Meet Kevin 对 $AMD 的判断变化

频道资料 →本频道有 4 位标注的说话人:Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 7 条
2026-09-23
《this is BAD... 5 rate hikes!!》
卖出AMD看涨期权具有吸引力;其估值相对同业偏高(PEG为2,而NVDA为0.7)。

但我们今天早上说过:“今天可能是卖出AMD股票看涨期权的好日子。今天可能要格外谨慎,因为市场对尚未达成协议感到不满。已经过去12个小时了,协议在哪里?”

But we said this morning : "Today might be a good day to sell call options on AMD shares. Today might be a good day to be extremely cautious because the markets are unhappy that an agreement has not yet been reached . It's been 12 hours, where is the agreement?"

澄清一下,我不想详细讨论不同的PEG比率。但这只是AMD股票情况的一小部分,举例来说。这就是为什么我今天早上在面向我们课程成员的直播中说:“在AMD这里卖出看涨期权可能很有意思。”

如你所知,如果有人卖出这些期权,它们今天本会上涨10%。你可以买入86天的看涨期权,在标的股票价格变动之外还能获得11%的回报。

Just to clarify, I don't want to go into detail about the different PEG ratios . But that's just a small part of what AMD stock is like , for example. That's why I said this morning on the live stream to our course members: "Selling call options could be interesting here at AMD."

As you know, these options would have gone up by 10% today if someone had sold them. You can buy 86-day call options and receive an 11% return in addition to the underlying stock's price movements.

2026-09-21看涨
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AMD具备强劲的竞争定位与增长潜力,但短期内已处于超买状态。

除了 Meta 和 AMD 的股票之外,它们今天表现非常出色。AMD 的股价今天上涨了 9.95%,正式将其市值推高至 1 万亿美元。

beyond just Meta and AMD stocks, which performed amazingly today. AMD's stock rose 9.95% today, officially bringing its market capitalization to $1 trillion.

我们在这只股票价格为 452 美元时就预测到了它,并且告诉课程学员这只股票即将上涨。我们没想到它会这么快就达到这个高度。

We had predicted this stock when its price was $452, and we told the course members that the stock was about to rise. We did not expect it to reach this height so quickly.

2026-09-21看涨
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