---
title: "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"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286551330.md"
description: "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"
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

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.

### 相關股票

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

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