Meet Kevin 对 $AMD 的判断变化

频道资料 →本频道有 3 位标注的说话人：Adam Jonas、Goldman Sachs、Wells Fargo共 2 条

2026-09-04看涨

《Jobs BLOWOUT, Nvidia, AI Stocks, Tesla Hangover, Anthropic, OpenAI - 🚨 COUPON EXPIRATION DAY ⚠️》

我们在今早的alpha报告中也做了一个判断，今天可能是AMD和Marvell的买入机会，这两只股票自开盘以来都在上涨。

Uh we made a call on our alpha report as well this morning that today uh could be a buying opportunity on AMD and Marll and both of these are up uh from the bell.

英伟达，呃，Marvell在动。AMD在动。Q在动。

Nvidia, uh, Marll's moving. AMD is moving. Q's are moving.

而且Marvell、AMD、英伟达，都相当绿。

and uh Marll, AMD, Nvidia, all pretty green.

AMD上涨了3%。那是我们在今早的alpha报告中提到的。

AMD's up three. That's what we shouted out in the alpha report this morning.

如果Anthropic在IPO文件中看涨S1，那么坦率地说，那会让你看涨Marvell和博通，还有AMD和英伟达，你也可以把它们加进去。

anthropic uh bullish S1 on on their IPO documents, then that's going to make you bullish uh frankly Marll and Broadcom and and also AMD and Nvidia, you could throw those in as well.

看原视频39:01

2026-08-25看涨

《Russia, Markets, Stocks, Recovery》

AMD正从452支撑位反弹，该水平被视为强劲且稳定。

AMD 正试图推动绿色（上涨）。

AMD is trying to push green.

嗯，他们现在在这里谈论 AMD 什么？AMD 今天上涨约 4%。嗯，这是我们今早在 Alpha 报告中讨论过的要点之一。

Uh, what are they talking about with AMD over here right now AMD is up about four today. Uh, this was one of the lines we talked about in our alpha report this morning.

我们寻找的短期反弹之一，是 AMD 从 452 这一线位的反弹。452 是我的紫色线之一。就强度、稳定性以及我们在此处反弹的频率而言，它仅次于橙色线，处于较高水平。因此，AMD 在这里的反弹相当不错。

one of the shorter term bounces we were looking for was AMD off of this 452 line. 452 is, uh, you know, one of my purple lines. So it's it's near highest uh next to the highest uh the orange line in terms of strength and stability and how how frequently we bounce there. So pretty good bounce here uh on AMD.

看原视频10:53