We're buying an AI stock that we recently took profits on and upgrading another If leverage is out of the AI infrastructure stocks, then it's time to get more positive on the theme after their recent decline.
源站原文 ↗We're buying an AI stock that we recently took profits on and upgrading another If leverage is out of the AI infrastructure stocks, then it's time to get more positive on the theme after their recent decline.
源站原文 ↗如果杠杆资金已撤出AI基础设施股，那么在近期回调后，应是时候对这一主题更加看好了。
Jim Cramer's Charitable Trust 以每股约131美元买入90股Qnity，持股增至870股，组合权重从2.7%升至3%。Qnity股价自6月底175美元高点跌至131美元，故上调评级至1。同时将Corning评级上调至买入级1，尽管周四涨约7%，本周仍跌约9%，较6月历史高点低约50%。Corning预计2026年第四季度至2030年第四季度销售年复合增长率19%。
以上为 AI 摘要;完整原文请经由源站链接查阅。