$AMD

AMD

Advanced Micro Devices Inc.

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截至 09-26
09-24
Jose Najarro Stocks发布 2026-09-24
《AMD Trades at 55X Forward Earnings — NVIDIA Is Under 20X》
$AMD看跌
AMD 55 倍的远期市盈率相对 Nvidia 约 18-19 倍明显偏高,在当前价位下,风险回报比更支持买入 Nvidia 而非加仓 AMD。

今天我想更仔细地看看我最喜欢的两家公司,Nvidia 和 AMT。他来到这里说:“这样吧,我们聊聊 AMD 和 Nvidia,但你必须在这一集结束时选一个。在这些价位上你会买哪只?”

Today I want to take a closer look at two of my favorite companies, Nvidia and AMT. He came in here and said, "You know what? Let's talk about AMD and Nvidia, but you have to choose one at the end of the episode. Who would you buy at these prices?

我们会聊 Nvidia 对 AMD。不久的将来可能还会聊 Nvidia 对 Broadcom。我确实知道 Nvidia 是你的最爱,虽然你也持有 AMD,而我现在,就在此刻,已经完全押注 AMD。还有几股 Nvidia。

we'll talk about Nvidia versus AMD. might even talk about Nvidia versus Broadcom in the near future. I do know that Nvidia is your your favorite although you do own AMD as well and I am now as of right now fully in AMD. Couple of shares of Nvidia.

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09-21
Meet Kevin发布 2026-09-21
《why stocks are skyrocketing [spoiler: it's just getting started]》
$AMD看涨
尽管股价偏高,AMD 相对于其增长仍被低估(PEG 约 1.5),看多逻辑依然成立。

目前我们看到 Dell 这类股票出现了惊人的上涨,也看到 Dell 和 AMD 这类股票出现了惊人的上涨,这很好,但从估值角度看,很多其他股票已经被落在后面。

Right now we are seeing a phenomenal rally in stocks like Dell and have seen a phenomenal rally in stocks like Dell and and AMD which is great but valuation wise a lot of other stocks have been left behind.

AMD 从 584 这条线一路飙升。我们在 452 这条线这里就把它称为一个潜在的看涨催化剂。不仅在这个频道上,也在我们课程会员的直播中。它从那条史诗级的线一路上涨。而从 520 这条传奇线开始的这波爆发更是惊人。

AMD has skyrocketed off of the 584 line. Uh we called this as a bullish potential catalyst right here at the 452 line. Not only on this channel, but also in our course member live streams.

It's been straight up off that epic line. But this explosion off of the legendary line here at 520 has been phenomenal.

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09-25
Schwab Network发布 2026-09-25
《The Big 3: AMD, USDE, META》
$AMD看涨
AMD 是强力买入标的(“绝对看好”),堪称“小英伟达”;对下周 650 看涨期权持看多态度,前提是出现回调或维持在 630 附近。

那么,我们来谈谈你今天的第一只选股。你给我们带来了AMD,今天盘中上涨。我们上涨了约半个百分点,但BFA因为那笔Okami Anthropic交易而上调了目标价。

So, let's talk about your first pick today. You've brought AMD to us, trading higher on the session. We're up about a half a percent, but BFA upping the price target because of that Okami anthropic deal.

归根结底,AMD,我不想贬低他们,它就像个小Nvidia。我是说,这是同一个板块,他们生产非常相似的产品,只是没有Jensen Wang那样的明星光环。所以,绝对看好AMD。

And at the end of the day, you know, a AMD, I hate to put them down, it's just kind of a baby Nvidia. I mean, it's the same sector. They make very similar products. They just don't have, you know, quite the star power of Jensen Wang. So, absolutely love AMD.

他说在等
股价相对630支撑/阻力线的走势
回落或恰好收在约630(由红转绿线)
下周行情图表/价格走势
支撑看涨逻辑以及650看涨期权的入场;若未能守住该水平或大幅跌破,则削弱该逻辑
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The Motley Fool发布 2026-09-25
《AMD Just Hit $1 Trillion: What Comes Next?》
$AMD看涨
AMD 的增长受 CPU 需求扩张与 Helios 芯片支撑,预计到 2028 年每股收益将超过 20 美元。

AMD 刚刚成为一家市值万亿美元的公司,在今天的节目中,我和 Neo 将讨论市场已经计入了哪些因素。更重要的是,鉴于这只股票的估值出现了爆炸式增长,投资者应该密切关注哪些方面?

AMD has just become a trillion-dollar company, and in today's episode, Neo and I will discuss what the market takes into account. More importantly, what are some things investors should be watching closely, given that this stock has seen a massive valuation explosion?

我们将讨论 Advanced Micro Devices,也就是 AMD。AMD 目前的估值超过八万亿美元。自年初以来,该股已上涨 178.4%。对 AMD 来说,这是一段令人难以置信的历程,尤其是对公司的股东而言。

We will be discussing Advanced Micro Devices, also known as AMD. AMD is now valued at over eight trillion dollars. The stock has risen by 178.4% since the beginning of the year .

It has been an incredible journey for AMD, but especially for the company's shareholders.

他说在等
Helios机架安装延迟
安装未出现重大延迟
下一季度财报电话会议
若因供应链压力出现延迟,则削弱该逻辑
每股收益达到或超过20美元
超过20美元
到2028年财报
若实现则支撑看涨逻辑;若未达预期则削弱该逻辑
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Schwab Network发布 2026-09-25
《Friday's First Moves: AMD Price Target Hike, TWLO & NKE Downgrades》Bank of America
$AMD看涨
美银将AMD目标价从620美元上调至720美元并重申买入评级,理由是AI工作负载推动对CPU密集型云基础设施的需求上升。

我们先来看看AMD,Lisa Su这周来过这里,对吧?你和Melania一起在台上,参加了这里举办的“Women in Business”论坛。

Let's take a look at AMD first, Lisa Su was here this week, wasn't she? You were on the platform with Melania and the " Women in Business" panel that was held here.

我们的焦点已转向AMD。我们今天获得了美国银行对AMD的正面推荐,或者说是正面的确认以及目标价上调。这些股票目前上涨近0.9%,在早盘交易中获得了一些动能。

Our focus has shifted to AMD. We have a positive recommendation, or rather a positive confirmation and price target increase from Bank of America for AMD today. The stocks are now up by nearly 9/10 of a percent, gaining some momentum in early trading.

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Schwab Network发布 2026-09-25
《Options Corner: AMD Surges Almost 200% in 2026, Bulls Face Technical Test》
$AMD看涨
AMD的技术指标(RSI突破、价格创新高)显示看涨动能,尽管已接近超买水平。

AMD 去年的表现非常强劲,上涨了 290%,相比之下,标普半导体和科技板块分别上涨了 55% 和 30%。因此,存在显著的业绩优势,我们也可以看到,在专业 CPU 和图形芯片制造商中,AMD 在这里处于领先地位。

AMD performed very strongly last year, rising 290% compared to the S&P semiconductor and technology sectors, which rose 55 % and 30% respectively. So , there is a significant performance advantage, and we can also see that among manufacturers of specialized CPU and graphics chips, AMD leads the pack here.

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09-24
Verified Investing发布 2026-09-24
《Yields Ripping, Markets Panic But Bull Technical Signals Say Upside, Gold, Bitcoin》
$AMD看跌
在触及一条主要趋势线后建立AMD空头头寸,目前处于盈利状态。

有些图表,比如AMD的股票,几天前触及了一条重要趋势线。我做空了它。我们正从这笔交易中获利。

There are certain charts, such as the " AMD" stock, which touched a major trend line a few days ago. I short-sold it . We are making a profit from that deal.

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Rich Habits发布 2026-09-24
《The Fed Hiked Rates — What Happens Next?》
$AMD看涨
AMD 是一只强势持仓,预计长期表现良好;当前或未来的板块回调被视为暂时的连带损失,而非基本面走弱。

暂无中文转述,仅英文原句可核对。

More importantly, I think what's going to happen is that the SOXX fund will experience a kind of insane rally, and as it pulls back, the semiconductor companies we know and love and hold in our portfolios , like Nvidia, Micron, and AMD— names I believe will continue to perform well in the long run—will be negatively impacted by what I would call... what else could I call it?

Collateral damage in a broader sell-off in the semiconductor sector , where the market will start saying, 'Wait a minute, we should n't have raised the price of every stock with ' semiconductor' in its name .'

Here's a great example . Okay, I can scroll down to show you . These are some of the names in the SOXX fund: AMD, Micron, Nvidia and Broadcom are strong names. I love those names.

I've owned them for a very long time and I'll continue to own them for a very long time .

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