来聊聊按摩店的财报到底看啥@

hypnus

2018-07-25

$AMD(AMD)$ 相信去年玩amd的虎友，都有财报营收和eps超预期，但是股价暴跌的印象。所以个人觉得对amd来说，这两个数据不是那么重要。

目前大家对财报不看好的理由是挖矿问题。但是苏妈在一季度指引里已经提到了，然而花街在这个情况还大幅拉伸股价，花街傻吗？显然华尔街比我们聪明，他们一定是看好了什么东西。没错，就是epyc能不能大卖。

所以明天财报我关注的重点是epyc目前的销售情况和未来对7nm epyc销量的预期，以前@蓝天白云大神一直强调的是毛利率，而上季度epyc的增长也给毛利率带来了增长。

作为多头，今晚我打算减仓过夜，看好的同时降低点风险。

题外话：有了女儿以后，我决定把炒股的钱变成我自己的玩具基金。赚了就能买玩具（毕竟男人的玩具比较贵），亏了就没得买了，终极目标当然是买个特斯拉这样的玩具

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

Danazy
2018-07-26
Danazy
今天菲亚特集团的马尔乔内死了。他在2004年接手的是一个每天亏损200万美元的集团。而他2年内就捏亏为盈。后台他收购破产边缘的克莱斯勒，第二年就扭亏。反过来看看英特尔被离职CEO，这么大企业也能给你带坑里。所以说，一家公司最后还是要看领导人。只要苏妈在，坚定不移做多。
- player:
  只有你说的是一回事，嗯
郑富富
2018-07-25
郑富富
苏妈和老黄上个季度的财报都已经提到二季度矿卡销量大幅下滑，amd上季度对这个季度预期还是提出了同比增长50%这样的高增长速度我想苏妈应该对锐龙和epyc还有apu的销量很有信心这一季的财报应该不会太差除非显卡销量的下滑远超上季度的预期
- 无极2333:
  大侠懂得真多我表示惭愧
Tony特别帅
2018-07-25
Tony特别帅
玩具基金👍🏻
- Tony特别帅回复hypnus:
  可以可以
- hypnus:
  😂有句话叫男人永远长不大，只是玩具越来越贵
蚍蜉
2018-07-25
蚍蜉
说明仓位不低~~
player
2018-07-25
player
特斯拉玩具车，你的玩具真好，我就只想玩玩币😌
我胖虎去抽根烟
2018-07-25
我胖虎去抽根烟
按摩店…😏

发表看法

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