CNBC Top News｜吉姆·克莱默避免错失大赢家的策略

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Jim Cramer explained a strategy to help ensure investors don't miss out on big winners in the stock market."You need to have the discipline which says you have to have the stock and you are not going to miss it for a few points," said the "Mad Money" host.

CNBC's Jim Cramer on Wednesday offered investors a mental framework to make buying high-flying stocks easier to stomach.

"In a hot market ... you needed to have the discipline to pay up for great stocks to avoid missing out,'" the "Mad Money" host said.

Cramer described a lesson from earlier in his career, when a trader he worked with would "divide stocks by 10" to reframe their prices and make it easier to commit to high-momentum names. Using Bloom Energy as an example, he noted that a $230 stock can be thought of as $23, making it psychologically easier to pay a bit more to ensure you get in.

"Would it really kill you to pay $24 for a $23 stock?" he said. "The answer is no."

The insight comes as Cramer reflected on a wave of stocks tied to artificial intelligence and data center demand that he liked early in their rallies but didn't buy for the Charitable Trust , the portfolio used by the CNBC Investing Club.

The stocks of chipmakers Micron and Advanced Micro Devices and server maker Dell Technologies have surged as deep-pocketed investors aggressively bid for shares. These stocks are "the ones that got away," Cramer said, noting that relentless demand and large buy orders have kept many of these stocks moving higher without meaningful pullbacks.

At the core of his frustration is his own investing style. Cramer described himself as a "price-sensitive buyer" who prefers to wait for better entry points a discipline that has served him well over decades but can be difficult in fast-moving, momentum-driven markets like the current one.

"I don't like to buy stocks that are running," he said. "Almost all these stocks run every day because the buyers are insatiable. Unlike me, there is no price they won't pay."

Cramer stressed that he isn't abandoning discipline entirely, nor is he recommending investors build a portfolio consisting of only momentum names. Instead, he suggested a more flexible approach of selectively applying this "must-own" mindset to a small number of high-conviction stocks, particularly when a stable interest rate backdrop is supporting the bull market.

"Here's the bottom line: if you want to buy these red-hots, don't be hesitant about it. As long as the bond market stays stable and you stay diversified, I think the red-hots can keep making you money."

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周一至周五，美国东部时间下午6点至7点

吉姆·克莱默（Jim Cramer）阐述了一种策略，旨在帮助投资者避免错失股市中的大赢家。《疯狂金钱》节目主持人表示：“你需要有这样的纪律性——必须持有这只股票，不会因为几个点的波动就错失良机。”

美国消费者新闻与商业频道（CNBC）知名财经评论员吉姆·克莱默周三为投资者提供了一套心理建设框架，帮助缓解投资热门高价股时的心理压力。

《疯钱》节目主持人表示：“在火爆的市场中……你需要有纪律性，愿意为优质股票支付高价，以免错失良机。”

克拉默（Cramer）分享了其职业生涯早期学到的一课：当时与他共事的一位交易员会通过"将股价除以10"的方式重构价格，从而更轻松地投资于高动能股票。他以布鲁姆能源（Bloom Energy）为例指出，230美元的股票可被视作23美元，这种心理暗示能让人更愿意略微加价以确保成功买入。

"你花24美元买一支23美元的股票真的会要命吗？"他说道，"答案是不会。"

克拉默在反思时得出这一见解：尽管他早期看好与人工智能和数据中心需求相关的一批股票，并在其上涨初期就青睐有加，但最终并未为慈善信托基金（即CNBC投资俱乐部所使用的投资组合）购入这些股票。

在资金雄厚的投资者积极竞购股票的推动下，芯片制造商美光科技（Micron）、超威半导体（Advanced Micro Devices）以及服务器制造商戴尔科技（Dell Technologies）的股价均大幅上涨。克拉默（Cramer）称这些股票是"错失的良机"，并指出持续强劲的需求和大额买单使这些股票在没有明显回调的情况下不断攀升。

他的沮丧根源在于自身的投资风格。克拉默自称是一名"价格敏感型买家"，倾向于等待更好的入场时机——这种策略在过去几十年里让他获益匪浅，但在当前这种快节奏、由动能驱动的市场中却可能举步维艰。

“我不喜欢追高买入股票，”他说道，“这些股票几乎每天都在上涨，因为买家贪得无厌。与我不同，他们愿意付出任何价格。”

克拉默强调，他并未完全放弃投资纪律，也不建议投资者构建仅由动量股组成的投资组合。相反，他提出了一种更为灵活的策略：有选择地将这种“必须持有”的理念应用于少数高确信度的股票，尤其是在稳定的利率环境支撑牛市时。

关键点在于：若您有意购买这些热门债券，切勿犹豫不决。只要债券市场保持稳定且投资组合保持多元化，我认为这些热门债券将持续为您创造收益。

点击此处免费阅读吉姆·克莱默（Jim Cramer）的投资指南，助您积累长期财富，更明智地进行投资

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