AMD 財報與第二季展望 燒毀 炸裂 - 股票QA

Oliver avatar
By Oliver
at 2023-05-03T07:20

Table of Contents

1. 標的: AMD.US

2. 分類:討論

3. 分析/正文:
剛喝下午茶 閒來無事滑一下股票發現AMD盤後崩了快7%..才發現今天財報

來源:AMD官網 (我的PTT不讓我附上連結)

概要:
AMD Q1 營收以及EPS 超預期
- Revenue: $5.4 billion versus $5.3 billion expected
- Adj. EPS: $0.60 versus $0.56 expected

但 Data Center 與 Client 未達標
-Data Center: $1.29 billion versus $1.46 billion expected
-Client: $739 million versus $908 million expected
-Gaming: $1.75 billion versus $1.52 billion expected
-Embedded: $1.56 billion versus $1.46 billion expected

第二季Forecast未達分析師預期
原因:Data center 以及PC市場持續疲軟

盤後開崩快7%
反觀Intel盤後上漲快3%

99AMD.... 什麼時候回99
蘇媽我的便當想加雞腿


--
Tags: 股票

All Comments

Tracy avatar
By Tracy
at 2023-05-05T17:58
蘇嬤99AMD. QQ
Charlotte avatar
By Charlotte
at 2023-05-08T04:36
大趴踢大噴射
Anthony avatar
By Anthony
at 2023-05-07T05:49
樓下a000000000
Ina avatar
By Ina
at 2023-05-09T16:27
IP股準備炸裂
Lauren avatar
By Lauren
at 2023-05-07T05:49
合併後的賽靈思有點猛
Vanessa avatar
By Vanessa
at 2023-05-09T16:27
蘇媽不夠會吹 跌惹
Tristan Cohan avatar
By Tristan Cohan
at 2023-05-07T05:49
彥州995
Isla avatar
By Isla
at 2023-05-09T16:27
總有些不良品
Regina avatar
By Regina
at 2023-05-07T05:49
Earning call 有提到MI300好像蠻多家有興趣
Mason avatar
By Mason
at 2023-05-09T16:27
彥州會說all in就對了
Steve avatar
By Steve
at 2023-05-07T05:49
牙膏到底憑什麼漲?虧錢漲賺錢跌?
Megan avatar
By Megan
at 2023-05-09T16:27
利空出盡 這次要噴到哪裡 完全不敢想像
Necoo avatar
By Necoo
at 2023-05-07T05:49
教主九九蘇媽
Hardy avatar
By Hardy
at 2023-05-09T16:27
一定是沒喊Ai
Rachel avatar
By Rachel
at 2023-05-07T05:49
嘻嘻
Faithe avatar
By Faithe
at 2023-05-09T16:27
樓下a10個0
Tom avatar
By Tom
at 2023-05-07T05:49
大摩不是說PC最差已過,SONY說PS5賣得很好
Quanna avatar
By Quanna
at 2023-05-09T16:27
反正各說各地
Joseph avatar
By Joseph
at 2023-05-07T05:49
笑死,用GAAP看就虧損了,Non-GAAP才沒虧損,還要繼
續吹?
Agnes avatar
By Agnes
at 2023-05-09T16:27
教主995
Dinah avatar
By Dinah
at 2023-05-07T05:49
虧損是認列收購Xilinx
Rebecca avatar
By Rebecca
at 2023-05-09T16:27
吹上天 今年十一月一定要抄底抄個大的
Delia avatar
By Delia
at 2023-05-07T05:49
沒人對AMD有信心拉, 法會講AI可以講到越崩越多
真的笑死,這幾年除了一直稀釋股東權益是有賺多少
Leila avatar
By Leila
at 2023-05-09T16:27
蘇媽前幾年還敢喊回饋股東. 老黃都要噴回前高了
AMD隔代沖吧
Audriana avatar
By Audriana
at 2023-05-07T05:49
還好賣了,等50買回
Suhail Hany avatar
By Suhail Hany
at 2023-05-09T16:27
19樓等教主上來電死你…
Olive avatar
By Olive
at 2023-05-07T05:49
庫存季增20%,年增79%。
Edward Lewis avatar
By Edward Lewis
at 2023-05-09T16:27
IP股是跟NVDA的好嗎….
Yedda avatar
By Yedda
at 2023-05-07T05:49
笑死 沒料教主又要無腦多
Valerie avatar
By Valerie
at 2023-05-09T16:27
管理層慌到ppt都出錯…笑死
https://i.imgur.com/KmDPBoa.jpg
Wallis avatar
By Wallis
at 2023-05-07T05:49
樓下彥州 哭啊
Hazel avatar
By Hazel
at 2023-05-09T16:27
有一個很會吹AMD 的怎麼還沒來
Edith avatar
By Edith
at 2023-05-07T05:49
電話會議講AI講到市場看衰
Kama avatar
By Kama
at 2023-05-09T16:27
太慘了..
Edward Lewis avatar
By Edward Lewis
at 2023-05-07T05:49
庫存不知道是什麼部門的
Kristin avatar
By Kristin
at 2023-05-09T16:27
https://i.imgur.com/fJShHBG.jpg
Linda avatar
By Linda
at 2023-05-07T05:49
intel重返榮耀
Bennie avatar
By Bennie
at 2023-05-09T16:27
這篇看這麼空喔,知道怎麼做了
Olga avatar
By Olga
at 2023-05-07T05:49
哈哈
Oscar avatar
By Oscar
at 2023-05-09T16:27
不過AMD財報就算beat盤後烙賽的日子可多了XD
Daph Bay avatar
By Daph Bay
at 2023-05-07T05:49
99AMD
Isla avatar
By Isla
at 2023-05-09T16:27
彥週救命
Iris avatar
By Iris
at 2023-05-07T05:49
牙膏有認列嗎?這也能比?
Erin avatar
By Erin
at 2023-05-09T16:27
才6% 我想回到以前上下動輒15%的年代
Dorothy avatar
By Dorothy
at 2023-05-07T05:49
真臭
Doris avatar
By Doris
at 2023-05-09T16:27
教主救我
Irma avatar
By Irma
at 2023-05-07T05:49
不用害怕 相信蘇媽
Mary avatar
By Mary
at 2023-05-09T16:27
財報會議有講 server全年yoy+double digit
就是最少6b/2022->6.6b+/2023
上半年大概2.6b 下半年就4b惹
George avatar
By George
at 2023-05-07T05:49
對比牙膏server Q1 4.3 q2 3.7
搶到的市占沒有在吐回去der
George avatar
By George
at 2023-05-09T16:27
同樣Q1yoy 蘇媽持平 牙膏-39%
Kumar avatar
By Kumar
at 2023-05-07T05:49
沒吐回去是市場預期呀,市場在乎的是能不能在ARM陣
營侵略之下提升毛利率,獲利主力以PE較低的賽靈思為
主,那PE持續下降也正常
Jake avatar
By Jake
at 2023-05-09T16:27
不要問我白癡問題好嗎
John avatar
By John
at 2023-05-07T05:49
教主充值信仰upup ~~ ob'_'ov
Daph Bay avatar
By Daph Bay
at 2023-05-09T16:27
99amd
Lauren avatar
By Lauren
at 2023-05-07T05:49
充值完畢 謝謝彥州哥
Caitlin avatar
By Caitlin
at 2023-05-09T16:27
CCG炸裂a0大後市怎麼看?
看起來比牙膏還炸,而牙膏已經夠炸了..
也是等去庫存再說嗎?
Zenobia avatar
By Zenobia
at 2023-05-07T05:49
這問題有幾種可能 去庫存只是表面原因
Jessica avatar
By Jessica
at 2023-05-09T16:27
一種是G叔不的不殺價 他Q2毛利估37.5 很慘
可能就盡量拚fab運轉 賠錢也要作
Callum avatar
By Callum
at 2023-05-07T05:49
一種是G叔單純不爽 要死大家一起死
一種是G叔今年就爛到底 爛完反彈自稱好棒棒
Charlotte avatar
By Charlotte
at 2023-05-09T16:27
蘇媽說server市占沒掉
Isla avatar
By Isla
at 2023-05-07T05:49
G叔拼Fab運轉吧… 景氣這麼糟身上又拖一堆工廠,i
皇今年難過了。AMD脫離女友後簡直飛天~
Delia avatar
By Delia
at 2023-05-09T16:27
PC內卷搶餅0.0
Sierra Rose avatar
By Sierra Rose
at 2023-05-07T05:49
G叔玩這招現金夠嗎? 啊有補助
Oscar avatar
By Oscar
at 2023-05-09T16:27
飛去哪 一樣爛
Lydia avatar
By Lydia
at 2023-05-07T05:49
老黃價格可以隨便開, 反觀…
Adele avatar
By Adele
at 2023-05-09T16:27
垃圾股票

半導體3月銷售額回升近1年首見 SIA:未

Zenobia avatar
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