Everything Money 对 $AMD 的判断变化

2026-09-03看跌
If You Missed Nvidia or Palantir…. This is FAR BIGGER
AMD估值过高,尽管基本面强劲,但当前价格缺乏安全边际,应避免买入。

华尔街现在在大声疾呼,这只股票可能比这两者都要大得多。他们谈论的这家公司刚刚录得50%的营收增长。其人工智能业务规模已经翻倍,而该领域最大的三家公司——OpenAI、Meta和Anthropic——现在正围绕它构建自己的整个未来。该股今年已经上涨超过120%。

Wall Street is now screaming that this stock could be much bigger than both of them. The company they are talking about just recorded a 50% increase in revenue. Its business in artificial intelligence has doubled in size, and the three biggest names in the field – OpenAI, Meta, and Anthropic – are now building their entire future around it. The stock has already risen by more than 120% this year.

那么,这真的是下一个万亿美元巨头,还是华尔街像往常一样,让你在最糟糕的时机支付虚高的价格?这家公司就是AMD,而目前华尔街完全爱上了这家公司。

So, is this really the next trillion-dollar behemoth, or is Wall Street setting you up to pay an inflated price at the worst possible time, as it always does? The company is AMD, and right now, Wall Street is completely in love with this company.