AMD 多 - 股票

By Zenobia
at 2019-04-29T21:29
at 2019-04-29T21:29
Table of Contents
1. 標的:AMD
2. 分類:多
3. 分析/正文:
第一次股板發文請多指教
CPU:
7nm用小晶片拚裝的策略正確,TSMC良率高 給力
對手I社製程大暴死,10nm短時間只拿得出筆電低功耗產品
完全無法在多核心高效能領域和AMD競爭
AMD預計DC Server Desktop 筆電市佔率都能大有斬獲
GPU:
NAVI看來無法逆轉戰局,但也夠撐著不讓NV一舉擊潰,持平
4. 進退場機制:10元已進過一次 最近在28再次加碼
停損:跌破20
停利:45+ 可能得放到2021年
--
Tags:
股票
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