AMD 多 - 股票

By Brianna
at 2020-06-23T09:15

Table of Contents

※ 引述《j547 (j547)》之銘言：
: 1. 標的：
: AMD
: 2. 分類：多/空/請益/心得
: 多
: 3. 分析/正文：
: 在市場回測後的一片漲聲中，
: 我大AMD說不漲就是不漲，秉持著在月線附近亂晃的尿性，
: 一路晃了快兩個禮拜，就連結算日成交量都沒啥成長，
: 這時候最適合把閒錢丟進AMD等財報和教主開示ler
: 4. 進退場機制：(非長期投資者，必須有停損機制)
: 進場NOW，這支才有資格說停損不可能吧

4說
看到這篇推文有人提老黃
稍微講一下

幾年前R
2016的時候
朋友問我買捨摸
我都會說
大噴買蘇媽
中噴買老黃
小噴買GG

然後老黃也確實跟蘇媽一起噴到2018下半年挖礦崩盤為止

講這摸多
只是跟尼各位說
我這幾年看老黃也蠻準的喇

好惹
重點4
老黃現在能買嗎

我說白惹
4我我不會買

老黃最近被熱錢炒
原因兩葛
1.gaming營收yoy ~30%
2.AI/data center yoy ~80%

AI這部分
其實上一次財報大家就知道惹
真正有趣的東西是gaming

偏偏呢
老黃在這次財報
又把本來獨立報的tegra塞到別的地方去

老黃的tegra
基本上就是車用+老任

老黃這樣玩
94不給尼知道從老任那收多少

然後大家就好像以為老黃顯卡銷量高速成長

恩
想太多
遊戲顯卡成長沒力很多年惹扣掉挖礦那兩年

所以說R
我認為喇
整葛市場在幻想老黃顯卡很強
實際上老黃最近是靠老任在秋

偏偏呢
下半年
ps xbox要出新機惹

所以

老任
就

然後
老黃
就

阿我不是說叫尼去空老黃喔
我只是認為
老黃
我覺得抖抖der
不知道還能邱多久

--

Tags: 股票

All Comments

By Hardy
at 2020-06-28T06:39

開示了

By Carolina Franco
at 2020-06-30T22:12

教主早

By Eartha
at 2020-07-05T02:42

喔喔哦哦哦喔

By Hedy
at 2020-07-07T19:53

首推

By Mason
at 2020-07-09T15:46

感謝教主開示

By Jack
at 2020-07-11T17:23

推推，信心加持啦XD

By Olivia
at 2020-07-13T04:28

教主文成武德一統江湖~

By Jacky
at 2020-07-14T23:46

買不起，漲知識，推

By Ina
at 2020-07-16T16:25

教主開示

By Skylar Davis
at 2020-07-21T15:57

推教主

By Carolina Franco
at 2020-07-26T11:42

教主聖明，造福千萬鄉民

By Kyle
at 2020-07-30T20:40

謝開示

By Isla
at 2020-08-02T19:21

一統糨糊

By Isla
at 2020-08-04T00:15

教主開示啦

By Freda
at 2020-08-08T11:19

老人股中的明燈

By Kelly
at 2020-08-13T11:06

教主開示了這篇該m

By Wallis
at 2020-08-16T15:11

這篇教主沒睏霸數錢

By Quintina
at 2020-08-19T07:34

我抱NVDA都覺得這股價太濠洨XD 之前260賣掉超後悔
教主能開示AAPLㄇ

By Caroline
at 2020-08-22T23:58

是教主

By Harry
at 2020-08-27T07:25

現在顯卡的效能在1080p下根本效能過剩,即使是2K也
還好,大部份玩家其實還用不到高階

By Hamiltion
at 2020-08-31T00:53

教主開示，空空空

By Ivy
at 2020-09-04T04:02

我以為最後一句是柯糞吃屎

By Donna
at 2020-09-08T07:02

沒口號妳是甲的吧

By Jacob
at 2020-09-10T18:17

感謝教主開示 nvidia實在粉會漲尼要不要拉amd一下

By Madame
at 2020-09-13T05:21

教主開示，韭菜自行腦補：空爆它

By Vanessa
at 2020-09-17T14:55

教主文必推

By Ingrid
at 2020-09-17T17:25

看到沒這才是優質好文。

By Mary
at 2020-09-19T11:00

99AMD

By Charlotte
at 2020-09-23T02:28

3618

By Ula
at 2020-09-26T07:28

老人教主

By Noah
at 2020-09-27T14:46

口號呢補了補推

By Joe
at 2020-09-28T19:04

謝教主開示

By Ingrid
at 2020-10-01T22:13

教主開示啦

By David
at 2020-10-01T23:52

豪歐印amd

By Blanche
at 2020-10-04T18:36

顯卡當初是挖礦+吃雞炒得不可開交，想再風光一次只
能等機緣了

By Donna
at 2020-10-06T12:32

Nvidia還會成長但PE實在太誇張

By Caitlin
at 2020-10-07T01:21

所以沒得買AMD就買AMD概念股是嗎XD

By Blanche
at 2020-10-08T02:06

教主都喊話了，AMD要突破盤整沒幹

By Skylar DavisLinda
at 2020-10-09T11:50

歐耶教主

By Elizabeth
at 2020-10-10T06:49

難怪3653底部一直墊高（？

By Dorothy
at 2020-10-14T18:29

老黃一直轉往資料中心發展，最近噴的是資料中心

By Aaliyah
at 2020-10-17T00:41

教主推啦！

By Necoo
at 2020-10-19T18:58

教主都喊話了快跪

By Zora
at 2020-10-21T07:55

射惹

By Queena
at 2020-10-21T19:18

推

By Hardy
at 2020-10-21T22:59

推教主

By Suhail Hany
at 2020-10-22T01:11

沒叫鄉民結手印一定是冒牌貨啦 (X)

By Erin
at 2020-10-25T13:48

參見教主

By Todd Johnson
at 2020-10-27T08:40

教主開示

By Odelette
at 2020-10-31T22:54

謝謝教主開示，雖然我不是買很多的大戶但至少有賺
了一筆。

By Bethany
at 2020-11-01T06:57

教主要投拜登還是川普阿

By Ursula
at 2020-11-06T05:47

等回52我就要追隨教主了

By Emily
at 2020-11-06T10:57

教主開示～

By Daniel
at 2020-11-06T18:39

結論呢

By Christine
at 2020-11-10T18:32

教主不能投票吧綠卡仔能投總統大選嗎

By Elvira
at 2020-11-12T09:47

推

By Olivia
at 2020-11-17T07:00

股票是這樣啦，但換新機我還是首選N卡

By Andrew
at 2020-11-19T03:16

推謝教主

By Aaliyah
at 2020-11-22T15:07

開示了讚讚

By Tristan Cohan
at 2020-11-24T20:20

抄心經買台雞

By Frederic
at 2020-11-29T09:50

車用需要大量視覺運算

By Frederica
at 2020-11-29T15:41

最近應該是炒資料中心，遊戲那塊沒這麼重要

By Vanessa
at 2020-11-30T19:33

94歐硬喇

By Mason
at 2020-12-03T15:27

好等45 all in AMD

By Liam
at 2020-12-07T09:37

綠卡當然不能投票

By Ula
at 2020-12-10T12:23

教主聖安！

By Frederica
at 2020-12-15T12:15

我覺得資料中心的算力還是有點不足，今年各國會加大
投資吧

By Catherine
at 2020-12-20T09:46

AMD如果可以搶下大台的就很補

By Doris
at 2020-12-22T02:06

誰跟尼綠卡仔我都在美國十幾年惹還綠卡仔

By Damian
at 2020-12-24T19:01

教主開示啦!

By Isla
at 2020-12-29T16:01

Ptt法人爭氣點好嗎 AMD佛心等人上車

By Adele
at 2021-01-01T21:39

AMD都不漲想下車了

By Todd Johnson
at 2021-01-03T20:21

原來教主不是綠卡仔喔XD
不愧是美國阿爸人QQ 羨慕

By William
at 2021-01-07T21:01

我信教主的

By Andy
at 2021-01-12T17:59

感謝開示，雖然沒有結論

By Skylar Davis
at 2021-01-16T13:06

推教主

By Susan
at 2021-01-19T01:00

NVIDIA的伺服器以GPU為主，不知道有沒有興趣搞CPU

By William
at 2021-01-20T01:59

教主……救我……

By Belly
at 2021-01-24T23:42

教主開示啦

By Gary
at 2021-01-25T11:26

教主安安

By Christine
at 2021-01-28T03:19

教主文成武德，千秋萬世，一統江湖

By Faithe
at 2021-01-31T06:42

日本新的超算用arm架構：https://reurl.cc/ex49jL

By Una
at 2021-02-04T06:24

十幾年早公民了

By Belly
at 2021-02-08T05:25

熱錢這麼多AMD還可以廢到笑

By Delia
at 2021-02-09T06:42

夾式策略多AMD 空NVIDIA

By Blanche
at 2021-02-11T23:04

教主開示啦！！！！

By Jake
at 2021-02-15T04:04

讚

By William
at 2021-02-18T07:45

教主開示

By Irma
at 2021-02-23T03:37

好的買來等奇蹟發生

By Jake
at 2021-02-26T09:26

不要亂空老黃喔會有危險

By Genevieve
at 2021-03-01T15:47

原文就叫你不要亂空老黃了怎麼還有人喊...

By Ida
at 2021-03-04T19:35

古板新人不知道老黃啦舅舅我

By Hedda
at 2021-03-06T22:53

ps5大賣後預計漲到70不為過

By Kumar
at 2021-03-11T05:30

教主開示

By Elvira
at 2021-03-11T20:16

就分C師預測，AMD三年EPS破2，NVDA破10，單看現價AM
D不算貴，但是股價94廢LA

By Xanthe
at 2021-03-16T10:07

謝分析

By Freda
at 2021-03-16T19:41

99AMD

By Kyle
at 2021-03-19T22:18

Amd屌屁，幹真的很屌

By Jessica
at 2021-03-20T06:46

教主還在wfh嗎

By Kyle
at 2021-03-25T00:41

已all in

By Joseph
at 2021-03-27T23:52

印啦印啦

By Delia
at 2021-04-01T18:01

結手印R 教主

By Megan
at 2021-04-03T12:19

教主開示

By Gilbert
at 2021-04-07T00:56

想問教主AMD還能買嗎？可以買我想砸個400

By Elizabeth
at 2021-04-07T12:12

教主開示

By Gary
at 2021-04-08T08:54

教主聖安拜託多點這樣的開釋文長知識

By Elizabeth
at 2021-04-11T00:22

結手印睏霸數錢

By Megan
at 2021-04-13T12:12

沒結手印，給噓

By Hedy
at 2021-04-14T00:42

老黃是誰

By Tristan Cohan
at 2021-04-14T12:28

ps4已經是這世代的贏家了，ps5又向下相容

By Todd Johnson
at 2021-04-14T16:41

ps從1>2後除了超貴的3就沒在跨世代相容過

By Todd Johnson
at 2021-04-16T09:14

想想當年PS2銷售是怎麼刷紀錄的

By Eden
at 2021-04-20T19:24

算AI除了N卡還有別的選擇嗎

By Joseph
at 2021-04-25T12:04

搞不好人家在幫忙弄 NS pro啊所以才把它從財報移出

By Liam
at 2021-04-29T00:29

感謝教主開示，之前以為去年老黃開創AI 大路，今年
可以豐收，結果還是電玩....

By Bennie
at 2021-04-30T23:38

教主應該講錯惹..這次我看老黃摸400

By Sarah
at 2021-05-03T13:17

老黃這次分析師喊的高也真的到了，有夠猛

By James
at 2021-05-08T06:52

謝教主開示，祝教主洪福齊天，壽與天齊

By Isabella
at 2021-05-08T11:09

推

By Vanessa
at 2021-05-10T14:27

開示!!

By Vanessa
at 2021-05-15T06:12

口號呢？看這麼久沒喊口號？

By Kumar
at 2021-05-19T05:23

推！

By Dora
at 2021-05-23T20:47

教主談業內就是正常發揮不像西洽廢文==

By Emily
at 2021-05-26T14:32

99AMD

By Frederica
at 2021-05-27T00:58

請問老黃是哪隻

By Charlie
at 2021-05-31T21:31

AMD 得第一 \^^/

By Valerie
at 2021-06-05T06:46

有興趣的去查Razen 4800U, intel被打到吐血

By Aaliyah
at 2021-06-08T16:03

推

By James
at 2021-06-09T02:37

99AMD

By Callum
at 2021-06-10T09:20

老任會換AMD嗎？之前謠傳在做ARM處理器

By James
at 2021-06-11T06:13

7nm把intel虐到吐：https://imgur.com/UC0FvKM.jpg

By Aaliyah
at 2021-06-14T14:11

看不懂r老皇

By Rae
at 2021-06-18T04:07

射惹

By Lydia
at 2021-06-23T00:39

教主開示

By Lauren
at 2021-06-25T10:13

三角收斂，算一算日子差不多七月就會表態了

By Aaliyah
at 2021-06-29T19:19

AMD何時能站穩60??

By Lydia
at 2021-06-30T14:51

股版優質好文還不推爆

By Susan
at 2021-07-04T20:11

教主英明

By Mia
at 2021-07-08T15:47

謝謝教主開示

By Sandy
at 2021-07-10T23:00

臨兵鬪者皆陣列前行!!!

By Ula
at 2021-07-12T01:01

教主很準的

By Linda
at 2021-07-12T10:16

買都買

By Ingrid
at 2021-07-17T06:37

推

By William
at 2021-07-18T03:45

99 amd

By Mary
at 2021-07-20T18:59

99amd

By Olive
at 2021-07-20T23:30

99 amd

By Daph Bay
at 2021-07-21T07:34

99 AMD

By Mary
at 2021-07-23T19:43

99 AMD

By Susan
at 2021-07-26T15:54

48在加碼100股每跌 3元就加碼100股

By Kama
at 2021-07-27T11:44

AMD 995

By Ingrid
at 2021-07-28T18:07

amd買了1000股~"~

By Steve
at 2021-07-30T11:51

amd 穩站60了

By Hedda
at 2021-08-01T17:51

事後回來看這篇文實在有夠不準的！

By Rebecca
at 2021-08-04T22:58

不就很一般的操盤？很準啊

AMD 多 - 股票

All Comments

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