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2025年1月8日 1:17 AM #18947
暮眞★潤 (Jun Kurema)
キーマスター2025年1月3日(金)放送のCNBC「Mad Money w/ Jim Cramer」のサマリーです。ビデオクリップ&トランスクリプト(英文)が掲載されているCNBCサイトへのリンクも併記しています。
(1) Cramer’s week ahead: nonfarm payrolls, PMI and earnings from Albertsons (https://www.cnbc.com/2025/01/03/cramers-week-ahead-nonfarm-payrolls-pmi-and-earnings-from-albertsons.html)
- CNBC’s Jim Cramer on Friday walked investors through next week’s market action, highlighting new economic data from the nonfarm payroll report and the latest purchasing managers’ index, as well as earnings from grocery giant Albertsons.
- “It’s a light week, but still impactful. Accept that people will be on edge ahead of Friday’s employment report,” he said. “Still, I think you should do some buying if the market gets hammered. As we saw today, it’s not nearly as bad out there as so many think.”
(2) Jim Cramer’s four big-picture questions for 2025 (https://www.cnbc.com/2025/01/03/jim-cramers-four-big-picture-questions-for-2025.html)
- CNBC’s Jim Cramer on Friday opined on the uncertainty of 2025 and listed four of the most pressing macroeconomic questions he’s thinking about.
- He highlighted unknowns about the 10-Year Treasury, the labor market, happenings on Wall Street and overall corporate earnings growth.
- “At the start of every new year, I always try to figure out which stocks can work best over the next twelve months, but this year’s different, precisely because there’s just so much we don’t know about what’s coming,” he said.
<25 Questions for 2025>
Q1: What happens to the 10-year Treasury?
Q2: Will the labor market stay tight?
Q3: What will happen in Washington?
Q4: Will there be the robust corporate earnings growth Wall Street has been betting on?(3) [No Video Clip for non-Club members] Tariffs and higher interest rates could be hurdles for corporate earnings growth, says Jim Cramer (https://www.cnbc.com/video/2025/01/03/tariffs-and-higher-interest-rates-could-be-hurdles-for-corporate-earnings-growth-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer shares his 25 questions for 2025.
<25 Questions for 2025> Sector Edition
Q5: [Communications Services] Will the advertising market be strong?
Q6: [Financials] Will there be a tangible benefit from deregulation?
Q7: [Consumer Discretionary] Is the consumer starting to get tapped out?
Q8: [Technology] Will the AI investment theme continue and expand?
Q9: [Utilities] Can the utilities actually meet increased power needs?
Q10: [Industrials] Which subsector themes will prove most durable?
Q11: [Consumer Staples] Can the packaged food group beat GLP-1 concerns?
Q12: [Energy] Will industry discipline remain in the “Drill, Baby, Drill” era?
Q13: [Real Estate] Will we see more retailer bankruptcies/ closings?
Q14: [Healthcare] How will RFK Jr. actually impact healthcare?
Q15: [Materials] Can lower-priced commodities see prices increase?(4) [No Video Clip for non-Club members] We need to figure out if legacy companies can keep winning, says Jim Cramer (https://www.cnbc.com/video/2025/01/03/we-need-to-figure-out-if-legacy-companies-can-keep-winning-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer shares his 25 questions for 2025.
<25 Questions for 2025> Tech Edition
Q16: How will the AI infrastructure trade evolve?
= Infrastructure players: NVDA, AVGO, MRVL, ANET=
Q17: Who will be the initial group of AI software winners? -> CRM, NOW, PLTR, ADBE
Q18: Will the AI PC theme materialize?
Q19: Can the cyclical portions of the semiconductor sector start growing?
Q20: Will unprofitable growth tech names stay hot?
Q21: Can some legacy tech giants continue their rally?
= Legacy tech giants: CSCO, IBM, DELL, ORCL =
Q22: Will cybersecurity continue to be unassailable?
= Cybersecurity players: CRWD, PANW =
Q23: How will the robotaxi race develop?
= Robotaxi players: GOOGL, TSLA =
Q24: What will be the impact of Trump trade policies?
Q25: How will Trump help the cryptocurrency ecosystem?(5) Cramer’s Lightning Round: Home Depot is a buy (https://www.cnbc.com/2025/01/03/cramers-lightning-round-home-depot-is-a-buy.html)
- SoundHound AI: “You got to ring the register on some of that…At this point, it is a short squeeze and a short squeeze only.”
- Hafnia: “It looks so juicy. Those are stocks that you must avoid.”
- Home Depot: “I like Home Depot…I want to buy, buy, buy.”
- Cleveland-Cliffs: “The steel stocks are the worst stocks in the market. And I think that you could buy the stock, and if you’re willing to take a point or two down, then I think it’s ok. But you have to accept the fact that that’s exactly what could occur.
Ticker: SOUN HAFN, HD, CLF
(6) The momentum in semi stocks could last as they have great earnings momentum, says Jim Cramer (https://www.cnbc.com/video/2025/01/03/the-momentum-in-semi-stocks-could-last-as-they-have-great-earnings-momentum-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer checks in on two very different ‘chip’ sectors: snack foods and semiconductors.
Other Stocks Discussed (calls with audience): Costco (COST) [buy], Sofi Technologies (SOFI) [sell half and play the rest], Lockheed Martin (LMT) [I do not want to own the stock], Nike (NKE) [buy buy buy]
参考: この日の放送に関するその他のサイトへのリンク
- Podcast at Spotify (音声)
- Internet Archive(1分毎のビデオ&テキスト)
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