继续前请同意我们的使用条款、隐私说明及 YouTube 服务条款。

$AMD

$AMD · Financial Education · 2026-10-26

AI 摘要 · Financial Education

AMD 有较大机会在六个月内达到 1000 美元,受益于新一轮半导体牛市以及 11 月 3 日的财报催化剂;基准情形为 2030 年达到 1000 美元,乐观情形为 2028 年。他会在股价接近 1000 美元时卖出;股价可能在明年见顶,而业务在 2028-2029 年见顶。

看涨他说的是几个月内
《Early Buyers of this 1 Stock is life changing‼️》
Financial Education发布 2026-10-26 · 14 段内容
06:53/ —打开原视频

逐段跳播

14 段内容
6:5347:13

第三,我们要谈谈 AMD。我说过这只股票正在迈向1000美元,而且我认为它在短期内就会朝这个方向走,对吧?一只股票要在短期内涨到1000美元需要什么条件?我们要谈谈它是怎么走到那一步的,以及我对此的想法。

Third, we're going to talk about AMD. I've talked about this stock being on its way to $1,000, and I think it's on its way to it in the short term, right? What does it take for a stock to get to $1,000 in the short term, okay?

We're going to talk about how it got there and my thinking about that, okay?

而现在真正开始上涨、并将在未来几年极为突出的公司是 AMD。它们几乎是目前唯一一家有把握带来惊人投资回报的公司,不是吗?

And the company that's really starting to rise now and will be hugely prominent in the coming years is AMD. They're practically the only ones guaranteed to deliver insane returns on investment right now, aren't they?

说到那些不算弱的公司,就有 AMD,对吧?AMD,那我们就来谈谈它。一千美元,我们怎么走到那里?听好了。首先,这只股票离一千美元还差得远,对吧?现在大概在五百多美元,对吧?但我实际上认为它很有可能在未来六个月内涨到一千美元。

And speaking of the not-so-weak companies, there's AMD, right? AMD," so let's talk about it. A thousand dollars, how do we get there, okay? So listen. First of all, this stock is way off a thousand dollars, okay?

Right now, it's around five hundred and something, right? But I actually think there's a good chance it could hit a thousand dollars in the next six months.

首先,我会在这只股票上下注吗?听好了。不会。不,我不会说“哦,我要去……”因为我已经在 AMD 上投入了几百万美元。我完全不会跑去说,我要买短期看涨期权之类的。或者因为我认为它会涨到1000美元、而且它很有可能在未来六个月内涨到1000美元,就额外投钱进去。

不,谢谢。我对自己现有的持仓很满意。非常感谢。但我确实认为它很有可能真的涨到那个水平。

First of all, would I put any bets on this stock? Listen. No. No, I'm not going to say, "Oh, I'm going to ..." because I already have several million dollars invested in AMD. I'm not at all going to go and say, you know, I'm going to buy short-term call options or something.

Or invest extra money because I think it's going to hit 1,000, and you know, it has a good chance of hitting 1,000 in the next six months. No, thank you. I'm comfortable with what I have.

Thank you very much. But I do think it has a good chance of actually getting to that level.

首先,我认为半导体股票还会有一轮牛市,对吧?所以,我认为 AMD 将从这轮即将到来的牛市中受益最大,但关于半导体股票的末日预言被严重夸大了,对吧?在我看来,在这个周期结束之前,这些股票至少还有一到三轮牛市。

First of all, I think there's going to be another bull run in semiconductor stocks, right? So, I think AMD will benefit the most from this upcoming bull run, but the doomsday prediction for semiconductor stocks is a huge exaggeration, okay?

These stocks have at least one to three more bull runs before this cycle ends, in my opinion.

所以,我们仍然处于这个领域里做半导体公司有史以来最好的时代。而这意味着 Nvidia、AMD 和存储芯片股票,对吧?

So, we're still in, you know, the best era ever for being a semiconductor company in this space. And that means Nvidia, AMD, and memory chip stocks, right?

而这意味着 Nvidia、AMD 和存储芯片股票,对吧?所以,这个故事的重点是,我们将会看到又一轮牛市。而仅凭这一点就会极大地推动 AMD 前进。它们是从下一轮牛市中受益最大的公司,对吧?因为它们才是你真正应该投资的公司。

And that means Nvidia, AMD, and memory chip stocks , right? So, the point of the story is that we're going to see another bull run. And that alone is going to propel AMD forward hugely.

They're the company that stands to benefit the most from the next bull run, right? Because they're the company you should really invest in.

然后,11月3日要发布财报,对吧?那份财报应该会给我们带来某种冲击。而那个冲击。现在,很多人以为那一定是对上一季度或下一季度营收的冲击。不一定是营收上的冲击,对吧?也可能是利润率的冲击,上一季度或下一季度的利润率,比如利润率预测,让所有人大吃一惊,无论是毛利率、营业利润率还是净利润率。

人们会说:“哇,这些利润率好得多,比我们想象的好得多。”啊,也可能是每股收益上的冲击,对吧?也可能是他们对明年给出的某种指引,也许甚至是很早给出的一个粗略区间,让所有人都纳闷:“等等,什么?”

“他们刚给了一个粗略的指引。为什么?”你可能会遇到很多令人震惊的意外,但你只需要一个数字、一个指标,让所有人说:“哇,这比我们预期的好太多了。”你只需要一样东西。如果你得到的比这更多,那你已经跑起来了,但你只需要一样东西。

Then, we have the earnings coming out on November 3rd, right? Those are the earnings that should give us some sort of shock And the shock. Now, a lot of people assume it has to be a shock in revenue for the last quarter or the next.

It doesn't have to be a shock in revenue , okay? It could be a shock in profit margins, where the profit margin for the last quarter or the next, like the margin forecast, blows everyone away, whether it's the gross margin, the operating margin, or the net profit margin.

People will say , "Wow, those are much better margins, much better than we thought they would be." Ah, it could be a shock in earnings per share, right ? It could be some kind of guidance they give for next year, maybe even early on , that's a rough range and makes everyone wonder, "Wait , what?"

"They've just given a rough guideline. Why? There are a lot of shocking surprises you might encounter, but all you need is one number, one metric that makes everyone say, 'Wow, this is way better than we expected.'

You only need one thing. If you get more than that, you're already on the run, but all you need is one thing.

如果 Lisa Su 在那次电话会议上或报告里说了一件事,让所有人为之惊叹,让他们说“哇,这比我们想的要好太多了”,砰,你又跑起来了,对吧?所以,如果半导体已经有一轮牛市,然后你再把这叠加在上面,它就起到了催化剂的作用,不是吗?

If Lisa Su has one thing to say on that conference call or in the report that wows everyone and makes them say, 'Wow, this is way better than we thought,' boom, you're on the run again, right ?

So, if there's already a bull market for semiconductors, and then you add that on top of it, it acts as a catalyst, doesn't it?

现在,让我给你看看我对 AMD 未来几年的预测。我不知道你有没有看过,但在我的乐观情景中——这是一个可能性较低的情景——我预测这只股票将在2028年达到1000美元,对吧?而在我的基本情景中,我预测这只股票将在2030年达到1000美元。

Now, let me show you my prediction for AMD for the next few years. I don't know if you've seen this or not, but in my optimistic scenario, which is a less likely scenario, I predict the stock will reach $1,000 in 2028, right?

And in my basic scenario, I predict the stock will reach $1,000 in 2030.

所以,对于像 AMD 这样的股票,我认为它应该会在未来几年内涨到 1000 美元。但股市不是这样运作的。它会把很多未来事件提前计入价格,不是吗?所以,AMD 完全有可能在六个月内、或者接近六个月时就轻松涨到 1000 美元,对吧?而且它已经把大量增长预期计入价格了。

So, with a stock like AMD, I think the stock should reach $1,000 within the next few years. That's not how the stock market works. It prices in a lot of future events, doesn't it?

So, AMD could easily reach $1,000 in the next six months or close to it, right? And it prices in a lot of growth.

这就是为什么连我看到这样一只股票都会说,如果它再靠近 1000 美元一点,我就要卖出这些股票,因为这基本上意味着提前落袋为安,对吧?

That's why even I look at a stock like this and say, if it gets any closer to $1,000, I'm going to sell the shares because that basically means taking my profits early, right ?

所以,AMD 的商业模式很可能都还没到顶峰。我不知道,也许是 2028 年或 2029 年。但股价会不会明年就见顶?绝对有可能。这是可能的。比如,如果 AMD 股价明年涨到 1000 美元或 1500 美元,那可能就是一个顶部,对吧?

尽管它的商业模式可能至少还要再过一两年、甚至再过三年才会见顶。

So, you know, AMD's business model probably won't even peak yet. I do n't know, maybe 2028 or 2029. But could the stock price peak next year ? Absolutely. It's possible. Like, if AMD stock hits $ 1,000 or $1,500 next year, that could be a peak, right ?

Although the business model might not peak for at least another year or two , maybe even three years after that.

几年前,我一直在以 100 美元的价格买入 AMD。当时没人想要 AMD。现在人人都想要 AMD,对吧?

AMD a few years ago. I was buying AMD for $100. Nobody wanted AMD. Now everybody wants AMD, right?

观察点

11月3日财报或电话会议中营收、利润率、EPS或指引数据超出预期
某一指标明显好于预期
11月3日11月3日财报及电话会议
支持AMD达到1000美元的观点

这个频道对 $AMD 的历次判断

Financial Education 在这只股票上共 21 条判断,这里只列相邻的几条。

跨洋听风