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2021-08-04
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Cramer's Mad Money Recap: Walmart, Amazon, Apple<blockquote>克莱默的疯狂金钱回顾：沃尔玛、亚马逊、苹果</blockquote>
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As the COVID Delta variant continues to keep America on the run, Jim Cramer told his Mad Money viewers Tuesday it's time to dust off the Spring 2020 playbook and start investing in the pseudo-lockdown stocks. What's a pseudo-lockdown stock? It's the type of company that flourishes in a \"worse before it gets better\" economy.</p><p><blockquote>吉姆·克莱默表示，随着新冠疫情的重新出现，是时候看看那些在经济好转之前可能会变得更糟的经济中蓬勃发展的公司了。随着新冠疫情德尔塔变异毒株继续让美国陷入困境，吉姆·克莱默(Jim Cramer)周二告诉《Mad Money》观众，是时候掸掉2020年春季剧本的灰尘，开始投资伪封锁股票了。什么是伪锁定股票？这种公司在“先变好后变坏”的经济中蓬勃发展。</blockquote></p><p> In retail, that means investing in WATCH, Cramer's acronym for Walmart (<b>WMT</b>), Amazon (<b>AMZN</b>), <a href=\"https://laohu8.com/S/TGT\">Target</a> (<b>TGT</b>), <a href=\"https://laohu8.com/S/COST\">Costco</a> (<b>COST</b>) and <a href=\"https://laohu8.com/S/HD\">Home Depot</a> (<b>HD</b>). All of these retailers have navigated the pandemic with flying colors and are the ones consumers trust most.</p><p><blockquote>在零售业，这意味着投资WATCH，克莱默对沃尔玛的首字母缩写（<b>WMT</b>)、亚马逊(<b>AMZN</b>),<a href=\"https://laohu8.com/S/TGT\">目标</a> (<b>TGT</b>),<a href=\"https://laohu8.com/S/COST\">Costco</a> (<b>成本</b>）和<a href=\"https://laohu8.com/S/HD\">家得宝</a> (<b>HD</b>).所有这些零售商都在疫情表现出色，是消费者最信任的零售商。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> should also be looking at UPS(<b>UPS</b>) and <a href=\"https://laohu8.com/S/FDX\">FedEx</a>(<b>FDX</b>), with the latter being Cramer's favorite of the pair.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>还应该看看UPS（<b>UPS</b>）和<a href=\"https://laohu8.com/S/FDX\">联邦快递</a>(<b>FDX</b>），后者是克莱默最喜欢的一对。</blockquote></p><p> When it comes to clothing and apparel, <a href=\"https://laohu8.com/S/LULU\">Lululemon Athletica</a> (<b>LULU</b>), <a href=\"https://laohu8.com/S/RL\">Ralph Lauren</a> (<b>RL</b>) and <a href=\"https://laohu8.com/S/NKE\">Nike</a> (<b>NKE</b>) were among Cramer's favorites. Shares of Ralph Lauren rose 6.1% by the close Tuesday.</p><p><blockquote>说到服装服饰，<a href=\"https://laohu8.com/S/LULU\">露露柠檬运动</a> (<b>露露</b>),<a href=\"https://laohu8.com/S/RL\">拉尔夫·劳伦</a> (<b>RL</b>）和<a href=\"https://laohu8.com/S/NKE\">耐克</a> (<b>NKE</b>）是克莱默的最爱之一。截至周二收盘，Ralph Lauren股价上涨6.1%。</blockquote></p><p> Other standouts included Domino's Pizza (<b>DPZ</b>), which just reported another blowout quarter, along with <a href=\"https://laohu8.com/S/AAPL\">Apple</a> (<b>AAPL</b>), an Action Alerts PLUS holding, and the newly-minted Robinhood (<b>HOOD</b>), which saw a bounce after its weaker-than-expected IPO.</p><p><blockquote>其他杰出的包括达美乐披萨（<b>DPZ</b>），该公司刚刚报告了另一个井喷季度，以及<a href=\"https://laohu8.com/S/AAPL\">苹果</a> (<b>AAPL</b>）、Action Alerts PLUS holding和新成立的Robinhood（<b>发动机罩</b>），该公司在IPO弱于预期后出现反弹。</blockquote></p><p> Cramer and the AAP team are looking at everything from earnings and politics to the Federal Reserve.Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts Plus.</p><p><blockquote>克莱默和AAP团队正在研究从收益、政治到美联储的一切问题。了解他们对投资俱乐部成员说了什么，并通过免费试用订阅Action Alerts Plus加入对话。</blockquote></p><p> <b>Executive Decision: <a href=\"https://laohu8.com/S/CLX\">Clorox</a></b></p><p><blockquote><b>执行决定：<a href=\"https://laohu8.com/S/CLX\">Clorox</a></b></blockquote></p><p> In the \"Executive Decision\" segment, Cramer welcomed back Linda Rendle, CEO of Clorox Co. (<b>CLX</b>) , the consumer products maker which plunged 9.4% after the company reported a massive top- and bottom-line miss amid rising costs and wavering demand as our economy struggles to contain the Delta variant.</p><p><blockquote>在“行政决策”部分，克莱默欢迎高乐氏公司首席执行官琳达·伦德尔(Linda Rendle)回归。<b>CLX</b>），这家消费品制造商股价暴跌9.4%，此前该公司报告称，由于我们的经济难以遏制德尔塔变异毒株，成本上升和需求波动，营收和利润大幅下滑。</blockquote></p><p> Rendle said after record quarters last year, Clorox expected to see sales moderate. Looking at the year however, all four of the company's segments posted double-digit sales growth and even with recent declines are still significantly above pre-pandemic levels.</p><p><blockquote>伦德尔表示，在去年创纪录的季度之后，高乐氏预计销售额将放缓。然而，从今年来看，该公司所有四个部门的销售额都实现了两位数的增长，即使最近有所下降，仍远高于大流行前的水平。</blockquote></p><p> Clorox is emerging from the pandemic stronger than when it went in, Rendle added. The company has invested heavily into digital channels and has learned a lot about the new behaviors and desires of consumers. Clorox also remains committed to its dividend and to shareholders, Rendle added, even during these volatile times.</p><p><blockquote>伦德尔补充说，高乐氏(Clorox)从疫情中脱颖而出，比进入时更加强大。该公司在数字渠道上投入了大量资金，并对消费者的新行为和新欲望有了很多了解。伦德尔补充说，即使在这些动荡时期，高乐氏也仍然致力于股息和股东。</blockquote></p><p> Cramer said the next quarter will be a pivotal <a href=\"https://laohu8.com/S/AONE.U\">one</a> for Clorox, <a href=\"https://laohu8.com/S/AONE.U\">one</a> where we will learn what post-pandemic sales will truly look like.</p><p><blockquote>克莱默表示，下个季度将是关键<a href=\"https://laohu8.com/S/AONE.U\">一</a>对于高乐氏来说，<a href=\"https://laohu8.com/S/AONE.U\">一</a>在那里我们将了解大流行后的销售会是什么样子。</blockquote></p><p> <b>The IPO Issue</b></p><p><blockquote><b>IPO发行</b></blockquote></p><p> There are a lot of things to worry about in the market, but what worries Cramer most isn't the Delta variant, or <a href=\"https://laohu8.com/S/CAAS\">China</a>, or the looming debt ceiling crisis. What worries him most are IPOs.</p><p><blockquote>市场上有很多事情需要担心，但克莱默最担心的不是德尔塔变异毒株，或者<a href=\"https://laohu8.com/S/CAAS\">中国</a>，或者迫在眉睫的债务上限危机。最让他担心的是IPO。</blockquote></p><p> When new shares hit the stock market, it puts pressure on everything. So far this year we've seen 304 IPOs totaling $105 billion. That puts 2021 on par for a record year... with five months still to go. And these IPO numbers don't even take into account over 300 deals that came public via SPAC.</p><p><blockquote>当新股冲击股市时，它给一切带来压力。今年到目前为止，我们已经看到304起IPO，总额达1050亿美元。这使得2021年成为创纪录的一年...还有五个月。这些IPO数字甚至没有考虑到通过SPAC上市的300多笔交易。</blockquote></p><p> IPO fatigue is rapidly approaching, Cramer warned, with some deals already being canceled or delayed. The high point was Didi Global (<b>DIDI</b>) , which found itself banned from Chinese app stores just a day after the company went public here in the U.S.</p><p><blockquote>克莱默警告说，IPO疲劳正在迅速逼近，一些交易已经被取消或推迟。高点是滴滴全球（<b>迪迪</b>），该公司在美国上市仅一天后就发现自己被中国应用商店禁止。</blockquote></p><p> IPOs have always been tilted in favor of investors, Cramer explained, and are designed to always see a first-day surge. But lately, your first day of trading is a coin toss, Cramer said, and the days that follow are anyone's guess. Even the much-hyped Robinhood (<b>HOOD</b>) couldn't break free of the downward IPO spiral.</p><p><blockquote>克莱默解释说，首次公开募股总是向投资者倾斜，并且旨在总是看到首日飙升。但最近，你的第一天交易就像抛硬币一样，克莱默说，接下来的几天谁也说不准。即使是大肆宣传的罗宾汉（<b>发动机罩</b>）无法摆脱IPO螺旋式下降。</blockquote></p><p> Fortunately, the deal flow appears to be finally slowing down a bit, Cramer concluded, and not a moment too soon.</p><p><blockquote>克莱默总结道，幸运的是，交易流程似乎终于放缓了一些，而且还不算太早。</blockquote></p><p> <b>Off the Charts</b></p><p><blockquote><b>爆表</b></blockquote></p><p> In his \"Off The Charts\" segment, Cramer checked in with colleague Tom DeMark for another take on where the markets are likely to head next. According to DeMark, things are not looking good.</p><p><blockquote>在他的“爆表”部分，克莱默与同事汤姆·德马克（Tom DeMark）一起了解了市场下一步可能走向的另一种看法。根据德马克的说法，情况看起来并不乐观。</blockquote></p><p></p><p> DeMark first looked at a daily chart of the S&P 500, noting that this rally is rapidly running out of steam after making 12 new highs. According to DeMark's 13-day sell countdown, if the S&P closes above 4,430 Wednesday, the rally is over.</p><p><blockquote>DeMark首先查看了标普500的日线图，指出在创下12个新高后，这次反弹正在迅速失去动力。根据DeMark的13天卖出倒计时，如果标普周三收于4430点上方，则涨势结束。</blockquote></p><p> The same pattern can be seen in the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> 100 index, which is also on day 12 of the 13-day cycle. If both indices make another high tomorrow, completing the cycle, things could get very ugly.</p><p><blockquote>同样的模式可以在<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>100指数，也是13天周期的第12天。如果两个指数明天再创新高，完成周期，情况可能会变得非常糟糕。</blockquote></p><p> Even the Dow Jones Industrial Average isn't immune, with DeMark picking up a widening fan pattern of higher highs and lower lows that is eerily similar to that seen ahead of the crash in 1929.</p><p><blockquote>就连道琼斯工业平均指数也未能幸免，丹麦指数呈现出越来越高的高点和更低的低点的扇形模式，这与1929年崩盘前的情况惊人地相似。</blockquote></p><p> For those who think cryptocurrency might be immune, think again. DeMark also didn't like the chart of Bitcoin, noting that the recent bottom wasn't accompanied by any significant bad news to confirm the move.</p><p><blockquote>对于那些认为加密货币可能免疫的人来说，请三思。德马克也不喜欢比特币的图表，指出最近的底部并没有伴随任何重大坏消息来证实这一走势。</blockquote></p><p> <b>Great Companies Shake Things Up</b></p><p><blockquote><b>伟大的公司会改变现状</b></blockquote></p><p> In his No-Huddle Offense segment, Cramer said that while good companies are typically risk averse and rarely change, great companies aren't afraid to shake things up. Case in point, today's news that PepsiCo (<b>PEP</b>) is spinning off Tropicana and Naked Beverages for $3.3 billion.</p><p><blockquote>克莱默在他的“无拥挤进攻”部分表示，虽然优秀的公司通常规避风险并且很少改变，但伟大的公司并不害怕改变现状。举个例子，今天的新闻百事可乐（<b>PEP</b>）正在以33亿美元分拆Tropicana和Naked Beverages。</blockquote></p><p> Tropicana, while still an iconic brand, is beginning to fall out of favor with younger consumers who prefer drinks with less sugar. Cramer said spinning off these brands are what PepsiCo does, cutting loose slowing brands to double-down on its fastest-growing brands. That's how you grow earnings.</p><p><blockquote>纯果乐虽然仍然是一个标志性品牌，但开始失去喜欢低糖饮料的年轻消费者的青睐。克莱默表示，剥离这些品牌是百事公司所做的，削减放缓的品牌，加倍投资增长最快的品牌。这就是你增加收入的方式。</blockquote></p><p> Other great companies, according to Cramer, include <a href=\"https://laohu8.com/S/MKC\">McCormick</a> (<b>MKC</b>), <a href=\"https://laohu8.com/S/HRL\">Hormel</a> (<b>HRL</b>) and <a href=\"https://laohu8.com/S/STZ\">Constellation</a> Brands (<b>STZ</b>), all of which are constantly reshuffling their product portfolio, often making difficult decisions to reinvigorate growth.</p><p><blockquote>克莱默表示，其他伟大的公司包括<a href=\"https://laohu8.com/S/MKC\">麦考密克</a> (<b>MKC</b>),<a href=\"https://laohu8.com/S/HRL\">荷美尔</a> (<b>HRL</b>）和<a href=\"https://laohu8.com/S/STZ\">星座</a>品牌（<b>STZ</b>），所有这些公司都在不断重组其产品组合，经常做出艰难的决定来重振增长。</blockquote></p><p> <b>Lightning Round</b></p><p><blockquote><b>闪电轮</b></blockquote></p><p> Here's what Jim Cramer had to say about some of the stocks that callers offered up during the Mad Money Lightning Round Tuesday evening:</p><p><blockquote>以下是吉姆·克莱默(Jim Cramer)对周二晚上疯狂金钱闪电轮中来电者提供的一些股票的看法：</blockquote></p><p> <a href=\"https://laohu8.com/S/MKSI\">MKS Instruments</a> (<b>MKSI</b>): \"I don't understand why this stock is so cheap.\"</p><p><blockquote><a href=\"https://laohu8.com/S/MKSI\">MKS仪器</a> (<b>MKSI</b>）：“我不明白为什么这只股票这么便宜。”</blockquote></p><p> <a href=\"https://laohu8.com/S/AUPH\">Aurinia Pharmaceuticals</a> (<b>AUPH</b>): \"They should be doing better. I want to be careful with that stock.\"</p><p><blockquote><a href=\"https://laohu8.com/S/AUPH\">Aurinia制药公司</a> (<b>AUPH</b>）：“他们应该做得更好。我想小心那只股票。”</blockquote></p><p> <a href=\"https://laohu8.com/S/SRNE\">Sorrento Therapeutics</a> (<b>SRNE</b>): \"I think this stock is overvalued and I don't like the way they have handled themselves.\"</p><p><blockquote><a href=\"https://laohu8.com/S/SRNE\">索伦托治疗公司</a> (<b>SRNE</b>）：“我认为这只股票被高估了，我不喜欢他们处理自己的方式。”</blockquote></p><p> Palantir Technologies (<b>PLTR</b>): \"This is a cult stock. No one knows what they do but people still like it.\"</p><p><blockquote>Palantir技术公司（<b>PLTR</b>）：“这是一只狂热的股票。没有人知道他们在做什么，但人们仍然喜欢它。”</blockquote></p><p> Gritstone Oncology (<b>GRTS</b>): \"You want to own <a href=\"https://laohu8.com/S/NVCR\">NovoCure</a> (<b>NVCR</b>). That's the way to go. Not this one.\"</p><p><blockquote>砂砾石肿瘤学（<b>GRTS</b>）：“你想拥有<a href=\"https://laohu8.com/S/NVCR\">NovoCure</a> (<b>NVCR</b>).这才是正道。不是这个。”</blockquote></p><p> SoFi Technologies (<b>SOFI</b>) : \"I think they are doing a terrific job and you should buy the stock.\"</p><p><blockquote>SoFi技术（<b>索菲</b>）：“我认为他们做得很好，你应该购买这只股票。”</blockquote></p><p> <a href=\"https://laohu8.com/S/SPR\">Spirit AeroSystems</a> (<b>SPR</b>): \"I'd rather own <a href=\"https://laohu8.com/S/BA\">Boeing</a>. That's the one to buy, not the suppliers.\"</p><p><blockquote><a href=\"https://laohu8.com/S/SPR\">势必锐航空系统公司</a> (<b>SPR</b>）：“我宁愿拥有<a href=\"https://laohu8.com/S/BA\">波音公司</a>.那是买的人，而不是供应商。”</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cramer's Mad Money Recap: Walmart, Amazon, Apple<blockquote>克莱默的疯狂金钱回顾：沃尔玛、亚马逊、苹果</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCramer's Mad Money Recap: Walmart, Amazon, Apple<blockquote>克莱默的疯狂金钱回顾：沃尔玛、亚马逊、苹果</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-08-04 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p> As COVID re-emerges, Jim Cramer says it's time to look at companies that flourish in an economy that might get worse before it gets better. As the COVID Delta variant continues to keep America on the run, Jim Cramer told his Mad Money viewers Tuesday it's time to dust off the Spring 2020 playbook and start investing in the pseudo-lockdown stocks. What's a pseudo-lockdown stock? It's the type of company that flourishes in a \"worse before it gets better\" economy.</p><p><blockquote>吉姆·克莱默表示，随着新冠疫情的重新出现，是时候看看那些在经济好转之前可能会变得更糟的经济中蓬勃发展的公司了。随着新冠疫情德尔塔变异毒株继续让美国陷入困境，吉姆·克莱默(Jim Cramer)周二告诉《Mad Money》观众，是时候掸掉2020年春季剧本的灰尘，开始投资伪封锁股票了。什么是伪锁定股票？这种公司在“先变好后变坏”的经济中蓬勃发展。</blockquote></p><p> In retail, that means investing in WATCH, Cramer's acronym for Walmart (<b>WMT</b>), Amazon (<b>AMZN</b>), <a href=\"https://laohu8.com/S/TGT\">Target</a> (<b>TGT</b>), <a href=\"https://laohu8.com/S/COST\">Costco</a> (<b>COST</b>) and <a href=\"https://laohu8.com/S/HD\">Home Depot</a> (<b>HD</b>). All of these retailers have navigated the pandemic with flying colors and are the ones consumers trust most.</p><p><blockquote>在零售业，这意味着投资WATCH，克莱默对沃尔玛的首字母缩写（<b>WMT</b>)、亚马逊(<b>AMZN</b>),<a href=\"https://laohu8.com/S/TGT\">目标</a> (<b>TGT</b>),<a href=\"https://laohu8.com/S/COST\">Costco</a> (<b>成本</b>）和<a href=\"https://laohu8.com/S/HD\">家得宝</a> (<b>HD</b>).所有这些零售商都在疫情表现出色，是消费者最信任的零售商。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> should also be looking at UPS(<b>UPS</b>) and <a href=\"https://laohu8.com/S/FDX\">FedEx</a>(<b>FDX</b>), with the latter being Cramer's favorite of the pair.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>还应该看看UPS（<b>UPS</b>）和<a href=\"https://laohu8.com/S/FDX\">联邦快递</a>(<b>FDX</b>），后者是克莱默最喜欢的一对。</blockquote></p><p> When it comes to clothing and apparel, <a href=\"https://laohu8.com/S/LULU\">Lululemon Athletica</a> (<b>LULU</b>), <a href=\"https://laohu8.com/S/RL\">Ralph Lauren</a> (<b>RL</b>) and <a href=\"https://laohu8.com/S/NKE\">Nike</a> (<b>NKE</b>) were among Cramer's favorites. Shares of Ralph Lauren rose 6.1% by the close Tuesday.</p><p><blockquote>说到服装服饰，<a href=\"https://laohu8.com/S/LULU\">露露柠檬运动</a> (<b>露露</b>),<a href=\"https://laohu8.com/S/RL\">拉尔夫·劳伦</a> (<b>RL</b>）和<a href=\"https://laohu8.com/S/NKE\">耐克</a> (<b>NKE</b>）是克莱默的最爱之一。截至周二收盘，Ralph Lauren股价上涨6.1%。</blockquote></p><p> Other standouts included Domino's Pizza (<b>DPZ</b>), which just reported another blowout quarter, along with <a href=\"https://laohu8.com/S/AAPL\">Apple</a> (<b>AAPL</b>), an Action Alerts PLUS holding, and the newly-minted Robinhood (<b>HOOD</b>), which saw a bounce after its weaker-than-expected IPO.</p><p><blockquote>其他杰出的包括达美乐披萨（<b>DPZ</b>），该公司刚刚报告了另一个井喷季度，以及<a href=\"https://laohu8.com/S/AAPL\">苹果</a> (<b>AAPL</b>）、Action Alerts PLUS holding和新成立的Robinhood（<b>发动机罩</b>），该公司在IPO弱于预期后出现反弹。</blockquote></p><p> Cramer and the AAP team are looking at everything from earnings and politics to the Federal Reserve.Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts Plus.</p><p><blockquote>克莱默和AAP团队正在研究从收益、政治到美联储的一切问题。了解他们对投资俱乐部成员说了什么，并通过免费试用订阅Action Alerts Plus加入对话。</blockquote></p><p> <b>Executive Decision: <a href=\"https://laohu8.com/S/CLX\">Clorox</a></b></p><p><blockquote><b>执行决定：<a href=\"https://laohu8.com/S/CLX\">Clorox</a></b></blockquote></p><p> In the \"Executive Decision\" segment, Cramer welcomed back Linda Rendle, CEO of Clorox Co. (<b>CLX</b>) , the consumer products maker which plunged 9.4% after the company reported a massive top- and bottom-line miss amid rising costs and wavering demand as our economy struggles to contain the Delta variant.</p><p><blockquote>在“行政决策”部分，克莱默欢迎高乐氏公司首席执行官琳达·伦德尔(Linda Rendle)回归。<b>CLX</b>），这家消费品制造商股价暴跌9.4%，此前该公司报告称，由于我们的经济难以遏制德尔塔变异毒株，成本上升和需求波动，营收和利润大幅下滑。</blockquote></p><p> Rendle said after record quarters last year, Clorox expected to see sales moderate. Looking at the year however, all four of the company's segments posted double-digit sales growth and even with recent declines are still significantly above pre-pandemic levels.</p><p><blockquote>伦德尔表示，在去年创纪录的季度之后，高乐氏预计销售额将放缓。然而，从今年来看，该公司所有四个部门的销售额都实现了两位数的增长，即使最近有所下降，仍远高于大流行前的水平。</blockquote></p><p> Clorox is emerging from the pandemic stronger than when it went in, Rendle added. The company has invested heavily into digital channels and has learned a lot about the new behaviors and desires of consumers. Clorox also remains committed to its dividend and to shareholders, Rendle added, even during these volatile times.</p><p><blockquote>伦德尔补充说，高乐氏(Clorox)从疫情中脱颖而出，比进入时更加强大。该公司在数字渠道上投入了大量资金，并对消费者的新行为和新欲望有了很多了解。伦德尔补充说，即使在这些动荡时期，高乐氏也仍然致力于股息和股东。</blockquote></p><p> Cramer said the next quarter will be a pivotal <a href=\"https://laohu8.com/S/AONE.U\">one</a> for Clorox, <a href=\"https://laohu8.com/S/AONE.U\">one</a> where we will learn what post-pandemic sales will truly look like.</p><p><blockquote>克莱默表示，下个季度将是关键<a href=\"https://laohu8.com/S/AONE.U\">一</a>对于高乐氏来说，<a href=\"https://laohu8.com/S/AONE.U\">一</a>在那里我们将了解大流行后的销售会是什么样子。</blockquote></p><p> <b>The IPO Issue</b></p><p><blockquote><b>IPO发行</b></blockquote></p><p> There are a lot of things to worry about in the market, but what worries Cramer most isn't the Delta variant, or <a href=\"https://laohu8.com/S/CAAS\">China</a>, or the looming debt ceiling crisis. What worries him most are IPOs.</p><p><blockquote>市场上有很多事情需要担心，但克莱默最担心的不是德尔塔变异毒株，或者<a href=\"https://laohu8.com/S/CAAS\">中国</a>，或者迫在眉睫的债务上限危机。最让他担心的是IPO。</blockquote></p><p> When new shares hit the stock market, it puts pressure on everything. So far this year we've seen 304 IPOs totaling $105 billion. That puts 2021 on par for a record year... with five months still to go. And these IPO numbers don't even take into account over 300 deals that came public via SPAC.</p><p><blockquote>当新股冲击股市时，它给一切带来压力。今年到目前为止，我们已经看到304起IPO，总额达1050亿美元。这使得2021年成为创纪录的一年...还有五个月。这些IPO数字甚至没有考虑到通过SPAC上市的300多笔交易。</blockquote></p><p> IPO fatigue is rapidly approaching, Cramer warned, with some deals already being canceled or delayed. The high point was Didi Global (<b>DIDI</b>) , which found itself banned from Chinese app stores just a day after the company went public here in the U.S.</p><p><blockquote>克莱默警告说，IPO疲劳正在迅速逼近，一些交易已经被取消或推迟。高点是滴滴全球（<b>迪迪</b>），该公司在美国上市仅一天后就发现自己被中国应用商店禁止。</blockquote></p><p> IPOs have always been tilted in favor of investors, Cramer explained, and are designed to always see a first-day surge. But lately, your first day of trading is a coin toss, Cramer said, and the days that follow are anyone's guess. Even the much-hyped Robinhood (<b>HOOD</b>) couldn't break free of the downward IPO spiral.</p><p><blockquote>克莱默解释说，首次公开募股总是向投资者倾斜，并且旨在总是看到首日飙升。但最近，你的第一天交易就像抛硬币一样，克莱默说，接下来的几天谁也说不准。即使是大肆宣传的罗宾汉（<b>发动机罩</b>）无法摆脱IPO螺旋式下降。</blockquote></p><p> Fortunately, the deal flow appears to be finally slowing down a bit, Cramer concluded, and not a moment too soon.</p><p><blockquote>克莱默总结道，幸运的是，交易流程似乎终于放缓了一些，而且还不算太早。</blockquote></p><p> <b>Off the Charts</b></p><p><blockquote><b>爆表</b></blockquote></p><p> In his \"Off The Charts\" segment, Cramer checked in with colleague Tom DeMark for another take on where the markets are likely to head next. According to DeMark, things are not looking good.</p><p><blockquote>在他的“爆表”部分，克莱默与同事汤姆·德马克（Tom DeMark）一起了解了市场下一步可能走向的另一种看法。根据德马克的说法，情况看起来并不乐观。</blockquote></p><p></p><p> DeMark first looked at a daily chart of the S&P 500, noting that this rally is rapidly running out of steam after making 12 new highs. According to DeMark's 13-day sell countdown, if the S&P closes above 4,430 Wednesday, the rally is over.</p><p><blockquote>DeMark首先查看了标普500的日线图，指出在创下12个新高后，这次反弹正在迅速失去动力。根据DeMark的13天卖出倒计时，如果标普周三收于4430点上方，则涨势结束。</blockquote></p><p> The same pattern can be seen in the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> 100 index, which is also on day 12 of the 13-day cycle. If both indices make another high tomorrow, completing the cycle, things could get very ugly.</p><p><blockquote>同样的模式可以在<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>100指数，也是13天周期的第12天。如果两个指数明天再创新高，完成周期，情况可能会变得非常糟糕。</blockquote></p><p> Even the Dow Jones Industrial Average isn't immune, with DeMark picking up a widening fan pattern of higher highs and lower lows that is eerily similar to that seen ahead of the crash in 1929.</p><p><blockquote>就连道琼斯工业平均指数也未能幸免，丹麦指数呈现出越来越高的高点和更低的低点的扇形模式，这与1929年崩盘前的情况惊人地相似。</blockquote></p><p> For those who think cryptocurrency might be immune, think again. DeMark also didn't like the chart of Bitcoin, noting that the recent bottom wasn't accompanied by any significant bad news to confirm the move.</p><p><blockquote>对于那些认为加密货币可能免疫的人来说，请三思。德马克也不喜欢比特币的图表，指出最近的底部并没有伴随任何重大坏消息来证实这一走势。</blockquote></p><p> <b>Great Companies Shake Things Up</b></p><p><blockquote><b>伟大的公司会改变现状</b></blockquote></p><p> In his No-Huddle Offense segment, Cramer said that while good companies are typically risk averse and rarely change, great companies aren't afraid to shake things up. Case in point, today's news that PepsiCo (<b>PEP</b>) is spinning off Tropicana and Naked Beverages for $3.3 billion.</p><p><blockquote>克莱默在他的“无拥挤进攻”部分表示，虽然优秀的公司通常规避风险并且很少改变，但伟大的公司并不害怕改变现状。举个例子，今天的新闻百事可乐（<b>PEP</b>）正在以33亿美元分拆Tropicana和Naked Beverages。</blockquote></p><p> Tropicana, while still an iconic brand, is beginning to fall out of favor with younger consumers who prefer drinks with less sugar. Cramer said spinning off these brands are what PepsiCo does, cutting loose slowing brands to double-down on its fastest-growing brands. That's how you grow earnings.</p><p><blockquote>纯果乐虽然仍然是一个标志性品牌，但开始失去喜欢低糖饮料的年轻消费者的青睐。克莱默表示，剥离这些品牌是百事公司所做的，削减放缓的品牌，加倍投资增长最快的品牌。这就是你增加收入的方式。</blockquote></p><p> Other great companies, according to Cramer, include <a href=\"https://laohu8.com/S/MKC\">McCormick</a> (<b>MKC</b>), <a href=\"https://laohu8.com/S/HRL\">Hormel</a> (<b>HRL</b>) and <a href=\"https://laohu8.com/S/STZ\">Constellation</a> Brands (<b>STZ</b>), all of which are constantly reshuffling their product portfolio, often making difficult decisions to reinvigorate growth.</p><p><blockquote>克莱默表示，其他伟大的公司包括<a href=\"https://laohu8.com/S/MKC\">麦考密克</a> (<b>MKC</b>),<a href=\"https://laohu8.com/S/HRL\">荷美尔</a> (<b>HRL</b>）和<a href=\"https://laohu8.com/S/STZ\">星座</a>品牌（<b>STZ</b>），所有这些公司都在不断重组其产品组合，经常做出艰难的决定来重振增长。</blockquote></p><p> <b>Lightning Round</b></p><p><blockquote><b>闪电轮</b></blockquote></p><p> Here's what Jim Cramer had to say about some of the stocks that callers offered up during the Mad Money Lightning Round Tuesday evening:</p><p><blockquote>以下是吉姆·克莱默(Jim Cramer)对周二晚上疯狂金钱闪电轮中来电者提供的一些股票的看法：</blockquote></p><p> <a href=\"https://laohu8.com/S/MKSI\">MKS Instruments</a> (<b>MKSI</b>): \"I don't understand why this stock is so cheap.\"</p><p><blockquote><a href=\"https://laohu8.com/S/MKSI\">MKS仪器</a> (<b>MKSI</b>）：“我不明白为什么这只股票这么便宜。”</blockquote></p><p> <a href=\"https://laohu8.com/S/AUPH\">Aurinia Pharmaceuticals</a> (<b>AUPH</b>): \"They should be doing better. I want to be careful with that stock.\"</p><p><blockquote><a href=\"https://laohu8.com/S/AUPH\">Aurinia制药公司</a> (<b>AUPH</b>）：“他们应该做得更好。我想小心那只股票。”</blockquote></p><p> <a href=\"https://laohu8.com/S/SRNE\">Sorrento Therapeutics</a> (<b>SRNE</b>): \"I think this stock is overvalued and I don't like the way they have handled themselves.\"</p><p><blockquote><a href=\"https://laohu8.com/S/SRNE\">索伦托治疗公司</a> (<b>SRNE</b>）：“我认为这只股票被高估了，我不喜欢他们处理自己的方式。”</blockquote></p><p> Palantir Technologies (<b>PLTR</b>): \"This is a cult stock. No one knows what they do but people still like it.\"</p><p><blockquote>Palantir技术公司（<b>PLTR</b>）：“这是一只狂热的股票。没有人知道他们在做什么，但人们仍然喜欢它。”</blockquote></p><p> Gritstone Oncology (<b>GRTS</b>): \"You want to own <a href=\"https://laohu8.com/S/NVCR\">NovoCure</a> (<b>NVCR</b>). That's the way to go. Not this one.\"</p><p><blockquote>砂砾石肿瘤学（<b>GRTS</b>）：“你想拥有<a href=\"https://laohu8.com/S/NVCR\">NovoCure</a> (<b>NVCR</b>).这才是正道。不是这个。”</blockquote></p><p> SoFi Technologies (<b>SOFI</b>) : \"I think they are doing a terrific job and you should buy the stock.\"</p><p><blockquote>SoFi技术（<b>索菲</b>）：“我认为他们做得很好，你应该购买这只股票。”</blockquote></p><p> <a href=\"https://laohu8.com/S/SPR\">Spirit AeroSystems</a> (<b>SPR</b>): \"I'd rather own <a href=\"https://laohu8.com/S/BA\">Boeing</a>. That's the one to buy, not the suppliers.\"</p><p><blockquote><a href=\"https://laohu8.com/S/SPR\">势必锐航空系统公司</a> (<b>SPR</b>）：“我宁愿拥有<a href=\"https://laohu8.com/S/BA\">波音公司</a>.那是买的人，而不是供应商。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-august-3-2021\">The Street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-august-3-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113741712","content_text":"As COVID re-emerges, Jim Cramer says it's time to look at companies that flourish in an economy that might get worse before it gets better.\n\nAs the COVID Delta variant continues to keep America on the run, Jim Cramer told his Mad Money viewers Tuesday it's time to dust off the Spring 2020 playbook and start investing in the pseudo-lockdown stocks. What's a pseudo-lockdown stock? It's the type of company that flourishes in a \"worse before it gets better\" economy.\nIn retail, that means investing in WATCH, Cramer's acronym for Walmart (WMT), Amazon (AMZN), Target (TGT), Costco (COST) and Home Depot (HD). All of these retailers have navigated the pandemic with flying colors and are the ones consumers trust most.\nInvestors should also be looking at UPS(UPS) and FedEx(FDX), with the latter being Cramer's favorite of the pair.\nWhen it comes to clothing and apparel, Lululemon Athletica (LULU), Ralph Lauren (RL) and Nike (NKE) were among Cramer's favorites. Shares of Ralph Lauren rose 6.1% by the close Tuesday.\nOther standouts included Domino's Pizza (DPZ), which just reported another blowout quarter, along with Apple (AAPL), an Action Alerts PLUS holding, and the newly-minted Robinhood (HOOD), which saw a bounce after its weaker-than-expected IPO.\nCramer and the AAP team are looking at everything from earnings and politics to the Federal Reserve.Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts Plus.\nExecutive Decision: Clorox\nIn the \"Executive Decision\" segment, Cramer welcomed back Linda Rendle, CEO of Clorox Co. (CLX) , the consumer products maker which plunged 9.4% after the company reported a massive top- and bottom-line miss amid rising costs and wavering demand as our economy struggles to contain the Delta variant.\nRendle said after record quarters last year, Clorox expected to see sales moderate. Looking at the year however, all four of the company's segments posted double-digit sales growth and even with recent declines are still significantly above pre-pandemic levels.\nClorox is emerging from the pandemic stronger than when it went in, Rendle added. The company has invested heavily into digital channels and has learned a lot about the new behaviors and desires of consumers. Clorox also remains committed to its dividend and to shareholders, Rendle added, even during these volatile times.\nCramer said the next quarter will be a pivotal one for Clorox, one where we will learn what post-pandemic sales will truly look like.\nThe IPO Issue\nThere are a lot of things to worry about in the market, but what worries Cramer most isn't the Delta variant, or China, or the looming debt ceiling crisis. What worries him most are IPOs.\nWhen new shares hit the stock market, it puts pressure on everything. So far this year we've seen 304 IPOs totaling $105 billion. That puts 2021 on par for a record year... with five months still to go. And these IPO numbers don't even take into account over 300 deals that came public via SPAC.\nIPO fatigue is rapidly approaching, Cramer warned, with some deals already being canceled or delayed. The high point was Didi Global (DIDI) , which found itself banned from Chinese app stores just a day after the company went public here in the U.S.\nIPOs have always been tilted in favor of investors, Cramer explained, and are designed to always see a first-day surge. But lately, your first day of trading is a coin toss, Cramer said, and the days that follow are anyone's guess. Even the much-hyped Robinhood (HOOD) couldn't break free of the downward IPO spiral.\nFortunately, the deal flow appears to be finally slowing down a bit, Cramer concluded, and not a moment too soon.\nOff the Charts\nIn his \"Off The Charts\" segment, Cramer checked in with colleague Tom DeMark for another take on where the markets are likely to head next. According to DeMark, things are not looking good.\nDeMark first looked at a daily chart of the S&P 500, noting that this rally is rapidly running out of steam after making 12 new highs. According to DeMark's 13-day sell countdown, if the S&P closes above 4,430 Wednesday, the rally is over.\nThe same pattern can be seen in the Nasdaq 100 index, which is also on day 12 of the 13-day cycle. If both indices make another high tomorrow, completing the cycle, things could get very ugly.\nEven the Dow Jones Industrial Average isn't immune, with DeMark picking up a widening fan pattern of higher highs and lower lows that is eerily similar to that seen ahead of the crash in 1929.\nFor those who think cryptocurrency might be immune, think again. DeMark also didn't like the chart of Bitcoin, noting that the recent bottom wasn't accompanied by any significant bad news to confirm the move.\nGreat Companies Shake Things Up\nIn his No-Huddle Offense segment, Cramer said that while good companies are typically risk averse and rarely change, great companies aren't afraid to shake things up. Case in point, today's news that PepsiCo (PEP) is spinning off Tropicana and Naked Beverages for $3.3 billion.\nTropicana, while still an iconic brand, is beginning to fall out of favor with younger consumers who prefer drinks with less sugar. Cramer said spinning off these brands are what PepsiCo does, cutting loose slowing brands to double-down on its fastest-growing brands. That's how you grow earnings.\nOther great companies, according to Cramer, include McCormick (MKC), Hormel (HRL) and Constellation Brands (STZ), all of which are constantly reshuffling their product portfolio, often making difficult decisions to reinvigorate growth.\nLightning Round\nHere's what Jim Cramer had to say about some of the stocks that callers offered up during the Mad Money Lightning Round Tuesday evening:\nMKS Instruments (MKSI): \"I don't understand why this stock is so cheap.\"\nAurinia Pharmaceuticals (AUPH): \"They should be doing better. I want to be careful with that stock.\"\nSorrento Therapeutics (SRNE): \"I think this stock is overvalued and I don't like the way they have handled themselves.\"\nPalantir Technologies (PLTR): \"This is a cult stock. No one knows what they do but people still like it.\"\nGritstone Oncology (GRTS): \"You want to own NovoCure (NVCR). That's the way to go. Not this one.\"\nSoFi Technologies (SOFI) : \"I think they are doing a terrific job and you should buy the stock.\"\nSpirit AeroSystems (SPR): \"I'd rather own Boeing. That's the one to buy, not the suppliers.\"","news_type":1,"symbols_score_info":{"AAPL":0.9,"03086":0.9,"09086":0.9}},"isVote":1,"tweetType":1,"viewCount":469,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/890014481"}
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