$AMD · Meet Kevin · 2026-10-27
AMD 是说话者当下最好的选择：包括开放权重模型在内的 AI 支出解释了其良好表现；55.88 的增长对应 71 倍市盈率，得出 1.27 的比值，而作为规模较小的公司，它的动能更快，且非常便宜。他对 Ryzen Pro 感到兴奋，尽管华尔街因其属于游戏领域而忽视它，真正的增长也更难被看见。
逐段跳播
过去六个月我们一直这么乐观的原因之一，无论是 QS 指数在 700 时逢低买入，还是对 AMD、Nvidia，甚至 SpaceX 或 Tesla 这样的公司感到兴奋，不是吗？这些都是我们当时看好并买入的东西。
one of the reasons we've been so optimistic over the past six months, whether it's buying the dip at 700 on the QS index, or getting excited about companies like AMD, Nvidia, or even SpaceX or Tesla, is n't it?
These are all things we were excited about and bought.
然后是 AMD，然后是 Nvidia，对吧？这些是建设者。所以，这些是芯片制造商。
Then you have AMD, then you have Nvidia, right? These are the builders. So, these are the chip manufacturers.
这是 AMD 表现良好的原因之一；因为企业在人工智能上投入巨大，不仅是因为领先模型，也因为开放权重模型。
This is one of the reasons for AMD's good performance ; Because companies are spending a lot on artificial intelligence , not only because of leading models, but also because of open-weighted models.
看，AMD 是今天的最佳选择，还有 Bloom Energy。你可以看到，这大部分发生在我们早间推荐上涨 5% 之后的当天，这很棒。
look, AMD is the best choice today, along with Bloom Energy. You can see that most of this happened during the day after our morning recommendation of a 5% increase, which is great.
我也可能展示一下 AMD 的数据，因为我们今早分析过。我们来看看 AMD 的数字，因为它们也会很有意思。那么，AMD 寻求实现大得多的增长。AMD 的增长率（G）是 55.88。
我对他们在 Ryzen Pro 处理器上做的事情非常兴奋。那是另一个视频的话题，但这么说吧，我认为华尔街并不关心 Ryzen Pro 的情况，因为它属于游戏子板块，要看到那里真正发生的增长需要更多功夫。AMD 目前的市盈率是 71。好。
and I may also show AMD's figures because we analyzed them this morning. Let's take a look at AMD's numbers because they will be interesting as well. So, AMD is looking to achieve much greater growth.
AMD's growth rate (G) is 55.88. I am very excited about what they are doing with Ryzen Pro processors. That's a topic for another video, but let's just say that I don't think Wall Street cares about what's happening with Ryzen Pro because it falls within the gaming sub-sector, and it takes more effort to see the real growth that's happening there.
AMD's price-to-earnings ratio is currently 71. Okay.
至于 AMD，我们将采用 55.88。这是增长率，抱歉，71 除以 55.88。等于 1.27。
As for AMD, we will rely on 55.88. This is the growth, sorry, 71 divided by 55.88. It is 1.27.
但问题在于，AMD 因为公司规模更小，所以在动能方面走得更快。但两者都非常便宜。所以，我很兴奋。
But the thing is, AMD is moving faster in terms of momentum because it is a smaller company. But both are very cheap. So, I'm excited.
这个频道对 $AMD 的历次判断
Meet Kevin 在这只股票上共 23 条判断，这里只列相邻的几条。