CNBC主持人吉姆·克雷默周五表示，下周领先“新云”企业的财报可能会考验投资者对遭受重创的数据中心板块的信心。
CNBC's Jim Cramer on Friday said that next week's earnings from leading neoclouds could test investor confidence in the battered data center trade.
股市反弹，结束了动荡的选举周。这一周见证了投资者抛售与人工智能基础设施建设相关的公司股票，此前民主党翻转了众议院和参议院以及一些关键州长席位。在经历了19个月来华尔街最糟糕的一天后，周五的涨幅虽令人欣慰，但不可信。克雷默对任何反弹仍持怀疑态度，正如他对周三那昙花一现的中期选举反弹行情持怀疑态度一样。
Stocks rebounded to end a turbulent election week, which saw investors dumping companies tied to the artificial intelligence infrastructure build-out after Democrats flipped the House and Senate and some key gubernatorial seats. Following the worst day on Wall Street in 19 months, Friday's gains were welcome but not to be trusted. Cramer remained skeptical of any recovery, as he also had been about what proved to be Wednesday's short-lived midterm rally.
克雷默认为，关于数据中心支出和融资的担忧尚未得到解决。“这感觉像是一场‘死猫反弹’，”《疯钱》节目主持人说道，指的是周五大体积极的市场表现。“我知道我们永远不会收到‘全线安全’的信号。但感觉仍有大量卖家潜伏在旁，只等股价反弹幅度再大一些，好趁机出货。”在此背景下，克雷默展望了下周行情。
Cramer argued that concerns about data center spending and financing have yet to be resolved. "It felt like a dead cat bounce," the "Mad Money" host said, referring to Friday's largely positive market. "I know we are never going to get an all clear. But it still feels like there are plenty of sellers lurking, just waiting for stocks to make a bigger recovery so they can get out." With that backdrop, Cramer turned to the week ahead.
周一，星座能源将在开盘前发布财报，提供政治不确定性如何影响支持AI数据中心的电力基础设施的早期信号。
Monday Constellation Energy reports before the bell, offering an early look at how political uncertainty could affect the power infrastructure supporting AI data centers.
周二，On Holding将发布财报，但克雷默对这家运动鞋履公司保持谨慎。他表示，该行业感觉日益拥挤。“我打算放弃这一只，”他说。
Tuesday On Holding reports earnings, but Cramer remains cautious on the athletic footwear. He said the industry feels increasingly crowded. "I am going to pass on this one," he said.
消费者价格指数也将于周二早盘公布，克雷默期待通胀出现有意义的放缓。他警告称，持续高企的物价可能促使美联储主席凯文·沃什再次加息。美联储在9月时隔三年首次加息。
The consumer price index also arrives Tuesday morning, with Cramer looking for a meaningful slowdown in inflation. He warned that persistently high prices could prompt Federal Reserve Chairman Kevin Warsh to raise interest rates again. The Fed hiked rates in September for the first time in three years.
周二收盘后，“新云”企业CoreWeave将发布财报，这可能是本周最具影响力的财报之一。克雷默表示，这家负债累累的“新云”企业需要解释其如何规划融资扩张并管理借贷成本。
After the close, neocloud CoreWeave reports in what could be one of the week's most consequential earnings releases. Cramer said the heavily indebted neocloud needs to explain how it plans to finance its expansion and manage its borrowing costs.
周三，在其他方面平静的交易时段中，科迪瓦（Corteva）公布了财报。克莱默表示，这家农业化学品公司已大幅失宠于投资者，他希望更好地了解是什么在拖累其股价。
Wednesday Corteva reports in an otherwise quiet session. Cramer said the agricultural chemicals company has fallen sharply out of favor with investors and wants to better understand what's weighing on its stock.
周四，另一家备受瞩目的新云公司Nebius将在盘前公布财报，在CoreWeave公布业绩后，这将是对人工智能基础设施交易的又一次重大考验。克莱默表示，投资者将关注强劲的新订单、已完工的数据中心以及充裕的未来项目储备。“我不想听到的是，他们正在建设的场地延期且超出预算，”他说。
Thursday Nebius, another high-profile neocloud, reports before the bell, providing another major test for the AI infrastructure trade following results from CoreWeave. Cramer said investors will be looking for strong new orders, completed data centers and a robust pipeline of future projects. "What I don't want to hear is that the sites they are building are coming in late and overbudget," he said.
思科系统（Cisco Systems）也将在周四晚间公布财报。他表示，这家网络设备供应商可能被过度抛售，但他会等待市场对CoreWeave和Nebius的反应后再买入。
Cisco Systems also reports Thursday evening. He said the networking provider may be oversold, but would wait to see how the market responds to CoreWeave and Nebius before buying.
应用材料（Applied Materials）也将公布财报。尽管这家半导体设备制造商的股价已从高点大幅下跌，但克莱默警告说，仅仅大幅下跌并不能使一只股票具有吸引力。“请记住，我们不关心一只股票的来源。我们只关心它的去向，”他说。
Applied Materials reports as well. Although the semiconductor equipment maker's shares have fallen sharply from their highs, Cramer cautioned that a steep decline alone does not make a stock attractive. "Remember, we don't care where a stock comes from. We just care about where it is going," he said. Kraft Heinz holds an investor meeting Thursday.
卡夫亨氏（Kraft Heinz）将于周四举行投资者会议。克莱默对首席执行官史蒂夫·卡希兰（Steve Cahillane）在开元（Kellogg）的过往业绩表示乐观，认为他有能力为股东创造价值。
Cramer remains optimistic about CEO Steve Cahillane's ability to unlock shareholder value, citing his track record at Kellogg. Friday The producer price index comes in Friday, offering another important reading on inflation. Sign up now for the CNBC Investing Club to follow Jim Cramer's every move in the market. Questions for Cramer?
周五，生产者价格指数（PPI）将公布，为通胀提供又一个重要读数。
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