INTC 無腦多 - 股票

By Ursula
at 2020-07-31T02:40
at 2020-07-31T02:40
Table of Contents
我韭滷肉韭巴辣有一葛夢想
94困霸鼠錢 薯條+大
※ 引述《deacon (deacon)》之銘言:
: 今年mobile方面包含laptop就有tiger lake要出了
: 哪來的沒有10nm
:
10nm最初表定2016
2017說 年底出
2018跟oem打包票 年底喇 一定行
2019欸 都
2020...........
人家dio的紮挖魯斗
是一秒經過 兩秒經過 三秒經過 四秒經過
尼牙膏的紮挖魯斗
是一年經過 兩年經過 三年經過 四年經過
超強der
大戶掉單都沒在怕
: 你要不要回去看一下你的amd漲多少啊
: 2018-2019
: Intel營收從70.8b成長到71.9b 這個的確不多
: 但是amd咧
: 從6.4b到6.7b
: 根本沒什麼成長啊
:
: 兩個都差不多 不要龜笑鱉無尾
:
推文有人講惹
2018下半年礦潮崩盤
其他自己研究惹
我悶來看2020喔
牙膏今年預估75b 加沒幾趴
蘇媽今年估+32%
差一位數 梅很多
:
: Intel server的DCG
: 2018-2020即使在amd epyc的競爭威脅下
: 營收還是維持平盤
: 更不要說這一季Q2跟去年同期比成長了43%
: 營收從5b上升到7.1b
: 更不要說上一季Q1跟去年同期比也是成長約40%
:
: 所以server這一塊頂多瓜分市佔
: 但是intel營收真的有下滑嗎?沒有
:
: 再來看intel作notebook跟destop的CCG
: 從18-19-20年也是在穩定成長
: 分別是
: Q1 8.2b -> 8.6b -> 9.8b
: Q2 8.7 -> 8.8b -> 9.5b
: 另外18-19年全年營收分別為36.9b,37.1b
: 有因為amd的競爭而營收下跌嗎?沒有
:
上半年pc server受疫情影響爆噴一波
有點腦的投資人看到這跟年營收估75b
就知道阿幹烙賽惹要死惹
尼有算過牙膏在全年估75b的情況下
下半年可能會怎樣嗎........
我猜尼沒有
: 只能說有夢最美啦
: 到最後還是要回歸現實看基本面
:
現實94牙膏下半年烙賽
除非牙膏75b突然改口80b
按牙膏自己估q3 18b
YoY-5%
再算q4大概17B
YoY-15%
烙賽確定
只能說
喜內 卡韭癮
: 推 bubunana : 哈哈! 你認真了... 他只是把他信徒當韭菜 本夢比有 07/30 15:46
: → bubunana : 題材炒才重要 基本面什 等今年過完再說 A幾乎重壓對 07/30 15:46
: → bubunana : 岸 後續怎麼樣其實很難說 07/30 15:46
?????????????????????????
我不當人類喇
韭韭
= =
--
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