股市新闻
最新财经新闻 · 更新于 七月 31, 2026
Jim Cramer 谈论 Shopify：“你希望在股价冰冷时买入它”
Jim Cramer on Shopify: “You Want to Buy It When the Stock’s Ice Cold”
The panel agreed that Shopify's recent growth deceleration has led to a valuation reset, but they disagreed on whether the …
吉姆·克莱默关于安瑞达网络：“现在买入”
Jim Cramer on Arista Networks: “Time to Buy”
Arista Networks (ANET) faces supply constraints that could last 1-2 years, impacting its ability to meet hyperscaler demand and potentially …
Jim Cramer 称“我希望我早一百点就为我的慈善信托买入戴尔”
Jim Cramer Says “I Wish I’d Bought Dell for My Charitable Trust a Hundred Points Ago”
The panelists agreed that Dell's role in AI infrastructure is a significant tailwind, but they disagreed on the sustainability of …
Chimera Investment Q1 财报电话会议要点
Chimera Investment Q1 Earnings Call Highlights
Panelists have mixed views on Chimera's Q1 performance. While some appreciate the liquidity improvement and dividend coverage, others express concerns …
Jim Cramer 谈 Thermo Fisher：“我认为你可以在这个价位买入”
Jim Cramer on Thermo Fisher: “I Think You Can Buy It at This Level”
Despite beating earnings and raising guidance, TMO's stock dropped due to concerns about near-term visibility and potential slowdown in organic …
Jim Cramer 谈论 Extreme Networks：“我不推荐这样的股票”
Jim Cramer on Extreme Networks: “I Don’t Recommend Stocks Like This”
Panelists are divided on Extreme Networks (EXTR). While some see potential in its fabric-based architecture and growing SaaS revenue, others …
吉姆·克莱默谈台积电：“他们的业务多到应接不暇”
Jim Cramer on Taiwan Semi: “They Have More Business Than They Can Handle”
TSMC's (TSM) strong backlog and near-monopoly on advanced nodes drive bullish sentiment, but geopolitical risks, potential yield degradation, and capacity …
吉姆·克莱默评论 Solstice Advanced Materials 的财报
Jim Cramer Reviews the Earnings Report from Solstice Advanced Materials
The panel is bearish on Solstice Advanced Materials (SOLS) due to concerns about margin pressure, potential demand softness, and structural …
AMETEK 股东支持董事会 公司强调创纪录的 2025 年和强劲的第一季度
AMETEK Shareholders Back Board as Company Highlights Record 2025, Strong Q1
The panel's discussion on AMETEK (AME) highlights strong 2025 results but raises concerns about sustainability of growth and valuation. While …
吉姆·克莱默关于高盛： “我认为它会更高”
Jim Cramer on Goldman Sachs: “I Think That It’s Going Higher”
The panelists have a neutral to bearish sentiment on Goldman Sachs (GS), with the main concern being its reliance on …
吉姆·克莱默讨论卡夫亨氏在超出预期收益后的反弹
Jim Cramer Discusses Kraft Heinz Rally After Better Than Expected Earnings
The panel is largely bearish on Kraft Heinz (KHC), with concerns about structural headwinds, debt burden, and the uncertainty of …
吉姆·克莱默谈CVS：“我认为它更便宜了”
Jim Cramer on CVS: “I Would Argue That It’s Cheaper”
CVS's earnings beat and guidance raise were overshadowed by structural headwinds, regulatory risks, and capital allocation concerns. While some see …