$AMD · Financial Education · 2026-11-02
AMD 下跌 7.5%，华尔街目标价从 660 下调至 600，但说话者仍是长期持有者，预期半导体将迎来反弹（可能从明天开始，或从 11 月持续到次年 4 月），并认为 AMD 将在几年内从约 400 涨至 1000 美元以上。他接受下一份财报可能令股价下跌 10-20%；只要 AMD 的业绩和指引符合他的预期，他就继续持有，若估值过高会减持，若基本面显著恶化则会改变看法。
逐段跳播
AMD 今天又下跌了7.5%。
AMD fell another 7.5% today.
AMD、Nvidia，所有这些公司今天在华尔街的目标价都被下调了。AMD 的目标价已从660下调至600。与其他公司相比，这不算大幅下调，但仍然相当大。大约是10%吗？差不多会是这样。
AMD, Nvidia, all of these had their price targets reduced on Wall Street today. AMD's target has been reduced from 660 to 600. It's not a huge cut compared to the others , but it's still quite big. Is that about 10%? It will be almost like that.
暂无中文转述，仅英文原句可核对。
AMD 25 percent,
这不是 AMD。这不是美光。这不是 Intel。这不是 Meta。这不是 Amazon。甚至不是 Google 或 McDougall 那样的股票。
This is not AMD. This is not a micron. This is not Intel. This is not meta. This is not Amazon. It's not even those stocks like Google or McDougall.
这让我想到 AMD 的话。听着。他们会再次回到这只股票。我明白他们卖了很多股票。天哪，AMD 崩了。他们肯定会回来的。他们对这只股票非常上瘾。明年你将不得不留在这只股票里。关键是，他们会回到这只股票。
我毫不担心。我关注市场走势，但我不太在意它们，因为它们无关紧要。我确信华尔街会一次又一次地回来，对吧？
This brings me to AMD's words. Listen. They will return to this stock again. I understand that they sold a lot of stock. Oh my God, AMD has collapsed. They will definitely come back.
They are very addicted to this stock. You will have to stay in this stock next year. The main thing is, they are coming back to this stock. I have no worries. I watch the market movements, but I do n't pay much attention to them because they are irrelevant.
I'm sure Wall Street will be back at it again and again , right?
不，我相信半导体板块将会迎来反弹，而且会相当惊人。我看到它可能明天就开始，真的就是明天，明天。我看到 AMD 的这次反弹可能明天就会开始。我个人的观点是，这次半导体反弹将在11月开始，持续到4月，对吧？
这就是我看到的情况。但话虽如此，谁知道呢，也许他们明天会更多地抛售 AMD，也许盘后会跌10%、15%或20%，对吧？然后它下跌并遭受与 Intel 相同的后果。我不知道。我只知道我会坚持我所相信的，那就是 AMD 将开始强劲反弹，整个半导体板块有一个6个月的繁荣周期，对吧？
但我会关注长期问题，我不会做任何短期决定。只要 AMD 的数据、指引、评论和电话会议符合我的预期，我将长期继续做 AMD 的大投资者。如果估值变得不平衡、涨得太高，我会卖出一些股票。
如果出现基本面显著恶化的情况，我会改变对 AMD 的看法。但底线是，我认为这只股票的价格在未来几年将超过1,000美元。所以，你知道，我在一个400美元的价格标签的房间里，所以我必须坚持持有它。
就这么简单，不是吗？所以我的信念依然不变，但我会继续专注于长期目标，在这些情况下你应该始终这样做，因为归根结底，AMD 股票明天是涨20%还是跌，不在我的控制范围内。那不在我的控制之下。
就像 AMD，他们可能明天看到的结果非常好。他们也可能看到结果很糟糕。这取决于他们明天想关注什么。当我说‘他们’时，他们是谁？他们是华尔街。他们是算法。换句话说，算法和华尔街将决定 AMD 的股价明天盘后是涨还是跌。
例如，它可以涨10-20%，也可以跌10-20%。这将取决于许多事情，包括他们实际想看到什么。如果他們想关注收入，他们就会关注收入，那将是原因。如果他們想关注利润率，那将是原因，或者 EPS，或者只是电话会议。
那不在我的控制之下。那甚至不在你的控制之下。我们只能看看游轮，决定我们是否想上那艘船，对吧？就这么简单。但我们，我们，我们不再运营那艘游轮了，好吗？华尔街控制一切。我的意思是，我们投资的公司市值有数千亿或数万亿美元。即使小公司
No, I believe there is going to be a comeback in the semiconductor sector and it will be quite incredible. I see it could start tomorrow, literally tomorrow, tomorrow. I see that this AMD comeback could start as soon as tomorrow.
My personal opinion is that this semiconductor comeback will start in November and last until April, right ? That's what I see happening there. But having said that, who knows, maybe they'll sell AMD even more tomorrow and maybe it'll drop 10, 15 or 20 percent after the market closes, right?
And it goes down and suffers the same consequences as Intel. I don't know. All I know is that I will stick to what I believe, and that is that AMD will start to come back strong, the whole semiconductor sector has a 6-month boom cycle, right?
But I will focus on long-term issues, you know, I will not make any short-term decisions. As long as AMD's numbers, guidance, comments, and conference calls meet my expectations , I will remain a big investor in AMD for the long term.
And if the valuation ever becomes unbalanced and rises too high, I will sell some of my shares. If a situation arises where fundamentals deteriorate significantly, I will change my opinion on AMD.
But the bottom line is, I think the price of this stock will exceed $1,000 in the next few years. And so I'm, you know, in a room with a price tag of 400, so I have to hold on to it.
It's that simple , isn't it? And so my belief remains in place, but I will remain focused on the long-term goal, and that's what you should always do in these cases, because at the end of the day, whether AMD shares go up 20% or down tomorrow is out of my control.
That is not under my control. Like AMD, they may see the results tomorrow as very good. They may also see the results as bad. It depends on what they want to focus on tomorrow.
And when I say 'they', who are they? They are Wall Street. They are algorithms. In other words, algos and Wall Street will decide whether AMD's share price will rise or fall after the market closes tomorrow.
For example, it can increase by 10-20%, or it can decrease by 10-20%. It will depend on many things , including what they actually want to see. If they want to focus on income, they will focus on income and that will be the reason.
If they want to focus on margins, that will be the reason or EPS or just the conference call. That is not under my control. That's not even under your control. We can just look at the cruise ships and decide whether we want to get on that ship or not, right?
And it's just that simple. But we, we, we're not running that cruise ship anymore, okay? Wall Street controls everything. I mean, the companies we invest in have market caps of hundreds of billions or trillions of dollars. Even small companies
我个人的观点是，这次半导体反弹将在11月开始，持续到4月，对吧？这就是我看到的情况。但话虽如此，谁知道呢，也许他们明天会更多地抛售 AMD，也许盘后会跌10%、15%或20%，对吧？然后它下跌并遭受与 Intel 相同的后果。
My personal opinion is that this semiconductor comeback will start in November and last until April, right? That's what I see happening there. But having said that, who knows, maybe they'll sell AMD even more tomorrow and maybe it'll drop 10, 15 or 20 percent after the market closes, right?
And it goes down and suffers the same consequences as Intel.
只要 AMD 的数据、指引、评论和电话会议符合我的预期，我将长期继续做 AMD 的大投资者。
As long as AMD's numbers, guidance, comments, and conference calls meet my expectations, I will remain a big investor in AMD for the long term.
所以，你知道，我在一个400美元的价格标签的房间里，所以我必须坚持持有它。就这么简单，不是吗？所以我的信念依然不变，但我会继续专注于长期目标，在这些情况下你应该始终这样做，因为归根结底，AMD 股票明天是涨20%还是跌，不在我的控制范围内。那不在我的控制之下。
And so I'm, you know, in a room with a price tag of 400, so I have to hold on to it. It's that simple, isn't it? And so my belief remains in place, but I will remain focused on the long-term goal, and that's what you should always do in these cases, because at the end of the day, whether AMD shares go up 20% or down tomorrow is out of my control. That is not under my control.
和 AMD 一样，他们明天可能会把业绩看成非常好，也可能把业绩看成很差。这取决于他们明天想关注什么。我说“他们”，他们是谁？他们就是华尔街，他们就是算法。换句话说，算法和华尔街将决定 AMD 的股价在明天收盘后是涨还是跌。
比如，它可能涨10-20%，也可能跌10-20%。这将取决于很多因素，包括他们实际想看到什么。如果他們想关注营收，他们就会关注营收，那就会成为理由。如果他們想关注利润率，那就会成为理由，或者每股收益，或者只是电话会议。
这不在我的控制范围内，甚至也不在你的控制范围内。
Like AMD, they may see the results tomorrow as very good. They may also see the results as bad. It depends on what they want to focus on tomorrow. And when I say 'they', who are they?
They are Wall Street. They are algorithms. In other words, algos and Wall Street will decide whether AMD's share price will rise or fall after the market closes tomorrow. For example, it can increase by 10-20%, or it can decrease by 10-20%.
It will depend on many things, including what they actually want to see. If they want to focus on income, they will focus on income and that will be the reason. If they want to focus on margins, that will be the reason or EPS or just the conference call.
That is not under my control. That's not even under your control.
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。