Jim Cramer Says Tech Earnings Crucial Test For 'Great Rotation' Theory As Key Reports From Microsoft, Apple, Amazon, And Meta Loom On the Horizon
Jim Cramer Says Tech Earnings Crucial Test For 'Great Rotation' Theory As Key Reports From Microsoft, Apple, Amazon, And Meta Loom On the Horizon
Jim Cramer, the host of CNBC's "Mad Money," has highlighted the upcoming earnings reports from major tech companies as a critical turning point for the "great rotation" in the stock market.
CNBC《疯狂钱赚》主持人吉姆·克莱默（Jim Cramer）指出，主要科技公司即将公布的财报将是股市“大轮换”的关键转折点。
What Happened: Cramer, in his recent article, pointed out that the upcoming earnings reports from tech giants like Microsoft Corp. (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Apple Inc. (NASDAQ:AAPL), and Amazon.com, Inc. (NASDAQ:AMZN) will be a crucial test for the "great rotation" theory.
发生的事情：克莱默最近在他的文章中指出，微软公司（NASDAQ: MSFT）、meta platforms、苹果公司（NASDAQ：AAPL）和亚马逊公司（NASDAQ：AMZN）等科技巨头即将公布的财报将是“大轮换”理论的重要考验。
The "great rotation" refers to the movement of investors away from large-cap technology stocks and into small-cap stocks. This shift has been a significant trend in the stock market over the past few months.
“大轮换”是指投资者从大市值科技股转向小市值股票的趋势。这一转变是近几个月来股市的一大趋势。
Cramer emphasized that the market has been filled with speculative theories about the performance of these tech giants, but the upcoming earnings reports will provide the real facts.
克莱默强调，市场上充斥着关于这些科技巨头表现的投机性理论，但即将公布的财报将提供真实的事实。
He also noted that the recent earnings reports from Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) and Tesla, Inc. (NASDAQ:TSLA) were met with disappointment, despite exceeding expectations. This, he suggests, is a sign that the market may not react as expected to the upcoming tech earnings.
他还指出，尽管超出预期，但谷歌（Alphabet Inc.）和特斯拉（Tesla, Inc.）最近的财报仍令人失望。他认为，这表明市场可能不会如预期地对即将公布的科技公司财报做出反应。
"If the so-called "great rotation" out of megacap technology stocks into small caps that began earlier in July hadn't been at its zenith, I think both stocks would have rallied," Cramer wrote.
克莱默写道：“如果在7月早些时候开启的从大型科技股投向小型股票的所谓‘大轮换’没有达到顶峰，我认为这两只股票会上涨。”
Why It Matters: The tech earnings season began with disappointments, as shares of the "Magnificent Seven" companies declined during the last trading week. Alphabet Inc. reported stronger-than-expected earnings and revenue but missed analysts' targets on YouTube advertising revenue.
为什么重要：科技股的财报季以失望开局，价格下跌。谷歌母公司Alphabet Inc.实现的收入和营业收入均超预期，但YouTube广告收入未达分析师的预期，这导致该公司股价跌至一年来的最低点。同样，由于产品价格下降和重组费用增加，特斯拉股价下跌了12.3%。
This led to the worst week of the year for the Google parent company's stock. Similarly, Tesla Inc. missed quarterly earnings forecasts due to thinner profit margins impacted by lower vehicle prices and restructuring charges, causing shares to fall 12.3%.
随着第二季度财报季来临，亚马逊公司 Inc、优步技术公司（NYSE：UBER）和Alphabet Inc.正在成为备受瞩目的股票。JPMorgan分析师道格·安穆斯将这些公司视为头号选择，尽管今年互联网板块表现不佳。
As the second-quarter earnings season approaches, Amazon.com Inc., Uber Technologies Inc. (NYSE:UBER), and Alphabet Inc. are emerging as standout picks. JPMorgan analyst Doug Anmuth highlights these companies as top picks, despite the mixed performance of the internet sector so far this year.
ARk Invest的CEO Cathie Wood预测，股票市场可能会发生转变，青睐小市值股票而不是大市值科技公司。这个预测是基于美联储最近的投资者信中概述的“限制性”的货币政策。
Cathie Wood, the CEO of ARK Invest, has predicted a potential shift in the equity market, favoring small-cap stocks over large-cap tech companies. This forecast is based on the current "restrictive" monetary policy of the Federal Reserve, as outlined in a recent investor letter.
ARk投资的首席执行官Cathie Wood预测股权市场可能发生转变，偏向小市值股票而非大型科技公司。这个预测基于美联储最近一封投资者信中所述的“限制性”货币政策。
Image Via Pixabay
图片来自Pixabay
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本报道使用Benzinga Neuro生成，并由Kaustubh Bagalkote