Invest with Henry 对 $AMD 的判断变化

《5 Stocks I'm Buying Now Before 2027 (Insane Growth Potential)》

尽管估值偏高，AMD仍被低估，预计在AI效率提升带动总需求增长的推动下，于2026年底至2027年初升至500至600美元。

AMD 低了 22%。

AMD is 22% below.

AMD 高达 117。

AMD is a whopping 117.

所以把它和 AMD 的 117 相比。完全是不同的生意，但 26 看起来要好得多。AMD 是 117，等之后我讲 AMD 的时候，我们会谈谈为什么它这么高。

So compare that to AMD at 117. Totally different businesses, but you know 26 seems a lot better. AMD at 117, we'll talk about why it's that high later on when I cover AMD.

所以，下一只股票是 AMD，市盈率为 117。各位，117 很疯狂，人们都在说 AMD 被高估了。我强烈不同意。我认为到 2026 年 AMD 可以达到每股 500 到 600 美元。

我认为它实际上真的很便宜。我认为它被低估了。在我看来，短期内它目前被低估了 15% 到 20%。所以如果 AMD 在 2026 年 10 月、11 月或 12 月达到每股 550 美元左右，我不会感到意外。

嘿，也许甚至会在本月，也就是 9 月晚些时候发生。

So, the next stock is AMD's with a PE ratio of 117. Now, guys, 117 is crazy and people are saying AMD is overpriced. I strongly disagree. I think in 2026 AMD can be $500 to $600 per share.

I think it's actually really cheap. I think it's undervalued. Uh in my opinion, currently it's undervalued by 15 to 20% in the shorter term. So I wouldn't be surprised to see AMD at around $550 per share in October, November, or December of 2026.

Hey, maybe even happens later on in um this month of September.

看原视频02:09