盘前入300股。。
cmspe
2017-02-24
$Advanced Micro Devices Inc.(AMD)$ 怎么样
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。
分享至
微信
复制链接
精彩评论
南辕北辙
2017-02-24
南辕北辙
对现在nvda，市场波动大的时候，短期内没人能预测底在哪儿，但是精明的人会发现2016年盈利20亿美金，现在市值不过500亿，pe不到25倍，就是一家游戏芯片公司的估值也不应该在25倍，现在nvda还是一家快速增长公司，不是像苹果公司已经成为成熟的公司，公司增长没法保持两位数了，现在回调阶段最重要是仓位控制，千万别一把全进去了，最好能每跌5%进去补一定仓位，一直补到股价止跌的时候。
别闹
:
赞同
cmspe
:
学习
T7486957
:
分析的好
缘来无情
2017-02-24
缘来无情
Zen已经吊打intel了。估计有大行情
缘来无情
回复
helennim
:
除非intel重新设计大的架构，酷睿已经达到极限了吧。不过新架构易翻身。当年amd从王者跌落好像也是这样。
con
回复
helennim
:
14nm用了3代啊，那些不增强起码制程可以增强吧
helennim
回复
con
:
所有的巨头企业一旦没有了竞争都是这样的 不能说挤牙膏 挤说明有东西 很多人认为因特尔会马上发布更强的cpu我认为是扯淡 IPC不可能有被雪藏的增强部分 最多就是和amd一样 提前发布主流6核心的CPU 原来预计2018年底 现在估计提前半年 大范围的降价目前看也很吃力 毛利率已经慢慢在衰退 还降价 普通用户也没人感激 倒是orm客户 企业客户 服务器客户 是不是要统统一起降价
con
回复
helennim
:
所以intc才有牙膏厂的称号啊，完全是为了等AMD
helennim
回复
con
:
。。。。。到底投资amd股票的有多少懂的 6代和七代酷睿在ipc上没有区别
全部21条回复
macley
2017-02-24
macley
上升通道，zen全球发布在即，r5二季度上市，vega开始预热，核现授权近在咫尺。 故事够多，只看预期消化和兑现的情况
缘来无情
:
我觉得r3上市才真正利好，秒杀大部分i5，价格比i3还便宜的r3才是真正走量的u
葱花炒米
:
ryzen不是已发布了吗？待上市吧？？
cmspe
:
是的长期持有吧
Seven8
2017-02-24
Seven8
英伟达杀跌，AMD受牵连
南辕北辙
:
nvda有项技术就是PPU，专门用于处理物理运算的微处理器，尤其在电子游戏领域，PPU能填补现有3D游戏在物理效果渲染上面不足的问题，这个技术是ageia公司首先创造出来的，这家公司被nvda在2008年收购，ageia公司技术被大量用到nvda的cuda运算技术中，支持cuda显卡，就可以直接支持physx加速，将nvda的geforce的加速的physx技术带给游戏玩家，这是是nvda所独有的
缘来无情
回复
南辕北辙
:
中低端市场nv不咋地，这两年amd显卡的性价比越来越突出。
南辕北辙
:
nvda大跌是担心AMD的vegas GPU抢夺nvda的GPU游戏芯片（因为现在AMD预售的ryzen的CPU太抢眼了，性能好价格还便宜），AMD第二季度APU和vegas的GPU会是nvda一个潜在对手，今年AMD手里面的牌特别多但是AMD的在深度学习和无人驾驶领域vegas GPU还仅仅处于PPT状态，在加上nvda的cuda平台护城河，目测5年内AMD的GPU在这些领域，无法超过nvda。
cmspe
:
已经入了300股，大神
T7486957
2017-02-24
T7486957
感觉哈可以
T7486957
回复
cmspe
:
这波新处理器的预期挺好
cmspe
回复
T7486957
:
好的
T7486957
回复
cmspe
:
安心拿着把
cmspe
:
看到15.7
南辕北辙
2017-02-24
南辕北辙
AMD手里的牌特别多3月初的ryzen的CPU，第二季度naples服务器市场，现在Intel是大头，第二季度vegas 的GPU，任然是第二季度APU，这些牌打出去，AMD就不是在14的价格呢，长线和nvda一样看好的
查看全部45条评论
APP内打开
发表看法
45
22
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":45987,"tweetId":"45987","gmtCreate":1487927426379,"gmtModify":1704875258768,"author":{"id":3450164208624943,"authorId":3450164208624943,"authorIdStr":"3450164208624943","name":"cmspe","avatar":"https://static.laohu8.com/a5298ca9128031a69d50a3db0fdb0e47","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":12,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"盘前入300股。。","extraTitle":"","html":"<html><head></head><body><p>$Advanced Micro Devices Inc.(AMD)$ 怎么样</p></body></html>","htmlText":"<html><head></head><body><p>$Advanced Micro Devices Inc.(AMD)$ 怎么样</p></body></html>","text":"$Advanced Micro Devices Inc.(AMD)$ 怎么样","highlighted":2,"essential":2,"paper":2,"likeSize":22,"commentSize":45,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/45987","repostId":0,"isVote":1,"tweetType":1,"viewCount":1710,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":37,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":239232,"gmtCreate":1487932506275,"gmtModify":1487932506275,"authorId":68514416391482,"author":{"id":68514416391482,"authorId":68514416391482,"name":"南辕北辙","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":0,"prevId":0,"content":"对现在nvda，市场波动大的时候，短期内没人能预测底在哪儿，但是精明的人会发现2016年盈利20亿美金，现在市值不过500亿，pe不到25倍，就是一家游戏芯片公司的估值也不应该在25倍，现在nvda还是一家快速增长公司，不是像苹果公司已经成为成熟的公司，公司增长没法保持两位数了，现在回调阶段最重要是仓位控制，千万别一把全进去了，最好能每跌5%进去补一定仓位，一直补到股价止跌的时候。","text":"对现在nvda，市场波动大的时候，短期内没人能预测底在哪儿，但是精明的人会发现2016年盈利20亿美金，现在市值不过500亿，pe不到25倍，就是一家游戏芯片公司的估值也不应该在25倍，现在nvda还是一家快速增长公司，不是像苹果公司已经成为成熟的公司，公司增长没法保持两位数了，现在回调阶段最重要是仓位控制，千万别一把全进去了，最好能每跌5%进去补一定仓位，一直补到股价止跌的时候。","html":"对现在nvda，市场波动大的时候，短期内没人能预测底在哪儿，但是精明的人会发现2016年盈利20亿美金，现在市值不过500亿，pe不到25倍，就是一家游戏芯片公司的估值也不应该在25倍，现在nvda还是一家快速增长公司，不是像苹果公司已经成为成熟的公司，公司增长没法保持两位数了，现在回调阶段最重要是仓位控制，千万别一把全进去了，最好能每跌5%进去补一定仓位，一直补到股价止跌的时候。","likeSize":5,"commentSize":3,"subComments":[{"id":239515,"gmtCreate":1487949291670,"gmtModify":1487949291670,"authorId":227129976253745,"author":{"id":227129976253745,"authorId":227129976253745,"name":"别闹","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":239232,"prevId":0,"content":"赞同","text":"赞同","html":"赞同"},{"id":239268,"gmtCreate":1487936096986,"gmtModify":1487936096986,"authorId":3450164208624943,"author":{"id":3450164208624943,"authorId":3450164208624943,"name":"cmspe","avatar":"https://static.laohu8.com/a5298ca9128031a69d50a3db0fdb0e47","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":239232,"prevId":0,"content":"学习","text":"学习","html":"学习"},{"id":239265,"gmtCreate":1487935762100,"gmtModify":1487935762100,"authorId":4406539053312,"author":{"id":4406539053312,"authorId":4406539053312,"name":"T7486957","avatar":"https://static.tigerbbs.com/aeff44f319d00e884c5aab871a3a4ab9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":239232,"prevId":0,"content":"分析的好","text":"分析的好","html":"分析的好"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":239191,"gmtCreate":1487929645394,"gmtModify":1487929645394,"authorId":3450869040473364,"author":{"id":3450869040473364,"authorId":3450869040473364,"name":"缘来无情","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":0,"prevId":0,"content":"Zen已经吊打intel了。估计有大行情","text":"Zen已经吊打intel了。估计有大行情","html":"Zen已经吊打intel了。估计有大行情","likeSize":0,"commentSize":21,"subComments":[{"id":240005,"gmtCreate":1488189934523,"gmtModify":1488189934523,"authorId":3450869040473364,"author":{"id":3450869040473364,"authorId":3450869040473364,"name":"缘来无情","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3444303350272240,"repliedAuthor":{"id":3444303350272240,"authorId":3444303350272240,"name":"helennim","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":45987,"type":1,"supId":239191,"prevId":239917,"content":"除非intel重新设计大的架构，酷睿已经达到极限了吧。不过新架构易翻身。当年amd从王者跌落好像也是这样。","text":"除非intel重新设计大的架构，酷睿已经达到极限了吧。不过新架构易翻身。当年amd从王者跌落好像也是这样。","html":"除非intel重新设计大的架构，酷睿已经达到极限了吧。不过新架构易翻身。当年amd从王者跌落好像也是这样。"},{"id":239918,"gmtCreate":1488170547915,"gmtModify":1488170547915,"authorId":75608003404024,"author":{"id":75608003404024,"authorId":75608003404024,"name":"con","avatar":"https://static.laohu8.com/3fd463a69c011efa457e656e9420e305","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3444303350272240,"repliedAuthor":{"id":3444303350272240,"authorId":3444303350272240,"name":"helennim","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":45987,"type":1,"supId":239191,"prevId":239917,"content":"14nm用了3代啊，那些不增强起码制程可以增强吧","text":"14nm用了3代啊，那些不增强起码制程可以增强吧","html":"14nm用了3代啊，那些不增强起码制程可以增强吧"},{"id":239917,"gmtCreate":1488169355365,"gmtModify":1488169355365,"authorId":3444303350272240,"author":{"id":3444303350272240,"authorId":3444303350272240,"name":"helennim","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":75608003404024,"repliedAuthor":{"id":75608003404024,"authorId":75608003404024,"name":"con","avatar":"https://static.laohu8.com/3fd463a69c011efa457e656e9420e305","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":45987,"type":1,"supId":239191,"prevId":239900,"content":"所有的巨头企业一旦没有了竞争都是这样的 不能说挤牙膏 挤说明有东西 很多人认为因特尔会马上发布更强的cpu我认为是扯淡 IPC不可能有被雪藏的增强部分 最多就是和amd一样 提前发布主流6核心的CPU 原来预计2018年底 现在估计提前半年 大范围的降价目前看也很吃力 毛利率已经慢慢在衰退 还降价 普通用户也没人感激 倒是orm客户 企业客户 服务器客户 是不是要统统一起降价","text":"所有的巨头企业一旦没有了竞争都是这样的 不能说挤牙膏 挤说明有东西 很多人认为因特尔会马上发布更强的cpu我认为是扯淡 IPC不可能有被雪藏的增强部分 最多就是和amd一样 提前发布主流6核心的CPU 原来预计2018年底 现在估计提前半年 大范围的降价目前看也很吃力 毛利率已经慢慢在衰退 还降价 普通用户也没人感激 倒是orm客户 企业客户 服务器客户 是不是要统统一起降价","html":"所有的巨头企业一旦没有了竞争都是这样的 不能说挤牙膏 挤说明有东西 很多人认为因特尔会马上发布更强的cpu我认为是扯淡 IPC不可能有被雪藏的增强部分 最多就是和amd一样 提前发布主流6核心的CPU 原来预计2018年底 现在估计提前半年 大范围的降价目前看也很吃力 毛利率已经慢慢在衰退 还降价 普通用户也没人感激 倒是orm客户 企业客户 服务器客户 是不是要统统一起降价"},{"id":239900,"gmtCreate":1488166974227,"gmtModify":1488166974227,"authorId":75608003404024,"author":{"id":75608003404024,"authorId":75608003404024,"name":"con","avatar":"https://static.laohu8.com/3fd463a69c011efa457e656e9420e305","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3444303350272240,"repliedAuthor":{"id":3444303350272240,"authorId":3444303350272240,"name":"helennim","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":45987,"type":1,"supId":239191,"prevId":239896,"content":"所以intc才有牙膏厂的称号啊，完全是为了等AMD","text":"所以intc才有牙膏厂的称号啊，完全是为了等AMD","html":"所以intc才有牙膏厂的称号啊，完全是为了等AMD"},{"id":239896,"gmtCreate":1488166577050,"gmtModify":1488166577050,"authorId":3444303350272240,"author":{"id":3444303350272240,"authorId":3444303350272240,"name":"helennim","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":75608003404024,"repliedAuthor":{"id":75608003404024,"authorId":75608003404024,"name":"con","avatar":"https://static.laohu8.com/3fd463a69c011efa457e656e9420e305","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":45987,"type":1,"supId":239191,"prevId":239786,"content":"。。。。。到底投资amd股票的有多少懂的 6代和七代酷睿在ipc上没有区别","text":"。。。。。到底投资amd股票的有多少懂的 6代和七代酷睿在ipc上没有区别","html":"。。。。。到底投资amd股票的有多少懂的 6代和七代酷睿在ipc上没有区别"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":239169,"gmtCreate":1487927911268,"gmtModify":1487927911268,"authorId":94025233364097,"author":{"id":94025233364097,"authorId":94025233364097,"name":"macley","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":0,"prevId":0,"content":"上升通道，zen全球发布在即，r5二季度上市，vega开始预热，核现授权近在咫尺。 故事够多，只看预期消化和兑现的情况","text":"上升通道，zen全球发布在即，r5二季度上市，vega开始预热，核现授权近在咫尺。 故事够多，只看预期消化和兑现的情况","html":"上升通道，zen全球发布在即，r5二季度上市，vega开始预热，核现授权近在咫尺。 故事够多，只看预期消化和兑现的情况","likeSize":0,"commentSize":3,"subComments":[{"id":239784,"gmtCreate":1488019875158,"gmtModify":1488019875158,"authorId":3450869040473364,"author":{"id":3450869040473364,"authorId":3450869040473364,"name":"缘来无情","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":239169,"prevId":0,"content":"我觉得r3上市才真正利好，秒杀大部分i5，价格比i3还便宜的r3才是真正走量的u\n<br>","text":"我觉得r3上市才真正利好，秒杀大部分i5，价格比i3还便宜的r3才是真正走量的u\n<br>","html":"我觉得r3上市才真正利好，秒杀大部分i5，价格比i3还便宜的r3才是真正走量的u\n<br>"},{"id":239231,"gmtCreate":1487932499668,"gmtModify":1487932499668,"authorId":292386898612416,"author":{"id":292386898612416,"authorId":292386898612416,"name":"葱花炒米","avatar":"https://static.laohu8.com/59a0858b405b0486d5369017dc0951dd","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":239169,"prevId":0,"content":"ryzen不是已发布了吗？待上市吧？？","text":"ryzen不是已发布了吗？待上市吧？？","html":"ryzen不是已发布了吗？待上市吧？？"},{"id":239183,"gmtCreate":1487928790175,"gmtModify":1487928790175,"authorId":3450164208624943,"author":{"id":3450164208624943,"authorId":3450164208624943,"name":"cmspe","avatar":"https://static.laohu8.com/a5298ca9128031a69d50a3db0fdb0e47","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":239169,"prevId":0,"content":"是的长期持有吧","text":"是的长期持有吧","html":"是的长期持有吧"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":239180,"gmtCreate":1487928389853,"gmtModify":1487928389853,"authorId":20703384576125,"author":{"id":20703384576125,"authorId":20703384576125,"name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","vip":2,"hat":"https://static.tigerbbs.com/3d9c5f09a3dff04a25cdd383107a8318","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.17","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":0,"prevId":0,"content":"英伟达杀跌，AMD受牵连","text":"英伟达杀跌，AMD受牵连","html":"英伟达杀跌，AMD受牵连","likeSize":0,"commentSize":4,"subComments":[{"id":239742,"gmtCreate":1488011694847,"gmtModify":1488011694847,"authorId":68514416391482,"author":{"id":68514416391482,"authorId":68514416391482,"name":"南辕北辙","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":239180,"prevId":0,"content":"nvda有项技术就是PPU，专门用于处理物理运算的微处理器，尤其在电子游戏领域，PPU能填补现有3D游戏在物理效果渲染上面不足的问题，这个技术是ageia公司首先创造出来的，这家公司被nvda在2008年收购，ageia公司技术被大量用到nvda的cuda运算技术中，支持cuda显卡，就可以直接支持physx加速，将nvda的geforce的加速的physx技术带给游戏玩家，这是是nvda所独有的","text":"nvda有项技术就是PPU，专门用于处理物理运算的微处理器，尤其在电子游戏领域，PPU能填补现有3D游戏在物理效果渲染上面不足的问题，这个技术是ageia公司首先创造出来的，这家公司被nvda在2008年收购，ageia公司技术被大量用到nvda的cuda运算技术中，支持cuda显卡，就可以直接支持physx加速，将nvda的geforce的加速的physx技术带给游戏玩家，这是是nvda所独有的","html":"nvda有项技术就是PPU，专门用于处理物理运算的微处理器，尤其在电子游戏领域，PPU能填补现有3D游戏在物理效果渲染上面不足的问题，这个技术是ageia公司首先创造出来的，这家公司被nvda在2008年收购，ageia公司技术被大量用到nvda的cuda运算技术中，支持cuda显卡，就可以直接支持physx加速，将nvda的geforce的加速的physx技术带给游戏玩家，这是是nvda所独有的"},{"id":239488,"gmtCreate":1487948702596,"gmtModify":1487948702596,"authorId":3450869040473364,"author":{"id":3450869040473364,"authorId":3450869040473364,"name":"缘来无情","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":68514416391482,"repliedAuthor":{"id":68514416391482,"authorId":68514416391482,"name":"南辕北辙","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":45987,"type":1,"supId":239180,"prevId":239219,"content":"中低端市场nv不咋地，这两年amd显卡的性价比越来越突出。","text":"中低端市场nv不咋地，这两年amd显卡的性价比越来越突出。","html":"中低端市场nv不咋地，这两年amd显卡的性价比越来越突出。"},{"id":239219,"gmtCreate":1487931524010,"gmtModify":1487931524010,"authorId":68514416391482,"author":{"id":68514416391482,"authorId":68514416391482,"name":"南辕北辙","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":239180,"prevId":0,"content":"nvda大跌是担心AMD的vegas GPU抢夺nvda的GPU游戏芯片（因为现在AMD预售的ryzen的CPU太抢眼了，性能好价格还便宜），AMD第二季度APU和vegas的GPU会是nvda一个潜在对手，今年AMD手里面的牌特别多但是AMD的在深度学习和无人驾驶领域vegas GPU还仅仅处于PPT状态，在加上nvda的cuda平台护城河，目测5年内AMD的GPU在这些领域，无法超过nvda。","text":"nvda大跌是担心AMD的vegas GPU抢夺nvda的GPU游戏芯片（因为现在AMD预售的ryzen的CPU太抢眼了，性能好价格还便宜），AMD第二季度APU和vegas的GPU会是nvda一个潜在对手，今年AMD手里面的牌特别多但是AMD的在深度学习和无人驾驶领域vegas GPU还仅仅处于PPT状态，在加上nvda的cuda平台护城河，目测5年内AMD的GPU在这些领域，无法超过nvda。","html":"nvda大跌是担心AMD的vegas GPU抢夺nvda的GPU游戏芯片（因为现在AMD预售的ryzen的CPU太抢眼了，性能好价格还便宜），AMD第二季度APU和vegas的GPU会是nvda一个潜在对手，今年AMD手里面的牌特别多但是AMD的在深度学习和无人驾驶领域vegas GPU还仅仅处于PPT状态，在加上nvda的cuda平台护城河，目测5年内AMD的GPU在这些领域，无法超过nvda。"},{"id":239182,"gmtCreate":1487928606221,"gmtModify":1487928606221,"authorId":3450164208624943,"author":{"id":3450164208624943,"authorId":3450164208624943,"name":"cmspe","avatar":"https://static.laohu8.com/a5298ca9128031a69d50a3db0fdb0e47","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":239180,"prevId":0,"content":"已经入了300股，大神","text":"已经入了300股，大神","html":"已经入了300股，大神"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":239196,"gmtCreate":1487929805193,"gmtModify":1487929805193,"authorId":4406539053312,"author":{"id":4406539053312,"authorId":4406539053312,"name":"T7486957","avatar":"https://static.tigerbbs.com/aeff44f319d00e884c5aab871a3a4ab9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":0,"prevId":0,"content":"感觉哈可以","text":"感觉哈可以","html":"感觉哈可以","likeSize":0,"commentSize":4,"subComments":[{"id":239272,"gmtCreate":1487936877999,"gmtModify":1487936877999,"authorId":4406539053312,"author":{"id":4406539053312,"authorId":4406539053312,"name":"T7486957","avatar":"https://static.tigerbbs.com/aeff44f319d00e884c5aab871a3a4ab9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3450164208624943,"repliedAuthor":{"id":3450164208624943,"authorId":3450164208624943,"name":"cmspe","avatar":"https://static.laohu8.com/a5298ca9128031a69d50a3db0fdb0e47","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":45987,"type":1,"supId":239196,"prevId":239269,"content":"这波新处理器的预期挺好","text":"这波新处理器的预期挺好","html":"这波新处理器的预期挺好"},{"id":239269,"gmtCreate":1487936154783,"gmtModify":1487936154783,"authorId":3450164208624943,"author":{"id":3450164208624943,"authorId":3450164208624943,"name":"cmspe","avatar":"https://static.laohu8.com/a5298ca9128031a69d50a3db0fdb0e47","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":4406539053312,"repliedAuthor":{"id":4406539053312,"authorId":4406539053312,"name":"T7486957","avatar":"https://static.tigerbbs.com/aeff44f319d00e884c5aab871a3a4ab9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":45987,"type":1,"supId":239196,"prevId":239263,"content":"好的","text":"好的","html":"好的"},{"id":239263,"gmtCreate":1487935613702,"gmtModify":1487935613702,"authorId":4406539053312,"author":{"id":4406539053312,"authorId":4406539053312,"name":"T7486957","avatar":"https://static.tigerbbs.com/aeff44f319d00e884c5aab871a3a4ab9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3450164208624943,"repliedAuthor":{"id":3450164208624943,"authorId":3450164208624943,"name":"cmspe","avatar":"https://static.laohu8.com/a5298ca9128031a69d50a3db0fdb0e47","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":45987,"type":1,"supId":239196,"prevId":239198,"content":"安心拿着把","text":"安心拿着把","html":"安心拿着把"},{"id":239198,"gmtCreate":1487929986529,"gmtModify":1487929986529,"authorId":3450164208624943,"author":{"id":3450164208624943,"authorId":3450164208624943,"name":"cmspe","avatar":"https://static.laohu8.com/a5298ca9128031a69d50a3db0fdb0e47","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":239196,"prevId":0,"content":"看到15.7","text":"看到15.7","html":"看到15.7"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":239224,"gmtCreate":1487931665064,"gmtModify":1487931665064,"authorId":68514416391482,"author":{"id":68514416391482,"authorId":68514416391482,"name":"南辕北辙","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":45987,"type":1,"supId":0,"prevId":0,"content":"AMD手里的牌特别多3月初的ryzen的CPU，第二季度naples服务器市场，现在Intel是大头，第二季度vegas 的GPU，任然是第二季度APU，这些牌打出去，AMD就不是在14的价格呢，长线和nvda一样看好的","text":"AMD手里的牌特别多3月初的ryzen的CPU，第二季度naples服务器市场，现在Intel是大头，第二季度vegas 的GPU，任然是第二季度APU，这些牌打出去，AMD就不是在14的价格呢，长线和nvda一样看好的","html":"AMD手里的牌特别多3月初的ryzen的CPU，第二季度naples服务器市场，现在Intel是大头，第二季度vegas 的GPU，任然是第二季度APU，这些牌打出去，AMD就不是在14的价格呢，长线和nvda一样看好的","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/45987"}
精彩评论