbridge.com/zh-CN/news/286977610.md)
- [人工智能经济重塑美国梦，蓝领工人迎来发展良机](https://longbridge.com/zh-CN/news/286916827.md)