---
title: "克萊默支持戴文能源，並建議對高價科技股保持謹慎"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286931527.md"
description: "Cramer 推薦戴文能源，因為其在天然氣領域的強勁地位，同時警告意法半導體的估值過高。他強調台積電在人工智能方面的投資可能會帶來收益，但警告非人工智能股票可能會受到嚴厲打擊。Cramer 建議在超買市場中削減持倉，並避免在不熟悉的股票中進行新購"
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)
---

# 克萊默支持戴文能源，並建議對高價科技股保持謹慎

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.

### 相關股票

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

## 相關資訊與研究

- [鉅亨速報 - Factset 最新調查：戴文能源 (DVN-US) EPS 預估下修至 5.36 元，預估目標價為 60.00 元](https://longbridge.com/zh-HK/news/286621428.md)
- [鉅亨速報 - Factset 最新調查：戴文能源 (DVN-US) EPS 預估上修至 5.44 元，預估目標價為 60.00 元](https://longbridge.com/zh-HK/news/286453124.md)
- [對沖基金趁芯片股強勁反彈獲利了結，但維持人工智能整體佈局](https://longbridge.com/zh-HK/news/287218042.md)
- [四分之一的近期裁員被歸因於人工智能](https://longbridge.com/zh-HK/news/286659129.md)
- [【AI】中國信通院啟動首批「人工智能營銷客服平台能力」測評](https://longbridge.com/zh-HK/news/286730061.md)