文章核心观点 JR Research是机会主义投资者和顶级分析师 专注识别有吸引力的风险回报机会以产生高于标普500的阿尔法收益 其投资方法结合价格走势分析与基本面投资 并运营专注识别各行业高潜力机会的投资小组 [1][2][3] 分析师情况 - JR Research被TipRanks评为顶级分析师 被Seeking Alpha评为科技、软件、互联网以及成长和GARP领域的“值得关注的顶级分析师” [1] 投资策略 - 专注识别具有最具吸引力的风险回报上行潜力的成长投资机会 结合价格走势分析与基本面投资 [2] - 避免炒作过度和估值过高的股票 利用有显著上行复苏可能性的受挫股票获利 [2] 投资小组情况 - 运营投资小组Ultimate Growth Investing 专注识别各行业高潜力机会 关注有强劲增长潜力和逆向投资机会 投资展望为18至24个月 [3] - 该小组面向寻求利用具有强劲基本面、买入动力和估值极具吸引力的成长股、反转股获利的投资者 [3]

Advanced Micro Devices (NASDAQ: AMD ) stock is down 55% from its all-time high in March 2024, as the company continues to lag behind in the AI race. AMD is set to report earnings on 6 thStriving to uncover long-term investment opportunities (10+ years) through in-depth research and analysis. Nexus Research seeks to evaluate and compare business strategies to determine a company’s potential for market penetration, revenue growth and profit margin expansion. During market downturns, stocks often become cheap ...

The upcoming report from Advanced Micro Devices (AMD) is expected to reveal quarterly earnings of $0.93 per share, indicating an increase of 50% compared to the year-ago period. Analysts forecast revenues of $7.12 billion, representing an increase of 30.1% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 2.7% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Befo ...

In this video, I will cover recent updates regarding Advanced Micro Devices (AMD 1.63%). Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of April 29, 2025. The video was published on May 1, 2025. ...

文章核心观点 - 超微半导体（AMD）股票在财报发布前释放强烈买入信号，股价已回调至人工智能泡沫前水平，技术面和基本面均显示是绝佳切入点，有望强劲反弹 [1][3] 公司现状 - 公司纳斯达克股票价格已完全回调人工智能泡沫涨幅，交易价格低于4月底泡沫起点，处于分析师目标区间低端，过去两年发展未带来溢价 [3] - 公司是人工智能数据中心半导体行业领先企业，需求旺盛并采取措施保障长期发展，但与英伟达不同，不太可能出现相同的营收激增 [4][5] 技术分析 - 技术面强劲，股价跌至深度价值水平，市场在该水平超卖，长期交易区间低端有大量成交量支撑 [6] - MACD和随机指标等显示明确买入信号，随机信号已确立，MACD虽滞后但有望在财报发布前出现看涨交叉，可能引发发布后强劲反弹 [6] 反弹催化剂 - 财报结果和分析师预期或成股价反弹催化剂，分析师虽上调营收和盈利增长预期但设定过低，预计营收环比下降，而数据中心需求和游戏业务表现良好 [9] - 分析师看好公司，共识预测有45%的上涨空间，但第一和第二季度市场情绪低迷影响股价，若财报和指引良好，分析师上调目标价将推动股价上涨 [9] 估值分析 - 估值显示股价有望强劲反弹，4月底相对于标准普尔指数，按当年盈利预测约22倍市盈率估值合理，但考虑增长速度和前景，此为价值定价 [10] - 公司2024年盈利以高个位数速度增长，且增速逐季加快，今明两年预计加速，未来十年保持高但放缓的两位数增速，到2030年估值低于9倍，且估计可能偏低 [11] 预期分析 - 公司远期估计可能偏低，因有获得市场份额的潜力，虽在数据中心市场增长但仍输给英伟达，不过凭借处理器性能、成本优势及与Rapt.ai的合作，有望夺回并扩大份额 [12] - Rapt.ai提供优化人工智能GPU工作负载的平台，合作将释放公司人工智能计算能力的全部潜力 [13] 风险因素 - 2025年公司面临的最大风险是关税，虽半导体目前未受关注，但情况可能改变，对使用公司芯片的材料和产品征税将导致客户价格上涨 [13] 其他信息 - 公司计划在台积电亚利桑那新工厂开始生产关键处理器，包括EPYC GPU [14] - 市场节拍确定五支顶级分析师推荐股票，公司不在其中，虽目前分析师给予“适度买入”评级，但顶级分析师认为这五支股票更值得购买 [15]

Advanced Micro Devices (AMD 1.46%) investors are having a forgettable year so far as shares of the chipmaker have pulled back by more than 20% in 2025 as of this writing. However, there is a good chance that the company's fortunes could turn around for the better once it releases its first-quarter 2025 results after the market closes on May 6.It is worth noting that AMD's financial performance has been picking up momentum in recent quarters, thanks to its data center and client processor businesses. A simil ...

BERKELEY, Calif., April 30, 2025 (GLOBE NEWSWIRE) -- Valitor, a biotechnology company engineering a new generation of ophthalmic medicines, today announced its president and chief scientific officer, Wesley Jackson, Ph.D., will present a company and program overview at the Eyecelerator Conference hosted by the American Academy of Ophthalmology on Friday, May 2 in Park City, Utah. The presentation will be part of the Retina – TKI and Drug Delivery Showcase at 1:52 p.m. MT. Eyecelerator Key Highlights: Valito ...

The PHLX Semiconductor Sector index has been under duress this year and lost over 14% of its value thanks to the tariff-fueled economic uncertainty that has raised the potential of a global recession, which explains why some of the major names in this sector have performed poorly on the stock market in 2025.Shares of both Advanced Micro Devices (AMD -0.47%) and Nvidia (NVDA 0.12%) are down close to 20% so far this year. However, the recent tariff-related developments suggest that these semiconductor stocks ...

AMD’s (NASDAQ: AMD ) upcoming earnings could give greater clarity about the impact of tariff uncertainty and the possible trajectory of AI revenue. The management stopped breaking down the AI revenue numbers in the last earnings report. This wasI have worked in the technology sector for over 4 years. This included working with industry stalwarts like IBM. I have done my MBA in finance and have been covering various blue chip stocks for the past 6 years. Having hands-on knowledge in the technology sector has ...

文章核心观点 - 公司曾于2025年3月11日对超威半导体公司（Advanced Micro Devices, Inc.）进行报道，文章标题为“AMD：这是你一直在等待的成长型价值投资机会（评级上调）”，并对该股票进行了评级 [1] 公司成果 - 公司帮助其成员不仅跑赢了标准普尔500指数，还在股票和债券市场的极端波动中避免了重大回撤 [2]