$AMD Advanced Micro Devices Inc.

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。

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Financial Education发布 2026-09-30

《My Top Secret Stock Portfolio Revealed‼️(NEVER shown before)》

$AMD看涨

AMD凭借其在机器人和物理AI芯片领域的主导地位，到2027/2028年将拥有万亿美元市值公司中最高的增长率，并可能跑赢Nvidia。

所以，对AMD来说这是不错的一天，上涨超过10000美元。

So, it was a good day for AMD , rising over $10,000.

如果你持有任何半导体股票，比如AMD、Nvidia、Micron或任何这类股票，我今天有重大消息要告诉你，我们将讨论半导体股票从现在起将走向何方。

If you own any semiconductor stocks, such as AMD, Nvidia, Micron or any of those stocks, I have big news for you today and we will discuss where semiconductor stocks are headed from now on.

然后还有AMD。

And then there's AMD.

记住，当我们谈论Micron时，他们向Nvidia和AMD这样的公司出售大量存储器，用于它们的各种芯片组。

And remember, when we're talking about Micron, they sell a lot of memory to companies like Nvidia and AMD for their various chipsets.

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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.

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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

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Meet Kevin发布 2026-09-29

《THESE Stocks might Get SCREWED》

$AMD看跌

AMD 股价在上涨 183% 后已处于超买状态，当前估值可能被夸大或为时过早。

例如，我们看到了 AMD 股价的这种爆发式上涨。平心而论，我们此前预计会在四十多美元中段出现一次突破。突破确实发生了，但情况变得相当疯狂。

For example, we saw this explosion in AMD's stock. To be fair, we had expected a breakout around the mid-forties here. It happened, but things got pretty crazy.

AMD 股价已达到 645 的水平。它在日线图上处于“超买”区域。它在周线图上处于“超买”区域。我只是觉得其中有些东西有点为时过早，因为我认为我们并不需要那么多处理器。

We have reached a level of 645 in AMD stock. It is in the "overbought" zone on the daily chart. It is in the " overbought" zone on the weekly chart. I just think some of this is a bit premature because I don't think we need that many processors.

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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.

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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 .

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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.

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Cash Flow Machine | Mark Yegge | Wealth Architect发布 2026-09-25

《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.

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