由 jpichiban Wed, 19 Feb 2025 14:00:31 GMT
2月19日（周三）我关注的十大要点：
1. **美股开盘表现不一**：在标普500指数创下历史新高后的次日早晨，华尔街股市开盘走势分化。道琼斯和纳斯达克指数周二均收高，逐步逼近各自的历史高点。
2. **特朗普提议新关税**：在几乎每日不断的贸易新闻中，美国总统特朗普周二提出对药品、汽车和芯片征收25%的关税。市场对此反应冷淡，未予重视。
3. **苹果应对关税能力**：美国银行分析师认为，特朗普的报复性关税对苹果公司来说是“可控的”。我将在周四中午（东部时间）的月度会员会议上讨论如何看待苹果和英伟达。
4. **Salesforce目标价下调**：Loop Capital将俱乐部股票Salesforce的目标价从360美元下调至330美元，但维持持有评级。分析师预计2025年企业软件市场开局缓慢。Salesforce将于下周公布财报。
5. **CrowdStrike目标价上调**：摩根士丹利将CrowdStrike的目标价上调至429美元，Stifel上调至475美元。分析师对这家网络安全公司下月即将发布的财报持乐观态度。
6. **Arista Networks增长预期**：Arista Networks公布业绩并预计增长17%。我认为CEO Jayshree Ullal对增长及俱乐部成员Meta Platforms潜在业务损失的预测较为保守。她将于周三晚出现在《疯狂金钱》节目中。
7. **Toll Brothers新房价格下降**：Toll Brothers新房价格下降意义重大，虽出人意料，但显示美联储政策见效。需注意，若价格上涨我们肯定会抱怨。春季销售季表现喜忧参半。
8. **家得宝目标价上调**：Bernstein将家得宝的目标价上调1美元至422美元，维持持有评级。分析师认为下半年增长的基础已奠定。俱乐部成员家得宝将于下周发布财报。
9. **高盛目标价上调**：富国银行研究分析师将俱乐部持股高盛的目标价从680美元上调至720美元，维持增持评级。分析师上调了盈利预期，认为这是值得持有的股票。
10. **贝莱德收购热潮**：另一家俱乐部金融成员贝莱德正在进行一系列收购，这将改变这家全球最大资产管理公司的构成。我们探讨了在其基金业务面临激烈竞争之际，这些交易如何推进。
**免费订阅我的市场十大晨思电子邮件通讯**（查看吉姆·克莱默慈善信托基金股票完整列表）。作为CNBC投资俱乐部与吉姆·克莱默的订阅用户，您将在吉姆交易前收到交易提醒。吉姆在发送交易提醒后等待45分钟，才在其慈善信托基金的投资组合中进行买卖。若吉姆在CNBC电视上提及某只股票，他会在发出交易提醒后等待72小时再执行交易。
**上述投资俱乐部信息受我们的条款和条件及隐私政策约束，同时适用免责声明。接收投资俱乐部提供的任何信息并不产生或建立任何信托义务或责任，也不保证任何特定结果或利润。** rsecurity company’s earnings next month.6. Arista Networks does its number and guides for 17% growth. I think CEO Jayshree Ullal was being conservative on this and on a potential loss of business at Club name Meta Platforms. She’s on “Mad Money” on Wednesday evening.7. Toll Brothers price decline on new homes is meaningful. Surprising but a sign that the Fed is winning. Must note this because we sure would be complaining if prices went up. Spring selling season looks mixed.8. Bernstein raised its price target on Home Depot by $1 per share to $422 and kept its hold-equivalent market perform rating. The analysts see building blocks in place for second-half growth. The Club name reports earnings next week.9. Research analysts at Wells Fargo increased their price target on Club holding Goldman Sachs to $720 per share from $680 and maintained their overweight buy rating. The analysts are raising earnings estimates. This is the one to own. 10. BlackRock, another Club financial, has been on a buying spree that will change the makeup of the world’s biggest asset manager. We looked at how the deals are coming at a time of fierce competition in its fund business.Sign up for my Top 10 Morning Thoughts on the Market email newsletter for free(See here for a full list of the stocks at Jim Cramer’s Charitable Trust.)As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY, TOGETHER WITH OUR DISCLAIMER. NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
原文链接：https://www.cnbc.com/2025/02/19/jim-cramers-top-10-things-to-watch-in-the-stock-market-wednesday.html