$AMD

AMD

Advanced Micro Devices Inc.

本窗口内的全部观点与内容

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Jose Najarro Stocks发布 2026-09-28
《If You Own Nvidia and AMD ... GET READY!!!》
$AMD看涨
AMD以82亿美元全股票方式收购WorldLabs,在AI人才与生态成长方面是一项积极的战略举措;管理层的可信度胜过对时机的担忧。

Nvidia 和 AMD 刚刚彻底改变了人工智能市场。Nvidia 刚刚宣布了一项大规模股票回购计划。他们宣布了 AI 智能体安全方面的一项新创新,考虑到他们行动如此之快,这令人印象深刻。AMD 也刚刚宣布了一项收购交易。

Nvidia and AMD have just completely changed the artificial intelligence market . Nvidia has just announced a massive share buyback program. They have announced a new innovation in the security of AI agents , which is impressive given how quickly they are moving.

AMD has also just announced an acquisition deal.

他说在等
WorldLabs 团队能否成功整合进 AMD 的路线图
对 AI 硬件/软件能力产生积极影响
1-2 年财报
若该收购带来切实的产品改进,则支持看涨逻辑;若整合失败,则削弱该逻辑。
WorldLabs 收购案获得监管批准
在无重大障碍的情况下获批
到 2026 年底监管决定
若如预期顺利获批,则支持看涨逻辑;若被延迟或阻止,则削弱该逻辑。
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
《PREPARE FOR MONDAY‼️ #AMD #PLTR #AAPL #INTC #MSFT #META #DELL #NFLX》
$AMD看涨
AMD 处于看涨趋势并出现近期买入信号,但上方存在显著阻力,限制其上行空间。

AMD 这周上涨 13%,你信吗。AMD 的买入信号实际上是在 9 月 10 日星期四出现的。所以,就在这波上涨之中,AMD 锁定了那个新的买入信号。

AMD up 13% this week, if you can believe that. Now, the buy signal on AMD actually came on Thursday, September 10th. So, in the midst of this up move right here, AMD has locked in that fresh buy signal.

但是,我们有一些上方阻力要谈,对吧?我们这里实际上有一些相当巨大的上方订单块。那么,这些订单块代表什么?它们代表着被困住的买家和被困住的卖家的区域,而他们会尽可能快地抛售给你。

But, we got some overhead resistance to talk about, right? We have some actually pretty enormous uh overhead order blocks right here. Now, what do these order blocks represent?

They represent areas of trapped buyers and trapped sellers, and they are going to sell out as fast as they possibly can onto you.

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Financial Education发布 2026-09-08
《NEW stock I bought today‼️‼️》
$AMD看涨
AMD提供前所未有的每股收益和营收三位数增长,使其成为2027年最具吸引力的股票;价格可能在第二季度前达到750美元。

你能跟我说话吗?AMD(AMD)AMD股票今天在公开账户中大涨了72,000美元。仅公开账户中AMD股票的收益就再次超过了一百万美元。

Can you talk to me? AMD ( AMD) AMD stock rose a whopping $72,000 today in public accounts. The gain in AMD stock in public accounts alone has again exceeded one million dollars.

第二,AMD。AMD发生了什么?这只股票从这里将走向何方?我认为这是今天视频中非常重要的一点。

Two, AMD. What's happening at AMD? Where is this stock going from here? I think this is a very important point in today's video.

他说在等
盈利惊喜
显著超出分析师预期
下个季度财报
验证看涨论点;若不及预期将推迟突破
突破下行趋势
高于515-520区间
近期技术图表水平
确认动能加速;若失败则保持谨慎
更早的记录
InvestAnswers发布 2026-09-30
《📊 What a "Green" September ACTUALLY Means for October (21 Charts)》
$AMD看涨
AMD 表现强劲,具备持续盈利增长的潜力;当前股价远低于峰值水平,相对其历史估值提供了入场机会。

AMD,你说过在 639 看起来会下跌。我们在这里得到了卖出信号,趋势在 612 反转。卖出信号在 640,历史最高点是 645。我上周说的是 639。但正如我们能看到事物在上涨中失去动能,我们也能看到它们在下跌中失去动能。

我认为如果你看这里,我们似乎在 600 美元水平很好地反弹了。从 600 到 604。她似乎想回到顶部。

AMD, you said at 639 it looks like it will go down. We got the sell signal here and the trend reversed at 612. The sell signal was at 640, and the all-time high was 645. I said 639 last week.

But just as we can see when things lose their momentum on the rise, we can see when they lose their momentum on the fall. And I think if you look here, it seems we are bouncing off well at the $600 level .

From $600 to $604. It seems she wants to return to the top.

更早的记录
Invest with Henry发布 2026-09-30
《If You Missed Palantir... These 5 AI Stocks are Next》
$AMD看涨
尽管高估值反映了乐观预期,AMD仍具备强劲的长期潜力;它是说话者第五看好的AI股票。

今天,我将谈谈 AMD、Broadcom、Amazon、Meta 和 Nvidia。

Today , I will talk about AMD, Broadcom, Amazon, Meta, and Nvidia.

AMD 已成为一家市值万亿美元的公司,其数据中心业务的增长解释了投资者为何对它如此感兴趣。2026 年第二季度,AMD 实现收入 115 亿美元,同比增长 50%。

AMD has become a trillion-dollar company , and the growth in its data center business explains why investors are so interested in it . In the second quarter of 2026, AMD generated $11.5 billion in revenue, a 50% year-over-year increase.

他说在等
数据中心营收增长、GPU部署以及毛利率
在不牺牲盈利能力的前提下持续扩张
未来几个季度财报
若增长持续则支撑看涨逻辑;若利润率受损或部署里程碑未达成则削弱该逻辑
更早的记录
FAST Graphs发布 2026-09-29
《Want Investing Success?  Master Compounding First | FAST Graphs》
$AMD看涨
AMD 预期的高盈利增长足以支撑其当前估值;若业绩预期兑现,持有至年底有望获得约 55% 的回报。

接下来是 Advanced Micro Devices。有人问起过它。我一直在给大家展示这家公司迄今为止的历史,但让我们来看看它的未来。如果这家公司在未来两年零一个季度里如分析师预测的那样增长 73%,我想强调一个重要观点。

分析师已大幅上调了对这家公司在这张图表所示每一年的盈利预期。如你所见,利润从 2025 年的 4.17 美元上升,增长 80%,到 2026 年达到 765 美元,并预计在接下来的一年,也就是 2027 年翻倍,然后再增长 43%。

因此,鉴于这种递减的累积,如果你今天买入这只股票并持有到年底,而公司实现了预期的盈利增长,你将获得大约 55% 的年均回报率。这低于公司的预期增长率,因为从技术上讲,当股价位于橙色线之上时,你为这只股票支付了额外的价格。

不过,多年来我在之前的视频中一直强调的一点是,如果一只优秀的成长股已经以高速度增长,你确实不能为它支付过高的价格。

Now, here's Advanced Micro Devices. I was asked about it. I have been showing you the company's history so far, but let's look at its future. If this company grows by 73% over the next two years and a quarter as analysts predict, I want to make an important point.

Analysts have significantly raised their estimates for this company for each of the years shown in this chart. As you can see, profits rose from $4.17 in 2025, grew by 80% to reach $765 by 2026, and are expected to double in the next year, 2027 , and then grow by another 43% .

Therefore, given this diminishing accumulation, if you buy this stock today and hold it until the end of the year, and the company achieves the expected earnings growth , you will get an average annual return of approximately 55%.

This is less than the company's expected growth rate, because technically, with the price above the orange line, you would have paid extra for the share. However, one thing I've emphasized in previous videos over the years is that you really can't pay an exorbitant amount for an excellent growth stock if it's already growing at high rates.

The Motley Fool发布 2026-09-26
《Meta’s New AI Agent Could Send These 3 Stocks Soaring》
$AMD未站边
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 .

更早的记录
Schwab Network发布 2026-09-25
《Mark Gibbens on AMD, ARM, INTC Emerging as AI Leaders; HPQ "Margin Story"》
$AMD看涨
在云端与本地AI部署两种场景下,AMD都被视为CPU领域的赢家而更受青睐。

但我们更看好 AMD、Intel 和 Arm Holdings 这样的公司,因为当你考虑这项技术如何部署时,无论 AI 是在云端开发,还是在像 HPQ 这样的 PC 上本地开发,两种情况里 CPU 都会是赢家,对吧?

but we prefer companies like AMD, Intel, and Arm Holdings because when you consider how the technology is deployed, whether AI is developed in the cloud or locally on a PC like HPQ, in both cases, CPUs are going to be the winners, right?

是的,我记得你提到了 AMD 和安森美,那第三家是谁?是 AMD、ARM 和 Intel,这就是我们的持仓。

Yes, I think you mentioned AMD and on semi, so what is the third? It's AMD, ARM, and Intel, that's our position.

更早的记录
《Stock Market Turns GREEN—But the Dow Flashes RED | Market Pulse》
$AMD看涨
AMD 处于后期但健康的突破阶段,成交量上升且呈缓慢上行趋势,技术形态良好。

AMD 股票现在处于正式突破阶段。突破开始时成交量略高,为突破成交量的 84%。它处于一个有些偏晚的阶段,所以如果你投资 AMD,要注意这一点,但目前它正在缓慢上涨,这并不是一个糟糕的趋势。

当然,如果你是我们的学生之一,你可以在股票上涨时卖出看涨期权。这意味着你的收益将每周增加。因此,AMD 的股票看起来不错。

AMD stock is now in an official breakout phase . The breakout began with a slightly higher trading volume, 84% of the breakout volume. It is at a somewhat late stage, so be aware of that if you are investing in AMD, but currently it is rising slowly, and that is not a bad trend.

And of course, if you are one of our students, you can sell call options against the stock, even as it rises. This means your earnings will increase weekly. Therefore, AMD's stock looks good.

更早的记录
Verified Investing发布 2026-09-24
《Yields Ripping, Markets Panic But Bull Technical Signals Say Upside, Gold, Bitcoin》
$AMD看跌
在触及一条主要趋势线后建立AMD空头头寸,目前处于盈利状态。

有些图表,比如AMD的股票,几天前触及了一条重要趋势线。我做空了它。我们正从这笔交易中获利。

There are certain charts, such as the " AMD" stock, which touched a major trend line a few days ago. I short-sold it . We are making a profit from that deal.

更早的记录
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
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.

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.

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