纽柯指引令人失望，先别抄底
钢铁商纽柯财报后跌超 6%。Cramer 说弱季度在意料之中，意外的是四季度指引：建筑、制造、汽车需求疲软，地缘局势、大选和进口钢材都是压力，只有半导体厂和数据中心建设是亮点。他认为美联储会继续降息、利好钢铁股，但在大选和下次议息会议前不急着下结论，过几周再决定也不晚。
The weak quarter wasn't a surprise, but the discouraging guidance for the fourth quarter, that was a surprise, and makes it harder to get behind.