$AMD(AMD)$_老虎社区_美港股上老虎

2020-01-29

$AMD(AMD)$ $苹果(AAPL)$ 这货要大跌了么

苹果1.4万亿市值，PE不到27

AMD最好的19年第四季度利润只有0.32美元/股*11.14*4得出明年全年利润14.26亿，按收盘562亿市值计算，PE接近40了。
如果按苹果与英特尔PE25左右计算，AMD市值14.26*30PE=427亿美元，股价为427/11.14=38.33美元。

这样算下来，不是苹果被低估，就是AMD被高估。

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

论坛打假
2020-01-29
论坛打假
估值不一样，苹果是稳定成长的巨头了，AMD的成长性更高，增长速度更快，自然有更高的估值
- 论坛打假回复思念悠悠在远方:
  还是那句话增长，增长，成长性，未来预期
- 思念悠悠在远方回复论坛打假:
  英特尔营收202亿，利润69亿。
  AMD营收21亿，利润1.7亿。
  营收差10倍，利润差20倍。
- 论坛打假:
  估值不是单独计算PE的，这种方法太简单粗暴，应该先估算未来现金流量，再折现
Player666
2020-01-29
Player666
你这算法没问题，但是你得出的结论，忽略了太多变量，属于断章取义
- 思念悠悠在远方:
  我的意思很简单，最后一句就概括了。
  我打算买苹果的CALL与AMD的PUT。或者做多苹果正股，做空AMD。
xkkka
2020-01-31
xkkka
如果只看pe就能估值，那我马上用一个if语句写个小程序，坐等成为直接首付。
- 思念悠悠在远方:
  写吧，建议写个网上教育的程序，写好了未来换一套房没问题。
宛若一
2020-01-29
宛若一
全年预计营收85亿，利润45%！你算静态的？不看财报吗？
- 宛若一回复思念悠悠在远方:
  不看财报的人，也敢发言！谁给你的勇气？
- 思念悠悠在远方:
  预期说白了就是看它能赚多少钱。
  花多少年才能赚到市值。
  如果按苹果来估AMD更惨，苹果1.4万亿利润800亿，后者也就245亿市值，按10年一倍也就490亿
雪崩
2020-01-29
雪崩
无论算法和结论都有问题。 $波音(BA)$ 没出财报48倍，还不下去呢。和苹果比，营收肯定出问题。就这还有很多人说要抄底。
点击我就能取名哦
2020-01-29
点击我就能取名哦
增长率，看的是预期PE才能被高估。从这个角度来看苹果不一定便宜，要PE 还不如买工商银行

发表看法

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\n我打算买苹果的CALL与AMD的PUT。或者做多苹果正股，做空AMD。","text":"我的意思很简单，最后一句就概括了。 \n我打算买苹果的CALL与AMD的PUT。或者做多苹果正股，做空AMD。","html":"我的意思很简单，最后一句就概括了。 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