AMD Q3 ER 確認併購賽靈思 - 股票

By Tracy
at 2020-10-27T18:46

Table of Contents

non-gaap eps 0.41 原預估0.35

營收 28億美元 yoy+55.6% 原預估25.6億美元

毛利維持44%

調升全年營收成長至41% 原預估32-35%

確認併購賽靈思 350億美元

https://i.imgur.com/FUDRMsE.jpg

https://i.imgur.com/G66rRE1.jpg

Tags: 股票

All Comments

By Charlotte
at 2020-10-31T18:29

AMD盤前烙賽，XLNX大漲

By Victoria
at 2020-11-01T15:57

蘇媽厲害

By Ophelia
at 2020-11-02T17:53

300變350...

By Skylar DavisLinda
at 2020-11-06T16:23

股價跳水，都跑去買賽靈思了

By Rebecca
at 2020-11-08T05:24

藥丸...

By Una
at 2020-11-08T18:43

盤前-4%
Boa是估46%

By David
at 2020-11-11T06:38

阿提拉

By Caroline
at 2020-11-15T21:29

Q3財報也出來了，營收28億，GM44%，EPS0.41

By Tristan Cohan
at 2020-11-20T08:53

財報蠻猛的耶

By Megan
at 2020-11-21T13:21

財報猛沒用，盤前跳水

By Hedy
at 2020-11-22T14:10

財報不是盤後才發？

By Olga
at 2020-11-24T00:46

股價跌6%，QQ

By Agnes
at 2020-11-28T04:14

Xilinx shareholders will receive about 1.7 shar
es of AMD common stock for each share of Xilinx
common stock

By Madame
at 2020-12-01T15:27

英文有夠長我才貼一句話給我跳三行

By Edwina
at 2020-12-02T14:57

用股票換真的不意外現在兩間股價要掛勾了嗎XD

By Callum
at 2020-12-05T06:02

1.7! 這溢價太多了吧XDDD
Xilinx這樣不就至少130

By Belly
at 2020-12-05T09:55

沒買賽林斯，失算

By Jessica
at 2020-12-06T07:28

所以XLNX盤前已經漲到126了

By Quintina
at 2020-12-09T07:30

一堆套利仔

By Quintina
at 2020-12-13T23:09

不是啊這根本溢價太多了吧？把股東當盤子喔

By Rae
at 2020-12-18T16:47

教主負能量要爆炸了嗎

By Margaret
at 2020-12-20T16:39

and 跳水！！！

By Kristin
at 2020-12-25T05:19

等開盤吧

By Barb Cronin
at 2020-12-27T16:28

還是ＧＧ得利啊ＸＤＤ

By Oscar
at 2020-12-29T21:52

這樣是買amd好還是xilinx好啊

By Mary
at 2021-01-03T09:20

買GG

By Bennie
at 2021-01-05T22:38

考慮割肉RDS加碼AMD了

By Jake
at 2021-01-09T14:21

價格已經緊跟了你買兩家價差差一點點而已

By Erin
at 2021-01-09T22:06

當然買Xilinx 啊

By Carolina Franco
at 2021-01-10T10:58

合併後應該會變GG第二大客戶？

By Hamiltion
at 2021-01-15T05:45

買AMD啊 XLNX要是收購出變數就崩回去

By Enid
at 2021-01-15T11:13

開始套利嘍

By Belly
at 2021-01-19T22:18

教主嘻嘻

By Callum
at 2021-01-23T08:25

上次看到新聞我說了一次靠邀今天看到盤前非常靠邀

By Hedda
at 2021-01-23T10:38

RDS 早就該割了，看今天 BP 就知道沒救了

By Skylar Davis
at 2021-01-26T02:55

這太考驗信仰了吧嗚嗚

By Ula
at 2021-01-27T03:44

捏懶趴中

By Erin
at 2021-01-31T10:17

這會不同意收購嗎?

By Mason
at 2021-01-31T16:28

這收購對AMD好處在哪呢？

By Jacob
at 2021-02-04T01:05

所以Intel說謊？根本不是肺炎而是市佔被吃更多

By Tracy
at 2021-02-08T05:25

買進變賽林老師

By Jessica
at 2021-02-09T15:22

都確認併購了怎麼會不同意!?

By Gilbert
at 2021-02-11T22:20

E04 又崩= =

By Sarah
at 2021-02-13T08:15

可惜阿，財報倒是滿好看的！！！

By Thomas
at 2021-02-15T00:40

要請教主開釋惹！！！

By Hardy
at 2021-02-16T18:12

重新財富自由的機會了你們這些沒信仰的還不上車

By Zenobia
at 2021-02-18T03:29

QQ塊陶啊啊啊啊啊啊啊啊啊啊啊！

By Dorothy
at 2021-02-21T23:19

intel從14nm+++++++開始就沒有說過實話惹

By Jack
at 2021-02-23T18:17

然後水果買amd?

By Agatha
at 2021-02-28T07:53

跌得比預期少

By Bethany
at 2021-02-28T14:07

賽靈思噴發也可能是空單嚇到回補

By Zora
at 2021-03-01T04:11

中國那邊過得了再說搞不好跟高通併恩智浦一樣無疾
而終

By Una
at 2021-03-05T15:05

準備好跟隨教主薯條加大了嗎

By Wallis
at 2021-03-07T14:46

盤前80.45 看來大家信仰還夠

By Edward Lewis
at 2021-03-08T23:49

幹，跌三小

By Tristan Cohan
at 2021-03-10T01:35

這麼好的財報真的QQ

By Frederic
at 2021-03-10T03:00

拉拉拉起來啦，到開盤甚至可能小漲???

By Robert
at 2021-03-14T23:33

昨天剛買完耶！今天沒$$加買了QQ

By Elvira
at 2021-03-19T16:59

拉成這樣！？

By Donna
at 2021-03-21T15:38

剛剛跳樓大拍賣撿了一點

By Yuri
at 2021-03-22T12:59

財報大好啊如果沒收購消息今天應該是漲的

By Brianna
at 2021-03-27T06:26

intc說的是企業的部份衰退不是雲端的部分吧

By Quanna
at 2021-03-31T01:56

大崩準備回50

By Jessica
at 2021-04-01T13:55

這幾年一堆企業把it基礎建設省掉上雲去了

By Ursula
at 2021-04-05T11:30

啊上雲也只是把硬體需求轉到雲那邊

By Oliver
at 2021-04-07T14:24

只要對運算的需求沒變少就只是誰有需求的問題

By Suhail Hany
at 2021-04-09T07:13

所以說intc dc衰退的部分只是需求轉到雲上了

By Victoria
at 2021-04-09T15:14

那就看看今晚msft會不會大噴發就知道了

By Joe
at 2021-04-12T21:37

快要翻漲囉~

By Olivia
at 2021-04-15T19:19

AMD要平盤啦有點扯

By Thomas
at 2021-04-18T10:37

拉拉拉

By Sierra Rose
at 2021-04-21T01:07

78.4撿到 @@

By Elvira
at 2021-04-25T17:26

79.1T報到

By Daph Bay
at 2021-04-28T01:52

VVVVVVVVVVVVVVVVVVVVV

By Skylar DavisLinda
at 2021-05-02T22:33

剛剛7%是個誤會膩XD

By Hedda
at 2021-05-05T15:49

現在還沒開盤啊等等發生啥事真的不好說

By Suhail Hany
at 2021-05-07T11:28

盤前怎麼撿啊？FT要8點..

By Oscar
at 2021-05-11T05:28

是不是有人以為上雲就可以不用硬體運算了...

By Cara
at 2021-05-15T15:26

現在才要買當然是崩下來的AMD
肯定是先蹲後跳的

By Necoo
at 2021-05-20T03:15

Intc說衰退其實是搶不到單啊

By Catherine
at 2021-05-22T01:32

FT PM是8點 TD是7點根據經驗這一小時差很多

By Thomas
at 2021-05-27T00:00

IB是台灣下午4點就可以買

By Catherine
at 2021-05-30T13:38

TD 也是4點就可以交易了吧?

By Franklin
at 2021-05-31T17:58

上雲了計算資源跟別人共享運算硬體需求總量搞不好
反而變少

By Tracy
at 2021-06-04T00:16

TD不能我還打給客服問他說7點才會成交

By Jacky
at 2021-06-07T15:29

還真的V回來了....

By Ida
at 2021-06-09T10:52

TD要七點之前送的盤前單要等到七點才成交

By Vanessa
at 2021-06-12T00:25

ㄟ買了XLNX這樣在TSMC那邊484就更大聲了

By Kyle
at 2021-06-16T18:46

哇噻才要來下盤前單而已就v回去了

By Skylar DavisLinda
at 2021-06-18T06:11

不過網路基建需求提高所以應該看RTK/MTK/AVGO/MRVL

By Harry
at 2021-06-20T03:34

上雲那就是IaaS PaaS提供的服務不管用多少都得
相對應的付錢但如果雲需求爆發,IaaS PaaS商就會增
加開支購買設備
沒想到這樣能V

By Brianna
at 2021-06-24T20:55

留點現金看看開盤後會不會有更便宜的可撿好了

By Agnes
at 2021-06-25T11:50

上雲對AMD有利吧畢竟以前各公司不一定會換電腦
但服務商一定要換的畢竟是拿來賺錢的東西

By Tristan Cohan
at 2021-06-29T12:00

還好78撿了一點

By Charlotte
at 2021-07-01T14:29

那就合理了 amd的dc沒衰退因為服務商有能力驗證amd

By Agatha
at 2021-07-06T11:08

Xilinx的CEO居然也是台灣人....

By Christine
at 2021-07-11T05:21

各公司不一定有能力驗證所以買intc比較保險

By Tristan Cohan
at 2021-07-15T15:15

疫情之下各公司順勢加快腳步上雲

By Ingrid
at 2021-07-16T01:37

v正了...

By Quintina
at 2021-07-19T14:21

AMD真猛股東的信仰也是XD

By Emily
at 2021-07-21T12:33

威健今天偷跑

By Isabella
at 2021-07-22T03:49

應該是靠財報V起來的吧XD

By Oliver
at 2021-07-24T08:23

蘇媽真強
控價能力超強

By Ina
at 2021-07-24T18:47

不要小看蘇媽的深V啊剛剛應該沒人空下去吧

By Vanessa
at 2021-07-25T08:35

https://i.imgur.com/TZ7qe8a.jpg 這線圖是賣了才
越想越不對勁嗎

By Ingrid
at 2021-07-28T14:38

衝哇

By Robert
at 2021-07-31T17:16

賣掉的變成87仔了

By Poppy
at 2021-08-03T03:33

AMD衝衝賣掉的人真的會哭

By Anonymous
at 2021-08-05T21:33

A大加碼的漂亮喔

By Caitlin
at 2021-08-10T11:41

AMD衝衝衝

By Steve
at 2021-08-15T02:36

第一次看到AMD盤後財報會議，盤前公布

By Caroline
at 2021-08-19T10:22

可惡買太少

By Quintina
at 2021-08-21T21:42

現在當然能說買太少要是繼續崩不就說太早買XD

By Caroline
at 2021-08-22T12:09

財報變成護盤工具

By Robert
at 2021-08-25T03:20

噴出

By Harry
at 2021-08-29T20:28

噴出盤前就拉回來今天到底會噴多少勒

By Elizabeth
at 2021-09-02T22:06

破百指日可待

By Elvira
at 2021-09-07T07:00

現在NQ 這麼弱，沒買到也沒啥吧

By Yedda
at 2021-09-08T21:30

除非你能像SNAP那樣狂噴
不然搞不好過兩天就被殺下去了

By Dinah
at 2021-09-12T17:55

預估0.35->0.41 應該要噴吧

By Gary
at 2021-09-15T17:05

可是大盤就弱啊

By Franklin
at 2021-09-16T22:51

大盤弱就真的沒辦法啊

By Valerie
at 2021-09-18T10:30

這樣股本要稀釋3成耶

By Linda
at 2021-09-21T22:08

amd yes!

By Victoria
at 2021-09-25T12:47

又下去啦~~看來大盤不行的話還是拉不起來

By Zenobia
at 2021-09-29T10:29

開盤後才是真的拉，我看今天成交量應該會破100M

By Andy
at 2021-10-02T15:21

現在才14M而已

By Zenobia
at 2021-10-04T03:27

全股票交易就AMD股價角度這筆交易不差吧，只是合併
綜效要零奈來開示了

By Genevieve
at 2021-10-04T11:53

不曉得Xilinx的CEO會不會說中文或台語?

By Ula
at 2021-10-08T03:34

盤前又跌了

By Cara
at 2021-10-11T05:25

稀釋既有股東有夠多，硬要買zZ

By Hamiltion
at 2021-10-13T07:41

一堆被打臉的，跌2%哈

By Mary
at 2021-10-14T15:27

賺得拿去分給分母了阿

By Kyle
at 2021-10-15T07:35

還好棄守AMD很久了

By Susan
at 2021-10-19T09:26

猛

By Noah
at 2021-10-23T09:05

是有多菜才覺得2%是天崩地裂？

By Ida
at 2021-10-27T06:04

4.5%了我想今天應該殺了一堆call

By Noah
at 2021-10-27T23:35

收購條件是以AMD:XLNX(1.7234:1)來換算真貴

By Yuri
at 2021-10-28T11:26

超貴.這價格很盤.尤其XLNX這兩年營收跟股價沒動
買進來根本沒辦法從XLNX那邊立刻得到太多營收

By George
at 2021-10-31T01:30

指望未來性,AMD以前買了這麼多公司做起來沒幾個

By Barb Cronin
at 2021-10-31T13:50

換個角度想拜登上台的話有利XLNX 畢竟這一兩年就是
川普在搞貿易戰的關係

By Lauren
at 2021-11-03T03:51

換股我覺得沒有盤不盤的問題，畢竟AMD近期也漲不少
，比較好奇未來性

By Ida
at 2021-11-06T09:10

對公司當然沒有盤不盤,你是既有股東睡醒被稀釋30%

By Jacob
at 2021-11-10T16:30

你覺得爽不爽

By Hamiltion
at 2021-11-15T07:44

我比較納悶如果我買XLNX的話屆時會變AMD股票?

By Margaret
at 2021-11-18T20:05

稀釋30誇張了 XLNX又不是沒價值不然蘇媽怎麼會想併

By Rosalind
at 2021-11-22T00:55

有些人把這跟購買ATI當時拿來類比

By Delia
at 2021-11-23T16:00

換股而已啦給XLNX的股東A一點的概念

By Hamiltion
at 2021-11-26T00:41

不過時空環境不同現在的確有底氣這樣玩

By Ethan
at 2021-11-28T19:11

跌到78在進一點真棒

By Kama
at 2021-11-30T08:08

蘇媽不知道在想什麼才會去買 XLNX 根本沒啥幫助
跌到70 再考慮接

By Vanessa
at 2021-12-04T10:17

巨崩

By Carolina Franco
at 2021-12-07T14:49

AMD本來就只是靠intel跌倒才站起來的公司

By Carol
at 2021-12-09T14:37

NVIDIA 買 Mellanox 只花了 2100 億台票，就取得了

By Steve
at 2021-12-13T04:08

目前最強 Smart NIC ，AMD花這麼多前買下整家有點
盤

By Joe
at 2021-12-15T21:14

所以老黃今年股價才狂噴呀

By Michael
at 2021-12-16T08:19

換個角度想 amd 7月才53塊 1.74倍也不過等價92 XD

By Jack
at 2021-12-19T20:44

幹，上ptt準沒好事

By Frederica
at 2021-12-22T19:33

By Carolina Franco
at 2021-12-26T13:32

xlnx有國防的單，自帶盈利是以色列公司可以比的？

By Mason
at 2021-12-28T18:57

說好不想花大錢買的

By Kelly
at 2021-12-29T09:35

以這次XLNX財報來說只有通訊部門衰減

By Vanessa
at 2021-12-30T15:16

教主也QQ惹QQ

By Olga
at 2022-01-02T22:49

不過華為佔xlnx比重很大，而且最近幾季還拉高庫存狂
進貨。接下來還能不能繼續拉貨高檔？

By Gilbert
at 2022-01-06T16:48

這次XLNX財報很好吧，DCG成長很多，毛利70%欸

By Valerie
at 2022-01-09T21:39

DCG只佔11%

By Kristin
at 2022-01-14T16:09

或許DCG可以讓兩家聯手擴大吧

By Sandy
at 2022-01-15T04:47

就看明天發表會 big navi到底如何了

By Suhail Hany
at 2022-01-18T03:45

樓上尼要這樣想R 就因為xlnx財報好才會講價
本來說30b買變成35b買

By Suhail Hany
at 2022-01-18T16:13

教主對這併購案能促成的未來有沒有甚麼想法?

By Caroline
at 2022-01-22T00:44

https://i.imgur.com/POFp8Xn.jpg

By Sandy
at 2022-01-25T07:00

一年前猜到Q4 3B，卻猜不到這一齣... 好好讓我下車
好嗎...

By Candice
at 2022-01-30T03:53

自己沒本事就等到對手出事不是很正常嗎？

By Rae
at 2022-02-01T11:34

目標就老黃那葛dpu阿.......這爛梗還跟喔蘇媽

By Yedda
at 2022-02-06T09:39

gg利多，intel肯定要下單gg5奈米

By Kumar
at 2022-02-11T03:39

教主想要下車了嗎？

By Margaret
at 2022-02-12T20:56

教主要擁抱大GG了嘛..

By Bennie
at 2022-02-13T05:09

QQQQ

By Isabella
at 2022-02-13T10:39

要搞DPU也不用買整個公司啊 QQ

By Selena
at 2022-02-17T12:19

看不懂蘇媽，要下車了。等跌到70再看看

By Selena
at 2022-02-22T07:39

慘兮兮，股價崩跌

By Frederic
at 2022-02-24T18:53

雙方管理層都同意但還要說服股東和監管機構..

By Odelette
at 2022-02-26T15:17

莫名殺出一個賽林老師，教主這個局您怎麼看？

By Sierra Rose
at 2022-03-01T06:29

盡量跳，跳到3塊我還有賺

8044 網家雙11多

By Andrew
at 2020-10-27T18:36

1. 標的：8044 網家 2. 分類：雙11短多 3. 分析/正文：之前iPhone開賣直接漲停現在雙11要到了敢把自己的股價拿來當獎品應該是多少有點把握今年高峰可能就是雙11 https://i.imgur.com/QCFmEqy.png 4. 進退場機制：停損：90 停利：120 - ...

豪展 4735 多

By Andrew
at 2020-10-27T18:06

※ 引述《x5533007 (Magneto)》之銘言： : 1. 標的：豪展 4735 : 2. 分類：沿著五日線多 : 3. 分析/正文： : 第二波疫情再起 : 許多防疫股早已對疫情麻痺走空 : 只剩豪展逆勢上漲 : 雖然是做過氣的耳溫槍 : 但Q3財報快公佈了 : 看技術線圖猜測可能有隱藏利多 : 4 ...

俄鑽石集團ALROSA擬於2020出售2500萬克

By Necoo
at 2020-10-27T18:00

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at 2020-10-27T17:54

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at 2020-10-27T17:54

1. 標的：大田(8924)、鉅明(8928) 2. 分類：請益 3. 分析/正文：歐美狀況似乎沒有明顯的好轉加上歐洲又爆出第二次疫情目前還蠻看好高爾夫產業畢竟戶外加上又有安全社交距離台股的供應鏈主要是大田、鉅明這兩檔這幾個月營收開出來都不錯尤其8、9月更是爆量成長看新聞說大田訂單接到年 ...

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