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'Mad Money w/ Jim Cramer 6/5/25
2025/6/5
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。
R
Rick Smith
Jim Cramer: 今天我想解读市场在动荡的经济衰退中传递的信息，以便大家可以做出自己的判断。观察那些创下52周新高的股票，可以学到很多关于市场的知识。这是一个特殊的群体，它响亮地说明了什么是有效的，什么又是无效的。科技股目前在新高名单中代表性不足，这可能与中美关系紧张有关。如果没有与中国的协议，科技股可能会持续面临压力。然而，Netflix等公司通过其内容和广告业务，持续在新高名单中占据一席之地。我对订阅模式充满信心，像Spotify这样的公司在播客和音乐领域占据主导地位，值得关注。胜科出现在新高名单上，表明蓝领招聘市场强劲，这是一个经济向好的信号。总体而言，新高名单上的股票适合当前环境，如果这些股票下跌5%-8%，我会考虑买入。
Deep Dive
This chapter analyzes the 52-week high list to understand market trends. It reveals a lack of tech representation, the dominance of specific sectors like AI and cybersecurity, and the resilience of certain companies in the face of economic uncertainty. The list is interpreted as a reflection of the current market environment, heavily influenced by the trade war.
- Lack of tech stocks on the 52-week high list
- Strong presence of AI-related companies (Seagate, Coreweave)
- Resilience of cybersecurity companies (Zscaler)
- Success of subscription-based businesses (Netflix, Spotify)
- Robust blue-collar hiring indicated by Cintas
- Fintech sector showing mixed performance (Visa vs. others)
Shownotes Transcript