尽管市值已达1万亿美元，AMD仍是具吸引力的投资标的；说话者持有其多头仓位。
逐段跳播
我们谈到的三只股票是 AMD、Meta Platforms 和 Qualcomm。今天，在本期节目中，我们将见证 AMD 市值达到一万亿美元。
the three stocks we talked about were AMD, Meta Platforms, and Qualcomm. Today, in this episode, we will witness AMD reaching a market value of one trillion dollars.
我非常激动，因为这个频道是少数几个——当然还有其他频道——但我们是少数多年来一直谈论 AMD 的频道之一。所以，终于达到一万亿美元市值，真的令人激动。祝贺所有 AMD 投资者。
I am very excited because this channel was one of the few; there are other channels, of course, but we are one of the few who have talked about AMD for many years. So, it's really exciting to finally reach that trillion- dollar market capitalization. Congratulations to all AMD investors.
而我谈到了 AMD。当时 AMD 股价为 504。现在，该股稳定在 615。
And I talked about AMD. AMD's stock was at 504 then. Now, the stock is settling at 615.
2025 年 11 月，AMD 谈到了处理器市场，以及得益于智能体用例，该市场正在大幅增长。这一整年，我一直在发布许多关于 AMD 的视频。
In November 2025, AMD talked about the processor market and how it is growing significantly thanks to smart agent use cases. Throughout the year, I've been posting many videos about AMD.
因此，尽管 AMD 市值已达到一万亿美元，它对我来说仍然非常有意思。我是一位非常开心的投资者，我相信许多其他人也是如此。
Therefore, AMD remains very interesting to me despite its market value reaching one trillion dollars. I am a very happy investor, and I'm sure many others are too.
这就是为什么你会看到像 AMD 这样的公司大为受益，
This is why you see companies like AMD benefiting greatly,
就 AMD 目前而言，你正在见证处理器领域的这种巨大增长。正如我提到的，AMD 在 2025 年 11 月告诉我们，中央处理器（CPU）市场将达到 600 亿。然后，几个月后，该公司将预估上调至约 1200 亿。
几个月后，他们又将其上调至约 2200 亿。然而，市场并没有这样看，对吧？市场没有看到，尽管这些答案对他们来说完全清晰。
For AMD right now, you are witnessing this massive growth in the field of processors. As I mentioned, AMD told us in November 2025 that the central processing unit (CPU) market would reach 60 billion.
Then, a few months later, the company raised the estimates to around 120 billion. A few months later, they raised it to about 220 billion. However, the market didn't see it that way, did it?
The market did not see it, even though the answers were perfectly clear to them.
你已经知道其中很多了，对吧？Intel、Shopify、Qualcomm、AMD 和 Meta。
You already know a lot of them , don't you? Intel, Shopify, Qualcomm, AMD, and Meta.
对我来说，我非常高兴能成为AMD的一名好股东。
For me, I am very excited to be a good shareholder in AMD.
这个频道对 $AMD 的历次判断
Jose Najarro Stocks 在这只股票上共 5 条判断，这里只列相邻的几条。