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随着市场继续对唐纳德·特朗普(Donald Trump)持续的贸易战做出反应,CNBC的疯狂货币主持人吉姆·克莱默(Jim Cramer)推荐了一项策略,以使投资者导航波动的经济格局。
The Trump trade war has certainly created a chaotic market environment, leaving many investors searching for direction. One source of guidance comes from CNBC's Mad Money host Jim Cramer, who has been known for his strategic stock picks, especially during turbulent times.
特朗普贸易战无疑创造了一个混乱的市场环境,许多投资者正在寻找方向。 CNBC的疯狂货币主持人吉姆·克莱默(Jim Cramer)的指导来源是,他以战略性的股票选秀而闻名,尤其是在动荡的时期。
After a 10% global tariff was imposed by President Donald Trump, significantly impacting financial markets, Cramer suggests taking a defensive approach, similar to the playbook used post-dot-com bubble. His recommendations focus on companies with pricing power, which are likely to perform well even in a slowdown.
在总统唐纳德·特朗普(Donald Trump)征收10%的全球关税之后,克莱默(Cramer)建议采取防御方法,类似于播放手册中使用的点录像带后泡沫。他的建议着重于具有定价能力的公司,即使放缓也可能表现良好。
Shift to Domestic Stocks and Take a Defensive Approach
转向国内股并采取防御方法
With the trade war causing turbulence, Cramer advises shifting attention to domestic companies boasting strong pricing power, robust demand, and minimal credit risk. These stocks, he believes, are the ones that can withstand the economic storm, particularly in a slowdown scenario.
随着贸易战争引起动荡,克莱默(Cramer)建议将注意力转移到拥有强大的定价能力,强劲需求和最小信用风险的国内公司。他认为,这些股票是可以承受经济风暴的股票,尤其是在放缓的情况下。
Several sectors, including pharmaceuticals, utilities, and consumer staples, are often viewed as safe havens during uncertain times, and Cramer's advice aligns with this common investing wisdom. He also stressed the importance of focusing on companies with consistent demand, even during a market contraction.
在不确定的时期,包括药品,公用事业和消费者主食在内的几个部门通常被视为安全避风港,而Cramer的建议与这种普遍的投资智慧保持一致。他还强调,即使在市场收缩期间,也要专注于持续需求的公司的重要性。
suggest considering lower-priced retailers, telecommunications companies, and consumer packaged goods as sectors likely to perform well in a slowdown due to their ability to maintain demand and pricing power even in a slower economic environment.
建议考虑到价格较低的零售商,电信公司和消费者包装的商品作为行业,因为即使在较慢的经济环境中,他们也能够保持需求和定价能力,因此可能会在放缓方面表现良好。
Additionally, Cramer sees a potential boom in defense stocks as countries look to appease growing tensions and geopolitical concerns. He recommended Boeing (NYSE:BA) and Lockheed Martin (NYSE:LMT), both of which stand to benefit from increased defense spending in response to global security concerns.
此外,克莱默(Cramer)看到国防股票的潜在繁荣,随着各国希望安抚越来越多的紧张局势和地缘政治问题。他建议波音公司(NYSE:BA)和洛克希德·马丁(NYSE:LMT),这两者都将从增加国防支出中受益,以应对全球安全问题。
Avoid Tech Stocks for Now
暂时避免技术股
While Cramer remains bullish on defense, healthcare, and consumer staples, he cautioned against investing in tech stocks at this moment. He believes that the tech sector remains too volatile amid the trade war and market instability. However, once the market stabilizes, Cramer suggests that tech stocks could become an attractive investment opportunity.
尽管克莱默仍然看好国防,医疗保健和消费者主食,但他警告说,目前不愿投资技术股票。他认为,在贸易战和市场不稳定中,技术部门仍然太波动了。但是,一旦市场稳定,克雷默(Cramer)建议科技股可能成为有吸引力的投资机会。
Investors Sentiment Still Bearish- 'Inverse-Cramer Index'
投资者的情绪仍然看跌 - “反施法指数”
Despite Cramer’s recommendations, investor sentiment remains largely bearish, driven by the ongoing uncertainty surrounding the trade war. Adding to the tension is the so-called "Inverse-Cramer Index," a humorous concept among some investors where the opposite of Cramer’s predictions tends to happen. This has led some to question whether his recommendations will follow the same trend. However, Cramer’s track record of making strategic picks during uncertain times provides some reassurance to investors looking for guidance in the current market environment.
尽管有克莱默的建议,但在贸易战周围持续的不确定性的推动下,投资者的情绪仍在很大程度上看跌。所谓的“反刺激指数”是一些投资者中的幽默概念,在克莱默预测往往会发生相反的情况下,这是一个幽默的概念。这使一些人质疑他的建议是否会遵循同样的趋势。但是,克莱默(Cramer)在不确定时期制定战略选择的往绩使在当前市场环境中寻求指导的投资者提供了一些保证。
In Conclusion: A Defensive Approach in a Volatile Market
总而言之:在挥发性市场的防御方法
Jim Cramer's stock picks in the face of the Trump trade war emphasize a defensive, domestically-focused strategy, with an emphasis on pricing power and demand stability. By focusing on pharmaceuticals, utilities, consumer staples, and defense stocks, Cramer believes investors can position themselves to handle the ongoing economic slowdown.
面对特朗普贸易战争,吉姆·克莱默(Jim Cramer)的股票选择强调了一种防御性,以国内为重点的战略,重点是定价和需求稳定。通过专注于制药,公用事业,消费者主食和国防股,克莱默认为投资者可以将自己定位为处理持续的经济放缓。
However, he advises caution when it comes to tech stocks until the market shows signs of stabilization. As the trade war continues to unfold, Cramer's advice offers a roadmap for navigating the volatility, but investors should also be mindful of market sentiment and the unpredictable nature of current events.
但是,他建议谨慎对待技术股票,直到市场显示出稳定的迹象。随着贸易战的不断发展,克莱默的建议为导航波动提供了路线图,但投资者也应该注意市场情绪和时事的不可预测性质。
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