$AMD

AMD

Advanced Micro Devices Inc.

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截至 09-26
09-24
Jose Najarro Stocks发布 2026-09-24
《AMD Trades at 55X Forward Earnings — NVIDIA Is Under 20X》
$AMD看跌
AMD 55 倍的远期市盈率相对 Nvidia 约 18-19 倍明显偏高,在当前价位下,风险回报比更支持买入 Nvidia 而非加仓 AMD。

今天我想更仔细地看看我最喜欢的两家公司,Nvidia 和 AMT。他来到这里说:“这样吧,我们聊聊 AMD 和 Nvidia,但你必须在这一集结束时选一个。在这些价位上你会买哪只?”

Today I want to take a closer look at two of my favorite companies, Nvidia and AMT. He came in here and said, "You know what? Let's talk about AMD and Nvidia, but you have to choose one at the end of the episode. Who would you buy at these prices?

我们会聊 Nvidia 对 AMD。不久的将来可能还会聊 Nvidia 对 Broadcom。我确实知道 Nvidia 是你的最爱,虽然你也持有 AMD,而我现在,就在此刻,已经完全押注 AMD。还有几股 Nvidia。

we'll talk about Nvidia versus AMD. might even talk about Nvidia versus Broadcom in the near future. I do know that Nvidia is your your favorite although you do own AMD as well and I am now as of right now fully in AMD. Couple of shares of Nvidia.

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09-21
Meet Kevin发布 2026-09-21
《why stocks are skyrocketing [spoiler: it's just getting started]》
$AMD看涨
尽管股价偏高,AMD 相对于其增长仍被低估(PEG 约 1.5),看多逻辑依然成立。

目前我们看到 Dell 这类股票出现了惊人的上涨,也看到 Dell 和 AMD 这类股票出现了惊人的上涨,这很好,但从估值角度看,很多其他股票已经被落在后面。

Right now we are seeing a phenomenal rally in stocks like Dell and have seen a phenomenal rally in stocks like Dell and and AMD which is great but valuation wise a lot of other stocks have been left behind.

AMD 从 584 这条线一路飙升。我们在 452 这条线这里就把它称为一个潜在的看涨催化剂。不仅在这个频道上,也在我们课程会员的直播中。它从那条史诗级的线一路上涨。而从 520 这条传奇线开始的这波爆发更是惊人。

AMD has skyrocketed off of the 584 line. Uh we called this as a bullish potential catalyst right here at the 452 line. Not only on this channel, but also in our course member live streams.

It's been straight up off that epic line. But this explosion off of the legendary line here at 520 has been phenomenal.

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09-12
《PREPARE FOR MONDAY‼️ #AMD #PLTR #AAPL #INTC #MSFT #META #DELL #NFLX》
$AMD看涨
AMD 处于看涨趋势并出现近期买入信号,但上方存在显著阻力,限制其上行空间。

AMD 这周上涨 13%,你信吗。AMD 的买入信号实际上是在 9 月 10 日星期四出现的。所以,就在这波上涨之中,AMD 锁定了那个新的买入信号。

AMD up 13% this week, if you can believe that. Now, the buy signal on AMD actually came on Thursday, September 10th. So, in the midst of this up move right here, AMD has locked in that fresh buy signal.

但是,我们有一些上方阻力要谈,对吧?我们这里实际上有一些相当巨大的上方订单块。那么,这些订单块代表什么?它们代表着被困住的买家和被困住的卖家的区域,而他们会尽可能快地抛售给你。

But, we got some overhead resistance to talk about, right? We have some actually pretty enormous uh overhead order blocks right here. Now, what do these order blocks represent?

They represent areas of trapped buyers and trapped sellers, and they are going to sell out as fast as they possibly can onto you.

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09-10
Meet Kevin发布 2026-09-10
《Trump's $5,000 Stimulus Dividend, Apple Morning After, PPI, Oil/Yields Pop》
$AMD看跌
对 AMD 持看空观点,因其历史上触及 520 美元后往往回落,尽管近期从 452 美元反弹。

今天早上在 alpha 报告里,我们对 AMD 有点看空。主要是因为,似乎每次它一到 520,之后就会大跌。这只是我们在 AMD 身上发现的一点历史规律。

This morning in the alpha report, we were a little bearish on AMD. Uh mostly because it just like once it seems like every time it gets to 520, it just tanks after that. Uh that's just been a little history we found with AMD.

但这是个有趣的玩法,你知道,452 到 520。简直完美。看看这个。这就是我们上周五说的。上周五就在这里。就像,哦,这可能到 420。这可能涨到,或者说从 452 到 520。

是的。基于我们上周看到的一些硬件消息。所以,如果你在关注这笔交易,这是值得留意的。

But it's it's a fun play, you know, 452 to 520. It's like perfect. Look at that. That's what we called last Friday. Last Friday over here. Like, oh, this could go 420. This could go up to or from 452 to 520.

Yeah. On on some of the hardware news we were seeing last week. And so, if you're watching this trade, that's something to watch.

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09-08
Financial Education发布 2026-09-08
《NEW stock I bought today‼️‼️》
$AMD看涨
AMD提供前所未有的每股收益和营收三位数增长,使其成为2027年最具吸引力的股票;价格可能在第二季度前达到750美元。

你能跟我说话吗?AMD(AMD)AMD股票今天在公开账户中大涨了72,000美元。仅公开账户中AMD股票的收益就再次超过了一百万美元。

Can you talk to me? AMD ( AMD) AMD stock rose a whopping $72,000 today in public accounts. The gain in AMD stock in public accounts alone has again exceeded one million dollars.

第二,AMD。AMD发生了什么?这只股票从这里将走向何方?我认为这是今天视频中非常重要的一点。

Two, AMD. What's happening at AMD? Where is this stock going from here? I think this is a very important point in today's video.

他说在等
盈利惊喜
显著超出分析师预期
下个季度财报
验证看涨论点;若不及预期将推迟突破
突破下行趋势
高于515-520区间
近期技术图表水平
确认动能加速;若失败则保持谨慎
更早的记录
09-02
Financial Education发布 2026-09-02
《This Stock is the next Nvidia‼️》
$AMD看跌
预计AMD股价将在2027-2028年见顶,早于2028-2029年的利润峰值。

然后是 AMD,全球市值第二十大的公司,对吧?

and then AMD, the world's twentieth largest market cap, right?

现在,AMD 和 Broadcom 的利润将在 2028 或 2029 年达到顶峰。与其他公司相比,这些公司处于早期阶段。这些是已经开始赚很多钱的公司,对吧?所以他们的利润也会很快达到最高水平。

AMD、Broadcom,这些将在 2028 或 2029 年达到顶峰,然后,你知道,这就是为什么我认为这些股票,我认为,都已经达到顶峰或将在未来六个月内达到顶峰,对吧?对于这些公司,我认为他们的股价可能会在 '27 年达到顶峰,或者如果非常高的话,在 '28 年,因为他们的股价远在利润达到顶峰之前就达到顶峰了。

Now, AMD and Broadcom's profits will peak in 2028 or 2029. These companies are in the early stages compared to other companies. These are the companies that have already started making a lot of money, right?

And so their profits will also reach their highest level quickly. AMD, Broadcom, these will peak in 2028 or 2029, and then, you know, that's why I think these stocks, I think, have all peaked or will peak in the next six months, right?

And for these companies, I think their stock prices will probably peak in '27 or, if very high, in '28, because their stock prices peak long before profits peak.

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09-25
Schwab Network发布 2026-09-25
《The Big 3: AMD, USDE, META》
$AMD看涨
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.

他说在等
股价相对630支撑/阻力线的走势
回落或恰好收在约630(由红转绿线)
下周行情图表/价格走势
支撑看涨逻辑以及650看涨期权的入场;若未能守住该水平或大幅跌破,则削弱该逻辑
更早的记录
The Motley Fool发布 2026-09-25
《AMD Just Hit $1 Trillion: What Comes Next?》
$AMD看涨
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.

他说在等
Helios机架安装延迟
安装未出现重大延迟
下一季度财报电话会议
若因供应链压力出现延迟,则削弱该逻辑
每股收益达到或超过20美元
超过20美元
到2028年财报
若实现则支撑看涨逻辑;若未达预期则削弱该逻辑
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