每个工作日，吉姆·克莱默（Jim Cramer）主持的CNBC投资俱乐部都会在美东时间上午10:20举行“早间会议”直播。以下是周二关键时刻的总结。
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET.
- 油价下跌，债市保持稳定，然而各大股指表现却十分温和。考虑到近期油 and 债券一直是股市的巨大逆风，这样的表现出人意料。这究竟是怎么回事？吉姆·克莱默指出，这是由于世界大型企业联合会（Conference Board）月度调查显示消费者信心疲软、对零售业的担忧，以及“所有关于人工智能的头条新闻看起来都不太妙”。受关注的头条新闻包括：Anthropic泄露的首次公开募股（IPO）招股说明书的部分内容警告了人工智能对全人类的风险，以及OpenAI因安全隐患推迟发布一款模型。
Here's a recap of Tuesday's key moments. 1. Oil prices are lower, the bond market is stable, and yet the major stock averages are having a muted day. That's not what you'd expect, considering oil and bonds have lately been such headwinds for stocks. What gives? Jim Cramer pointed to weak consumer confidence from the Conference Board's monthly survey, concerns about retail, and "all the headlines about AI don't read well." The headlines in question: Portions of Anthropic's leaked initial public offering prospectus warn about AI's risks to humanity, and OpenAI delayed the release of a model due to safety concerns.
标普振荡指标（S&P Oscillator）是我们信赖的动量指标，在周一市场下跌后，进一步深入超卖区域。投资组合主管杰夫·马克斯（Jeff Marks）指出，振荡指标长期处于超卖状态，正值10年期美债收益率触及5%之际。杰夫和吉姆都表示，在顽固的债券收益率压力下，市场很难发起持续的反弹。
The S & P Oscillator, our trusted momentum indicator, moved deeper into oversold territory after Monday's market declines. Portfolio director Jeff Marks noted that the Oscillator's prolonged stretch of oversold conditions coincides with the 10-year Treasury yield hitting 5%. Both Jeff and Jim said it'll be tough for the market to mount a sustained advance with stubborn bond yields. 2.
- 波音公司的股价在周一因美国联邦航空管理局（FAA）因飞行控制软件故障推迟737 Max 10认证的消息而下跌近7%后，目前正在反弹。这一最新进展令人失望，但周二看到买家入场值得注意。美国银行（Bank of America）的分析师表示，如果Max 10推迟9个月，波音在此期间的自由现金流可能会减少7.5亿美元。他们称这“完全可以控制，坦率地说相对微不足道”。
Shares of Boeing are bouncing back after falling almost 7% Monday on news that the FAA was delaying certification of the 737 Max 10 due to a flight-control software glitch. That update was disappointing, but seeing buyers step in Tuesday is notable. Analysts at Bank of America said that if the Max 10 is delayed by 9 months, Boeing's free cash flow could be reduced by $750 million during that period. They called it "manageable and frankly relatively immaterial." Nevertheless, Jim said he wants Boeing to be as transparent as possible when issues arise.
尽管如此，吉姆表示，他希望波音在出现问题时尽可能保持透明。“波音是一家受到严格审查的公司。每次有出问题的公告出来，直接公布就行，”吉姆说道。“然后我们就会意识到制造飞机的安全性有多么复杂。接着我们就会开始思考，‘好吧，那业务怎么样？’现在，根本没有人去想业务怎么样。”
"Boeing is a heavily scrutinized company. Every time there's an announcement that something is wrong, just put it out," Jim said. "Then we'll realize how complex it is to create safety in planes.
3.《华尔街日报》周一晚间援引知情人士的话报道称，高盛董事会已就最早于明年任命首席运营官兼总裁约翰·沃尔德伦为该行新任首席执行官一事进行了会谈。
And then we'll be starting to think, 'OK, but how's the business?'
报道称，这可能会导致沃尔德伦在2027年底或2028年初接替现任首席执行官大卫·索洛门。
Right now, nobody is thinking about how the business is." 3.
周二高盛股价下跌约1%，因为投资者同时也在消化智能戒指制造商Oura推迟首次公开募股（IPO）的决定；高盛是该交易的联席主承销商。
The board of Goldman Sachs has held talks about naming COO and President John Waldron the bank's new CEO as soon as next year, The Wall Street Journal reported late Monday , citing people familiar with the matter.
吉姆表示，他并没有被《华尔街日报》关于首席执行官过渡的报道所困扰，并指出董事会作为其职责的一部分，需要定期进行此类讨论。
That could result in Waldron taking the reins from CEO David Solomon in late 2027 or early 2028, according to the report.
“我对这篇报道持保留态度，我认为重要的是[在索洛门领导下的]业绩，这是非凡的，”他说。
Shares of Goldman dropped about 1% on Tuesday, as investors also digested smart ring maker Oura's decision to delay its IPO ; Goldman is co-leading that deal.
截至周一收盘，在索洛门自2018年10月1日开始的任期内，高盛股价的总回报率上涨了390%，而景顺KBW银行ETF的涨幅为106%。
Jim said he wasn't fazed by the WSJ report on a CEO transition, noting that boards need to regularly have these discussions as part of their duty.
- 视频末尾周二快速问答环节涵盖的股票有：百事公司、奈飞和克罗格。（吉姆·克莱姆斯的慈善信托基金做多高盛和波音。点击此处查看股票完整列表。）作为加入吉姆·克莱姆斯CNBC投资俱乐部的一部分，您将在吉姆进行交易之前收到交易警报。
"I discount the story, and I think what matters is the performance [under Solomon], which is extraordinary," he said. Through Monday's close, Goldman shares were up 390% on a total return basis during Solomon's tenure, which began Oct. 1, 2018 , versus a 106% advance for the Invesco KBW Bank ETF . 4. Stocks covered in Tuesday's rapid fire at the end of the video were: PepsiCo , Netflix and Kroger . (Jim Cramer's Charitable Trust is long GS, BA. See here for a full list of the stocks.) As ar to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.
吉姆在发出交易警报后会等待45分钟，然后才在其慈善信托基金的投资组合中买入或卖出股票。
Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
如果吉姆在CNBC电视节目中谈论过某只股票，他会在发布交易警报72小时后才执行交易。
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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