The Motley Fool 对 $AMD 的判断变化

2026-09-25看涨
《AMD Just Hit $1 Trillion: What Comes Next?》
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.

2026-09-15
《What If NVIDIA Isn't the Future? 4 AI Stocks to Own Now》
AMD凭借CPU顺风和市场份额提升具备高增长潜力,但47倍估值带来高波动性,适合采用定投策略。

好,第二家公司是你们想聊的那一家,就是 AMD。你看 AMD,它在这里是直接竞争对手,而它的过去 12 个月营收只有 410 亿美元。所以,它从 Nvidia 手中夺走的任何市场份额,都会对这项业务的增长产生巨大影响。

All right, the second company is one that you wanted to talk about. That is AMD. You look at AMD, it is a direct competitor here, and it only has 41 billion in trailing 12-month revenue.

So, any market share that it could take from Nvidia would be hugely consequential to the growth of this business.