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Mad Money w/ Jim Cramer 04/21/25
2025/4/21
Mad Money w/ Jim Cramer
J
Jim Cramer
通过结合基础分析、技术分析和风险管理，帮助投资者在华尔街投资并避免陷阱的知名投资专家和电视主持人。
我观察到当前美国股市，特别是科技股，正在经历剧烈下跌。这种下跌并非源于公司自身的基本面，而是受到多种宏观经济因素和政府政策的综合影响。首先，总统对美联储主席鲍威尔的持续批评和潜在的解雇威胁，正在严重动摇市场信心，加剧了不确定性。这不仅对市场情绪造成负面冲击，也可能引发宪法危机，进一步加剧市场波动。其次，政府实施的关税政策对一些特定公司，例如苹果和英伟达，造成了显著的负面影响。白宫似乎更关注切断与中国的联系，而不是维护美国自身的利益，这使得这些公司的股票难以持有。此外，高利率环境也对房地产等行业造成压力，进一步加剧了市场担忧。尽管如此，我仍然相信，最终政府会意识到其政策的负面影响，并做出调整。但在此之前，市场可能还会经历进一步的下跌。我建议投资者密切关注宏观经济形势和政府政策的变化，谨慎投资，并做好应对市场波动的准备。
Deep Dive
Cramer discusses the current market downturn, particularly affecting tech stocks. He blames the White House's actions, including the president's hectoring of Fed Chair Jay Powell and biased policies against Apple and Nvidia, for the decline. He questions whether the administration understands the negative impact of these policies on American businesses.
- Tech stocks (Tesla, Apple, Nvidia, Amazon, Microsoft, Meta) are experiencing significant losses.
- The president's actions towards Jay Powell and biased policies against Apple and Nvidia are harming the market.
- Cramer advises selling some Nvidia and Apple stocks due to the foreseen declines.
Shownotes Transcript