$AMD

AMD

Advanced Micro Devices Inc.

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09-30
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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Jose Najarro Stocks发布 2026-09-30
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$AMD未站边
AMD 估值偏高,市场因其在 CPU/AI 加速器领域的地位而给予溢价,而非按大宗商品看待。

因此,随着更多供应上线,如果我们开始看到平均售价下降,我认为AMD和Nvidia实际采购的HBM数量会增加。

And so as more supply comes online, if we start to see average selling prices go down, I think there will be an an increase of how much HBM that AMD and Nvidia actually purchase.

Jose,为什么这种担忧没有发生在Nvidia身上?为什么只发生在Micron或Dell身上?或者AMD,为什么只有Micron承受这种担忧?

Jose why why why doesn't that fear happen to Nvidia? Why is it only happening to Mike or Dell? like why or AMD why is it only in Micron that's getting that fear

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InvestAnswers发布 2026-09-30
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$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
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$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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