《The Big 3: AMD, USDE, META》
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.