CNBC的吉姆·克ramer周五表示，下周财报季的开启将让投资者更清晰地了解企业业绩以及人工智能板块的强劲程度。
CNBC's Jim Cramer on Friday said the start of earnings season next week will give investors a clearer picture of corporate performance and the strength of the artificial intelligence trade.
“不再需要猜测，”这位《疯狂金钱》节目的主持人说道。“我们即将进入财报季的广阔世界，因此不必再紧盯每一个微小的数据点，来决定该将资金投向市场的哪些领域。”周五股市上涨，科技板块领涨。交易者在经历了动荡的一周后开始反弹——本周美国国债收益率和油价高企，同时人工智能类股票也出现下跌。在此背景下，克ramer将目光转向接下来的一周：届时各大银行将与关键的半导体报告及通胀数据一同开启财报季。
"No more guesswork," the "Mad Money" host said. "We're about to go into the wide world of earnings season, so we don't need to hang on every little data point to figure out where to put money into the market." Stocks rose on Friday, led by the tech sector, as traders rebounded from a volatile week marked by elevated Treasury yields and oil prices, and declines in AI stocks. With that backdrop, Cramer turned to the week ahead, when major banks kick off earnings season alongside key semiconductor reports and inflation data.
周二，高盛、富国银行、摩根大通和花旗集团将公布财报。克ramer表示，近期银行股的疲软可能为股价反弹铺平道路，前提是业绩超出预期。
Tuesday brings earnings from Goldman Sachs, Wells Fargo, JPMorgan Chase and Citigroup. Cramer said recent weakness in bank stocks could set the stage for a rally if results exceed expectations.
他对慈善信托持有的高盛和富国银行仍持看涨态度。高盛在债券发行和交易方面的优势可能抵消交易放缓的影响，而富国银行具有吸引力的估值以及业绩指标改善的潜力，使其格外具有吸引力。
He remains bullish on Charitable Trust holdings Goldman Sachs and Wells Fargo. Goldman's strength in bond issuance and trading could offset slower deal-making, while Wells Fargo's attractive valuation and potential for improving metrics make it particularly appealing.
对于摩根大通，克ramer则更为谨慎，他认为该股目前的定价已假设其表现近乎完美，并希望看到花旗集团能否实现反弹。
Cramer was more cautious on JPMorgan, which he said is priced for near-perfect execution, and wants to see whether Citigroup can rebound.
俱乐部投资组合中的强生公司也将在周二公布财报。克ramer表示，尽管强生的基本面结果强劲，但其股价在财报电话会议期间经常遭到抛售，这或许会创造潜在的买入机会。“公司管线中有18种可能成为重磅药物的候选药，同时在心血管和肿瘤治疗领域也拥有顶尖的业务线，因此当股价大幅下跌时，正是买入强生的时候，”他说。
Club holding Johnson & Johnson also reports Tuesday. Cramer said the stock often sells off during its earnings call despite strong underlying results, creating a potential buying opportunity. "With 18 potential blockbuster drugs in the pipeline and among the best cardio and oncology franchises, J&J needs to be bought when it gets crushed," he said.
消费者价格指数将于周三上午公布，克ramer希望从中看到能源领域以外的通胀正在缓解的迹象。
The consumer price index is released Wednesday morning, with Cramer looking for signs that inflation is easing outside of energy.
半导体设备制造商ASML也将发布财报。“如果ASML上调指引并谈论强劲需求，那么你需要准备好买入，捡筹拉姆研究或应用材料，这是我最喜欢的两只半导体资本设备股。”美国银行、摩根士丹利和贝莱德将在周三完成金融板块的财报发布。克拉默特别看好摩根士丹利不断增长的财富管理业务，这为投资银行业务之外提供了重要的增长动力。
Semiconductor equipment maker ASML also reports. "If ASML raises guidance and talks about solid demand, then you need to be ready to do some buying, picking up some Lam Research or Applied Materials, my two favorite semiconductor capital equipment stocks." Bank of America, Morgan Stanley and BlackRock round out Wednesday's financial earnings. Cramer especially likes Morgan Stanley's growing wealth management business, which provides an important growth driver beyond investment banking.
周四可能是半导体股票最大的一天，芯片制造商台积电将发布财报。“如果业绩强劲，我们可能会迎来规模巨大的反弹，”克拉默说。
Thursday could be the biggest day for semiconductor stocks, with chipmaker Taiwan Semiconductor Manufacturing reporting earnings. "If it's strong, then we could have a rally of immense proportions," Cramer said.
周四公布的生产者价格指数和零售销售数据也将为通胀和消费者支出提供新线索。
The producer price index and retail sales figures, also Thursday, will offer fresh clues on inflation and consumer spending.
券商查尔斯·施瓦布将于周四发布财报并举行分析师会议。克拉默表示，这些事件可能揭示个人投资者在市场中日益增长的影响力。
Brokerage firm Charles Schwab reports and holds an analyst meeting Thursday. Cramer said the events could shed light on the growing influence of individual investors in the market.
尽管财报日程繁忙，克拉默警告称，债券收益率上升仍是一个主要风险。
Despite the busy earnings calendar, Cramer warned that rising bond yields remain a major risk. "We have earnings, we have to worry about oil, and we have to start accepting that we'll have a plus 6% long bond because of demand for money, from both the Treasury department and private enterprise, chiefly data center investments," Cramer said. "When it comes to bonds, there's too much supply and not enough demand for the moment.
“我们有财报要看，要担心石油，还得开始接受长期国债收益率将超过6%的事实，因为对资金的需求来自财政部和私营企业，主要是数据中心投资，”克拉默说。“就债券而言，目前供给过多而需求不足。这正在影响一切，我们需要尊重当利率不可避免地走高时市场会有多具挑战性。”
It's coloring everything and we need to respect how challenging the market can be when interest rates head inexorably higher." Sign up now for the CNBC Investing Club to follow Jim Cramer's every move in the market. Questions for Cramer? e into Cramer's world? Hit him up! Mad Money Twi