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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>随着新冠疫情的重新出现，吉姆·克莱默表示，是时候审视那些在经济中蓬勃发展的公司了，这种经济在好转之前可能会变得更糟。随着新冠疫情德尔塔变异毒株继续让美国陷入困境，吉姆·克莱默周二告诉他的《疯狂金钱》观众，是时候掸掉 2020 年春季剧本，开始投资伪封锁股票了。什么是伪锁定股票？这是一种在“先变坏后变好”的经济中蓬勃发展的公司。</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，这意味着投资手表，克莱默是沃尔玛的首字母缩写（<b>WMT</b>），亚马逊（<b>亚马逊</b>),<a href=\"https://laohu8.com/S/TGT\">目标</a> (<b>TGT</b>),<a href=\"https://laohu8.com/S/COST\">好市多</a> (<b>成本</b>）和<a href=\"https://laohu8.com/S/HD\">家得宝</a> (<b>高清</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>也应该看看UPS（<b>哎呀</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两人。</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>说到服装和服饰，<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>恩克</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>其他亮点包括达美乐披萨（<b>DPZ</b>），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>苹果</b>）、动作警报加保持，以及新推出的Robinhood（<b>发动机罩</b>），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团队正在关注从收入和政治到美联储的方方面面。了解他们告诉他们的投资俱乐部成员什么，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\">高乐氏</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（<b>CLX</b>），这家消费品制造商暴跌 9.4%，此前该公司报告称，由于我国经济难以遏制德尔塔变异毒株，成本上升和需求波动，营收和利润大幅下降。</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，纵观这一年，该公司的所有四个部门的销售额均实现了两位数的增长，即使最近有所下降，仍明显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，高乐氏从疫情中走出来的速度比疫情刚开始时更加强劲。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愿望有了很多了解。伦德尔补充说，即使在这个动荡的时期，高乐氏也仍然致力于其股息和股东。</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，下一季度将是一个关键季度<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真实面貌。</blockquote></p><p> <b>The IPO Issue</b></p><p><blockquote><b>首次公开发售</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，但最让克莱默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，它会给一切带来压力。今年到目前为止，我们已经看到了304次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数据甚至没有考虑到通过SPAC公开的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。最高点是滴滴全球（<b>滴滴</b>），就在该公司在美国上市一天后，该公司发现自己在中国应用商店被禁止。</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，IPO 总是向投资者倾斜，并且旨在总是看到首日激增。但最近，你交易的第一天就是抛硬币，克莱默说，接下来的几天谁也说不准。甚至大肆宣传的罗宾汉（<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点，而且不会太快。</blockquote></p><p> <b>Off the Charts</b></p><p><blockquote><b>超出图表</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“图表之外”部分，克莱默与同事汤姆·德马克（Tom DeMark）进行了交谈，对市场下一步可能走向的另一个看法。根据德马克的说法，情况看起来不太好。</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>德马克首先查看了标普500的日线图，注意到这次反弹在创下 12 个新高后正在迅速失去动力。根据 DeMark 的 13 天卖出倒计时，如果标准普尔指数周三收于 4,430 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。如果这两个指数明天再创新高，完成这个周期，事情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，德马克指数呈现出更高的高点和更低的低点的不断扩大的扇形模式，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，请再想想。德马克也不喜欢比特币的图表，他指出最近的底部并没有伴随任何重大坏消息来证实这一举动。</blockquote></p><p> <b>Great Companies Shake Things Up</b></p><p><blockquote><b>伟大的公司会改变事物</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>在他的无拥挤进攻部分，克莱默说，虽然好的公司通常厌恶风险，很少改变，但伟大的公司并不害怕改变事情。一个恰当的例子，今天的新闻是百事公司（<b>佩普</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>赫尔</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 Mad Money Lightning 回合中来电者提供的一些股票的评价：</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\">奥里尼亚制药公司</a> (<b>奥夫</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>鹿</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>普尔特尔</b>）：“这是一只邪教股票。没有人知道他们做什么，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\">新治疗</a> (<b>NVCR</b>).这才是要走的路。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>索菲科技（<b>索菲</b>）：“我认为他们做得非常出色，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>弹簧</b>）：“我宁愿拥有<a href=\"https://laohu8.com/S/BA\">波音</a>.那是购买的人，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>随着新冠疫情的重新出现，吉姆·克莱默表示，是时候审视那些在经济中蓬勃发展的公司了，这种经济在好转之前可能会变得更糟。随着新冠疫情德尔塔变异毒株继续让美国陷入困境，吉姆·克莱默周二告诉他的《疯狂金钱》观众，是时候掸掉 2020 年春季剧本，开始投资伪封锁股票了。什么是伪锁定股票？这是一种在“先变坏后变好”的经济中蓬勃发展的公司。</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，这意味着投资手表，克莱默是沃尔玛的首字母缩写（<b>WMT</b>），亚马逊（<b>亚马逊</b>),<a href=\"https://laohu8.com/S/TGT\">目标</a> (<b>TGT</b>),<a href=\"https://laohu8.com/S/COST\">好市多</a> (<b>成本</b>）和<a href=\"https://laohu8.com/S/HD\">家得宝</a> (<b>高清</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>也应该看看UPS（<b>哎呀</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两人。</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>说到服装和服饰，<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>恩克</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>其他亮点包括达美乐披萨（<b>DPZ</b>），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>苹果</b>）、动作警报加保持，以及新推出的Robinhood（<b>发动机罩</b>），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团队正在关注从收入和政治到美联储的方方面面。了解他们告诉他们的投资俱乐部成员什么，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\">高乐氏</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（<b>CLX</b>），这家消费品制造商暴跌 9.4%，此前该公司报告称，由于我国经济难以遏制德尔塔变异毒株，成本上升和需求波动，营收和利润大幅下降。</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，纵观这一年，该公司的所有四个部门的销售额均实现了两位数的增长，即使最近有所下降，仍明显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，高乐氏从疫情中走出来的速度比疫情刚开始时更加强劲。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愿望有了很多了解。伦德尔补充说，即使在这个动荡的时期，高乐氏也仍然致力于其股息和股东。</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，下一季度将是一个关键季度<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真实面貌。</blockquote></p><p> <b>The IPO Issue</b></p><p><blockquote><b>首次公开发售</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，但最让克莱默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，它会给一切带来压力。今年到目前为止，我们已经看到了304次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数据甚至没有考虑到通过SPAC公开的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。最高点是滴滴全球（<b>滴滴</b>），就在该公司在美国上市一天后，该公司发现自己在中国应用商店被禁止。</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，IPO 总是向投资者倾斜，并且旨在总是看到首日激增。但最近，你交易的第一天就是抛硬币，克莱默说，接下来的几天谁也说不准。甚至大肆宣传的罗宾汉（<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点，而且不会太快。</blockquote></p><p> <b>Off the Charts</b></p><p><blockquote><b>超出图表</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“图表之外”部分，克莱默与同事汤姆·德马克（Tom DeMark）进行了交谈，对市场下一步可能走向的另一个看法。根据德马克的说法，情况看起来不太好。</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>德马克首先查看了标普500的日线图，注意到这次反弹在创下 12 个新高后正在迅速失去动力。根据 DeMark 的 13 天卖出倒计时，如果标准普尔指数周三收于 4,430 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。如果这两个指数明天再创新高，完成这个周期，事情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，德马克指数呈现出更高的高点和更低的低点的不断扩大的扇形模式，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，请再想想。德马克也不喜欢比特币的图表，他指出最近的底部并没有伴随任何重大坏消息来证实这一举动。</blockquote></p><p> <b>Great Companies Shake Things Up</b></p><p><blockquote><b>伟大的公司会改变事物</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>在他的无拥挤进攻部分，克莱默说，虽然好的公司通常厌恶风险，很少改变，但伟大的公司并不害怕改变事情。一个恰当的例子，今天的新闻是百事公司（<b>佩普</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>赫尔</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 Mad Money Lightning 回合中来电者提供的一些股票的评价：</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\">奥里尼亚制药公司</a> (<b>奥夫</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>鹿</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>普尔特尔</b>）：“这是一只邪教股票。没有人知道他们做什么，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\">新治疗</a> (<b>NVCR</b>).这才是要走的路。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>索菲科技（<b>索菲</b>）：“我认为他们做得非常出色，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>弹簧</b>）：“我宁愿拥有<a href=\"https://laohu8.com/S/BA\">波音</a>.那是购买的人，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":{"03086":"华夏纳指","AAPL":"苹果","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":{"03086":0.9,"AAPL":0.9,"09086":0.9}},"isVote":1,"tweetType":1,"viewCount":805,"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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