文章核心观点 - Jim Cramer提出“明智投机”的AI投资理念 选择兼具实际盈利能力和长期AI潜力的成熟科技巨头 而非追逐无盈利的炒作标的 [1][7][8] - 投资策略是在市场恐惧和盲目乐观之间取得平衡 重点投资于拥有真实产品、稳固收益和强大领导力的公司 [7][8] - 选择苹果、英伟达、博通和戴尔四家公司 因其在AI革命中已确立地位 拥有实际收益、健康客户群和长期领导力 [1][11] Jim Cramer的投资背景与影响力 - Jim Cramer拥有数十年市场经验 是前对冲基金经理兼TheStreet联合创始人 自2005年起主持CNBC“Mad Money”节目 [3][4] - 其观点对市场关注度和资金流向具有快速影响力 并且是科技股长期倡导者 曾创造FANG术语 早期看好亚马逊、苹果和英伟达等公司 [5][6] “明智投机”投资理念 - 投资理念强调战略性思维 规避没有利润支撑的高估值股票 支持已在AI未来中证明自身地位的公司 [7][8] - 列举Embark Trucks、Babylon Health和Cruise等AI初创公司失败案例 说明缺乏盈利支撑和面临监管现实的风险 [9][10] 核心AI投资标的分析 - **苹果**：被视为应长期持有的股票 品牌价值和忠实客户基础使其成为“值得拥有而非交易”的标的 最新季度销售额达1025亿美元超预期 每股收益增长13%至1.85美元 [12][13] - **英伟达**：被称为AI领域无可争议的巨头和“不可思议的股票” 预计第三季度销售额将跃升56%至546亿美元 每股收益增长53%至1.24美元 [14] - **博通**：拥有高效应对市场变化的业务模式 管理层纪律严明且增长稳定 在网络和定制芯片领域需求稳定 在AI建设中具有明显优势 [15] - **戴尔**：已悄然成为AI基础设施强者 AI优化服务器销售强劲及改善的利润目标受到华尔街关注 被视为从波动性转向价值投资的选择 [16]

Broadcom stock price has done well this year, helped by the ongoing AI tailwinds that have turned it into a $1.57 trillion juggernaut. It has jumped by 160% from its lowest level in April when Donald ... ...

Invest in artificial intelligence (AI)-powered companies with strong execution capability and impressive revenue visibility ahead of the next market rally.On Oct. 29, the Federal Reserve announced a 25-basis-point cut in benchmark interest rates to 3.75% to 4%. However, the equity markets stumbled as Fed Chairman Jerome Powell highlighted uncertainty about further interest rate easing, especially at the Fed's next meeting in December 2025.While solid earnings performance from a few prominent technology comp ...

Freshman Congressman, Rep. Robert Bresnahan (R-PA), has come under scrutiny for his active stock trades this past year, having filed more than 620 trades since taking office early this year. Prolific Freshman Trader In CongressOn Wednesday, in a post on X, Steven Wang, the founder of Dub, a copy-investing service, highlighted Bresnahan’s trading activities in recent months, including several of his best-performing trades, which have delivered outsized returns over the past year. According to the post, Bresn ...

Broadcom Inc. (AVGO) closed at $358.98 in the latest trading session, marking a +2% move from the prior day. The stock exceeded the S&P 500, which registered a gain of 0.37% for the day. Elsewhere, the Dow saw an upswing of 0.48%, while the tech-heavy Nasdaq appreciated by 0.65%. Prior to today's trading, shares of the chipmaker had gained 4.62% outpaced the Computer and Technology sector's gain of 2.98% and the S&P 500's gain of 0.95%.Analysts and investors alike will be keeping a close eye on the performa ...

美股市场整体表现 - 美股三大股指小幅收涨 标普500指数涨0.37%至6796.29点 纳斯达克综合指数涨0.65%至23499.8点 道琼斯工业平均指数涨0.48%至47311点 [1] - 标普500指数年内创36次历史新高 但涨势广度极其狭窄 自2025年初以来6只股票贡献该指数约一半涨幅 [7] 行业与板块表现 - 美国经济风向标公司股价上涨 福特汽车和通用汽车均涨超2% 工业设备制造商卡特彼勒涨近4% [4] - 人工智能概念股情绪扭转 AMD低开后翻红上涨 博通、谷歌、甲骨文均收涨 [5] - 存储芯片概念股表现强劲 受HBM4芯片价格大涨传言带动 美光科技大涨8.93%再创历史新高 希捷和闪迪双双涨超10% [6] - AI概念股内部分化 超微电脑发布财报后跌超11% 数据中心网络供应商Arista Networks跌近9% [7] - 电池储能和光伏板块整体走强 Solid Power发布利好财报后暴涨51.56% SolarEdge大涨28.91% [9] 重点公司股价表现 - 热门科技股涨跌不一 谷歌-C涨2.41%创历史收盘新高 特斯拉涨4.01% Meta涨1.38% 博通涨2% 亚马逊涨0.35% 苹果涨0.04% 而英伟达跌1.75% 微软跌1.39% 台积电跌0.14% [8] - 伯克希尔哈撒韦-A涨0.69% 礼来涨2.09% [8] - 中概股迎来反弹 纳斯达克中国金龙指数收涨0.15% 个股方面新氧涨19.6% 晶科能源涨16.03% 阿特斯太阳能涨13.69% 世纪互联涨5.93% 富途控股涨4.53% 拼多多涨1.87% 蔚来涨1.82% 京东涨0.69% 网易涨0.51% 阿里巴巴涨0.32% 而百度跌1.33% 小鹏汽车跌3.97% 亿航智能跌2.19% 哔哩哔哩跌0.14% [10] - 即将登陆港交所的自动驾驶公司股价下跌 小马智行收跌1.99% 文远知行跌5.26% [11]

Stocks tumbled on Tuesday and are dipping again on Wednesday amid concerns about tech valuations. Wells Fargo flagged a few top stock plays for investors to navigate the volatility. Its playbook included trimming tech stocks and adding to areas like industrials and financials. The stock market is having a tough start to November. Markets were jolted on Tuesday as investors fretted over a possible AI bubble and lofty valuations in the tech sector, which sent top names in the AI trade tumbling. Pala ...

Key Points Broadcom is up big over the last five years and has done particularly well in 2024 and 2025 so far. It demonstrates why a high P/E ratio doesn't always mean a company is a poor investment. 10 stocks we like better than Broadcom › Semiconductor companies have delivered incredible returns thanks to the growth of artificial intelligence (AI). One of the most successful is Broadcom (NASDAQ: AVGO), which makes custom chips for AI companies. It's up 957% over the last five years (as of Oct. 31 ...

杰富瑞将英伟达的目标价从220美元上调至240美元，维持"买入"评级；将博通的目标价从415美元上调 至480美元。(格隆汇) ...

亚太市场表现 - 日经225指数暴跌2393.15点，跌幅达4.65%，跌破50000点大关，报49104.05点 [1][2] - 韩国KOSPI指数一度暴跌超5%，接连下破4100、4000、3900点关口，SK海力士股价下跌6%，三星电子跌近5% [1][4] - 恒生科技指数与台湾加权指数均跌超2%，恒生指数与上证指数分别下跌1.18%和0.55% [1][2] - 韩国Kospi 200指数期货跌超5%后启用熔断机制，程序化交易暂停5分钟 [4] 市场背景与前期表现 - 在10月，韩国KOSPI股指16次创盘中历史新高，当月涨幅达16%，年内累计飙升近70% [6] - 日经225指数在10月首次突破50000点，当月累计涨近10%，年内累计涨约23% [7] - 截至11月4日，日经225指数已连续六个交易日位于50000点以上 [7] 美股科技巨头表现 - 美股“七姐妹”中除苹果微涨0.37%外均下跌，特斯拉重挫超5%，英伟达大跌3.96% [10][11] - 谷歌-A、谷歌-C分别下跌2.18%和2.13%，微软下跌0.52%，Meta Platforms下跌1.63% [11] - 台积电股价下跌3.55%，博通下跌2.93% [11] 市场情绪与催化剂 - 市场分析认为美元走强对高估值科技股构成压力，AI叙事逻辑弱化，美联储降息信号分歧以及贸易争端不确定性是影响因素 [7] - 投资者担忧AI板块估值可持续性，“大空头”Michael Burry用80%仓位押注Palantir和英伟达看跌期权 [12] - Palantir CEO回应称做空AI的行为“简直疯了”，并称若事实证明错误将庆祝 [14] - 市场在英伟达11月19日财报前缺乏短期催化剂 [17] 机构观点 - 摩根士丹利首席执行官提示应做好心理准备，股市或面临10%至15%的非宏观断崖式下跌 [15] - 高盛董事长兼CEO苏德巍预计未来12到24个月内股市可能出现10%到20%的回撤 [16]