Jim Cramer: The Biggest Beneficiary Of AI Is Going To Be... JPMorgan?
Jim Cramer: The Biggest Beneficiary Of AI Is Going To Be... JPMorgan?
Jim Cramer surprised his co-hosts on CNBC's "Squawk On The Street" on Thursday when he predicted that JPMorgan Chase & Co (NYSE:JPM) would end up being the biggest beneficiary of the AI boom.
週四，Jim Cramer在CNBC的“Squawk on the Street”節目中向他的合作伙伴們預測說，摩根大通(NYSE:JPM)將成爲人工智能科技蓬勃發展的最大受益者。
What Happened: Cramer explained Thursday that we are currently in the midst of "one of the greatest markets ever," being driven by the advancement and implementation of AI technology.
Cramer在週四解釋說，我們當前處於“有史以來最偉大的市場之一”，這是由於人工智能技術的進步和實施推動。
"AI is so front and center, actually happening right now, and my prediction is that the company that will benefit the most from AI is ... JPMorgan," Cramer said.
“AI正在如此重要的位置，實際上已經開始了。我預測最從中受益的公司是…摩根大通，”Cramer表示。
CNBC's David Faber guessed that he was going to say NVIDIA Corp (NASDAQ:NVDA), which Cramer has long been a big supporter of. Cramer suggested that no one stands to benefit from AI more than Nvidia and clarified that he was excluding Nvidia from the prediction and focusing on Nvidia customers.
CNBC的大衛·法伯猜測他會說英偉達股份有限公司(NASDAQ:NVDA)，而Cramer一直是英偉達的忠實支持者。Cramer認爲，沒有人比英偉達更能從人工智能中受益，他澄清說他將英偉達排除在預測之外，而是專注於英偉達的客戶。
"Jamie Dimon has probably spent more time with Nvidia than any CEO in the country," Cramer said, adding that he believed JPMorgan has the most AI opportunity in front of it among Nvidia customers.
“傑米·戴蒙或許比這個國家的任何一位首席執行官都與英偉達有更多的接觸，”Cramer說。他補充說，他認爲在英偉達的客戶中，摩根大通在人工智能領域擁有最大的機會。
Why It Matters: JPMorgan stock is currently trading at approximately 12.5 times forward earnings, according to data from Benzinga Pro.
根據Benzinga Pro的數據，目前摩根大通的股票正以大約12.5倍的未來收益率交易。
Cramer suggested the multiple is way too low: "How could the premier bank in the country, in the world, sell at 12 times earnings? How is that possible?"
Cramer認爲這個估值太低了：“全美，全球的卓越銀行怎麼可能以12倍的市盈率出售呢？這怎麼可能？”
The S&P 500 is trading at roughly 24 times earnings, he said, adding that JPMorgan should be trading at a multiple higher than half of what the entire S&P 500 is trading at.
他說，標普500指數的市盈率約爲24倍，摩根大通應該以高於標普500指數一半市盈率的價格交易。
Beyond JPMorgan's AI positioning, Cramer believed the political landscape could be another catalyst for the stock in the back half of the year. If former President Donald Trump is reelected in November, he suggested it could be another positive for banks.
除了摩根大通在人工智能領域的地位，Cramer認爲政治格局可能是今年下半年該股的另一個催化劑。如果唐納德·特朗普在11月份連任，他建議這可能會對銀行股產生積極影響。
Investors won't have to wait long for performance updates. JPMorgan is set to kick off bank earnings season when the company reports financial results for the second quarter before the market opens on Friday. Analysts are looking for earnings of $4.19 per share and revenue of $42.339 billion, according to estimates from Benzinga Pro.
投資者將不必等待太久即可獲得業績更新。摩根大通將在週五開盤前公佈第二季度的財務業績。根據Benzinga Pro的估計，分析師預計其每股收益爲4.19美元，營業收入爲423.39億美元。
JPM Price Action: JPMorgan shares were up 0.043% at $207.79 at the time of publication Thursday, according to Benzinga Pro.
根據Benzinga Pro的數據，截至週四，摩根大通股價上漲了0.043%，達到207.79美元。
Photo: Shutterstock
Photo: shutterstock
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