美股半導體集中討論區 III

屌，買完係甘跌

市場關注唔係佢呢一刻賺幾多錢

而係佢制程產落後同數據中心業務

同埋只睇報睇，design公司係跑贏代工廠

所以唔多認同

利申：有入intc

我其他地方都有出post
INTC少左$2bn DC revenue
AMD係ER度console + DC先講緊$1.35bn
如果塊餅冇細到AMD今季淨DC起碼+$2bn
AMD條臭西出口術又有投行夾埋出報告話食左intc塊餅
我挑

soxl上左兩次4x都無走家下倒蝕

我既理解係intc 打價格戰，毛利率低左，收益低左，而amd又搶左部分share

有錯請指正

我依加當intc係幾年前既amd咁買

無底咁插落去

鐵底30蚊
最高又得42蚊
利申:跟你溝

Del app 再下個星期睇
依家可能係溝底好時機

disagree, look at mediatek, novatek, nividia , boardcom etc...

asp can go up by a lot mate

而且Xeon係monolithic，所以係超貴
不過Intel話下年會轉tiles

AMD搶到share係講緊可能$200Mn>$400Mn rev (100% growth)
INTC個DC係Q1 $5.6Bn rev
我再望一望AMD個market cap同INTC market cap
都唔使再諗買邊間了
話知你粒u幾勁, 產能受限注定增長有限

some rev are being pushed out waiting for ice lake, amd took some but the biggest question is how much is gone to arm based cpu. that is the biggest concern for x86 family...I'm quite excited to see nvidia grace to come out

係
但nvda貴
我個人偏向執平貨
intc可能係value trap黎
but we will see

yes intel is cheap indeed...
lets have a race to the bottom...mu or intc

Set $1溝一轉好重本
Set 8% to 10% 溝一轉會唔會理性啲

咁睇好

唔會再信半導體
Soxl tsm 冇賺過

睇30鐵底+1
之前拆股最低都係27蚊

出黎gel定頭先
Intc個ceo今日係咁發功終於v彈

3/5
費城半導體指數 (SOX)
股價 3073.38 漲跌 ▼-35.62 漲幅 -1.15%
連登半導體指數 (LISI)
股價 1009.43 漲跌 ▼-10.70 漲幅 -1.05%

變廢紙了