CNBC财经名嘴Cramer：分散布局才是长胜关键，点名强生、3M等非科技股

格隆汇07-23

CNBC财经名嘴Jim Cramer表示，尽管人工智能(AI)仍是推动美股的重要投资主题，但投资人不应将资金过度集中于AI概念股，尤其是半导体族群，应通过分散配置降低投资组合波动，以避免单一产业回档造成重大损失。Cramer表示，他对AI长期发展前景依旧乐观，也并非反对科技股投资，但他始终认为任何单一投资主题都不应主导整个投资组合。在医疗保健领域，他看好强生持续扩大的创新药物产品线；工业领域则青睐...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2653790385?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-07-23 09:42","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2653790385","market":"us","top_or_hot":-1,"title":"CNBC财经名嘴Cramer：分散布局才是长胜关键，点名强生、3M等非科技股","media":"格隆汇","content":"<div>\n<p>CNBC财经名嘴Jim Cramer表示，尽管人工智能(AI)仍是推动美股的重要投资主题，但投资人不应将资金过度集中于AI概念股，尤其是半导体族群，应通过分散配置降低投资组合波动，以避免单一产业回档造成重大损失。Cramer表示，他对AI长期发展前景依旧乐观，也并非反对科技股投资，但他始终认为任何单一投资主题都不应主导整个投资组合。在医疗保健领域，他看好强生持续扩大的创新药物产品线；工业领域则青睐...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n","source":"live_gelonghui","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>CNBC财经名嘴Cramer：分散布局才是长胜关键，点名强生、3M等非科技股</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nCNBC财经名嘴Cramer：分散布局才是长胜关键，点名强生、3M等非科技股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-23 09:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CNBC财经名嘴Jim Cramer表示，尽管人工智能(AI)仍是推动美股的重要投资主题，但投资人不应将资金过度集中于AI概念股，尤其是半导体族群，应通过分散配置降低投资组合波动，以避免单一产业回档造成重大损失。Cramer表示，他对AI长期发展前景依旧乐观，也并非反对科技股投资，但他始终认为任何单一投资主题都不应主导整个投资组合。在医疗保健领域，他看好强生持续扩大的创新药物产品线；工业领域则青睐...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BBT3K403.USD","symbol_name":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","start_time":0,"source_url":"https://www.gelonghui.com/rss/live/live.xml","article_id":"2653790385","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2653790385","pubTimestamp":1784770964,"columns":[],"sourceInfo":{"source_id":"live_gelonghui","name":"格隆汇"},"weMediaInfo":null,"summary":"CNBC财经名嘴Jim Cramer表示，尽管人工智能(AI)仍是推动美股的重要投资主题，但投资人不应将资金过度集中于AI概念股，尤其是半导体族群，应通过分散配置降低投资组合波动，以避免单一产业回档造","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","GDOC":"Goldman Sachs Future Health Care Equity ETF","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","BK4568":"美国抗疫概念","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","LU1043141123.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) INC 2","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","TTTN":"老虎中美互联网巨头ETF","MEDX":"HORIZON KINETICS MEDICAL ETF","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","VGT":"信息技术ETF-Vanguard","PJP":"INVESCO PHARMACEUTICALS ETF","IXJ":"全球医疗业ETF-iShares","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","JNJ":"强生","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","MMM":"3M","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2089984988.USD":"MANULIFE GF HEALTHCARE \"AA\" (USD) ACC","FTXH":"First Trust Nasdaq Pharmaceuticals ETF","TRUH":"VanEck Healthcare TruSector ETF","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IYH":"iShares U.S. Healthcare ETF","FHLC":"Fidelity MSCI Health Care Index","JDOC":"JPMORGAN HEALTHCARE LEADERS ETF","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","XLK":"高科技指数ETF-SPDR","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IHE":"iShares U.S. Pharmaceuticals ETF","BMED":"iShares Health Innovation Active ETF","RXL":"ProShares Ultra Health Care","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","XLV":"健康照护类股ETF-SPDR","VHT":"Vanguard Health Care ETF","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC"},"translate_title":"CNBC financial celebrity Cramer: Decentralized layout is the key to long-term victory, naming Johnson & Johnson, 3M and other non-tech stocks","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RXL":0.6,"IHE":0.6,"VGT":1.5,"TRUH":0.6,"FTXH":0.6,"IXJ":0.6,"GDOC":0.6,"PJP":0.6,"IYH":0.6,"FHLC":0.6,"XLK":1.5,"JNJ":1.5,"XLV":0.6,"JDOC":0.6,"VHT":0.6,"MMM":1.5,"BMED":0.6,"MEDX":0.6,"TTTN":1.5},"content_text":"CNBC财经名嘴Jim Cramer表示，尽管人工智能(AI)仍是推动美股的重要投资主题，但投资人不应将资金过度集中于AI概念股，尤其是半导体族群，应通过分散配置降低投资组合波动，以避免单一产业回档造成重大损失。Cramer表示，他对AI长期发展前景依旧乐观，也并非反对科技股投资，但他始终认为任何单一投资主题都不应主导整个投资组合。在医疗保健领域，他看好强生持续扩大的创新药物产品线；工业领域则青睐3M，认为该公司正重新聚焦创新研发，可望受惠于多元产业需求。医疗服务方面，他点名CVS Health，看好其结合连锁药局与健康保险业务的商业模式；金融股方面，则看好高盛、富国银行及纽约梅隆银行，认为这些公司具备稳健成长潜力，目前估值仍远低于不少AI领导企业，投资吸引力相对较高。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2653790385","isCrawlerRequest":true}