
吉姆·克莱默表示,周五抛售苹果股票的投资者犯了一个巨大的错误。
Jim Cramer said that investors selling Apple on Friday are making a huge mistake.
在《日经亚洲》报道称苹果因需求疲软削减 iPhone 18 Pro 和 iPhone 18 Pro Max 的零部件订单后,苹果股价下跌了约 2%。
Apple shares fell roughly 2% after Nikkei Asia reported the tech giant is cutting component orders for its iPhone 18 Pro and iPhone 18 Pro Max due to weaker demand.
据该日本商业新闻媒体援引知情人士的话称,这些设备的 10 月生产订单较原计划削减了 15%。
October production orders for the devices were cut by 15% from the original plans, according to the Japanese business news outlet, which cited people familiar with the situation.
吉姆在 CNBC 上表示:“如果你现在卖出……我不得不说你蠢如木板。”
“If you're selling it here … I've got to tell you that you're stupid as plywood,” Jim said on CNBC.
相反,克莱默建议尚未持有该股票的投资者应利用周五的疲软行情,以 25 股的小额买入来建立仓位。
Instead, Cramer said investors who don't already own the stock should use Friday's weakness to start a position with a small purchase of 25 shares.
吉姆对该报道的准确性表示怀疑,并指出苹果前首席执行官蒂姆·库克此前曾反驳过类似的说法。他还指出了一系列新产品是该股的催化剂。
Jim cast doubt on the report's accuracy, noting that former Apple CEO Tim Cook has previously pushed back on similar claims. He also pointed to a slate of new products as catalysts for the stock.
吉姆名单上的首位是 iPhone Duo,这是苹果首款可折叠智能手机。他表示,华尔街严重低估了 Duo 作为增长驱动力的潜力。
At the top of Jim's list is the iPhone Duo, Apple's first foldable smartphone. He said Wall Street is vastly underestimating the Duo's potential as a growth driver.
该设备将于 10 月 16 日开启预购,一周后正式上架,起售价为 1,999 美元。
The device becomes available for preorder on Oct.16, before officially hitting shelves a week later.
吉姆在上个月于纽约苹果旗舰店亲眼目睹该设备后,一直看好 Duo。他说:“Duo 是我见过最令人兴奋的产品。”
It has a starting price tag of $1,999. Jim has been bullish on the Duo since getting a firsthand look at the device at Apple's flagship store in New York last month.
此外,苹果预计将于 10 月 13 日周二的“Welcome Home”活动上发布一系列新的智能家居产品。吉姆表示:“显然,这一次的家庭迭代产品做得非常到位。”(吉姆·克莱默的慈善信托基金长期持有苹果股票。完整股票列表请见此处。
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"The Duo is the most exciting thing I've ever seen," he said. The company is also expected to unveil a new lineup of smart home products at its "Welcome Home" event Tuesday, Oct. 13. "Apparently, this time the home iteration is done right," Jim said. (Jim Cramer's Charitable Trust is long APPL. )