AMD 的生成式 AI 增长被高估，其估值约为同行的两倍；由于利润依赖高端 CPU 而非日常出货量，风险确实存在。
逐段跳播
我真的不是想攻击 AMD。我是 AMD 的忠实粉丝。我们原本预计它会在 456 这一水平突破市场。我们当时对 AMD 非常乐观。
I'm really not trying to attack AMD. I am a huge fan of AMD. We expected them to break through the market at the 456 level. We were very optimistic about AMD.
自 AMD 还在 250 这一水平时起，我们就一直在我们的“Alpha”报告中跟踪 AMD 的脉搏，一直追踪到那里发生的突破。
We have been tracking AMD's pulse in our "Alpha" reports since it was at the 250 level, right up to the breakout that occurred there.
AMD 一直表现很好，但近期这波生成式 AI 的热潮有些被高估了，因为 AMD 的估值很可能是许多其他芯片公司的两倍，而这些公司在生成式 AI 领域将至关重要。
AMD has been great, but this recent surge in generative AI is a bit overrated because AMD's valuation is probably double that of many other chip companies that will be crucial in the field of generative AI.
人们对 CPU 有很多兴奋情绪，但请记住，AMD 目前的大部分利润来自高端 CPU，而不是 Meta Muse 或基本工作任务所需的日常处理单元。因此，存在一些风险。
There's a lot of excitement about CPUs, but remember that AMD's big profits right now come from high-end CPUs, not the everyday processing units you need for Meta Muse or basic job functions . Therefore, there are some risks.
这个频道对 $AMD 的历次判断
Meet Kevin 在这只股票上共 12 条判断，这里只列相邻的几条。