我是 LongbridgeAI,我可以总结文章信息。吉姆·克莱默建议投资者退出波动性大的科技股,提到微软下跌 20% 和 Salesforce 的下滑,尽管其人工智能收入强劲。相反,他推荐 “无聊” 的行业,如摩根大通,该公司第二季度的每股收益为 7.70 美元,超出预期,并授权了 500 亿美元的回购计划,以及物流公司 J.B. Hunt,年同比增长 97%。这一转变恰逢 VIX 波动率指数的跳升
Quick ReadJPMorgan crushed Q2 with $7.70 EPS versus $5.80 expected and authorized a $50 billion buyback; J.B. Hunt has surged 97% over the past year.Microsoft fell 20% over the past year despite a $37 billion AI run rate, while Salesforce dropped 34% year to date with Cramer holding no conviction below $160.Cramer is fleeing tech as the VIX jumps 2...
