每周工作日，由吉姆·克莱默（Jim Cramer）主持的 CNBC 投资俱乐部都会在美国东部时间上午 10:20 进行“晨会”直播。以下是周一会议的重点回顾：
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1.
- 油价上涨、债券收益率上升、股市下跌：吉姆·克莱默表示，近期的市场走势非常简单明了——标准普尔 500 指数和纳斯达克指数在连续数周上涨后出现了下跌。根据标准普尔短期振荡器（S&P Short Range Oscillator）的显示，市场仍处于“超卖”状态（即投资者过度抛售股票）。这种状况自 9 月 10 日以来一直持续存在。虽然周一市场并未出现剧烈波动，但他指出，这种“超卖”状态可能会导致市场出现反弹。
Oil up, bond yields up, stocks down. Jim Cramer said Monday that the market action lately has been as simple as that. The S & P 500 and the Nasdaq fell after winning weeks for each . The market is still oversold, according to the S & P Short Range Oscillator . It's been that way since Sept. 10. While it's not happening so far Monday, Jim said oversold conditions like this can lead to market bounces.
- Meta Platforms 股价下跌：自本月早些时候推出 Muse 个人人工智能助手以来，Meta Platforms 的股价表现非常强劲。然而周一该公司股价下跌了 4%。尽管有消息称 MongoDB 的首席执行官 CJ Desai 被聘为 Meta 新企业平台的负责人，但这并未阻止股价下跌；MongoDB 的股价反而暴跌了近 20%。
Club name Meta Platforms , which has been on fire since the Muse personal AI agent release earlier this month, was taking a breather. The Club stock was down 4% despite news that MongoDB CEO CJ Desai was hired to lead Meta's new enterprise platform. MongoDB shares were getting crushed, down nearly 20%. 2.
- Nvidia 股价上涨：Nvidia 的股价上涨了超过 2%，逐渐接近 5 月份创下的历史高点（236 美元）。周一的股价波动主要受两则新闻的影响：首先，Nvidia 宣布将扩大股票回购计划（在已授权的 850 亿美元基础上再追加 1500 亿美元）；吉姆表示：“看来他们确实听取了投资者的意见。”其次，Nvidia 发布了名为“Open Agent Safety Platform”的新安全系统，旨在防止人工智能模型脱离受控的测试环境。CrowdStrike 和 Palo Alto Networks 等公司也参与了这一合作项目。Nvidia 及其他网络安全企业认为没有必要放慢尖端人工智能模型的研发速度——这与几周前 Anthropic 的首席执行官 Dario Amodei 在其白皮书中提出的观点相反。
Nvidia shares rose more than 2%, inching closer to the all-time high above $236 set back in May. Monday's moves were on two bits of news. First, a much bigger stock buyback that Jim has been calling for — $150 billion on top of the $85 billion already authorized. "I know they listened," he said. Second, Nvidia announced what it calls the Open Agent Safety Platform to keep AI models from escaping their controlled testing environments. Fellow Club names CrowdStrike and Palo Alto Networks are among the dozens and dozens of partners in the effort. Nvidia and our cyber companies see no reason to coordinate a slowdown in cutting-edge AI model development, as Anthropic CEO Dario Amodei called for in his white paper a few weeks ago. 3.
- 波音股价再次下跌：由于波音公司发现 737 Max 系列飞机的软件缺陷（该缺陷可能影响飞机的自动导航功能），波音公司的股价再次下跌了约 4.5%。分析师们为波音的股票表现进行了辩护，吉姆也认为周一的股价下跌属于过度反应。
Club stock Boeing was taking it on the chin again, down roughly 4.5% on news that the plane maker has identified a 737 Max software glitch that could impact the jets' automated navigation feature. The software can be reverted to an earlier version. Analysts defended the stock, and Jim agreed that Monday's decline was an overreaction.
然而，吉姆表示，以目前每股约190美元的价格来看，他无法找到购买更多波音股票的合理理由。他认为，如果股价进一步下跌至180美元左右，或许会是一个合适的买入时机。
However, Jim added that he can't rationalize buying more Boeing shares at current prices of around $190 per share. Further drops toward $180 might be an interesting level to add to step in, he said. 4.
在周一的视频中，吉姆重点讨论了两只股票：PepsiCo（其评级被分析师下调）以及Eli Lilly（该公司在下次财报发布前股价被上调）。
Stocks covered in Monday's rapid fire at the end of the video were PepsiCo , which got an analyst downgrade, and Club name Eli Lilly , which got another price target bump ahead of next month's earnings. (Jim Cramer's Charitable Trust is long NVDA, CRWD, PANW, LLY. See here for a full list of the stocks.)
关于吉姆·克莱默（Jim Cramer）主持的CNBC投资俱乐部，您会在吉姆进行任何交易之前收到交易提醒。吉姆会在发送交易提醒后等待45分钟，才会在其管理的慈善信托基金的投资组合中买入或卖出相关股票；如果他在CNBC电视节目中提到过某只股票，他会在发送交易提醒后等待72小时才会执行该交易。
As ar to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.
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