洋洋_ax
2021-03-14
$AMD(AMD)$
今天突然想到一个问题,amd以股票收购赛灵思,是不是代表amd现在的估值➕350亿才是他的真实水平?
收购赛灵思.需要多久才能消化完?三年?五年?
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。
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知行合一2022
2021-03-15
知行合一2022
问题不在于AMD而是在于苏大娘怎么消化和整合xlnx。在逻辑门领域,xlnx是老大,凭借的是大资金投入研发,所以财报一直不理想。整合的好1+1>2。否则相反。
洋洋_ax
:
彼得林奇说过,判断对了市场方向,但是把希望寄托在一只股票上,还不如去玩21点.扑克牌,赌上一把.
洋洋_ax
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知行合一2022
:
降低仓位就可以,比如你买amd6成仓位,半导体3X1.5成仓位就可以
洋洋_ax
:
这次下跌我把amd卖出一部分,买了半导体3X做多etf
知行合一2022
2021-03-15
知行合一2022
我突然发现,我入股市也就是入美股第一只股票就是AMD,赚钱的也是它,我干嘛还忙活其他我不熟悉的pltr,u。。。。。。
洋洋_ax
2021-03-16
洋洋_ax
我不太看好这次收购
洋洋_ax
2021-03-14
洋洋_ax
其实我很难看好收购……唉
你TND意大利炮呢
2021-03-15
你TND意大利炮呢
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