AMD 教主概念股 - 股票
By Regina
at 2018-09-05T13:54
at 2018-09-05T13:54
Table of Contents
※ 引述《moss18 (randy)》之銘言:
: 1. 標的: AMD
: 2. 分類:多
: 3. 分析/正文:1.教主去年就說過要忍到今年第二季
: 財報出來後就會噴了
: https://i.imgur.com/x0j4iZL.jpg
: 有看過這麼準的分析師嗎
: 2.教主也說分析師一歸位 就是準備要大嘎特嘎空頭
: 了 目前分析師大多歸位了
: 3.教主在第二季財報出來後也明示了 在INTEL
: 10nm製程沒明朗化前 AMD是見不到高點的
: 沒極限的
: 4. 進退場機制: 成本12 等待教主開示
我之前說R
高點等牙膏10nm出惹再研究看看
不過喔
看牙膏現在那慘樣
管理階層混亂
各種缺貨
10nm大概
應該還是被GG屌打
牙膏的7nm麻.......應該很久以後惹
基本上
amd沒賺錢的營收大約是5.5B~6B
每多1b eps多0.4~0.5
今年沒意外就是7b左右喇
eps 0.5+
所以說股價能到哪
從未來營收推eps
再看pe ratio推股價
如果每年營收多20%
2021大概12b
eps大概2.5~3
pe ratio麻 老黃差不多40
成長股都會比較高
40*2.5or3
自己算八
現在進場隨時都有可能回檔整理
覽趴捏不住賣掉的
只能說
跟單仔麻
沒賠就不錯惹
QQ
--
: 1. 標的: AMD
: 2. 分類:多
: 3. 分析/正文:1.教主去年就說過要忍到今年第二季
: 財報出來後就會噴了
: https://i.imgur.com/x0j4iZL.jpg
: 有看過這麼準的分析師嗎
: 2.教主也說分析師一歸位 就是準備要大嘎特嘎空頭
: 了 目前分析師大多歸位了
: 3.教主在第二季財報出來後也明示了 在INTEL
: 10nm製程沒明朗化前 AMD是見不到高點的
: 沒極限的
: 4. 進退場機制: 成本12 等待教主開示
我之前說R
高點等牙膏10nm出惹再研究看看
不過喔
看牙膏現在那慘樣
管理階層混亂
各種缺貨
10nm大概
應該還是被GG屌打
牙膏的7nm麻.......應該很久以後惹
基本上
amd沒賺錢的營收大約是5.5B~6B
每多1b eps多0.4~0.5
今年沒意外就是7b左右喇
eps 0.5+
所以說股價能到哪
從未來營收推eps
再看pe ratio推股價
如果每年營收多20%
2021大概12b
eps大概2.5~3
pe ratio麻 老黃差不多40
成長股都會比較高
40*2.5or3
自己算八
現在進場隨時都有可能回檔整理
覽趴捏不住賣掉的
只能說
跟單仔麻
沒賠就不錯惹
--
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