2022年6月7日 星期二

Jim Cramer says to buy the dip in oil stocks, stay away from everything else/ 吉姆克萊默說買入石油股票的下跌,遠離其他一切

 https://www.cnbc.com/2022/06/06/cramer-buy-the-dip-in-oil-stocks-stay-away-from-everything-else.html

KEY POINTS
  • CNBC’s Jim Cramer on Monday said the only stocks investors should be buying the dip on are oil names.
  • “I want to be kind to this market and tell you it’s the same old buy the dips game plan. But in reality, the only dip that can be bought right now, at least, is the dip in oil,” the “Mad Money” host said.
  • CNBC’s Jim Cramer on Monday said the only stocks investors should be buying the dip on are oil names.

    "I want to be kind to this market and tell you it's the same old buy the dips game plan. But in reality, the only dip that can be bought right now, at least, is the dip in oil. Everything else is, as they now say in a damning way, transactional and nothing more," the "Mad Money" host said.

    Cramer said that there have been several stock disappointments in the market recently that made him wary of nonoil names. He noted that shares of AMD fell days before its analyst meeting on Thursday, and he expects Apple analysts to downgrade the iPhone maker's stock if its Worldwide Developers Conference struggles to excite the "raging bears." 

    "When [stocks] start out strong, there's a pretty good chance they'll give up the ghost by midday," he said.

    Elon Musk's public feud with Twitter over his acquisition deal is yet another source of disappointment in the market, Cramer said.

    Yet, for oil, even when the sellers come in, the buyers come right back and keep the stock afloat, according to Cramer, making those stocks stand out from others in the market.

    "Prices are going higher at the pump, and nobody but the president can do anything about it — and even he can't do all that much. … Either way, the lesson is simple: Just get long on some oil stock," he said.


    “我想對這個市場好一點,告訴你這是老套的逢低買入遊戲計劃。但實際上,現在唯一可以買入的逢低,至少,是油價下跌。其他一切都是,因為他們現在用一種詛咒的方式說,交易性的,僅此而已,”“
    瘋狂金錢”主持人說。

    克萊默說,最近市場上出現了幾起令人失望的股票,這讓他對非石油公司保持警惕。他指出,AMD的股價在周四的分析師會議前幾天下跌,他預計,如果全球開發者大會難以激起“憤怒的熊市”  ,蘋果分析師將下調這家 iPhone 製造商的股票評級。

    “當[股票]開始走強時,他們很有可能會在中午之前放棄幽靈,”他說。

    克萊默說,埃隆馬斯克與Twitter就其收購交易的公開爭執是市場失望的另一個原因。

    然而,根據克萊默的說法,對於石油而言,即使賣家進來,買家也會立即回來並保持股票流通,從而使這些股票在市場上脫穎而出。

    “油價在上漲,除了總統之外,沒有人能做任何事情——甚至他也做不了那麼多。……無論哪種方式,教訓都很簡單:只要做多一些石油庫存,”他說。

    披露:克萊默的慈善信託擁有 AMD 和蘋果的股份。

     

     

 

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