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Mad Money w/ Jim Cramer 5/16/25
2025/5/16
Mad Money w/ Jim Cramer
C
Christine Barone
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
Rod
Jim Cramer: 我来这里是为了赚钱，并解释市场运作方式。市场在贸易和平的背景下表现良好，但穆迪下调美国信用评级可能不会立即产生影响。我特别关注Jensen Wong的Computex主题演讲，预计将展示令人惊叹的新产品和想法。英伟达的股价可能还有上涨空间，因为它受益于海湾君主国的巨额订单。摩根大通的分析师会议，特别是CEO Jamie Dimon的观点，会影响股市。我最喜欢的股票是第一资本，而且涨势远未结束。我认为家得宝受益于房屋修缮需求，而非利率。我长期看好家得宝，而且劳氏也很有吸引力。我认为Toll Brothers的业绩会很好，但指导可能受到限制。我认为现在是买入Toll Brothers股票的时候了。你可能想在Palo Alto Networks发布报告后购买。我喜欢TJX，并经常去那里寻找便宜货。我认为VF Corp可能会反弹，因为其CEO很优秀。塔吉特面临困境，如果公司不提供预测，可能会面临风险。Medtronic难以预测，而Snowflake的业务正在蓬勃发展。我和Jeff Marks将举行投资俱乐部会议。我建议购买Ralph Lauren的股票，因为该公司表现出色。Intuit对小企业主来说是福音，Decker's可能受益于鞋业的繁荣。鞋业公司正在蓬勃发展，Decker's可能会反弹。我倾向于在Decker's发布季度报告前看好它。除非中美贸易战出现新敌对行动，否则市场仍可能走高。即使信用评级被下调，经济的下行风险也得到了控制，这表明市场可能与现实脱节。
Deep Dive
Jim Cramer discusses the market's positive performance despite Moody's downgrade of the U.S. credit rating. He analyzes various companies' performances and provides insights into their future prospects, including NVIDIA, J.P. Morgan, Capital One, Home Depot, Lowe's, Toll Brothers, and Palo Alto Networks.
- Dow gained 332 points, S&P rose 0.7%, NASDAQ advanced 0.52%
- Moody's downgraded US credit rating due to increased debt
- NVIDIA stock rallied 16% this week, exceeding $3 trillion market cap
- J.P. Morgan's analyst meeting on Monday is expected to move stocks
- Capital One is Cramer's favorite stock in the Chappell Trust
- Home Depot's performance is less sensitive to interest rates and more levered to repair and renovation
- Toll Brothers is considered a good buy at seven times earnings
- Palo Alto Networks' stock tends to decline despite good quarters
- TJX is considered the best of the retailers
Shownotes Transcript