AMD是最佳股票，其营收增长在2027年将无可匹敌；建议长期持有，可考虑在700美元时部分卖出。
逐段跳播
AMD 今天上涨了超过 13 万美元。AMD 在公众号上走势惊人。
AMD rose by more than $130,000 today. Incredible movement for AMD in public accounts.
第三，我们将在本视频中谈论 AMD 股票。
Thirdly, we will talk about AMD stock in this video.
一只仅仅两年内还毫无价值的股票，如今对每个人都变得极其重要。AMD，在本视频中我们要谈论 AMD。去年我大量买入 AMD 时，没人在意。人们称它为“高级金钱粉碎机”或“毁钱装置”。
事实上，人们对这只股票非常失望，因为它多年来一直没有盈利，所以他们会说它各种坏话。而那时 Nvidia 正在赚取巨额利润。
a stock that had no value in just two years has now become extremely important to everyone. AMD, in this video we're going to talk about AMD, right? When I was buying AMD in bulk last year, no one cared, right?
People called it an 'advanced money decimator' or a money-destroying device. In fact, people were very disappointed with this stock, because it had not been making any profits for many years, so they would say all sorts of bad things about it. When Nvidia was making huge profits.
像 Palantir、Meta 和 AMD 这样的股票，把我的投资组合带到了 500 万美元。
Stocks like Palantir, Meta, and AMD are what brought my portfolio to $5 million, right?
好，现在我们来谈谈 AMD。我也会谈谈我现在最感兴趣买入的一些股票。那么，AMD。听着，这只股票今天收于历史新高，好吗？非常令人兴奋。它收于 615 美元。
Okay, now let's talk about AMD. And I'll talk about some of the stocks I'm most interested in buying right now. So, AMD. Listen, this stock closed at an all-time high today, okay? Very exciting. It closed at $615.
今天，仅这只股票就产生了 14.2 万美元的利润。仅公众号持仓就产生了约 130 万美元的利润。而且如果你注意到的话，我在公众号里一股都没卖。AMD 一股都没卖。我没兴趣。
Today, this stock alone has generated a profit of $142,000. The public account position alone generated a profit of about $1.3 million. And if you notice, I haven't sold a single share in the public account. Not a single share of AMD. I am not interested.
我该等到什么价格才考虑在公众号里卖出一些 AMD 股票？700。这是我的神奇数字。但关键词是“考虑”。这并不意味着我必须按 700 美元卖出股票。你知道，股价可能涨到 715。
有可能我还会剩下 2555 股。这只是我至少会考虑开始卖出股票的价格。
What price should I wait for to consider selling some shares of AMD in a public account? 700. This is my magic number. But the key word is "consideration". This doesn't mean I have to sell the shares for $700.
You know, the stock could go to 715. There's a chance I'll still have 2,555 shares left, right? This is just the price where I would at least consider starting to sell shares, right?
我们这样的人还有很多，我看到了一些人的评论。他们甚至在 1000 美元之前都不考虑卖出 AMD。是不是？而且记住，即使我开始卖出股票，我实际上也不想完全退出 AMD。我想长期持有一定数量的 AMD 股票，也许是 1000 股。
但我想在未来 6 到 9 个月内卖出剩下的 1555 股，如果股价快速上涨的话，这正是我预期的，而且它确实正在发生。
There are many more of us, I've seen some people's comments. They're not even thinking about selling AMD before $1000. Isn't that right? And remember, even when I start selling shares, I don't actually want to get out of AMD completely.
I want to hold a certain amount of shares in AMD for the long term, perhaps 1000 shares. But I want to release the remaining 1555 shares in the next 6 to 9 months, if the stock rallies quickly, which I was expecting and it is definitely happening.
所以，你可以这样看。今天是又一个令人兴奋的日子，因为 AMD 加入了一个全球不到 20 家公司的专属俱乐部，万亿美元市值俱乐部。传奇。
So, you can look at it this way, right? Today is another exciting day because AMD has joined an exclusive club of fewer than 20 companies in the world, the $1 trillion market cap club. Legendary, right?
但最传奇的一点是，你必须明白，当苏姿丰——我在这个频道上已经谈过几次了。当苏姿丰在十多年前接手这家公司时，对吧？几天后，公司的股价是2美元，非常便宜。它濒临破产。而我认为，今天按市值计算，它是世界上最大的公司之一。
它是世界上最举足轻重的公司之一。我是说，这太不可思议了。简直绝对传奇。传奇。
But the most legendary thing is, you have to understand when Lisa Su — and I've talked about this a few times on this channel. When Lisa Su took over this company a little over a decade ago, right?
A few days later, the company's share price was $2, which was very cheap. It was on the verge of bankruptcy. And I think, today it is one of the largest companies in the world in terms of market capitalization.
It is one of the most relevant companies in the world. I mean, it's incredible. Like, absolutely legendary. Legend.
这相当于史蒂夫·乔布斯和他回到苹果之后所做的事。当史蒂夫·乔布斯在1990年代末回到苹果时，苹果一片混乱。对自己的产品感到困惑。公司已经失去了在市场上的所有竞争优势。看起来它可能会破产，对吧？
一团糟。公司处于完全的混乱之中。而显然，史蒂夫·乔布斯让他们砍掉了许多产品，聚焦品牌，并整顿了团队。乔尼·艾夫开始在公司工作，做出了伟大的事情，剩下的就是历史了。iPod、iTunes商店、iPhone、iPad，这些产品已经在市场上存在多年了，对吧？
还有MacBook系列，我是说，这太不可思议了，对吧？剩下的就是历史了。所以，我把它看作是有史以来最传奇的商业成功之一，但苏姿丰在AMD所做的与之不相上下。我不知道我能不能把其中一个排在另一个前面，但它们并驾齐驱。
You know, it's the equivalent of Steve Jobs and what he did after he came back to Apple. When Steve Jobs returned to Apple in the late 1990s, Apple was in chaos. Was confused about their product.
The company had lost all its competitive advantage in the market. It seemed like it might go bankrupt, right? It was a mess. The company was in complete chaos. And obviously Steve Jobs took them away from a lot of products, focused the brand, and organized the teams.
Jony Ive started working at the company and did great things, and the rest is history. iPods, iTunes Stores, iPhones, iPads, and those products have been on the market for years, right?
And the MacBook line, I'm saying, it's incredible, right? The rest is history. So, I see it as one of the legendary business successes of all time, but what Lisa Su did with AMD is on par with that.
I don't know if I can put one ahead of the other, but they're both side by side.
像AMD这样一家濒临破产、股价只有两美元的公司，被他带到了这样的位置。而现在它的市值是一万亿美元。这真是传奇，朋友。他在那里所做的一切绝对传奇。
A company like AMD, which was on the verge of bankruptcy and had a share price of two dollars, brought him to such a place. And now its market capitalization is one trillion dollars.
This is truly legendary, friend. What he did there is absolutely legendary.
AMD已连续五天上涨，在此期间其股价上涨了25%。最近的上涨对投资者来说是一种宽慰，他们曾在上个月公司第二季度财报发布后看到股价下跌。
AMD has posted five consecutive days of profits, during which time its share price has risen 25%. The recent rise is a relief for investors, who saw shares fall after the company's second-quarter earnings report last month.
公司第二季度报告营收为115亿美元，较去年的76.9亿美元增长50%。人工智能芯片是这一增长的核心，AMD的数据中心部门报告销售额为67亿美元，同比大幅增长107%。
The company reported revenue of $11.5 billion in the second quarter, up 50% from $7.69 billion last year. With artificial intelligence chips at the heart of this growth, AMD's data center unit reported sales of $6.7 billion, a whopping 107% increase over last year.
这家芯片制造商今年表现极佳，股价上涨超过180%。然而，尽管取得了这一巨大成就，AMD仍远远落后于顶级AI芯片公司英伟达，后者市值达5.4万亿美元，并掌控着AI数据中心芯片市场的绝大部分份额。
The chipmaker is having a great year, with its share price up more than 180%. Yet despite this huge achievement, AMD lags far behind the top AI chip company Nvidia, which has a market capitalization of $5.4 trillion and controls the lion's share of the AI data center chip market.
上个月，AMD首席执行官苏姿丰在公司财报中表示，预计到2027年数据中心营收将翻倍。那么，关于AMD和英伟达，正如我过去两年一直在说的，对吧？AMD是英伟达最大的竞争对手。
Last month, AMD CEO Lisa Su said in the company's earnings report that it expects to double data center revenue by 2027. So, about AMD and Nvidia, as I've been saying for the last two years, right? AMD is Nvidia's biggest competitor.
与此同时，英伟达大幅提高了其产品价格，以至于这实际上有助于在未来几年提高AMD的利润率，对吧？所以，这是一件好事，显然英伟达开辟了这个巨大的市场机会。
Meanwhile, Nvidia has increased the prices of their products so dramatically that they are actually helping to increase AMD's profit margins over the next few years, right? So, this is a great thing and clearly Nvidia has opened up this huge market opportunity.
正如我多次说过的，AMD成功并不意味着英伟达就必须失败。商业不是这样运作的，对吧？
And as I've said many times, there's no way that Nvidia has to fail if AMD succeeds. That's not how business works, is it?
AMD将首次在营收方面开始以比英伟达更快的速度增长。而且，但这并不意味着英伟达已经输了。这并不意味着英伟达已经完蛋或诸如此类。这只是意味着AMD是最好的，对吧？它曾经是最好的，现在仍然是，而且正如我多次说过的，至少在我看来，没有人能在2027年击败AMD的营收增长。
万亿美元俱乐部里没有人能击败这一点。我是说，我看不到有任何发生的可能。所以，AMD是最好的，朋友。AMD是最好的，对吧？
For the first time, AMD will start growing at a faster pace in terms of revenue than Nvidia. And, but that doesn't mean Nvidia has lost. This doesn't mean that Nvidia is finished or anything like that.
That just means AMD is the best, right? And it was the best, it still is, and it's the company that, as I've said many times, in my opinion at least, no one will be able to beat AMD's revenue growth in 2027.
No one in the trillion-dollar club can beat this. I mean, I don't see any chance of that happening. So, AMD is the best, friend. AMD is the best, right?
这只是意味着AMD是最好的，对吧？它曾经是最好的，现在仍然是，而且正如我多次说过的，至少在我看来，没有人能在2027年击败AMD的营收增长。万亿美元俱乐部里没有人能击败这一点。
我是说，我看不到有任何发生的可能。所以，AMD是最好的，朋友。AMD是最好的，对吧？
That just means AMD is the best, right? And it was the best, it still is, and it's the company that, as I've said many times, in my opinion at least, no one will be able to beat AMD's revenue growth in 2027.
No one in the trillion-dollar club can beat this. I mean, I do n't see any chance of that happening. So, AMD is the best, friend. AMD is the best, right?
那么，今天有人在X上发了这个。我非常喜欢。据说Jeremy Lefebvre通过卖出他所有的特斯拉股票，从AMD赚取了500%的利润。
So, someone posted this on X today. I really liked it. It is said that Jeremy Lefebvre made a 500% profit from AMD by selling all his Tesla stock.
而且，你知道，去年我卖掉了所有特斯拉股票，买入了大量AMD，对吧？
And there was, you know, last year when I sold all my Tesla shares and I was buying a lot of AMD, right?
当我卖掉特斯拉股票并投资AMD时，我面临了很多批评。
When I sold my Tesla shares and invested in AMD, I faced a lot of criticism.
AMD并没有发生这种情况，而我能看到苏姿丰的路线图将如何为AMD带来巨大成功，公司如何在未来几年使营收成倍增长，以及AMD如何在一两年内比英伟达快得多，对吧？这将是一个我们很久没见过的重大变化，而这正是我们将在三个季度后看到的。
AMD将首次在营收方面开始以比英伟达更快的速度增长。巨大。巨大。
That hasn't happened with AMD, and I can see how the Lisa Sur roadmap will be a big success for AMD, how the company will multiply their revenue over the next few years, and how AMD will be much faster than Nvidia in a year or two, right?
Which would be a major change that we haven't seen in a long time, and that's exactly what we're going to see three quarters from now. For the first time, AMD will start growing at a faster pace in terms of revenue than Nvidia. Huge. Huge.
这个频道对 $AMD 的历次判断
Financial Education 在这只股票上共 11 条判断，这里只列相邻的几条。