$AMD(AMD)$_老虎社区_美港股上老虎 - 老虎社区

$AMD(AMD)$做多的逻辑其实很简单，cpu老大intel, gpu老大nvidia, amd在两个领域都是老二，高端产品有差距，低端产品还是有竞争力的，现在两个老大的新产品推出都碰上些问题，老二在迎头赶上，吞噬两个老大的市场，然后你们再去看看两个老大的市场份额，利润，股票市值，在回来看看这个双料老二的市值，假设老二抢了了一个老大的20%份额他的市值该是多少，如果抢了两个老大各20%呢，最疯狂的是他成为双料老大，那该值多少钱？想象空间很大吧？

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

SSally
2018-11-23
SSally
嗯帮你看了一下你这支票比较温水煮青蛙温和的慢慢的跌没有断崖你还是可以扛住的加油
- 陈安东尼:
  早抛了，顺势而为
eleesa
2018-09-07
eleesa
和我的想法基本一直，英特尔可以直接参照，英伟达则参照去年90多时候的股价市值。因为英伟达是在ai自动驾驶等领域的前景才从100左右飙升的，amd目前的gpu水平只能参照英伟达飙升之前的。我觉得amd至少有800亿市值的想象空间
- guts:
  市值翻三倍？那股价也要三倍？
eidolonxlj
2018-09-07
eidolonxlj
不懂，我已经落袋为安了。获利了结。到手的钱才是自己的钱。

发表看法

5

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