AMD 全部观点

更早于 2026-09-18回到最新

AMD 这一页 20 条观点条目,其中 1 条方向发生变化。

在本页筛选
Rich Habits发布 2026-09-24
《The Fed Hiked Rates — What Happens Next?》
$AMD看涨
AMD 是一只强势持仓,预计长期表现良好;当前或未来的板块回调被视为暂时的连带损失,而非基本面走弱。

暂无中文转述,仅英文原句可核对。

More importantly, I think what's going to happen is that the SOXX fund will experience a kind of insane rally, and as it pulls back, the semiconductor companies we know and love and hold in our portfolios , like Nvidia, Micron, and AMD— names I believe will continue to perform well in the long run—will be negatively impacted by what I would call... what else could I call it?

Collateral damage in a broader sell-off in the semiconductor sector , where the market will start saying, 'Wait a minute, we should n't have raised the price of every stock with ' semiconductor' in its name .'

Here's a great example . Okay, I can scroll down to show you . These are some of the names in the SOXX fund: AMD, Micron, Nvidia and Broadcom are strong names. I love those names.

I've owned them for a very long time and I'll continue to own them for a very long time .

更早的记录
Meet Kevin发布 2026-09-23
《this is BAD... 5 rate hikes!!》
$AMD未站边
卖出AMD看涨期权具有吸引力;其估值相对同业偏高(PEG为2,而NVDA为0.7)。

但我们今天早上说过:“今天可能是卖出AMD股票看涨期权的好日子。今天可能要格外谨慎,因为市场对尚未达成协议感到不满。已经过去12个小时了,协议在哪里?”

But we said this morning : "Today might be a good day to sell call options on AMD shares. Today might be a good day to be extremely cautious because the markets are unhappy that an agreement has not yet been reached . It's been 12 hours, where is the agreement?"

澄清一下,我不想详细讨论不同的PEG比率。但这只是AMD股票情况的一小部分,举例来说。这就是为什么我今天早上在面向我们课程成员的直播中说:“在AMD这里卖出看涨期权可能很有意思。”

如你所知,如果有人卖出这些期权,它们今天本会上涨10%。你可以买入86天的看涨期权,在标的股票价格变动之外还能获得11%的回报。

Just to clarify, I don't want to go into detail about the different PEG ratios . But that's just a small part of what AMD stock is like , for example. That's why I said this morning on the live stream to our course members: "Selling call options could be interesting here at AMD."

As you know, these options would have gone up by 10% today if someone had sold them. You can buy 86-day call options and receive an 11% return in addition to the underlying stock's price movements.

更早的记录
Schwab Network发布 2026-09-23
《AMD More than NVDA Competitor: AI Factories & META Offer Long-Term Bull Case》
$AMD看涨
AMD 受益于其作为 AI 工厂系统关键第二供应商的地位,并在需求旺盛之际获得 CPU 定价权。

当然,是 Nvidia。AMD 的崛起实际上由两个维度驱动。第一个是中央处理器(CPU),这个我们可以详细谈。但我认为另一个维度是人们把 AMD 视为 AI 工厂的真正第二供应来源。

这远不止是芯片,而是一整套系统,目前 HPE 和 Lenovo 这样的公司正在构建它,并将在今年年底或明年年初交付给客户。所以,我认为你看到的是这样一种认识:对于领先的 AI 公司以及那些正在建设 AI 工厂的企业来说,AMD 确实是那个第二供应来源。

Well, Nvidia, of course. Ah, the rise of AMD is really driven by two dimensions. The first is central processing units (CPUs). We can talk about that in detail. But I think the other is seeing AMD as a true second source for AI factories .

It's much bigger than just chips. It is a complete system that companies like HPE and Lenovo are currently building. It will be released to customers at the end of this year, or the beginning of next year.

So, I think what you're seeing is this recognition that AMD really is that second source for leading AI companies and firms that are building those AI factories.

更早的记录
InvestAnswers发布 2026-09-23
《💥 ALL Is Exploding: Q4 Run Early? Rektember Just… Didn’t》
$AMD未站边
AMD 突破预期区间创下新高,但当前技术面走弱(见顶/回落)。

AMD 19%,呃,我以为AMD会待在箱体里。它没有。它飞出了箱体。我错过了AMD。我说过它哪儿也不去。我错了。它突破了。

AMD 19%, Uh, I thought AMD was going to stay in the box. It didn't. It flew out of the box. I missed AMD. I said it's not going anywhere. I was wrong. It broke out.

更早的记录
Jose Najarro Stocks发布 2026-09-22
《The Market Is Underestimating This Massive AI Demand Shift》
$AMD看涨
对AMD极为乐观,是其最大持仓之一。

我们看到 AMD 也在跟进,其他公司也在尝试打造全栈系统,而不仅仅是芯片制造商。我肯定非常看好 AMD,对吧?AMD 是我最大的投资之一,

We're seeing AMD follow suit and other companies trying to build full-stack systems rather than just chip makers. I'm definitely very optimistic about AMD, right ? AMD is one of my biggest investments,

更早的记录
The Compound发布 2026-09-22
《Josh’s Worst Call This Year | WAYT》
$AMD看涨
AMD的涨势将持续至年底并创出新高,尽管可能出现盘整,强势仍将延续。

它引发了中央处理器(CPU)股票一波有趣的上涨。你看到了吗?是的,我看到了。把图给我。我不知道这一切之间有什么联系。我稍后会解释。蓝线代表 Advanced Micro Devices(AMD),它出现了巨大的上涨。我们稍后会详细讨论这个。

It sparked an interesting surge in central processing unit (CPU) stocks. Have you seen any of this? Yes, I saw. Give me the graph. I do n't know what the connection is between all of this.

I will explain in a little while. The blue line represents Advanced Micro Devices (AMD), which has seen a tremendous rise. We will discuss this in detail later.

Verified Investing发布 2026-09-22
《Breakout Confirmed, Oil Keeps Falling, Yields Down, Here Are The Major Trades!》
$AMD看跌
若价格突破620,可将AMD作为波段交易做空,预期其在历史阻力位遇阻回落。

我们来看看 AMD。AMD 在我的关注名单上,是一个潜在的做空标的。这实际上会是一个很棒的潜在波段做空交易。这里有一个重要的枢轴高点,可以追溯到这些股票 2024 年牛市的高点。

那么,我说的牛市重要高点是什么意思?大幅上涨,大幅下跌。那显然就是那时的一个重要的山顶。结果,我们在这里走得高了很多。但看看这个。然后你看到这波上涨正好冲到那个高点。接着我们在这里看到一次显著的回落。

那么,我们认为 AMD 在这个趋势线处遇到阻力的概率有多大?

Let's look at AMD. AMD is on my radar for a potential short. Uh this would actually be a great potential swing trade short. Major pivot high right here going back to the bull market high of 2024 on these stocks.

Now, what do I mean by a major bull market high? Big move up, big move down. That's obviously a major mountain top at that point. Now, it turns out we went a lot higher here. But look at this.

Then you have this push up right to that high. Then we have a significant draw down here. Well, where do we think probability sits that we might see AMD run into resistance at this trend line?

他说在等
价格相对620这一水平的表现
向上突破620
近期市场价格
触发做空入场;若未能突破,则支持看空论点
更早的记录
Jose Najarro Stocks发布 2026-09-21
《AMD Hits $1 Trillion — And the AI CPU Boom Is Just Starting!!》
$AMD看涨
尽管市值已达1万亿美元,AMD仍是具吸引力的投资标的;说话者持有其多头仓位。

我们谈到的三只股票是 AMD、Meta Platforms 和 Qualcomm。今天,在本期节目中,我们将见证 AMD 市值达到一万亿美元。

the three stocks we talked about were AMD, Meta Platforms, and Qualcomm. Today, in this episode, we will witness AMD reaching a market value of one trillion dollars.

我非常激动,因为这个频道是少数几个——当然还有其他频道——但我们是少数多年来一直谈论 AMD 的频道之一。所以,终于达到一万亿美元市值,真的令人激动。祝贺所有 AMD 投资者。

I am very excited because this channel was one of the few; there are other channels, of course, but we are one of the few who have talked about AMD for many years. So, it's really exciting to finally reach that trillion- dollar market capitalization. Congratulations to all AMD investors.

更早的记录
Meet Kevin发布 2026-09-21
《Agentic AI Stocks to Buy! HOLY ROCKETSHIP》
$AMD看涨
AMD具备强劲的竞争定位与增长潜力,但短期内已处于超买状态。

除了 Meta 和 AMD 的股票之外,它们今天表现非常出色。AMD 的股价今天上涨了 9.95%,正式将其市值推高至 1 万亿美元。

beyond just Meta and AMD stocks, which performed amazingly today. AMD's stock rose 9.95% today, officially bringing its market capitalization to $1 trillion.

我们在这只股票价格为 452 美元时就预测到了它,并且告诉课程学员这只股票即将上涨。我们没想到它会这么快就达到这个高度。

We had predicted this stock when its price was $452, and we told the course members that the stock was about to rise. We did not expect it to reach this height so quickly.

更早的记录
Financial Education发布 2026-09-21
《AMD Investors GET READY‼️ The time has come…》
$AMD看涨
AMD是最佳股票,其营收增长在2027年将无可匹敌;建议长期持有,可考虑在700美元时部分卖出。

AMD 今天上涨了超过 13 万美元。AMD 在公众号上走势惊人。

AMD rose by more than $130,000 today. Incredible movement for AMD in public accounts.

第三,我们将在本视频中谈论 AMD 股票。

Thirdly, we will talk about AMD stock in this video.

一只仅仅两年内还毫无价值的股票,如今对每个人都变得极其重要。AMD,在本视频中我们要谈论 AMD。去年我大量买入 AMD 时,没人在意。人们称它为“高级金钱粉碎机”或“毁钱装置”。

事实上,人们对这只股票非常失望,因为它多年来一直没有盈利,所以他们会说它各种坏话。而那时 Nvidia 正在赚取巨额利润。

a stock that had no value in just two years has now become extremely important to everyone. AMD, in this video we're going to talk about AMD, right? When I was buying AMD in bulk last year, no one cared, right?

People called it an 'advanced money decimator' or a money-destroying device. In fact, people were very disappointed with this stock, because it had not been making any profits for many years, so they would say all sorts of bad things about it. When Nvidia was making huge profits.

更早的记录
Meet Kevin发布 2026-09-21
《SKYROCKETING STOCK MARKET: Meta, AMD, Agentic Compute & IRAN ?!?!?!》
$AMD看涨
AMD 短期超买(不宜加仓),但长期看多逻辑成立,凭借 CPU 增长与利润率改善,约有 50% 上行空间。

嗯,我们要讲的有很多。显然,我们会讲 AMD 和 Intel。我们马上就会讲到这些。

Uh, we've got there's there's a lot to cover. Obviously, we're going to cover this uh with AMD and uh Intel. We'll be covering those in just a moment.

我们也必须拆解一下 AMD 的情况。

we have to break down what's going on with AMD as well.

现在,我们需要再谈一谈 AMD 和 Meta。

Now, we need to talk a little bit about AMD and Meta somemore.

我们来看看 AMD 的评论。那么,嗯,AMD,AMD 还行,那是美联储。我们去看 Metamuse。来了。Metamuse 科技股。我有 AMD。把它拉进来。是的,这相当不错。好,酷。

Let's go see the AMD commentary. So, uh AMD AMD is okay, that was Fed. Let's go to Metamuse. There we go. Metamuse tech stocks. I've got AMD. Let's pull that in here. And yeah, that's pretty good. Okay, cool.

更早的记录
Verified Investing发布 2026-09-21
《Tech Surges as Oil Drops 4%: Key Levels Revealed》
$AMD看涨
AMD 在突破创下历史新高后进入价格发现模式,下一阻力位在 620-625 美元。

我知道有一只股票做到了。AMD 继续走高,创下全新的历史新高。

I know one stock did. AMD pressed higher and made brand new all-time highs.

他说在等
价格走势相对 $620-$625 阻力区的表现
跳空高开突破 $620-$625,或在阻力位受阻
明天/下周图表价格走势
突破则支撑看涨动能;在阻力位停滞则削弱看涨动能
更早的记录
Verified Investing发布 2026-09-21
《Everything Is Ripping — Here's Where I'm Shorting It》
$AMD看涨
AMD 股价处于上行趋势/价格探索阶段,640 附近可能存在阻力。

祝贺AMD今天创下61,599的历史新高。自那以来,我看到的其中一个最重要的变化是其市值达到10亿美元。这对AMD来说是一项重大成就。

Congratulations to AMD today for reaching an all- time high of 61,599. Since then, one of the most significant things I've seen is its market capitalization reaching $1 billion. This is a major achievement for AMD.

我们今天看到了一个向上跳空缺口。我们在581处看到一个缺口,随后在584处形成双顶,价格随即彻底崩跌。自那以后,价格回到该点位并测试了支撑位,现在我们继续上涨。

We have seen an upward price gap today. We saw a price gap at 581, then a double top at 584, and the price completely collapsed. Since then, the price has returned to that point and tested the support level, and now we continue to rise.

更早的记录
Schwab Network发布 2026-09-21
《The Big 3: AMD, INTC, ARM》
$AMD看涨
AMD 技术面表现强劲,突破创出新高且 RSI 处于超买区间,形态有利于多头。

Rick,今天我们的第一张图是 AMD。我在节目开始前刚把它调出来,它今天市值突破了 1 万亿美元,目前是连续 5 天的上涨。

Now, Rick, we've got AMD as our first chart today. I was just pulling them up in advance of the show, hitting a $1 trillion market cap today on this now. 5-day rally.

是的。AMD 也是我们近期看到表现出一些强势的股票之一,正在突破那些新高。所以现在的情况是,我们此前在大约几个月前有过这样一个高点。而从这里一路向下、在 170 多美元一带形成的低点算起,这确实是一次相当显著的向上推动。

Yeah. So AMD is one that uh we have seen uh showing some strength recently here as well breaking into those new highs. Uh so uh what we have is a situation now where we had this previous peak here uh about you know a couple months ago or so.

Uh and really it's quite a significant push up to the upside from these lows that we established all the way down here in the 170s or so.

更早的记录
Meet Kevin发布 2026-09-21
《why stocks are skyrocketing [spoiler: it's just getting started]》
$AMD看涨
尽管股价偏高,AMD 相对于其增长仍被低估(PEG 约 1.5),看多逻辑依然成立。

目前我们看到 Dell 这类股票出现了惊人的上涨,也看到 Dell 和 AMD 这类股票出现了惊人的上涨,这很好,但从估值角度看,很多其他股票已经被落在后面。

Right now we are seeing a phenomenal rally in stocks like Dell and have seen a phenomenal rally in stocks like Dell and and AMD which is great but valuation wise a lot of other stocks have been left behind.

AMD 从 584 这条线一路飙升。我们在 452 这条线这里就把它称为一个潜在的看涨催化剂。不仅在这个频道上,也在我们课程会员的直播中。它从那条史诗级的线一路上涨。而从 520 这条传奇线开始的这波爆发更是惊人。

AMD has skyrocketed off of the 584 line. Uh we called this as a bullish potential catalyst right here at the 452 line. Not only on this channel, but also in our course member live streams.

It's been straight up off that epic line. But this explosion off of the legendary line here at 520 has been phenomenal.

更早的记录
Benzinga发布 2026-09-21
《Oil Tanks, Futures Rally but 10-Year Nears 5% | PreMarket Playbook | September 21, 2026》
$AMD看跌
AMD在技术上已过度延伸(RSI >71),并非买入标的;计划趁强势减持/卖出。

AMD 被 Marie 提到了。AMD 直接起飞。它跳空高开,开盘就直接冲高。哦,AMD 现在涨 6%。创下历史新高。会在 700 再减持一些。就是这样。AMD 表现不错。

Uh AMD getting mentioned by Marie. Uh AMD straight up. This gapped up and straight up out of the gate. Oh, AMD up 6% now. New alltime highs. Going to trim some more at 700. There you go. Good stuff there on AMD.

所以,我们在 AMD 上看到了 600 的成交价。所以,这现在成了历史性的时刻。这个,你知道,尽管我很喜欢这里的这波上涨,但它仍然需要回落。我们的 RSI 已经在 71 以上。

它可能进一步延伸,但你知道,在我看来,在这个位置不是买入点。我会等它回落。这通常是我会卖出的位置,但我对此已有计划。所以 700 是我下一次减持的位置。

So, we got our 600 print in AMD. So, that's a thing now for all time. Uh, this, you know, as much as I love this move up here, it's this still needs to uh come back in. We're at a 71 uh plus RSI.

Um, it could extend further, but, you know, it's not not a buy up here in my opinion. I I I would wait for this to come back in. This is where I'd be selling usually, but I have plans for this already. So 700 is where I'm trimming next.

更早的记录
Mark Roussin, CPA发布 2026-09-20
《If You Missed NVDA... Don't Miss These 2 Stocks》
$AMD看涨
AMD 数据中心业务快速增长、在 AI 基础设施中的角色不断扩大,支撑看多逻辑,股价有望涨至 1000 美元以上。

这就引出了AMD,即Advanced Micro Devices。AMD拥有一个独特的位置:它在中央处理器(CPU)市场占据主导地位,但这里的优势不在于跑赢Nvidia,而在于缩小与它的差距。做到这一点可能为投资者带来巨大收益。

This leads me to AMD, Advanced Micro Devices. AMD has a unique position where it dominates the central processing unit (CPU) market, but the advantage here is not in outperforming Nvidia, but in narrowing the gap with it.

Doing so could lead to huge gains for investors.

如果你还记得,本月初我发布了一个视频,标题是“我要把4万美元投进这一只股票”。那只股票就是AMD。在那个视频里,我分享了我当时正在建立的一笔期权交易,即卖出一份10月16日到期、行权价为370美元的看跌期权,每份合约为我带来了350美元。

今天,你可以用60美元买回那份期权,这意味着如果你决定跟随我并平掉这笔期权交易,你每份合约将获利290美元,即这笔交易的利润率为83%。

If you recall, at the beginning of this month I posted a video titled "I'm investing $40,000 in this single stock." Well, that one stock was AMD. In that video, I shared with you an options trade I was entering, which was selling a put option for October 16 at a price of $370, which generated $350 for me per contract.

Today, you can repurchase that option for $60, which means that if you had decided to follow me and close the options trade, you would have made a profit of $290 per contract or an 83% profit margin on the trade.

他说在等
AI 业务的营业利润率
随营收扩张而上升
未来几个季度财报
若利润率随营收一同改善,则支撑看涨逻辑;若盈利未能跟上增长,则削弱该逻辑
Instinct 处理器营收与 Helios 部署规模
达到或超出预期
下一批财报财报
若产量爬坡且客户大规模采用,则支撑看涨逻辑;若采用滞后,则削弱该逻辑
更早的记录
Jose Najarro Stocks发布 2026-09-19
《3 AI Stocks We’re Buying for the Second Half of 2026!!》
$AMD看涨
AMD值得买入;Helios发布与CPU增长将在2至4年内推动每股收益升至25至30美元,足以支撑当前股价。

不过,第二只股票是 AMD。目前,该股定价为 560 美元,市值甚至还没达到一万亿美元。我相信它会成为一家万亿美元公司,而我们距离那只有一千亿美元。那里有更多机会。

However, the second stock is AMD. Currently, the stock is priced at $560 with a market capitalization that has not even reached one trillion dollars . I believe it will become a trillion-dollar company, and we are only a hundred billion dollars away from that. There are more opportunities available there.

他说在等
每股收益相对分析师预期的表现
接近或超过25至30美元
未来两到四年财报
若实现则支撑看涨逻辑;若每股收益停滞在20美元附近则削弱该逻辑
更早的记录
《10 Stocks That Could Beat NVDA Next Week》
$AMD看涨
AMD 目前受到青睐,原因是其处于上升趋势,且近期出现看涨动能信号。

首先是AMD。此刻我非常喜欢AMD这只股票。在这里我是AMD股票的大粉丝,让我来解释原因。

First, AMD. I really like AMD stock at this moment. I am a big fan of AMD's stock here , and let me explain why.

我们来看看AMD这只股票。趋势是向上的。10日均线在20日均线上方,价格在50日均线上方。我们可以在这里看到。10日均线在20日均线上方,价格在50日均线上方。

Let's take a look at AMD's stock here. The trend, well, is moving upwards. The average is 10 above 20, and the price is above 50. We can see that here. The average is 10 above 20, and the price is above 50.

更早的记录
《Stock Market Turns RED: Oil, Inflation & Stocks to Watch Now》
$AMD看涨
AMD 的技术形态健康,可能尝试上探 584 附近的新高。

AMD,算是旧日重现,在这波大幅上涨之后,它曾触及这个漂亮的历史新高。584 一路跌到 424,不算世界上最糟糕的跌幅。然后本周它回升至其 50 日移动均线上方。所以在我看来,这只股票相当健康,我认为它想要发力,试图在 584 附近创出新高。我们拭目以待。

AMD, kind of a blast from the past, had to hit hit this beautiful all-time high after this big run up back in here. 584 went all the way down to 424, not the worst decline in the world.

Uh and then it came back up over its 50-day moving average this week. So that one to me looks fairly healthy and I think it wants to charge and try to make a new high around that 584. We'll see.

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