AMD面临风险，原因在于其代理式AI动能被高估、估值是同行两倍，且利润依赖高端CPU；其认为AMD在代理式AI竞赛中走错了路。
逐段跳播
看看AMD吧。它回到了621。它在处理器（CPU）方面扩张得有点过头了。我不是想批评AMD。我喜欢AMD。我现在就在用一台AMD设备做直播。这是我能买到的最好的眼睛。处理器。它实际上消耗的处理能力多得惊人。
我是她的超级粉丝。但我认为他们在智能体竞赛中走错了路。
I mean, look at AMD, man. It went back to 621. It expanded a little too much on the processor (CPU) side. I am not trying to criticize AMD. I love AMD. I am currently streaming using an AMD device.
The best thing for an eye I could get. The processor. It actually consumes a surprising amount of processing power. And I am a huge fan of hers . But I think they are going down the wrong path in the agentic race.
我并不是真的想攻击AMD。我是AMD的超级粉丝。我们曾预测他们会以456的价格打入市场。我们当时对AMD非常乐观。在250的时候，我们就在我们的alpha报告中把握着AMD的脉搏，即便是在当时出现的那次突破中也是如此。
我记不清那条线具体在哪里了。不过，AMD的表现非常出色。
I'm not really trying to attack AMD. I am a huge fan of AMD. We predicted they would break into the market at 456. We were very optimistic about AMD. We were getting our hands on AMD's pulse in our alpha reports at 250 even in the breakout that occurred there.
I can't remember exactly where that line is. However, AMD's performance was excellent.
然而，近期围绕代理式AI的这股势头有些被高估了，因为AMD的估值可能是许多其他芯片公司的两倍，而这些公司在代理式AI领域将至关重要。
However, this recent momentum around proxy AI is a bit overrated, as AMD's valuation is probably double that of many other chip companies that will be crucial in the field of proxy AI.
人们对CPU有很多兴奋之情，但请记住，AMD目前的大部分利润来自高端CPU，而不是你用于Meta Muse这类任务或基本功能的普通CPU。因此，存在一些风险。因此，存在一些风险。
There is a lot of excitement about CPUs , but remember that AMD's big profits currently come from high-end CPUs, not the regular ones you need for tasks like Meta Muse or basic functions.
Therefore , there are some risks. 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。