Jim Cramer Has A Market Strategy: Interest Rates Up, Buy Mag 7; Rates Down, Buy Everything
Jim Cramer Has A Market Strategy: Interest Rates Up, Buy Mag 7; Rates Down, Buy Everything
Jim Cramer, the host of CNBC's "Mad Money," has advised investors to consider buying the 'Mag 7' stocks when interest rates rise and to buy everything when rates fall.
CNBC的《疯狂金钱》主持人吉姆·克莱姆建议投资者考虑在利率上升时购买"Mag 7"股票，在利率下降时购买一切。
What Happened: Cramer emphasized that the market shows resilience when oversold. He wrote on X, "As @jeffmarkscnbc and i were just saying, we are back to a rates up buy Mag 7, rates down buy everything world. When we get oversold the market will be more sparing."
克莱姆强调，在超卖时市场表现出了韧性。他在X上写道："正如@jeffmarkscnbc和我刚刚说的，我们回到了利率上升买Mag 7，利率下降买所有东西的世界。当市场超卖时，市场将采取更加谨慎的态度。"
Cramer's discussion with CNBC's Jeff Mark highlights their approach to navigating market fluctuations based on interest rate movements. The "Mag 7" refers to a group of high-performing tech stocks.
克莱姆与CNBC的Jeff Mark的讨论突出了他们基于利率变动来应对市场波动的方法。"Mag 7"是指一组表现优异的高科技股票。
As @jeffmarkscnbc and i were just saying, we are back to a rates up buy Mag 7, rates down buy everything world. When we get oversold the market will be more sparing
— Jim Cramer (@jimcramer) July 1, 2024
正如@jeffmarkscnbc和我刚刚说的，我们回到了利率上升买Mag 7，利率下降买所有东西的世界。当市场超卖时，市场将采取更加谨慎的态度。
2024年7月1日，吉姆克莱姆在推特上发文。
The Magnificent Seven stocks are a group of mega-cap tech stocks, which include Apple Inc. (NASDAQ:AAPL), Amazon.com Inc. (NASDAQ:AMZN), Meta Platforms Inc. (NASDAQ:META), NVIDIA Corp (NASDAQ:NVDA), Tesla Inc. (NASDAQ:TSLA), Microsoft Corp. (NASDAQ:MSFT), and Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG).
Magnificent Seven是一组市值巨大的科技股票，包括：苹果公司、亚马逊公司、Meta Platforms、英伟达、特斯拉、微软和alphabet inc。
Why It Matters: The tech sector, a major driver of the stock market's recent gains, has been downgraded by Truist's Chief Strategist and CIO, Keith Lerner. This move comes amid overvaluation concerns and a subsequent recommendation to invest in alternative sectors. Lerner recently downgraded the tech sector from overweight to neutral, citing concerns over its current valuation.
科技领域是股市最近涨幅的主要驱动力，但由于过高的估值和投资者对替代行业的看好，Truist的首席策略师兼首席投资组合经理Keith Lerner将其从超配股票转为中性。Lerner最近下调了科技板块的权重，表示对其当前估值的担忧。
In January, Cramer suggested removing Tesla from the "Magnificent Seven" and coined a new name for the group of mega-cap tech stocks.
在一月份，克莱姆建议将特斯拉从"Magnificent Seven"中移除，并指出了这个市值巨大的科技股票组的新名称。
Wedbush analyst Dan Ives recently predicted a 15% surge in tech stocks in the second half of 2024, driven by expanding AI use cases. Ives believes the tech bull market has longevity, suggesting that the current AI boom is far from over.
Wedbush分析师丹·艾夫斯最近预测，由于人工智能应用范围的扩大，科技股票在2024年下半年将会有15%的增长。艾夫斯认为，科技牛市具有长期性，并认为当前的人工智能热潮远未结束。
Moreover, the era of the Magnificent Seven in the stock market, a term coined for a group of mega-cap giants, might be coming to an end, according to Mike O'Rourke, the chief market strategist at Jones Trading who popularized the label.
此外，科技七巨头的时代可能即将结束，这是Jones Trading的首席市场策略师Mike O'Rourke所称的。
Image Via Shutterstock
图片来自Shutterstock。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
这个故事是使用Benzinga Neuro生成的，并由Kaustubh Bagalkote编辑