$AMD · Financial Education · 2026-10-28
AMD 下季度业绩或指引不太可能出现大幅营收超预期，因为 Meta、Google 和 Microsoft 的资本开支显示没有谁的花费明显高于预期，不过利润率和每股收益仍可能带来惊喜，指引也仍可能被超越；短期下跌会被买入，AMD 是 2027 年最令人兴奋的持仓，增速在所有万亿美元市值公司中最高。
逐段跳播
AMD股票今天又上涨了46,000美元。我们在这个普通账户的持仓上现在大约有120万美元的利润。涨幅达418%。所以目前它仍然非常火热。
AMD stock rises another $46,000 today. We are now on a profit of approximately $1.2 million in this position on the general account. An increase of 418%. So it remains very hot at the moment.
AMD的股票在盘后也下跌了。所以要注意这一点。这一切对AMD股票的未来意味着什么，这只股票将走向何方？
AMD's stock also declined after business hours. So be aware of that. What does all this mean for AMD's stock in the future, and where is this stock headed?
记住，现在以及未来几年，有大量资金投入芯片，而且钱足够每个人分。有足够的钱花在Nvidia、AMD甚至Intel上，当然像Google这样的公司也有能力赚取大量利润。
Remember that there is a lot of money being spent on chips right now and over the next few years, and there is enough for everyone. There is enough money to spend on Nvidia, AMD and even Intel, and certainly companies like Google are in a position to make a lot of profit as well.
那么，这对AMD意味着什么？基于Meta的业绩、其资本支出、Google的支出和Microsoft的支出，我们已经看完了这些大支出方。现在，考虑到所有这些数字，这对AMD意味着，他们即将公布的上一季度营收或业绩指引很难带来意外惊喜，好吗？因为似乎没有人在支出上比人们预想的多很多。
Now, what does this mean for AMD ? Well, based on Meta's results, its capital expenditures, Google's expenditures, and Microsoft's expenditures, we've finished with the big spenders.
Now, at this point, and considering all these numbers, what this means for AMD is that it will be difficult to pull off a revenue surprise for the last quarter that they are about to announce or the guidance, okay?
Because it doesn't seem that anyone is spending much more than people thought.
话虽如此，记住我们谈过这一点。惊人的意外可以来自不同方面。可以来自利润率。可以来自每股收益。所以，尽管我会排除重大营收意外的可能性，他们仍有可能超出营收预期并超越自己的指引。我不是说鉴于这些公司的资本支出，重大意外非常可能发生，但在这方面，利润率和每股收益仍然是有可能的。
Well, with that said, remember that we talked about this. Shocking surprises can come in different ways. It can come from profit margins. It can come from earnings per share. So, although I would rule out a major revenue surprise, they could still exceed revenue expectations and surpass their guidance.
I am not saying that major surprises are very likely given the capital expenditures of these companies, but margins and earnings per share are still possible in this regard.
归根结底，对于AMD这样的股票，要记住，无论这只股票短期是涨是跌，只要记住，它是2027年人人都应该持有的股票。要记住，说到华尔街那些万亿市值俱乐部成员，AMD现在刚刚勉强离开这个俱乐部，但只要股价稍微涨一点，它就会重回万亿市值俱乐部，对吧？
在这些股票中，这是2027年最值得持有的股票。在市值超过一万亿美元的公司中，它们将实现最高的增长率。
And ultimately with a stock like AMD, learn, whether the stock moves up or down in the short term, just remember that it's the stock everyone should own in 2027. Learn, when it comes to those on Wall Street, like the trillion-dollar club , which AMD has barely left now, but if the stock rises a little, it will return to the trillion-dollar club, right ?
Of those stocks, this is the most exciting stock to own in 2027. They will achieve the highest growth rates among any company exceeding a trillion-dollar valuation.
因此，任何短期下跌最终都会被买盘接走。这就是你在AMD身上一次又一次看到的情况；每次股价下跌，最终都会被重新买入并再次上涨。这就是AMD，对吧？
Therefore, any short-term declines end up being bought. This is what you find with AMD time and time again; every time the stock drops, it ends up being bought again and rising again . This is AMD, is n't it?
观察点
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。