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Mad Money w/ Jim Cramer 5/20/25
2025/5/20
Mad Money w/ Jim Cramer
J
Jeff Blotty
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。
N
Nikesh Arora
Jim Cramer: 我认为股市每天都在进行全民公投，投资者不应因此而沮丧。股市受债券市场影响很大，高利率通常对股市不利。然而，有些股票受长期主题驱动，可以克服债券市场的影响。我建议关注那些具有强大长期主题的股票，例如通用电气Vernova和特斯拉。我建议大家关注博通，我认为可能会上涨。我不推荐温蒂汉堡的股票，因为他们削减了股息。
Jim Cramer: 我认为帕洛阿尔托网络公司在盈利后股价下跌，但我认为应该逢低买入该股。我对家得宝的整体表现感到满意，而且建筑商第一来源的内部人士大量买入，我对房屋建筑领域感到乐观。我对Dollar General的股票也比较推荐。我认为投资者应该关注具有抗衰退能力的加盟模式，例如温德姆酒店及度假村。
Deep Dive
This chapter explores the daily fluctuations in the stock market, particularly focusing on the impact of the bond market on stock prices. It explains how higher interest rates, often linked to lower bond prices, negatively affect stocks and influence daily market trends. The role of Congress's spending cuts and potential tax cuts are also discussed.
- Stock market reacts to other stocks and bond market.
- Lower bond prices mean higher interest rates.
- Higher interest rates lead to negative stock market reaction.
- Congress's spending cuts and potential tax cuts impact bond market and stocks.
Shownotes Transcript