🐦 推特JukanCodex · 实盘不做把握 2/10
北京时间·🕒 发布 13:49:41时区推断·⟳ 抓取 13:49:41·⚡ 决策 07-22 13:50:44 +1m03s·97.2 天前
Jim Cramer在AI回调后点名美光、应用材料、英特尔或AMD等半导体股
这只是KOL/电视评论员对半导体板块回调后的选股观点，没有新增订单、业绩、监管或公司级基本面事实。
📄 原文Jukan@jukan05↗ 原文
Jim Cramer Picks Micron, Applied Materials And Intel Or AMD As Top Semiconductor Bets After AI Selloff, Says Supermicro…
不做 美光科技（MU.US）
KOL清单帖仅表达偏好，没有新增公司级基本面催化，不做。
不做 应用材料（AMAT.US）
KOL清单帖仅表达偏好，没有新增订单、指引或行业设备需求证据，不做。
不做 英特尔（INTC.US）
只是被列为可选半导体押注之一，方向和edge不足，不做。
不做 AMD（AMD.US）
只是被列为可选半导体押注之一，且非公司级新增催化，不做。
不做 Super Micro Computer（SMCI.US）
与英伟达生态相关是既有叙事，评论未披露新增订单或业绩增量，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-22 · 扩散 low · price-in 风险 medium ↗
关键理由
- 这只是KOL/电视评论员对半导体板块回调后的选股观点，没有新增订单、业绩、监管或公司级基本面事实。
- 正文同时覆盖多只大市值半导体与AI链公司，缺乏可验证的单一同向交易催化。
主要风险
- 若后续出现公司级订单、指引或供应链确认，应由新信号重新研判。
原文全文
展开原文 · 698 字
Jim Cramer Picks Micron, Applied Materials And Intel Or AMD As Top Semiconductor Bets After AI Selloff, Says Supermicro Is 'Great For Nvidia'
• Jim Cramer shared his top semiconductor picks, including Micron Technology Inc., Applied Materials Inc., and either Intel Corp. or Advanced Micro Devices Inc.
• Cramer also pointed to Super Micro Computer Inc. as a company worth watching due to its close ties to Nvidia Corp's AI ecosystem, saying "Supermicro great for Nvidia if you are counting".
• A market strategist described the AI selloff as a "normal correction", stating that the underlying fundamentals for AI and technology companies remain intact despite the decline in stock prices.
• Jim Cramer shared his top semiconductor picks, including Micron Technology Inc., Applied Materials Inc., and either Intel Corp. or Advanced Micro Devices Inc.
• Cramer also pointed to Super Micro Computer Inc. as a company worth watching due to its close ties to Nvidia Corp's AI ecosystem, saying "Supermicro great for Nvidia if you are counting".
• A market strategist described the AI selloff as a "normal correction", stating that the underlying fundamentals for AI and technology companies remain intact despite the decline in stock prices.
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