06/15/2025, 09:03 AM UTC
AMD:在AI领域的追赶并不意味着其被低估AMD: Catching Up In AI Doesn't Make It Undervalued
1、AMD在作者建议卖出后仍跑赢市场,主要得益于强劲利润和60亿美元股票回购;2、尽管财务表现稳健,文章认为AMD相对于基本面和增长前景仍被高估;3、当前估值下股东回报空间有限,叠加估值风险,作者维持谨慎投资观点。1. AMD's stock outperformed the market post-sell recommendation, fueled by strong profits and a $6 billion buyback; 2. The article argues AMD remains overvalued relative to fundamentals and growth prospects despite financial strength; 3. Limited shareholder return potential and valuation risks justify a cautious investor outlook at current levels.---
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