克瑞莫：輝達「不該下跌」，預言川普將迫使聯準會降息
CNBC的吉姆・克瑞莫力挺輝達與字母，認為市場對其股價反應過度。他預測川普將影響聯準會主席人選，進而推動降息，並看好AI龍頭的長期潛力。
市場對利率前景舉棋不定，但CNBC的明星操盤手吉姆・克瑞莫（Jim Cramer）對輝達（Nvidia）與字母（Alphabet）等科技巨擘的信心絲毫未減。他在2025年12月23日的節目中預測，儘管市場存在短期擔憂，但AI的未來與政治因素將成為推動股價的關鍵力量。
聯準會的下一步與「川普變數」
根據CNBC報導，由於強勁的第三季GDP數據削弱了市場對未來降息的預期，債券殖利率隨之攀升。然而，克瑞莫的觀點大相徑庭。他主張，一旦現任聯準會主席傑羅姆・鮑爾（Jerome Powell）的任期在明年5月結束，總統唐納・川普（Donald Trump）勢必會任命一位聽命於己的人選，屆時聯準會將不得不降息。克瑞莫認為：「無論個人政治立場如何，低利率對股市就是利多。」
力挺輝達：對空頭的嚴正警告
對於輝達股價的盤初下跌，克瑞莫直言「它不應該下跌」。他批評市場將量子運算、加密貨幣等與AI相關的產業都與輝達混為一談，稱之為「大錯特錯」。他預告，明年輝達的次世代晶片平台「Vera Rubin」將成為萬眾矚目的焦點，並警告：「那些因為競爭而拋售輝達股票的人，將會再次犯錯，就像我自2009年首次推薦這支股票以來他們一直犯錯一樣。」
重新擁抱字母：承認錯誤並修正
此外，克瑞莫透露他的投資俱樂部已將字母重新納入觀察名單。他坦承在今年3月出脫該股是個「錯誤」，並強調「不希望繼續犯下第二個錯誤，也就是不把它買回來」。他觀點轉變的原因在於，對反壟斷的擔憂已經減弱，而AI模型「Gemini 3」的推出也消除了外界對其AI發展的疑慮。
市場充滿變數，任何個人觀點僅為參考，投資者應自行研究並為自己的決策負責。
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