CNBC主持人吉姆·克雷默周五警告称，华尔街的波动可能尚未结束。
CNBC's Jim Cramer warned on Friday that volatility on Wall Street may not be over.
由于对人工智能交易的担忧重燃拖累科技股，股市经历了动荡的一周。以科技股为主的纳斯达克综合指数周三前累计上涨2.3%，随后周五暴跌2.9%，全周下跌2%。标普500指数走势类似，周三前上涨1.6%，周五暴跌1.8%，全周下跌0.6%。道琼斯工业平均指数同样反转走势，周三前上涨0.5%，周五下滑1.1%，全周下跌0.9%。
Stocks endured a turbulent week as renewed concerns about the artificial intelligence trade weighed on technology shares. The tech-heavy Nasdaq Composite climbed 2.3% through Wednesday before plunging 2.9% Friday, ending the week down 2%. The S&P 500 followed a similar pattern, rising 1.6% through Wednesday before tumbling 1.8% Friday to finish the week down 0.6%. The Dow Jones Industrial Average also reversed course, gaining 0.5% through Wednesday before slipping 1.1% Friday to end the week down 0.9%.
“科技股经历惨烈一周后，不要以为最坏情况已成过去，”《疯钱》节目主持人表示。“我们面临大选、海外局势不确定性、就业报告以及另一批财报发布。”
"After a brutal week for tech, don't assume the worst is behind us," the " Mad Money " host said.
“我的建议是？”他补充道。“别急着抄纳斯达克指数的底。买入一些被抛售的优质公司股票，并记住，在当前市场环境下，即使业绩优异也可能不足以推高股价。”在此背景下，克雷默展望了下周行情。
"We've got the election, uncertainty overseas, the jobs report and another slew of earnings." "My advice?" he added. "Don't try to call the bottom in the Nasdaq just yet.
周一苹果将在收盘后发布财报。得益于市场对其最新产品（包括即将推出的Duo折叠屏手机）的热情，该股近期创下历史新高。克雷默依然看好该公司，但也承认其近40倍市盈率的估值几乎不留失望的余地。“你可以短线交易它，但我打算长期持有，”他说。
Pick up some high-quality companies that are being thrown away, and remember, in this market, even great earnings might not be enough to send a stock higher." With that backdrop, Cramer turned to the week ahead. Monday Apple reports after the bell. Shares recently hit an all-time high, helped by enthusiasm for its latest products, including the upcoming Duo foldable phone.
克雷默还预期帕兰提尔将公布令人鼓舞的业绩，理由是客户对其AI软件价值的反馈强劲。
Cramer remains bullish on the company but acknowledged that its valuation of almost 40 times earnings leaves little room for disappointment.
周二 中期选举成为焦点，克拉默关注国会控制权的转移是否会威胁到计划中的数据中心项目。他警告称，针对这些设施日益增长的政治反对声浪可能会延误建设，并损害那些增长高度依赖人工智能基础设施支出的公司。不过，他表示“不会完全放弃数据中心，因为有许多州会欢迎它们。”
"You can trade it, but I am going to own it," he said. Cramer also expects encouraging results from Palantir when it reports, citing strong customer feedback about the value of its AI software. Tuesday The midterm elections take center stage, with Cramer watching whether a shift in congressional control could threaten planned data center projects.
在财报方面，超威半导体发布业绩，这为半导体板块提供了另一个重要的测试机会，此前英特尔的业绩令人失望。克拉默预计超威半导体的业绩将好于竞争对手英特尔。
He warned that growing political opposition to the facilities could delay construction and hurt companies whose growth depends heavily on AI infrastructure spending. However, he's "not going to write off the data center entirely because there are plenty of states that will welcome them."
辉瑞和安进也将发布财报。克拉默表示，这两家公司都可能受益于投资者对制药股重燃的热情。
On the earnings front, Advanced Micro Devices reports, offering another important test for the semiconductor sector following Intel's disappointing results Cramer expects AMD to report better numbers than rival Intel. Drugmakers Pfizer Amgen also report.
周三 CVS Health发布财报，克拉默对该公司在医疗保健领域的地位仍感兴趣。不过，他对其药房福利管理业务表示担忧。“我希望它能剥离该业务；那样它的股价会上涨，”他说。
Cramer said both could benefit from renewed investor enthusiasm for pharmaceutical stocks. Wednesday CVS Health reports, and Cramer remains intrigued by the company's position in the healthcare sector. However, he expressed concerns about its pharmacy benefit management business.
麦当劳的财报也将成为焦点。克拉默希望看到该公司的餐厅改进战略是否在加盟商据报存在担忧的情况下开始见效。
"I wish it could disengage with that business; its stock would go higher," he said. McDonald's earnings will also be in focus.
周四 金佰利发布财报，克拉默对这家消费品公司在计划与健卫合并后的前景持乐观态度。该股受益于投资者轮动至消费必需品板块，克拉默依然看好该公司。“如果在此之前股价下跌，我认为你应该买一些，”他说。
Cramer wants to see whether the company's restaurant improvement strategy is gaining traction amid reported concerns from franchisees. Thursday Kimberly-Clark reports, with Cramer optimistic about the consumer products company's prospects following its planned merger with Kenvue The stock has benefited from investors rotating into consumer staples, and Cramer remains bullish on the company. "If this one falls before then, I think you should pick some up," he said.
周五 月度就业报告将为市场提供另一个重要测试。克拉默预计招聘强劲但工资增长有限，这种组合可能有助于缓解通胀担忧，并解释国债收益率的相对稳定。
Friday The monthly jobs report will provide another important test for markets. Cramer expects strong hiring but limited wage growth, a combination that could help ease inflation concerns and explain the relative stability in Treasury yields.
CNBC投资俱乐部还将举行年度会议，克拉默和杰夫·马克斯将讨论投资组合、市场风险以及他们最大的投资赢家。
The CNBC Investing Club will also hold its annual meeting, where Cramer and Jeff Marks will discuss the portfolio, market risks and their biggest investment winners.
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