买 amd 的反方意见

来源: CLM2020 于 2025-10-17 13:57:26 [档案] [旧帖] [给我悄悄话] 阅读数 : (3107 bytes)

本帖于 2025-10-17 13:58:30 时间, 由普通用户 CLM2020 编辑

t is ridiculous that NVIDIA invested 100 billion in Open AI and the stock barely move, but Open AI said partner with AMD which will take years to become fruition and AMD pop until today. Listen if AMD goes up $1, NVIDIA should go up $10 because announcing partnership has proved nothing because it has accomplish nothing. It will take years and it does not guaranteed that it will accomplish anything what they said they want to do. Stop the stupidly to invest in AMD like this because they are years to decade behind NVIDIA. Look at the valuation and revenue, NVIDIA is more than 10 times AMD and it’s been like almost a decade.

评论 1：
真是太荒谬了，英伟达（NVIDIA）在 OpenAI 投资了一千亿美元，股价几乎没有动；但 OpenAI 说要与 AMD 合作——一个要几年才能见效的计划——结果 AMD 股价一路飙升到今天。听着，如果 AMD 涨 1 美元，英伟达就该涨 10 美元。因为“宣布合作”什么都没证明，也什么都没实现。这个合作要花上好几年才能见成果，而且根本不能保证他们说的目标能实现。别再这么愚蠢地投资 AMD 了，他们比英伟达至少落后好几年，甚至十年。看看估值和收入——英伟达的规模是 AMD 的十倍以上，这种差距已经持续了快十年。

Nvidia is the xrp of the stock market. A lot of news and stock goes the opposite direction. Good or bad news. Look at the earnings call made records and stock dropped like a sack of bricks. Probably will hit $200 in 2027 and the minute it hits $195 and china says one thing it drops back down by $20. It’s a legit pump and dump. Meanwhile amd went from being $30 less than Nvidia to $70 more. In less than a couple months. What a joke.

评论 2：
英伟达就是股市里的 XRP（瑞波币）。消息一出，股价总是反着走——无论好消息坏消息。看看他们创纪录的财报发布后，股价还是像石头一样直线下跌。照这样下去，可能到 2027 年才会到 200 美元，一旦涨到 195 美元，中国那边说一句话，又立刻跌回去 20 美元。这简直是合法的“拉高出货”。与此同时，AMD 从比英伟达便宜 30 美元，到现在贵出 70 美元，不到几个月的时间。真是个笑话。