$AMD · Financial Education · 2026-11-06
AMD 有望从抛售中反弹，是当下到年底这段扭亏行情中被选中的高贝塔半导体标的，长期走势将远高于当前水平。短线交易波动较大，昨日 AMD 较其高点下跌约 39%。若资金推动年底反弹，股价可能大幅飙升，因为许多持有者已经卖出；明年的巨额资本开支支撑下半年的大幅上行，不过说话者表示还要看后续发展。
逐段跳播
现在你告诉我，AMD昨天跌17%是应该的，但今天涨11%也是应该的？这很荒唐，不是吗？
Now you're telling me that AMD deserved to go down 17% yesterday, but deserves to go up 11% today ? These are stupid, aren't they?
你知道，AMD今天涨了很多，但那是在前一天大跌之后，然后那是什么？我觉得再前一天它也涨得相当不错。短期来看，它就是在到处反复震荡，对吧？
You know, AMD went up a lot today, but that came after a big drop the day before, and then what was that? I think it had grown fairly well the day before that too. In the short term it's just fluctuating all over the place, right?
但我们知道AMD的长期轨迹在哪里，而且从这里开始会一路上涨，对吧？
But we know where AMD's long-term trajectory is and it's way up from here, right?
他们下周可能再次搅动市场，把人们吓得抛售半导体股票之类的，对吧？
They could shake up the market again next week and scare people out of semiconductor stocks or something, right?
如果他们想按下卖出键，他们就会卖。那些股票会再次下跌。AMD、Micron以及诸如此类的股票。所以卖出这些股票符合他们的最大利益。AMD、Micron、SanDisk，这类高贝塔的股票，对吧？
If they want to press the sell button, they will sell. Those stocks will go down again. AMD, Micron and all that kind of stuff. So it is in their best interest to sell these stocks.
AMD, Micron, SanDisk, those kind of high beta names, right?
但如果非要选，我会选 AMD。我本来会选 Micron。我会选 SanDisk。尽管这些股票在很短的时间内被彻底抛售，我仍然认为，如果你想在现在到年底之间实现扭转，这就是你该待的地方。
But if I had to , I would choose AMD. I would have chosen Micron. I would choose SanDisk. Even though these stocks have been completely dumped for a very short period of time , I still think if you're trying to turn around between now and the end of the year , this is where you should be.
你试着靠 AMD、Micron 和 SanDisk 扭转局面，并希望一切重新开始增长。而且你看，如果基金和大投资者想在年底前靠这些股票扭转局面，它们会成倍上涨。它们肯定会一飞冲天，因为很多人已经把它们卖光了，对吧？
没错。这也是让这些股票保持强势的另一个因素，稍微理性地想一想。
You try to turn things around with AMD, Micron, and SanDisk and hope that everything starts growing again. And look, if funds and big investors want to turn around with these by the end of the year , they will increase exponentially.
They will definitely skyrocket because many people have already sold them out, right? That's right. And that's another thing that keeps these stocks in a strong position, think about it a little rationally.
如果你想卖出 AMD、Micron、SanDisk 这类股票，我认为最近有很好的机会这么做，对吧？假设你等到选举之后；你本应该更早放弃 AMD、Micron 和 SanDisk 这类股票。
If you wanted to sell stocks like AMD, Micron, SanDisk , I think there was a good chance of doing that recently , right? Assuming you waited until after the election; You should have given up stocks like AMD, Micron, and SanDisk earlier.
所以，要让所有人现在对这些股票感到恐慌，你需要一些能让大家都焦虑的重大催化剂，比如中国入侵台湾之类的。除此之外就没有太多了，因为归根结底，这些公司明年将在资本支出上投入巨额资金。
所以，无论情况如何，这些股票都有望在今年晚些时候大幅上涨，但让我们看看会发生什么。
So, to get everyone panicking about those stocks now, you need some big catalyst that will make everyone anxious, like if China invades Taiwan, something like that. There's not much beyond that , because at the end of the day, these companies are going to spend a huge amount of money on capital expenditures next year.
So, whatever the situation, these stocks are poised for a major uptick in the latter part of the year , but let's see what happens.
你看 AMD、Micron、SanDisk 这类股票时，说的就是这类股票，对吧？而且除此之外还有很多。但所有这些半导体或 AI 相关的股票，即使你看其他 AI 股票比如 Caterpillar，对吧？
前几天评论区有人把它叫成 crapperpillar 之类的。这些股票怎么能这么快跌得这么低？截至昨天，AMD 较其高点下跌了约39%。
You know, when you look at stocks like AMD, Micron, SanDisk, you're talking about these types of stocks, right? And there were many more besides these. But all these semiconductor or AI-related stocks , even if you look at other AI stocks like Caterpillar, right ?
Um, someone in the comments section called it a crapperpillar or something like that the other day. Um, how can these stocks fall so low so quickly ? As of yesterday, AMD was down about 39% from their highs.
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。