AMD二季度財報超預期,盤後大漲9% - 股票
By David
at 2020-07-29T05:48
at 2020-07-29T05:48
Table of Contents
1.原文連結:https://m.news.sina.com.tw/article/20200729/35888702.html
2.原文內容:
財報顯示,AMD二季度經調整
每股收益18美分,
市場預期16美分;
營收19.3億美元,
市場預期18.6億美元;
凈利潤1.57億美元,
市場預期1.38億美元;毛利率44%,上年同期41%,市場預期44%。
AMD預計,該公司三季度營收約25.5億넱億美元;經調整毛利率44%,市場預期44.5%;
預計全年營收大約增長32%,此前預期增長大約20%-30%。
財報公佈后,AMD股價盤后大漲9%。該股周二收跌1.97%,報67.61美元。
3.心得/評論:
TSMC inside 發威,AMD 笑了,Intel 就該哭了
如同昨晚曲博直播所說,Intel 應該立即外包,才能將傷害降到最低
Intel 每延遲一刻,市佔率就被 AMD 多吃一點,沒意外桌機部分下季黃金交叉
Intel 稱霸幾十年的 桌機霸主地位將第一次被長期超越
小弟認為 AMD 是永久的夥伴,兩者一起通吃 CPU 市場最完美
Intel 只要製程突破,隨時有可能抽單,隨時有可能反目變敵人
對 TSMC 最好的劇本是 CPU 被 AMD 吃光光,
然後 Intel 高階製程死透了沒救了放棄後,再來找 TSMC ,這樣最有利
操作上來說,最近有回測 10 日線的話,是個不錯的進場點
不過覺得上星期五尾盤下殺,週一漲停板,週二開高走低
能夠忍到現在還沒賣掉台積電的,真的定力很強
不是腳麻了,睡到忘記看盤,就是對台積電的信心超強,心中定見深遠
--
2.原文內容:
財報顯示,AMD二季度經調整
每股收益18美分,
市場預期16美分;
營收19.3億美元,
市場預期18.6億美元;
凈利潤1.57億美元,
市場預期1.38億美元;毛利率44%,上年同期41%,市場預期44%。
AMD預計,該公司三季度營收約25.5億넱億美元;經調整毛利率44%,市場預期44.5%;
預計全年營收大約增長32%,此前預期增長大約20%-30%。
財報公佈后,AMD股價盤后大漲9%。該股周二收跌1.97%,報67.61美元。
3.心得/評論:
TSMC inside 發威,AMD 笑了,Intel 就該哭了
如同昨晚曲博直播所說,Intel 應該立即外包,才能將傷害降到最低
Intel 每延遲一刻,市佔率就被 AMD 多吃一點,沒意外桌機部分下季黃金交叉
Intel 稱霸幾十年的 桌機霸主地位將第一次被長期超越
小弟認為 AMD 是永久的夥伴,兩者一起通吃 CPU 市場最完美
Intel 只要製程突破,隨時有可能抽單,隨時有可能反目變敵人
對 TSMC 最好的劇本是 CPU 被 AMD 吃光光,
然後 Intel 高階製程死透了沒救了放棄後,再來找 TSMC ,這樣最有利
操作上來說,最近有回測 10 日線的話,是個不錯的進場點
不過覺得上星期五尾盤下殺,週一漲停板,週二開高走低
能夠忍到現在還沒賣掉台積電的,真的定力很強
不是腳麻了,睡到忘記看盤,就是對台積電的信心超強,心中定見深遠
--
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