CNBC“投资俱乐部：吉姆·克雷默主持”每个工作日东部时间上午10点20分举行“早间会议”直播。以下是周五的关键时刻回顾。1. 周五股市涨跌互现，从AI股票转向防御性板块的轮动仍在继续。科技股为主的纳斯达克指数本周至今的大幅下跌，以及道琼斯指数的周涨幅，说明了这一趋势。俱乐部投资组合总监杰夫·马克斯指出，金融板块是从本周早些时候财报公布后的艰难开局中受益于市场转变的行业之一。
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. Stocks are mixed Friday, with the rotation out of AI names and into defensives still ongoing. The sharp week-to-date losses in the tech-heavy Nasdaq and the weekly gains in the Dow tell the story. Club portfolio director Jeff Marks highlighted the financial sector as an industry benefiting from the market shift after a rough start earlier this week following earnings.
俱乐部持有的富国银行、纽约梅隆银行和高盛本周均呈正增长。消费必需品股票，如俱乐部持有的金佰利，延续了涨势，该股周四录得近年来最佳交易日之一。我们刚刚发布了一篇关于这家消费品巨头所有利好因素以及即将到来的重大催化剂的评论。2. 苹果股价小幅上涨，有望超越周三的历史高位收盘价，因为该公司备受期待的iPhone Duo于周五开始接受预购。
Club banks Wells Fargo , Bank of New York , and Goldman Sachs are all positive for the week. Consumer staples names like Club holding Kimberly-Clark extended gains, after seeing one of its best days in years Thursday. We just put out a commentary on all the things going right for the consumer products giant and a major catalyst ahead. 2. Apple shares are modestly higher, tracking to eclipse Wednesday's record-high close, as preorders kicked off Friday for the company's highly anticipated iPhone Duo.
苹果首款折叠屏iPhone将于10月23日上市。早期迹象显示需求已十分强劲。杰夫指出，交付预计时间已推迟至2027年初，这是一个积极信号。“这是一个非常好的迹象，尤其是这些手机价格非常高，”杰夫表示，指的是Duo的起始价为1999美元。吉姆·克雷默自九月在纽约苹果旗舰店首次见到该设备以来，一直对Duo持看好态度。
Apple's first foldable iPhone will hit stores next on Oct. 23. Early indications suggest demand is already strong. Jeff pointed to delivery estimates pushing into early 2027 as an encouraging signal. “That is a very good sign, especially because these phones come with a very high price point,” Jeff said, referencing the Duo's starting price of $1,999. Jim Cramer has been bullish on the Duo since getting a first look at the device at Apple's flagship store in New York in September.
“当我尝试这款双面无缝手机时……我惊叹不已，”吉姆在周四的10月月度会议上表示，并补充说他计划将Duo作为第二部手机购买。3. 俱乐部持股资本一将于周二晚间公布财报。杰夫表示，这家银行和信用卡提供商的关键问题是其将继续在业务上投入多少，因为这笔支出一直拖累利润。“投资者通常不想听到投资年份的说法。”
“When I experimented with this two-sided seamless phone … I was blown away,” Jim said during Thursday's October Monthly Meeting , adding that he plans to get the Duo as a second phone. 3. Club name Capital One is set to report earnings Tuesday evening. Jeff said the key issue for the bank and credit card provider is how much it continues to invest in its business, as that spending has weighed on profits. "Investors typically don't want to hear about investment years.
“他们追求利润，”杰夫说道，“这也是该股今年表现疲软的部分原因，”他补充道。今年至今，第一资本金融的股价已累计下跌超过16%。同样属于投资组合标的的Meta Platforms也将在周三收盘后公布季度财报。“我们知道Muse这款个人AI助手大受欢迎，”杰夫说，“现在的问题在于，公司会为此投入多少资金。”由于预计相关支出会大幅增加，我们上个月才减持了Meta股票以锁定利润。
They want profit," Jeff said. "That is part of the reason why the stock has struggled this year," he added, referencing Capital One's over 16% year-to-date decline. Meta Platforms , also a portfolio name, reports its quarterly results after Wednesday's close. "We know the Muse personal AI agent has been a hit," Jeff said. "Now, I think the question is how much investment comes with that." The potential for increased spending was one reason we trimmed our Meta position to protect profits last month.
自9月8日Muse发布后的两周内，该股一度强势上涨，但近期势头有所放缓。鉴于该公司预计将投入大量资金用于Muse的推广，投资者们也将密切关注其资本支出计划。（吉姆·克莱默的慈善信托基金目前持有BNY、WFC、GS、META和APPL的股票。）
The stock, which surged in the two weeks after the Muse launch on Sept. 8, has cooled off a bit recently. With the company expected to deploy tons of cash toward expanding Muse, investors will be closely watching its capital expenditure plans. (Jim Cramer's Charitable Trust is long BNY, WFC, GS, META, and APPL. )