预计AMD在未来3-6个月内将出现显著上涨，可在上涨后或接近700美元时卖出部分股票。
逐段跳播
因为你看到的是公开账户中最大的持仓，AMD，表现不太好，对吧？在像今天这样 AMD 真的很疲软的日子里，我们有很多股票在弥补缺口。
Because you're looking at the biggest stock in the public account, AMD, [clears throat] not doing so well, right? Well, we got so many stocks picking up the slack on a day like today when AMD is really weak.
对。所以，在 AMD 下跌的日子里，我们有很多股票真的在弥补缺口，而在 AMD 表现好的日子里，似乎，其他股票就远远盖过了一切。
Right. So, we have a lot of stocks really picking up the slack on a day that AMD is down and then it seems like on days when AMD is doing well. Uh, it's just like, you know, the other it just way outweighs everything else.
与此同时，在同一时间段内，AMD 上涨 13%。
Meanwhile, under that same time, AMD [clears throat] is up 13%.
好。AMD。所以 AMD 显然一直表现出色，上涨了大约一百万美元。首先，在我看来，AMD 将在未来 3 到 6 个月内再次上演一场史诗级的行情。我可能在这点上错了，但我确实相信在接下来这 3 到 6 个月的时间段内。
我不知道它具体从哪一天开始。所以如果你想知道到底是哪一天，是明天吗？是下周吗？是下个月吗？我不知道。但我相信在未来三到六个月内，AMD 会一路狂飙。
Okay. AMD. So AMD has been tremendous, obviously, you know, up around a million dollars. First off, AMD, in my opinion, is going to make another epic run over the next 3 to 6 months.
I could be wrong on that, but I do believe over this next 3 to 6 month span. I don't know exactly what day it starts. So if you're wondering like what exact day is it tomorrow?
Is it next week? Is it next month? I don't know. But I believe in the next three to six months AMD goes on an absolute tear.
好。所以我对 AMD 的计划是，在下一波大行情结束之后，或者我们就说当我们深入下一波大行情时，我想卖出一些 AMD 的股票。关键词是一些。不是很多，但一些。这是投资组合中一个巨大的超配头寸。
大约占 26%。你知道当这家伙开启下一波行情时，这个头寸会变得多大吗？
Okay. And so my plans with AMD is after the next big run is done or let's just call it when we're deep into the next big run, I want to sell some AMD shares. Keyword is some. Not a lot, but some.
This is a huge overweight position in the portfolio. It's about 26%. Do you know how big the waiting is going to get when this baby goes on that next run?
目前，我们认为 2027 年对半导体股票来说，就它们的业绩数字而言，将会是没问题的。当我说到股票时，我说的是 Nvidia，我说的是 AMD，我说的是存储芯片股票。它们都没问题，对吧？
问题在于 2028 年，在我看来，我们开始，关键词是开始，半导体周期的放缓。现在，这在那个特定时点还不会影响到 AMD 的业绩数字，但它会影响到 Nvidia。它会在 2028 年影响到存储芯片股票。
Right now, the thing that we 2027 is going to be fine for the semiconductor stocks in regards to their numbers. And when I'm talking about the stock, I'm talking Nvidia, I'm talking AMD, I'm talking the memory stocks.
They're all fine, right? The issue is in 2028, in my opinion, we start keyword is start the slowdown of the semiconductor cycle. Now, this is not going to hit AMD's numbers yet at that particular time, but it will hit Nvidia. it will hit the memory stocks in 2028.
因此，AMD 至少会在一定程度上被拖累，因为你得明白 AMD 和这些其他股票同处一个股票篮子。所以如果一只下跌，它们都会开始下跌。好吗？所以对于 AMD，我大概会在下一波大行情之后想要兑现一些利润。
好吗？而且我仍然会想要为超长期保留一个 AMD 的头寸。所以也请记住这一点。但基本上，随着它越来越多地上涨，我会时不时地兑现一点利润。我现在想在 493 兑现利润吗？当然不。我们仍然远低于我甚至开始对 AMD 兑现利润的水平。
所以，记住这一点，好吗？你知道，如果你问我的数字，我开始考虑对 AMD 兑现一些利润的数字是多少？700。700。如果 AMD 今天是 700，我会考虑开始兑现一些利润。
And so with that, AMD will get pulled down at least some because you got to understand AMD's in a basket of stocks with these other stocks. And so if one moves down, they all start moving down.
Okay? And so with AMD, I'm going to want to take some profits off the table uh likely after the next big run essentially. Okay? And I'm still going to want to keep a position in AMD for the super long term.
So do keep that in mind as well. But essentially, as it starts going up more and more and more, I'll take a little profits here and there. Do I want to take profits right now at 493?
Heck no. We're still quite we're still significantly uh below where I would even start taking profits on AMD. So, just keep that in mind, okay? You know, like if you asked my number, what is my number that I would consider starting to take some profits in AMD?
700. 700. If AMD was 700 today, I would consider starting to take some profits.
因为我可以告诉你，如果 AMD 明天翻倍，我绝对愿意在 1000 左右卖出一些 AMD 的股票，对吧？
Cuz I can tell you if AMD doubled tomorrow, I would absolutely be willing to sell some shares of AMD at right around a thousand, right?
这个频道对 $AMD 的历次判断
Financial Education 在这只股票上共 9 条判断，这里只列相邻的几条。