$AMD(AMD)$_老虎社区_美港股上老虎 - 老虎社区

来碗大面醒醒脑

$AMD(AMD)$各位看好amd长期发展吗，或者说未来两年的发展？我个人是看好的，能跌到90左右就打算梭哈24年的远期期权了

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Legen54
2022-04-01
Legen54
未来两年增速会放缓，PC增长停滞，AMD商用机渗透了几年都渗不进去，Zen4就算很强只靠DIY市场也没戏，intel又凭新U巩固地位不虚AMD，移动端要继续渗透阻力也很大，毕竟i家有钞能力，增长全靠服务器部门，杀PE，最高看到160吧
- 来碗大面醒醒脑:
  相信它的运营能力吧，短期一年内涨不涨都无所谓。我买24年的leap call，给它两年时间，这都不能涨上去就当我瞎眼了。
Legen54
2022-04-01
Legen54
不过话说回来美股最近也不咋看基本面，之前AMD涨到160多就在搞笑，160大概是今年年底乐观情况下的价位，目前100-120比较合理，总之大盘抽风它也会无脑跟涨
Legen54
2022-04-01
Legen54
GPU继续被NV压着，就算RDNA3性能很强销量翻番，可是GPU收入占比很小，再加上GPU核心非常吃晶圆，产能也是大问题
左伞
2022-04-01
左伞
amd太实在了，紧跟大盘，大盘降到4200是个比较理想的状态
乘风破浪的小姐姐
2022-04-01
乘风破浪的小姐姐
就一两家机构的降级就能跌成这样。。这都脱离基本面了，长期看好
StevenZZ
2022-04-01
StevenZZ
别说90了，100我都要梭一半

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