$AMD(AMD)$_老虎社区_美港股上老虎 - 老虎社区

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。

精彩评论

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回复知行合一2022:
  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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