机会

你好我好谁最好

$赛灵思(XLNX)$ 公司决定加大投入，10%/y，全面布局AI和云计算，传统芯片设计公司向平台型公司转型。分析师比较保守，认为增加的这部分会导致公司压制公司增速（本来才10%增速，这么一压就木有了）。公司并不这么认为，大机遇即将到来，不能偏安一隅。此外，ACAP的落地也会增加支出，导致后面财报没那么好看。美国的分析师因为过于现实而普遍短视，双刃剑嘛。我已经调集放在A股的主力部队过来了，输赢看淡，不服就干！🕶️

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Tony特别帅
2018-05-24
Tony特别帅
美国分析师不见兔子不撒鹰，有投资回报才给好脸色，不过从股民角度来说也是这样。。。投资者日大跌我决定先在旁边吃瓜
- Tony特别帅回复你好我好谁最好:
  嗯，这倒是
- 你好我好谁最好:
  分析师只看眼前有好的一面，可以让很多骗子公司难以行骗，纯右侧交易。不好的一面是容易错过左侧很肥的一段。大部分牛票的业绩是滞后于股价启动甚至是加速阶段的。
Vur7une
2018-05-24
Vur7une
可能近期不会太明显的反应在股价上兄弟做好长期持股的打算了吗
- 你好我好谁最好:
  长期持仓不做T 加杠杆就是干哈哈哈
三倍杠杆玩期权
2018-05-24
三倍杠杆玩期权
a股应该收益一般吧
- 你好我好谁最好:
  A股好点的公司估值没法看下不去吊...哦不对下不去手😄
Tony特别帅
2018-05-24
Tony特别帅
原来昨天是投资者日啊。。
civi
2018-05-24
civi
看好，长持！爆发期就这两年。

发表看法

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