$AMD · Meet Kevin · 2026-10-27
说话者仍非常看好AMD，这是他盘前仅重点提及的两只股票之一，理由是AMD盘中上涨4.5%，且NVIDIA的30亿美元投资保障了AMD的GPU供应；他建议回补已卖出的AMD看涨期权，并希望涨势延续。
逐段跳播
这就是我们在开盘前关于 AMD 和 Bloom Energy 所写的内容。我们的预期，以及我们关于这两家公司股价在开盘前可能上涨的讨论。
This is what we wrote about AMD and Bloom Energy before the market opened. our expectations and our talk of a possible rise in the shares of the two companies before the market opens.
Bloom 股价上涨了8%，AMD 股价上涨了4.5%，这一涨幅几乎完全发生在市场交易时段内。
Bloom shares rose by 8%, and AMD shares by 4.5%, with this increase occurring almost entirely within the market trading period.
看看 AMD。我们在盘前时段在这里给出了我们的推荐。该股今天的表现非常惊人。不可能每天都完美，但我只想说，我们今天只推荐了两个标的。就只有这两个。我们没有推荐20个标的。我们只推荐了这两个。两者现在都在飞速上涨。希望这能持续下去。
And look at AMD, okay? We presented our offer here in the pre- market session. The stock's performance is amazing today. It can't be perfect every day, but I'll just say, we've only nominated two names today.
These are the only two names. We did not nominate 20 names. We nominated only these two names. Both are experiencing a meteoric rise now. Let's hope this continues.
Nvidia 投资了30亿美元与 AMD 合作，以确保它获得图形处理器（GPU）的销售，并让 AMD 无法获得这些销售。我们今天上午仍对 AMD 持乐观态度。事实上，我们当时非常看好它。
我相信我建议在周四或周五平掉卖出的 AMD 股票看涨期权，但今天上午是在盘中。我们在 Alpha 报告中非常乐观。
Nvidia invested $3 billion to partner with AMD to ensure it secured sales of graphics processing units (GPUs) and denied them to AMD. We remain optimistic about AMD this morning.
In fact, we were very optimistic about it. I believe I advised covering the call options sold on AMD shares on Thursday or Friday, but this morning it was during the day. We were very optimistic in our Alpha report.
这个频道对 $AMD 的历次判断
Meet Kevin 在这只股票上共 22 条判断，这里只列相邻的几条。