AMD正从452支撑位反弹，该水平被视为强劲且稳定。
逐段跳播
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AMD 正试图推动绿色（上涨）。
AMD is trying to push green.
嗯，他们现在在这里谈论 AMD 什么？AMD 今天上涨约 4%。嗯，这是我们今早在 Alpha 报告中讨论过的要点之一。
Uh, what are they talking about with AMD over here right now AMD is up about four today. Uh, this was one of the lines we talked about in our alpha report this morning.
我们寻找的短期反弹之一，是 AMD 从 452 这一线位的反弹。452 是我的紫色线之一。就强度、稳定性以及我们在此处反弹的频率而言，它仅次于橙色线，处于较高水平。因此，AMD 在这里的反弹相当不错。
one of the shorter term bounces we were looking for was AMD off of this 452 line. 452 is, uh, you know, one of my purple lines. So it's it's near highest uh next to the highest uh the orange line in terms of strength and stability and how how frequently we bounce there. So pretty good bounce here uh on AMD.
推理芯片篮子。好的，显然有 Nvidia，可能处于 5090 级别，也可能处于 6000 级别，或者 Grok 级别等等。对吧？还有用于 ASIC 的 Broadcom。还有 Google TPU，这也与 Broadcom 合作。
还有用于 ASIC 的 Marvell，以及显然正在竞争的 AMD。作为上游制造商，有台积电（TSM）。再往上游看，为制造商提供设备的有 ASML，对吧？但我还漏掉了谁呢？我的意思是，显然还有大量的其他独立芯片组件制造商，比如 LSCC 也在其中，还有 Vertiv 等等，对吧？
但我想这更像是传统的——我就称之为传统的全芯片股票组合吧。而这将更侧重于仅推理领域，所以我会说，不包括像 Vera Rubin 这样的大块头。显然，你有 AMD 在竞争。
the inference chip basket. Okay, so you've got obviously Nvidia, which would could be at the 5090 level, it could be at the 6000 level, uh it could be at the Groke level, etc. Right? You've got Broadcom for A6. You've got and and the Google TPU, which is also in partnership with um Broadcom. You've got Marll A6 and uh you obviously you've got AMD competing TSM as uh the upstream sort of manufacturer manufacturer. You've got uh ASML as the upstream manufacturer for the manufacturer, right? But um who am I missing on on like I mean there are obviously a ton of other individual you know chip component manufacturers chip components uh like LSCC's in there uh you know plus many others uh Vertive etc right but I mean this is more of like your your traditional like let's this is I'll just call this more the traditional um you know all chip stocks we think and this this would be more inference only so I'm going to say not not the big boys like Vera Rubin. and uh you obviously you've got AMD competing
这是服务器 CPU，预计 2027 年同比增长 50%。这有点看涨。Nvidia 和 AMD 的 Vera。还有 Intel CPU，2027 年的产能已售罄。
This is server CPUs expected to jump 50% year-over-year in 2027. That's kind of bullish. Vera and AMD at Nvidia and uh AMD. You've got Intel CPU sold out in 2027.
甚至从 17 号开始。让我们退回去看看。是的，这是 AMD 的股票。这是 Marvell。这在暴跌期间正好见顶。
even since the 17th. Let's go back out. Yeah, here's AMD stock. Here's Marll. This was peaked out right around the suckening.
我们在课程会员直播中提到了 AMD。我们当时说，天哪，这对 AMD 来说会是好事。结果这东西真的翻倍了。
we um uh you know, we we ended up uh calling out AMD in our course member live streams. We're like, man, this is going to be good for AMD. The freaking thing doubled.
Broadcom 仍然持平。AMD 仍然坐在大约 775 的位置。那里一直很稳定。Nvidia 这边涨了几个百分点，当天也很稳定。
Broadcom's still flat. AMD is still sitting at about 775. It's been pretty stable there. A couple percent over here on Nvidia been pretty stable on the day.
哇，AMD 几乎守住了那完整的 5% 涨幅。不错。
Wow, almost that full 5% hold there on AMD. That's nice.
这个频道对 $AMD 的历次判断
Meet Kevin 在这只股票上只有这一条判断。