哎。。。GG
火星人222
2017-10-25
$AMD(AMD)$ 就想知道为啥大跌。。。。请教求教。。
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NeverHedge
2017-10-25
NeverHedge
AMD Q4 sales expected to be -12-18%.下个季度的outlook砍的还挺严重的。
infinity
:
环比下降是季节因素，去年环比也是下降15%，但是q4的同比无疑是增长的， 全年预期都上调了。
EricFu
:
神了
火星人222
2017-10-25
火星人222
市场一直很看好epyc,AMD是不是这才是刚刚开始。。看看今天晚上股价如何走。。
B2cking
2017-10-25
B2cking
涨太多了就有跌的空间，去年三月才2元不到，看看月k就明白
祭思
2017-10-25
祭思
说白了这个季度季报不差。Q4没想到差这么多
hypnus
2017-10-25
hypnus
毛利率吧
hypnus
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infinity
:
上次33，预期这次34，然后这次35，但是预期下次还是35，苏妈太保守吧
infinity
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hypnus
:
上个财报毛利率多少来着?
hypnus
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infinity
:
这样的话不好的点就是毛利预期吧，还是35，没有增长
infinity
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hypnus
:
那这次财报是很好的， 预期q4营收下降也是环比，去年q4对q3营收也是下降15%，是季节因数影响。 毛利率增长也达标了，而且q4 epyc会出货，能进一步提高毛利率，看今年开盘股价怎么走吧。
hypnus
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infinity
:
好吧预期是34%，长期毛利预期是40？
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上次33，预期这次34，然后这次35，但是预期下次还是35，苏妈太保守吧","html":"上次33，预期这次34，然后这次35，但是预期下次还是35，苏妈太保守吧"},{"id":477290,"commentId":"477290","gmtCreate":1508895823220,"gmtModify":1508895823220,"authorId":3461190448358715,"author":{"id":3461190448358715,"idStr":"3461190448358715","authorId":3461190448358715,"name":"infinity","avatar":"https://static.tigerbbs.com/03042fbd91aa54c7a3123bdc78c325bb","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3451085056227954,"repliedAuthor":{"id":3451085056227954,"idStr":"3451085056227954","authorId":3451085056227954,"name":"hypnus","avatar":"https://static.tigerbbs.com/78cbbec78105b20744059f5753132eb8","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":105631,"objectIdStr":"105631","type":1,"supId":477187,"supIdStr":"477187","prevId":477261,"prevIdStr":"477261","content":"上个财报毛利率多少来着?","text":"上个财报毛利率多少来着?","html":"上个财报毛利率多少来着?"},{"id":477261,"commentId":"477261","gmtCreate":1508893409753,"gmtModify":1508893409753,"authorId":3451085056227954,"author":{"id":3451085056227954,"idStr":"3451085056227954","authorId":3451085056227954,"name":"hypnus","avatar":"https://static.tigerbbs.com/78cbbec78105b20744059f5753132eb8","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3461190448358715,"repliedAuthor":{"id":3461190448358715,"idStr":"3461190448358715","authorId":3461190448358715,"name":"infinity","avatar":"https://static.tigerbbs.com/03042fbd91aa54c7a3123bdc78c325bb","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":105631,"objectIdStr":"105631","type":1,"supId":477187,"supIdStr":"477187","prevId":477212,"prevIdStr":"477212","content":"这样的话不好的点就是毛利预期吧，还是35，没有增长","text":"这样的话不好的点就是毛利预期吧，还是35，没有增长","html":"这样的话不好的点就是毛利预期吧，还是35，没有增长"},{"id":477212,"commentId":"477212","gmtCreate":1508889682557,"gmtModify":1508889682557,"authorId":3461190448358715,"author":{"id":3461190448358715,"idStr":"3461190448358715","authorId":3461190448358715,"name":"infinity","avatar":"https://static.tigerbbs.com/03042fbd91aa54c7a3123bdc78c325bb","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3451085056227954,"repliedAuthor":{"id":3451085056227954,"idStr":"3451085056227954","authorId":3451085056227954,"name":"hypnus","avatar":"https://static.tigerbbs.com/78cbbec78105b20744059f5753132eb8","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":105631,"objectIdStr":"105631","type":1,"supId":477187,"supIdStr":"477187","prevId":477207,"prevIdStr":"477207","content":"那这次财报是很好的， 预期q4营收下降也是环比，去年q4对q3营收也是下降15%，是季节因数影响。 毛利率增长也达标了，而且q4 epyc会出货，能进一步提高毛利率，看今年开盘股价怎么走吧。","text":"那这次财报是很好的， 预期q4营收下降也是环比，去年q4对q3营收也是下降15%，是季节因数影响。 毛利率增长也达标了，而且q4 epyc会出货，能进一步提高毛利率，看今年开盘股价怎么走吧。","html":"那这次财报是很好的， 预期q4营收下降也是环比，去年q4对q3营收也是下降15%，是季节因数影响。 毛利率增长也达标了，而且q4 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