The Motley Fool 对 $AMD 的判断变化

2026-09-26
《Meta’s New AI Agent Could Send These 3 Stocks Soaring》
AMD 凭借与 Meta 的合作以及 AI 需求,具备强劲的长期增长潜力,但受供应限制影响,短期表现可能落后。

我认为第一只可能大幅受益、而且已经从中大幅受益的股票,Rachel,是 Advanced Micro Devices(AMD)。在“Muse”发布后的过去几周里,我们看到“AMD”股价出现了相当积极的反应。

My first stock that I think could benefit greatly, and has already benefited greatly from this, Rachel , is Advanced Micro Devices (AMD). In the past few weeks since the launch of " Muse", we have seen a fairly positive reaction to the price of "AMD" stock.

主要原因在于,现在如果有成千上万、数百万、甚至可能数十亿的人在使用 AI 智能体,那么一个 AI 智能体要解锁并使用所有这些不同的工具,需要多少算力?因此,AMD 目前对我来说非常令人兴奋。

The main reason for this is that now, if you have thousands, millions, and possibly billions of people using AI agents , how much processing power would an AI agent need to unlock and use all these different tools?

Therefore, AMD is currently very exciting for me .

2026-09-25看涨
《AMD Just Hit $1 Trillion: What Comes Next?》
AMD 的增长受 CPU 需求扩张与 Helios 芯片支撑,预计到 2028 年每股收益将超过 20 美元。

AMD 刚刚成为一家市值万亿美元的公司,在今天的节目中,我和 Neo 将讨论市场已经计入了哪些因素。更重要的是,鉴于这只股票的估值出现了爆炸式增长,投资者应该密切关注哪些方面?

AMD has just become a trillion-dollar company, and in today's episode, Neo and I will discuss what the market takes into account. More importantly, what are some things investors should be watching closely, given that this stock has seen a massive valuation explosion?

我们将讨论 Advanced Micro Devices,也就是 AMD。AMD 目前的估值超过八万亿美元。自年初以来,该股已上涨 178.4%。对 AMD 来说,这是一段令人难以置信的历程,尤其是对公司的股东而言。

We will be discussing Advanced Micro Devices, also known as AMD. AMD is now valued at over eight trillion dollars. The stock has risen by 178.4% since the beginning of the year .

It has been an incredible journey for AMD, but especially for the company's shareholders.

2026-09-15
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