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.
周四，Jim Cramer在CNBC的“Squawk on the Street”节目中向他的合作伙伴们预测说，摩根大通(NYSE:JPM)将成为人工智能科技蓬勃发展的最大受益者。
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在周四解释说，我们当前处于“有史以来最伟大的市场之一”，这是由于人工智能技术的进步和实施推动。
"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，实际上已经开始了。我预测最从中受益的公司是…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的大卫·法伯猜测他会说英伟达股份有限公司(NASDAQ:NVDA)，而Cramer一直是英伟达的忠实支持者。Cramer认为，没有人比英伟达更能从人工智能中受益，他澄清说他将英伟达排除在预测之外，而是专注于英伟达的客户。
"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.
“杰米·戴蒙或许比这个国家的任何一位首席执行官都与英伟达有更多的接触，”Cramer说。他补充说，他认为在英伟达的客户中，摩根大通在人工智能领域拥有最大的机会。
Why It Matters: JPMorgan stock is currently trading at approximately 12.5 times forward earnings, according to data from Benzinga Pro.
根据Benzinga Pro的数据，目前摩根大通的股票正以大约12.5倍的未来收益率交易。
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认为这个估值太低了：“全美，全球的卓越银行怎么可能以12倍的市盈率出售呢？这怎么可能？”
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.
他说，标普500指数的市盈率约为24倍，摩根大通应该以高于标普500指数一半市盈率的价格交易。
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领域的地位，Cramer认为政治格局可能是今年下半年该股的另一个催化剂。如果唐纳德·特朗普在11月份连任，他建议这可能会对银行股产生积极影响。
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.
投资者将不必等待太久即可获得业绩更新。摩根大通将在周五开盘前公布第二季度的财务业绩。根据Benzinga Pro的估计，分析师预计其每股收益为4.19美元，营业收入为423.39亿美元。
JPM Price Action: JPMorgan shares were up 0.043% at $207.79 at the time of publication Thursday, according to Benzinga Pro.
根据Benzinga Pro的数据，截至周四，摩根大通股价上涨了0.043%，达到207.79美元。
Photo: Shutterstock
Photo: shutterstock
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