Jim Cramer 指出,俄乌战争和潜在的核威胁导致市场波动,投资者寻求美国国债等避险资产,进而导致利率下降,推动科技股上涨。他认为,无论债券价格上涨是因为避险情绪还是通货膨胀降温,只要债券价格上涨,利率下降,科技股就会上涨。Cramer 建议关注七大科技巨头,尤其看好即将发布财报的英伟达。此外,他分析了零售业的现状,认为沃尔玛的成功得益于其电商业务的增长和降价策略,只有沃尔玛、好市多和亚马逊等大型零售商才有能力通过规模效应降低价格。他还指出,许多消费者转向沃尔玛、好市多和亚马逊购物是因为他们无力承担其他地方的物价,这反映了通货膨胀对消费者购买力的影响。Cramer 强调,在当前环境下,零售商若想推高股价,必须证明其价格已经下降。
Investors react to global conflicts by shifting their investments to safe-haven assets like U.S. treasuries, causing bond prices to rally and interest rates to drop.
Investors buy U.S. treasuries during global conflicts.
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.