$AMD · Financial Education · 2026-11-09
暂无中文摘要，仅英文原句可核对。
逐段跳播
AMD，恭喜在座的 AMD 股东。看看这只股票。今天公开账户里涨了15万美元。公开账户里的盈利重新回到100万美元以上。难以置信。我是说，就在几个交易日前，你还能以400美元左右的价格买到 AMD，现在你得付远超500美元的价格。
AMD, congratulations AMD shareholders out there. Look at this stock. $150,000 move here today in the public account. Back to a million dollar plus gainer in the public account.
Unbelievable. I mean, wasn't it just like a couple trading days ago you could get AMD for right around 400 bucks and now you got to pay well over 500.
现在看看它们与同行 AMD 的对比。AMD 的毛利率是50%，而 AMD 的净利润率不到20%。
Now look at them versus their peer AMD. AMD is at 50% gross margins and AMD's at net margins of less than 20%.
现在，你看像 AMD 这样的股票，它正处于增长加速周期。如果你看他们过去几个季度的数字，他们一直在加速增长率。一直在加速增长率，而且预计他们会再次——预计他们会把营收增长加速到66%，然后85%，然后91%，然后93%，对吧。
而且要记住，这些数字实际上很可能会大幅高于这个水平。
Right now, you look at a stock like AMD, this is in a growth acceleration cycle. If you look at their numbers the last several quarters, they keep accelerating the growth rate.
Keep accelerating the growth rate and they're expected to again they're expected to accelerate the revenue growth to 66% then 85% then 91% then 93% right and keep in mind these numbers will probably be actually dramatically higher than this.
所以 AMD 现在正处于增长加速周期。他们其实在几个季度前就已经开始了，对吧？所以这非常非常令人兴奋，也吸引了很多成长型投资者。
So AMD right now is in a growth acceleration cycle. They they already started several quarters ago essentially, right? And so that's very very exciting and that attracts a lot of growth investors.
为什么 AMD 能有 40 多倍的远期市盈率？这不公平。为什么他们能有 40 多倍的远期市盈率？为什么，为什么我们的远期市盈率只有 13.5？
Why does AMD get to have a forward P of 40 plus? This is not fair. Why do they get to have a forward P of 40 plus? Why do why is our forward P 13,5?
对吧？你得明白，AMD 代表着未来几年营收加速增长。他们代表着未来几年利润率加速提升，以及未来几年每股收益加速增长。AMD 的上限是无限的，对吧？
Right? You got to understand AMD represents accelerating revenue growth for the next several years. They they represent accelerating margins for the next several years and accelerating earnings per share for the next several years. The top is unlimited for AMD, right?
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。