每个工作日，吉姆·克雷默的 CNBC 投资俱乐部都会在美东时间上午 10:20 举行“早盘会议”直播。以下是周一的关键时刻回顾。
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1.
- 周一股市飙升，连续第二个交易日反弹，市场在周四的剧烈抛售后持续企稳。科技股表现强劲。俱乐部持仓股 Meta Platforms、亚马逊、微软和 Alphabet 全线上涨。英伟达是个例外，股价下跌逾 6%。此举源于周日的惊人消息：英伟达董事会正在调查首席执行官黄仁勋与 Megaspeed 的 Alice Huang（无亲属关系）的婚外情，美国情报机构怀疑后者是中国间谍。“英伟达的局势棘手，我们必须为没有黄仁勋的英伟达做好准备，”吉姆·克雷默在早盘会议上表示。“他们确实有许多不那么知名的人可以掌舵。但我们知道他们的芯片依然极具价值。”吉姆在周日的专栏文章中深入阐述了他对英伟达局势的看法。
Stocks are surging Monday, rebounding for a second session as the market continues to stabilize following Thursday's intense sell-off. Lots of tech strength. Club names Meta Platforms , Amazon , Microsoft , and Alphabet all advanced. Nvidia is an exception, with shares falling over 6%. The move follows Sunday's stunning news that Nvidia's board is investigating CEO Jensen Huang over his affair with Megaspeed's Alice Huang (no relation), whom U.S. intelligence agencies suspect of being a Chinese spy. "The Nvidia situation is fraught, and we have to be preparing for an Nvidia without Jensen Huang," Jim Cramer said during the Morning Meeting. "They do have many people who are not that well known who could be running the company. But we know that their chips are still incredibly valuable." Jim explained his views on the Nvidia situation in-depth in his Sunday column . 2.
- 尽管超大规模云服务商凭借其 AI 算力护城河展现出韧性，但吉姆仍担心 Alphabet 面临人工智能对其传统搜索业务的威胁。虽然承认 Alphabet 拥有其他增长动力，包括快速增长的云业务、YouTube 和 Waymo，但吉姆不确定这些业务能否抵消搜索业务承受的压力。“明知大家都知道存在这个问题，我还想卖掉它吗？”吉姆问道。“这是一个非常合理的问题。”尽管如此，他仍不愿抛售，理由是其折价估值可能已反映了这些担忧。
Despite the resiliency of the hyperscalers due to their AI compute moat, Jim is still worried about Alphabet due to the threat of artificial intelligence to its traditional search business. While acknowledging that Alphabet has other growth drivers, including its fast-growing cloud business, YouTube, and Waymo, Jim is uncertain that those businesses can offset the pressure on search. "Do I want to sell it knowing that everybody knows there's a problem?" Jim asked. "That's a very legitimate question." Still, he is reluctant to sell, arguing that its discounted valuation may already reflect these concerns. 3.
- 我们周一早些时候减持了伊顿的股份，因为我们继续降低对数据中心相关股票的敞口。吉姆表示，他“非常清楚大家觉得我们数据中心敞口过重”，并认同这种看法。
We trimmed shares of Eaton earlier Monday as we continued to lighten our exposure to data center- related stocks. Jim said he is "very cognizant that people feel that we have too much data center," and agrees with the sentiment.
在周五的俱乐部会员年度会议上，吉姆分享了继续减少敞口的计划，原因是担心上周二中期选举后出现放缓。正如吉姆在会议上所谈，我们着手建立了在Constellation Brands的仓位，这家啤酒和烈酒公司以墨西哥进口品牌Modelo、Corona和Pacifico最为知名。（吉姆·克雷默慈善信托持有META、GOOGL、MSFT、AMZN和ETN的多头仓位。）
During Friday's Annual Meeting for Club members, Jim shared plans to keep reducing exposure due to concerns about a slowdown following last Tuesday's midterm elections. As Jim talked about in the meeting, we went ahead and initiated a position in Constellation Brands , the beer and liquor company best known for popular Mexican imports like Modelo, Corona and Pacifico. (Jim Cramer's Charitable Trust is long META, GOOGL, MSFT, AMZN, and ETN. )