InvestAnswers 对 $AMD 的判断变化

2026-09-23
2026-09-16
《TA Masterclass: AI Don’t Care: Q4 Setup Looks Explosive》
AMD基本面强劲(定制芯片/TPU需求旺盛),但价格走势中性、区间震荡约5个月。

再说一遍,这是一个杀手级标的,在AI领域做着很多非常令人兴奋的事情。AMD,我已经讲这个区间震荡箱好几周了。它仍在里面,而且它往下走。它在7月确实触及过这里,但眼下我们有什么?

5月、6月、7月、8月、9月。在这个箱体里将近五个月了。它就是哪也不去,但一直待在中间。而这是一家非常非常强大的公司。来自Google等地方对其定制芯片和TPU的需求巨大。

Again, a killer play doing lots of very exciting stuff in the AI world. AMD, and I talked about this Range Rider box for weeks now. It's still in it, and it falls down. It did reach it here back in July, but for now, what do we have?

May, June, July, August, September. Nearly five months in this box. It's just not going anywhere, but it's staying in the middle. And this is a very, very powerful company. Tons of demand for their custom chips and TPUs from places like Google.

2026-09-09
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