$AMD(AMD)$_老虎社区_美港股上老虎

麦麦卢

2019-02-09

$AMD(AMD)$ 新显卡没戏，性能驱动啥的不说了，落后nv一代，价格不低，无性价比优势，且由于堆料，成本高，利润率偏低，关键是高端显卡占比太少，基本nv占据。显卡市场还是看中端显卡，amd中端navi可惜接近年尾了，现在不用期待。

所以今年只能期待新cpu，性能和性价比如何，接近年中会走高一波，如果市场没崩盘的前提下。

结论，6月上市，月中大量铺货的话，这阶段是今年amd股市的分水岭。预计大概率走高，维持三个月领先上扬趋势。之后intel公布新构架新制程，10月新的战争开始了！

amd的高估值，决定了这支股票的风险，谨慎！

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

CindyY
2019-02-09
CindyY
7500万转换权证，换句话说流通股多了，稀释了点.. 关键看成长能否持续，一季度财报..
- CindyY回复麦麦卢:
  谢谢，我就是不懂这些行业市场情况..
- 麦麦卢:
  个人预计，下一季度财报，和上个季度类似的比率，或者稍弱，显卡下滑一点也正常，cpu持平或者稍稍下滑，主要是intel去年底新cpu上市有一定影响，之前民用高端市场还能挣一下，现在就不行，还是依靠性价比，抢夺中低端市场，笔记本没有起色，商用数据中心还可以。总之，上半年业绩上不是发力的时候，第三季度才是。股票的热度有提前性，冷度是即时的。amd我只做短线，不敢赌，这几年都不是很给力，估值太高！
陈玉歌
2019-02-09
陈玉歌
AMD我也就是看看
- 麦麦卢:
  高高低低才能赚钱，不变才是麻烦。就是这股票底子太薄，随便有个风吹草动，就起伏不定
TobyBird
2019-02-11
TobyBird
下游市场增长趋于缓和，数字货币矿机抛售引起市场供大于求，行业周期下行，贸易战未知政治风险，市场份额不稳定，高于市场平均 PE，EPS QQ 增长越来越低，revenue miss 两次 company guidance，下季度 guidance 再次下调。觉得现在这个公司突破口太多... 个人感觉..
33_Tiger
2019-02-11
33_Tiger
下半年没定数，上半年已经明牌，估值太高

发表看法

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