超微 多 - 股票
By Una
at 2020-01-19T22:47
at 2020-01-19T22:47
Table of Contents
※ 引述《astroboy0 (好悶)》之銘言:
: 4. 進退場機制:(非長期投資者,必須有停損機制)
: 下週52退場入袋爲安過年~
: 財報後坐等教主分析
: 大家喊一下口號:
: AMD Yes!
蘇媽說 2020 EPS是 0.75
這看起來大概已經是低標了
現在簡單來看,是未來 AMD能吃掉 intel幾成的市場 ?
AMD已經來到一個新的世紀
AMD聯手台積電強攻x86市場的新世紀 !
反觀,intel的10奈米、7奈米、5奈米還在風雨飄搖中
現在 台積電的 7nm DUV, 7nm EUV已經量產
5奈米 EUV年底投產,3奈米EUV準備建廠
AMD用台積電的7奈米 DUV技術,在成本和價格上、已經打趴intel
https://i.imgur.com/CZQ9zqs.png
https://i.imgur.com/kFCJyv1.jpg
https://i.imgur.com/ADZhmzQ.jpg
intel用全力擠牙膏,把核心堆上去
結果是面積越來越大,產出的總顆數越來越少,溫度越來越高
2020年底 AMD要出 7nm EUV 的CPU,intel也還看不到有對應的競爭品
AMD大概2022年初會再出 5nm EUV的CPU
intel x86 CPU的市場,現在大概 USD 70B
AMD 2019的營收是 7B, 大概只佔一成
經過了 N年後,如果 AMD 能吃掉近一半的市場,接近 30B好了
30B乘 20%的營利率,就是AMD一年能賺 6B
除以1.2B的股數,那EPS有可能達到 5元
如果EPS到了5元,股價乘個30倍,可能就會碰到 150元
--------------------------------------------
當然,EPS 5元,是不會在短時間就看到,可能要等個好幾年
能不能衝到四成或五成的市佔也是個問題
我已經等了四年,也經歷過大跌30%的時候
我是還有耐心可以再等個幾年,看看AMD的市佔能成長到多少
https://i.imgur.com/nzU3Upt.png
--
: 4. 進退場機制:(非長期投資者,必須有停損機制)
: 下週52退場入袋爲安過年~
: 財報後坐等教主分析
: 大家喊一下口號:
: AMD Yes!
蘇媽說 2020 EPS是 0.75
這看起來大概已經是低標了
現在簡單來看,是未來 AMD能吃掉 intel幾成的市場 ?
AMD已經來到一個新的世紀
AMD聯手台積電強攻x86市場的新世紀 !
反觀,intel的10奈米、7奈米、5奈米還在風雨飄搖中
現在 台積電的 7nm DUV, 7nm EUV已經量產
5奈米 EUV年底投產,3奈米EUV準備建廠
AMD用台積電的7奈米 DUV技術,在成本和價格上、已經打趴intel
https://i.imgur.com/CZQ9zqs.png
https://i.imgur.com/kFCJyv1.jpg
https://i.imgur.com/ADZhmzQ.jpg
intel用全力擠牙膏,把核心堆上去
結果是面積越來越大,產出的總顆數越來越少,溫度越來越高
2020年底 AMD要出 7nm EUV 的CPU,intel也還看不到有對應的競爭品
AMD大概2022年初會再出 5nm EUV的CPU
intel x86 CPU的市場,現在大概 USD 70B
AMD 2019的營收是 7B, 大概只佔一成
經過了 N年後,如果 AMD 能吃掉近一半的市場,接近 30B好了
30B乘 20%的營利率,就是AMD一年能賺 6B
除以1.2B的股數,那EPS有可能達到 5元
如果EPS到了5元,股價乘個30倍,可能就會碰到 150元
--------------------------------------------
當然,EPS 5元,是不會在短時間就看到,可能要等個好幾年
能不能衝到四成或五成的市佔也是個問題
我已經等了四年,也經歷過大跌30%的時候
我是還有耐心可以再等個幾年,看看AMD的市佔能成長到多少
https://i.imgur.com/nzU3Upt.png
--
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股票
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