<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·克萊默對半導體股票持謹慎態度，他認為這些股票的漲幅過大，因此選擇獲利了結。他現在專注於像 Meta 和 Shopify 這樣的人工智能驅動公司，儘管這些公司的收益強勁，但股價卻大幅下跌。科技行業正在經歷收益上升和估值放鬆的情況，在某些領域泡沫般的條件下，呈現出選擇性投資的機會</p>

Jim Cramer trims chip stocks, eyes AI bargains after rally

- Cramer 警告半導體股已大幅上漲，建議鎖定部分盈利。  
- 他看好 AI 驅動的公司如 Meta 和 Shopify，分別下跌 24% 和 46%。  
- 技術行業整體盈利激增，估值放鬆，帶來選擇性機會。

Jim Cramer 削減芯片股票，並在市場上漲後尋找人工智能領域的投資機會