<div id="readability-page-1">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.</div>

麥當勞

達樂

零售業 ETF - VanEck Vectors

<p>克雷默警告稱，最近麥當勞和達樂等防禦性股票的拋售，月內下跌超過 10%，是由情緒驅動而非邏輯。他建議不要僅僅因為這些零售股票看起來便宜就購買，認為下跌是受到地緣政治事件影響的情緒所致。通貨膨脹、高能源成本以及 K 型經濟等經濟挑戰正在對消費者情緒產生負面影響，即使在傳統上穩定的行業中也是如此</p>

克萊默稱，防禦性股票的拋售是由於情緒驅動，而不是基於邏輯