尽管股价偏高，AMD 相对于其增长仍被低估（PEG 约 1.5），看多逻辑依然成立。
逐段跳播
目前我们看到 Dell 这类股票出现了惊人的上涨，也看到 Dell 和 AMD 这类股票出现了惊人的上涨，这很好，但从估值角度看，很多其他股票已经被落在后面。
Right now we are seeing a phenomenal rally in stocks like Dell and have seen a phenomenal rally in stocks like Dell and and AMD which is great but valuation wise a lot of other stocks have been left behind.
AMD 从 584 这条线一路飙升。我们在 452 这条线这里就把它称为一个潜在的看涨催化剂。不仅在这个频道上，也在我们课程会员的直播中。它从那条史诗级的线一路上涨。而从 520 这条传奇线开始的这波爆发更是惊人。
AMD has skyrocketed off of the 584 line. Uh we called this as a bullish potential catalyst right here at the 452 line. Not only on this channel, but also in our course member live streams.
It's been straight up off that epic line. But this explosion off of the legendary line here at 520 has been phenomenal.
但基本上涨到历史新高的并不只是 AMD 或 Dell。例如，AMD 目前的 PEG 比率约为 1.5 倍。也就是市盈率相对盈利增长比率。
But it's not just AMD or Dell that have basically run up to all-time highs over here. For example, AMD right now trades for about 1.5 times on a PEG ratio basis. So price toearnings growth ratio.
所以，这对很多硬件类标的都成立。比如，尽管 AMD 的交易价格是 Nvidia 的两倍，但从整体来看，基于它们的利润率，AMD 实际上相对便宜。
So, this is true for a lot of hardware plays. Like, even though AMD is trading for twice as much as Nvidia, AMD is still in the grand scheme of things based on their margins actually relatively cheap.
对于像 Nvidia 或 AMD 这样的标的来说，1.4 的 PEG 实际上并不贵。这不是一笔糟糕的交易。话虽如此，Nvidia 的价格只有一半，这很了不起。
A 1.4 peg for a play like Nvidia or AMD is actually inexpensive. It's not a bad deal. That said, Nvidia is half the price, which is remarkable.
目前，我们看到动能从存储类标的转向 AMD 和 Dell 这类标的，它们会放缓，而按照我的预期，这最终会发生转移。再说一次，这并不是在贬低它们。我不是想说 AMD 被高估了，因为它仍然没有被高估。它仍有上涨空间。
Right now, we've seen momentum go sort of from memory plays to plays like AMD and Dell, they'll slow down and and that'll end up shifting as my expectation. And that again is not bagging on them.
I'm not trying to say that AMD is overvalued uh because it's still not. it still has room to go.
AMD 正在叩响 1 万亿美元的大门，这令人难以置信。今天仍上涨 9%。惊人。再说一次，尽管它的估值是 Nvidia 的两倍，但这并不意味着它现在很贵。所以，我认为这才刚刚开始。
AMD is knocking on the door of $1 trillion, which is incredible. Still up 9% today. Phenomenal. And again, even though it's twice the valuation of Nvidia, it it does not mean it's expensive right now.
So, I think this is really just getting started.
这个频道对 $AMD 的历次判断
Meet Kevin 在这只股票上共 6 条判断，这里只列相邻的几条。