AMD是强力买入；其明年预计60-65%的增长率远超英伟达，未来2-3年将带来显著的超额表现。
逐段跳播
目前，我是 AMD 的大股东。我们都知道这一点，对吧？如果我必须支持或反对 Nvidia，我绝对支持 Nvidia。原因是你要明白，AMD 下一季度的预期营收约为 130 亿美元，我认为他们很容易达到 140 亿或更多。
但关键是，这个数字与 Nvidia 相比非常小，Nvidia 下一季度预计营收超过 1000 亿美元。所以 AMD 实际上是在跑自己的比赛。如果 AMD 现在营收达到 500 亿或 600 亿美元，那我们才能说这是一场更接近的竞争。
但 AMD 可以在不真正影响 Nvidia 的情况下大幅增长。两三年后情况会有所不同，但目前就是这样，因为 AMD 与 Nvidia 相比规模太小了。
Right now, I'm a huge AMD shareholder. We all know that, right? I you know if I have to root for Nvidia or if I have to root against Nvidia I root for Nvidia absolutely and the reason being is you got to understand AMD's next quarter you know expectations are around $13 billion of revenue right I think they'll easily do 14 or more but the moral of the story is it's very small number in Nvidia's next quarter they're expected to do hundred billion plus right so AMD is really running its own race it's not like um you know if AMD was doing $50 billion of revenue right now or 60 billion then we can say oo this is a much closer fight but AMD can grow substantially without really impacting Nvidia at the moment 2 or 3 years from now that's going to be a little different but for right now that's the situation because AMD is just so small compared to Nvidia
这也是为什么我不担心 Nvidia，不会从负面角度看待它或希望它表现更好，因为无论如何，我过去一两年一直在谈论的事情终于要发生了，那就是逆转。发生了什么？AMD 明年的预期增长率将在 60% 到 65% 之间，我认为他们可能会做得更好。
与此同时，Nvidia 的增长率将在 25% 到 40% 之间。所以多年来，Nvidia 在营收增长率上一直碾压 AMD，AMD 甚至接近过。但现在这一切结束了，AMD 将开始大幅超越 Nvidia 的增长率。
这就是为什么 AMD 股价大幅上涨。我在解放日前后曾预测，AMD 将在未来两三年内大幅跑赢 Nvidia，到目前为止，这一预测完全应验，而且未来一两年还会进一步应验。这并不意味着 Nvidia 会完蛋或类似情况，我过去一两年也解释过这一点。
只是 AMD 是你应该持有的股票，Nvidia 已经经历了大幅上涨。
and this is also why I'm not concerned with Nvidia you know from like a negative perspective and like hoping they do better or something because regardless the thing I've been talking about for the last year or two, it's finally going to happen. And that is the flipping. And what is going on here? Well, AMD's expected growth rate next year is going to be between 60 and 65%. I think they'll probably do a bigger number than that. Meanwhile, Nvidia is going to be between 25 and 40%. So, for years, for the last several years, Nvidia's just been smashing AMD when it comes to revenue growth rates. And AMD has even been close. Well, that's all over. And now AMD is going to start smashing Nvidia's growth rates by a mile. And that's why you've seen in, you know, AMD stock move up massively. You know, I made a call back around liberation day that AMD is going to dramatically outperform Nvidia over the next two or three years, right? And so far, that has played out to a te and it's going to play out a lot more over the next year or two as well. And it doesn't mean Nvidia is doomed or anything like that. And I've explained that for the last year or two as well. It's just AMD's the one you want to be in, right? Nvidia already had its massive move.
这个频道对 $AMD 的历次判断
Financial Education 在这只股票上共 6 条判断，这里只列相邻的几条。