AMD怎麼了? - 股票

By Jake
at 2021-05-06T11:27

Table of Contents

※ 引述《Severine (賽非茵)》之銘言：
:
: 唯一會漲得時候只有你對他最沒信心的時候.
: 我很懷疑AMD高層想不想處理這件事情,好歹CFO出來講講話也好
: 4. 進退場機制：(非長期投資者，必須有停損機制。請益免填)
: 僅為分析現況不構成投資建議

老實說我也很納悶

我看reddit有一種說法是
因為一些基金持股比例上限的關C
AMD跟XLNX合併之後就要調節惹

還有一種想法是
蘇媽法說的時候講挖礦賺很少
所以炒礦的跑惹
當然這我覺得很複雜

不過我仔細想
想來想去
幾葛月前9X殺下來
根本原因還是牙膏換新CEO粗乃喊盤
從大概50一路漲到6X
最近因為財報廢到笑所以回跌到55~60間
但是整體看得出一些人還是認為牙膏有機會
蘇媽再秋也只是暫時der

amd本來94捏懶股
盤一年漲一波翻倍
這兩年的兩次上漲大波段
都跟投資人對牙膏蘇媽的消長有關

2019 11月一路漲到2020疫情爆發
這次是炒7nm蘇媽屌打牙膏

2020八月那波
則是牙膏前CEO 10/7nm敗戰宣言

如果看eps
蘇媽今年隨便都是超過2一截
就算破3也沒捨摸好意外der
以成長股pe ratio看
這股價真的是太低估惹
如果用2022 eps預估來看就更低估惹

所以說來來去去
如果尼相信
牙膏投降只是時間問題
那
94覽趴捏者
等牙膏投降惹

反正牙膏7nm表定2023
從ASML財報透漏的EUV出貨
大概
恩

回歸基本
如果看多的理由沒變
那也不用想那摸多惹
單純市場上胡扯的騙子跟傻子太多而已

--

Tags: 股票

All Comments

By Ida
at 2021-05-09T08:13

先推終於等到教主現身

By Quanna
at 2021-05-10T14:30

蓋

By Puput
at 2021-05-13T08:33

懶趴捏成鑽石懶了

By Victoria
at 2021-05-14T18:36

等到了

By John
at 2021-05-18T10:56

覽趴都快捏爛了.

By Wallis
at 2021-05-22T08:51

解體彥洲間最終章

By Hardy
at 2021-05-22T16:53

最近牙膏也很爛,AMD卻沒漲,GG也不行

By Rebecca
at 2021-05-25T23:12

推

By Gilbert
at 2021-05-30T07:25

合金懶 Level up~~

By Margaret
at 2021-06-02T23:37

這串歡迎買科技股的一起捏覽趴

By Margaret
at 2021-06-05T07:46

教主救我一直加倉……加不完

By Iris
at 2021-06-06T23:58

600的GG也捏很久了...

By Candice
at 2021-06-10T23:57

2022預估EPS多少??

By Poppy
at 2021-06-11T15:01

掐啦！嘿！掐啦！

By Hedwig
at 2021-06-13T00:04

安心惹,感謝薯條叫煮

By Odelette
at 2021-06-17T14:17

豪帥，捏懶法！應該出書：捏懶教主

By Zenobia
at 2021-06-21T11:42

懶快捏爆了教主995

By Connor
at 2021-06-24T20:50

成長股/價值股，現在有捏懶股

By Ingrid
at 2021-06-27T10:07

大家是覺得risc cpu總算可以跟x86一戰，所以有點遲
疑，漲不上去

By Charlie
at 2021-07-01T03:37

2330捏起乃

By Doris
at 2021-07-05T10:44

教主安安

By Christine
at 2021-07-09T23:14

繼續捏懶啪

By Eartha
at 2021-07-13T21:18

大家一起捏QQ

By Bethany
at 2021-07-17T20:31

推教主開示

By Poppy
at 2021-07-19T16:49

理由都還在就是逢低買進每個人當然都想買了就變
飆股賺大錢通常買到這種也只是運氣好不是眼光好

By Yuri
at 2021-07-21T01:37

GG繼續捏

By Poppy
at 2021-07-23T17:06

教主救我

By Agatha
at 2021-07-27T07:29

捏久就是你的

By Liam
at 2021-07-31T22:00

懶趴捏火暴

By Edith
at 2021-08-04T02:31

教主，我愛你

By Kyle
at 2021-08-07T02:06

捏gg真的有叫的那次也只不過570，其他時間根本只是
在摸

By Edwina
at 2021-08-07T11:04

腦懶一体

By Candice
at 2021-08-10T14:40

挖礦有跑嗎? 顯卡不是缺貨中?

By Candice
at 2021-08-12T21:15

看了教主文繼續捏下去

By Xanthe
at 2021-08-15T05:03

有空去比對他說的內容跟林媽媽有沒87%像？笑死

By Tracy
at 2021-08-18T02:52

紅姨跟蘇媽高下立判......

By Oscar
at 2021-08-18T06:02

捏久就是自己的，咦？

By Carol
at 2021-08-22T14:59

推

By Franklin
at 2021-08-25T06:48

今天台幣小貶

By Mia
at 2021-08-29T05:04

99gg

By Andrew
at 2021-09-01T07:38

感謝信心加持 QQ 繼續捏覽

By Elvira
at 2021-09-04T07:21

教主信心喊話

By Gary
at 2021-09-04T20:28

Sorry 剛剛跑去忙推錯了

By Dora
at 2021-09-07T11:25

捏捏捏，捏捏捏

By Delia
at 2021-09-10T00:35

教主再捏下去，你要變成捏懶趴教教主了QQ

By Andy
at 2021-09-14T06:22

捏字訣沒事就是捏捏鋼鐵懶趴

By Skylar Davis
at 2021-09-17T18:38

懶趴捏久惹會硬的好嗎我縮的縮拳頭

By Bennie
at 2021-09-21T01:11

給他捏爆

By Dora
at 2021-09-25T00:42

？

By Andy
at 2021-09-29T10:11

推招喚成功

By William
at 2021-10-02T19:11

？

By Jack
at 2021-10-03T14:02

太痛了吧

By Madame
at 2021-10-08T07:31

謝謝教主QQ

By Tom
at 2021-10-10T01:36

信心加持-.-

By Linda
at 2021-10-11T06:55

推

By Jack
at 2021-10-15T13:41

結論呢

By Ula
at 2021-10-19T12:08

AMD YES

By Heather
at 2021-10-21T12:21

今晚amd可能彈到79,站不穩就走吧,怕沒錢不怕買不到

By Gilbert
at 2021-10-22T05:02

雖然我相信牙膏會投降但兩年後有個最大的利空:升息

By Gilbert
at 2021-10-24T05:08

捏懶教

By Quanna
at 2021-10-28T19:08

如果尼覺得利空充滿不確定性那不捏閃人就合理

By Harry
at 2021-11-01T07:07

我4覺得沒差從pe-eps角度看升息只是少漲

By Puput
at 2021-11-02T13:20

市場現在就不買單成長股認清事實

By Ursula
at 2021-11-02T16:57

沒有柯糞吃屎被盜帳號?

By Hardy
at 2021-11-03T18:51

捏到只剩一顆了...還捏喔

By Elizabeth
at 2021-11-03T22:49

感謝教主信心加持，我要去跟銀行貸款了

By Iris
at 2021-11-04T15:28

股價本就雲淡風輕

By David
at 2021-11-05T22:20

牙膏等著下去吧

By Agnes
at 2021-11-10T10:42

會不會是受到西方神祕力量的詛咒？

By Hedy
at 2021-11-14T17:19

不要不信邪~ 回頭看AMD文章的時間點及我的建議

By Linda
at 2021-11-17T21:01

你各位懶趴捏下去吧

By Frederica
at 2021-11-19T22:27

捏久就變大了

By Jack
at 2021-11-24T07:19

教主怎麼看待費城半導體ㄋ，裡面成分股有intel毒藥

By Leila
at 2021-11-24T18:19

Intel下給台積的3奈米應該年底就試產了，最慢明年
出貨，應該不可能到2023吧

By Poppy
at 2021-11-29T12:19

教主，我沒有gg，很耐捏，現在適合進場amd嗎

By Carol
at 2021-12-02T08:23

i皇是排到2022Q4，2023才出貨

By Madame
at 2021-12-06T08:29

995的懶趴

By Zora
at 2021-12-10T09:55

XLNX好像股價是122,PE 46,可能得等併購完看狀況了

By George
at 2021-12-12T19:31

賽靈恩成長性不如AMD，PE給46，這肯定要修正的

By James
at 2021-12-15T04:44

教主台GG現在還適合捏GG買嗎？

By Rosalind
at 2021-12-18T10:00

教主開釋:我也很納悶

By Una
at 2021-12-19T13:20

買AMD永遠有三把劍在頭上晃： 1.併購生效 2.Intel
決定給GG代工 3.老黃嘴砲放話我要進來囉^Q^

By Donna
at 2021-12-22T22:33

謝教主晚上來買一些放一年

By Wallis
at 2021-12-25T17:36

現在買GG不如買蘇媽

By Ula
at 2021-12-28T09:23

感謝教主開釋

By Noah
at 2022-01-02T01:59

GG2024頂多1000，蘇媽會到150

By Ivy
at 2022-01-04T11:14

感謝教主開示

By Frederica
at 2022-01-09T10:45

跟著教主一起捏懶趴

By Edwina
at 2022-01-14T01:26

教主開示了

By Heather
at 2022-01-17T22:14

算一下就知道蘇媽報酬率高一些

By Dora
at 2022-01-20T16:02

廢咖賽靈思

By Mason
at 2022-01-25T11:51

操每次一直接接到成本更低捏到懶要斷了

By Aaliyah
at 2022-01-29T02:47

感謝信心加持

By Susan
at 2022-01-31T12:21

不含一下口號嗎？

By Dora
at 2022-02-05T06:35

感謝信心加持，繼續入金

By Jacob
at 2022-02-07T19:08

INTEL以為只要EUV買下去,就能像三星一樣追上台積電

By Victoria
at 2022-02-11T05:34

所以晶圓代工人只要EUV買到了,阿貓阿狗都能做的意思

By Daph Bay
at 2022-02-11T17:51

推最後一句

By Elma
at 2022-02-12T19:10

其實真的可以，i皇是想省錢才不用EUV的，換用EUV，
進度會很快

By Damian
at 2022-02-17T09:04

3600D和GG魔改的3400B差不多

By Dora
at 2022-02-17T16:11

教主難得態度認真嚴肅

By Michael
at 2022-02-21T18:22

跌也好啊剛好我繼續撿

By Anthony
at 2022-02-23T17:20

推最後一句

By Joe
at 2022-02-25T04:08

捏爛哪次不捏爛

By Michael
at 2022-03-01T21:31

捏啦！都捏這麼久了難道現在不繼續捏！

By Victoria
at 2022-03-06T14:31

唯一相信教主投顧

By Dora
at 2022-03-08T07:39

不吃薯條而已，怕啥

By Carol
at 2022-03-10T20:21

教主認為i皇12代可以幹爆amd嗎？

By Oliver
at 2022-03-13T01:29

反正隔壁牙膏都能回吸了，我大蘇媽沒壓力好嗎

By Erin
at 2022-03-16T14:25

amd2023就沒有製程優勢，股價可以到150？請教是怎麼
估的？

By Tracy
at 2022-03-18T07:29

請教樓上2023沒有製成優勢怎麼估的？

By Sandy
at 2022-03-20T23:24

2023 沒優勢，你當只有intel會進步AMD不會?intel
現在這付嘴臉就是擺明騙政府補助苟延殘喘，跟台灣
本土汽車87 %像

By Oliver
at 2022-03-25T20:07

教主腦懶一體、文成武德

By Robert
at 2022-03-28T05:28

教主大推

By Jack
at 2022-03-28T15:37

就算intel反超amd也不是重點，重點是intel有沒有違
反anti trust，不給用amd的廠家cpu

By Delia
at 2022-04-01T13:57

EUV數量很少進度沒辦法很快

By James
at 2022-04-05T10:26

教主開示啦

By Hazel
at 2022-04-07T18:13

教主安安

By Christine
at 2022-04-08T11:26

教主我懶趴捏到要缺氧了= =

By Carol
at 2022-04-12T02:29

amd釣出教主真不簡單

By Lydia
at 2022-04-14T21:42

教主那蘇媽跟老黃pk，你看好哪邊呢

By Kyle
at 2022-04-15T14:29

大家不用擔心我已經買INTC買在65了

By Andy
at 2022-04-19T21:56

感謝教主賜我吃穿

By Jessica
at 2022-04-24T01:39

教主萬歲，懶趴都給我捏起來！

By Quintina
at 2022-04-24T14:19

我一個一個檢查，沒捏懶趴的倒大楣！

By Michael
at 2022-04-26T02:31

推捏懶趴

By Callum
at 2022-04-28T13:59

這問題沒那摸複雜喇

By Kyle
at 2022-05-02T14:19

困罷賠錢怒噓教主

By Zenobia
at 2022-05-04T16:26

下週會回79,但…
https://i.imgur.com/UOX2jNm.png

By Bennie
at 2022-05-06T17:46

amd到150感覺不難啦，因為intel的市場太大了
你規模amd差intel這麼多，但現在產品效能沒差這麼多

By Linda
at 2022-05-07T08:06

部分市場給amd才是正常的，不可能intel在全吃了

By Edwina
at 2022-05-10T12:36

教主

AMD怎麼了? - 股票

All Comments

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