01/25/2025, 12:00 AM UTC
AMD：我现在正更加积极地买入（评级上调）AMD: I Am Buying Even More Aggressively Now (Rating Upgrade)
1. 较低的基数使得AMD在未来五年内能够实现更高的估计EPS复合年增长率，同时以更具吸引力的估值倍数交易。2. AMD在CES 2025上发布的针对AI的处理器和新的GPU发布使其在与Nvidia的竞争中处于有利地位，有望增加市场份额。3. 预计AI个人电脑将推动AMD今年的表现。4. 估值分析显示AMD有超过27%的上涨潜力，预计AMD将以较低的估值倍数交易，并在未来几个季度中超越EPS估计。5. 作者正在考虑在关于其未来前景的负面情绪上升之际增加其在AMD的现有头寸。1. A lower base allows AMD to achieve a higher estimated EPS CAGR over the next five years while trading at more attractive valuation multiples. 2. AMD's AI-focused processors and new GPU releases at CES 2025 position it well against Nvidia, with potential market share gains. 3. AI PCs are expected to boost AMD's performance this year. 4. The valuation analysis shows over 27% upside potential, with AMD trading at lower multiples and expected to outperform EPS estimates in the coming quarters. 5. The author is considering increasing their current position in AMD amidst rising negativity regarding its future prospects.
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