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cover of episode Mad Money w/ Jim Cramer 1/2/25

Mad Money w/ Jim Cramer 1/2/25

2025/1/3
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Mad Money w/ Jim Cramer

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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。
Topics
Jim Cramer: 股市投资不仅要娱乐,更要教育投资者。我的工作不仅是娱乐,更是教育,让你们了解这里发生的一切疯狂的事情。 市场看跌容易,但股市上涨时,没有人会记得看跌的预测;股市下跌时,看跌者会成为先知。 我更想关注积极因素,例如Lena Kahn离职后,反垄断监管放松将促进并购,利好股市。股票市场供需关系影响价格,可协商的关税可能导致价格下降或制造业回流。房地产市场价格周期将重新发挥作用,美联储将通过降息获胜。希望罗伯特·肯尼迪 Jr. 关注不健康食品而非疫苗,这可能利好制药行业。人工智能技术进步可能带来生产力提升,缓解特朗普的驱逐政策带来的工资通胀压力。特朗普政府可能支持特斯拉的自动驾驶技术和SpaceX的Starlink项目,利好相关公司股价。指数基金的资金流入可能推动大型科技公司股价上涨。 尽管存在负面因素,例如特朗普的税收政策可能导致通货膨胀,大规模驱逐出境可能导致工资上涨,以及大型科技公司业绩不及预期等,但我并不相信这些负面因素会发生。 对于个股,我认为Meta值得持有,DraftKings需要获得加州和德州的市场准入才能成功,Robinhood需要多元化业务,但其对年轻人的理解使其具有竞争优势。 2024年股市赢家和输家都比较明显,但输家并非易于识别。纳斯达克100指数表现优于标普500指数,AppLovin是纳斯达克100指数中表现最好的股票,但其竞争优势可能难以持续。MicroStrategy押注比特币,其股价上涨受益于对加密货币的乐观预期。Palantir受益于其与五角大楼的关系,股价上涨。Nvidia的股价上涨,尽管存在一些担忧,但其产品具有不可替代性。Axon的股价上涨,但其业绩并未得到充分认可。英特尔的财务状况堪忧,其股价可能继续下跌。企业软件公司面临激烈竞争,MongoDB的估值过高。Biogen的业绩未能达到预期,其股价下跌。Dexcom的业绩不及预期,其股价下跌。美联储需要降息以帮助微芯片公司等受影响的行业。 标普500指数的赢家包括Vistra、联合航空、德克萨斯太平洋土地公司、博通和Targa Resources。输家包括沃尔格林、Moderna、塞拉尼斯、雅诗兰黛和Enphase。 不确定时期,高股息股票是安全的投资选择。Realty Income、UPS、Dominion Energy、KeyCorp和雪佛龙是五支值得考虑的高股息股票。 市场对核电和量子计算领域的乐观情绪过高,存在风险。Vistra和Constellation Energy的股价被高估,核电站建设存在挑战。一些小型核电公司缺乏实际盈利能力,投资风险较高。通用电气Vernova对核电行业的短期前景持谨慎态度。量子计算技术仍处于早期阶段,投资风险较高。一些量子计算公司的估值过高,缺乏盈利能力。投资者应谨慎对待核电和量子计算领域的投资,避免盲目乐观。

Deep Dive

Key Insights

Why does Jim Cramer believe the end of Lena Kahn's FTC leadership is positive for the market?

Jim Cramer believes Lena Kahn's departure from the FTC will lead to a surge in mergers and acquisitions, which will rationalize industries and allow smaller companies to compete against larger ones. This is expected to be beneficial for the stock market.

What potential positive outcome does Jim Cramer see if Trump's tariffs are negotiable?

If Trump's tariffs are negotiable, it could lead to countries lowering prices for the U.S. or multinational companies moving their manufacturing base to the U.S. This would be favorable for stock prices.

Why does Jim Cramer think 2025 will be a significant year for the housing market?

Jim Cramer predicts that 2025 will see the housing market cycle reassert itself, with prices coming down due to overbuilding and rising mortgage rates. This could lead to buyers staying away, causing sellers to panic and cut prices further.

What role does Jim Cramer believe AI could play in preventing wage inflation?

Jim Cramer suggests that AI-powered robots could replace human workers in various industries, preventing a wave of wage inflation that might result from Trump's proposed deportations.

Why does Jim Cramer think Starlink could be a big win for Elon Musk?

Jim Cramer believes that if the federal government endorses Starlink as the official internet system for the country, it would significantly boost Elon Musk's satellite phone and internet services, especially at a cost of $60 per month.

What is Jim Cramer's view on the current valuations of trillion-dollar companies like Meta and Apple?

Jim Cramer thinks that the valuations of trillion-dollar companies like Meta, Apple, and others are not outrageous. He believes these stocks could surge further as more money flows into index funds.

Why does Jim Cramer advise against bottom fishing in home building stocks?

Jim Cramer advises against bottom fishing in home building stocks because he believes it is too early to invest in them, as the housing market cycle has not yet fully reasserted itself.

What does Jim Cramer predict about the impact of AI on healthcare?

Jim Cramer predicts that AI could revolutionize healthcare by enabling the mapping of the brain to solve neurological problems, creating devices to combat diseases, and unlocking new ways to model and fix the body.

Why does Jim Cramer think Intel is in a dire situation?

Jim Cramer believes Intel is in a dire situation due to its messy balance sheet, insufficient product line, and inability to deliver on government promises. He thinks the stock will continue to decline unless a solid plan is implemented within 30 days.

What is Jim Cramer's opinion on the future of Moderna?

Jim Cramer is pessimistic about Moderna's future, citing a significant decline in revenues from $19.3 billion in 2022 to an expected $3.3 billion in 2024. He believes the stock would perform better if the CEO stepped down.

Chapters
Despite a recent market downturn, Jim Cramer explores potential positive factors that could favor the bulls. He highlights the anticipated end of Lena Khan's term as FTC chair, which could boost M&A activity, and the possibility of more negotiable tariffs under Trump.
  • Market downturn: Dow down 152 points, S&P down 0.22%, NASDAQ down 0.16%
  • Anticipated end of Lena Khan's term as FTC chair
  • Possibility of more negotiable tariffs

Shownotes Transcript

Listen to Jim Cramer’s personal guide through the confusing jungle of Wall Street investing, navigating through opportunities and pitfalls with one goal in mind - to help you make money.

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