AMD 在 AI 部署领域仍处于领先地位，其技术实力印证需求并未因短期担忧而放缓。
逐段跳播
看起来你可能看到机会的地方之一就是 AMD。这只股票在盘前交易中正受到打击，目前下跌约 5%。所以，它有点被卷入我们在芯片股上看到的这种压力之中。你认为它是否仍然处于最有利的位置，能够应对或在这次 AI 建设中脱颖而出？
One of the places that it seems like you may see opportunity is AMD. That one's getting hit in the pre-market. It's down right now about 5%. So, it's kind of getting swept up in in this pressure that we're seeing um on the chips.
Um do you think it's still best positioned to handle or to excel in this AI buildout?
我认为是这样。它之所以一直在我的候选名单上，部分原因在于，尽管市场近几天一直没能获得多少动能，但 AMD 截至上周末刚刚突破了 8 月的高点。所以表面之下有充足的强势，这实际上只是在确认需求。
I think so. And and part of the reason why it's been on my short list is whereas the market hasn't been able to kind of get a lot of traction in recent days. AMD as of just the end of last week was climbing above its August high.
So there was plenty of strength under the surface that was really just confirming the demand
寻找那些正在突破高点、能够对负面消息不为所动的股票，AMD 就是一只一直非常强劲的股票，而如果我们能看到一些强势，那将真正确认它们仍在领先，部署不会仅仅因为对 AI 节奏的一些短期担忧而放缓。
looking for stocks that are breaking their highs that are be able being able to shrug off negative news and AMD is one that has been been very strong and that one if we can see some strength will really confirm that uh they're still leading and deployment will not slow just because of some short-term uh fears over the uh the pace of AI.
观察点
这个频道对 $AMD 的历次判断
Schwab Network 在这只股票上共 3 条判断，这里只列相邻的几条。