$AMD · Meet Kevin · 2026-10-27
AI 摘要 · Meet Kevin
AMD 曾是早间 Alpha 报告中的推荐标的，并且上涨了；在 AMD 等 AI 估值崩塌之后，说话者认为 AMD 的飙升（主要发生在盘中）只是这类股票所能实现涨幅的开端，无论关于伊朗的判断是对是错。
看涨
《what if I'm WRONG about Iran》
Meet Kevin发布 2026-10-27 · 2 段内容
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2 段内容
上涨的股票，AMD 和 Bloom Energy，是我们今早 Alpha 报告中的推荐。实际情况是，许多 AI 公司的估值都大幅下跌，比如 Nvidia，甚至 AMD。
The stocks that rose, AMD and Bloom Energy, were our recommendation in this morning's Alpha report . What happened was that the valuations of many AI companies such as Nvidia or even AMD collapsed.
但如你所知，这波上涨主要发生在 AMD 股票的日内交易中，我认为这只是这些股票所能达到的涨幅的开始，而且无论我们对伊朗的判断是对是错，这都在发生。
But as you know, this surge that has mostly occurred during the day in AMD stock, I think is just the beginning of what these stocks can achieve , and this is happening regardless of whether we are right or wrong about Iran.
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。