$AMD(AMD)$_老虎社区_美港股上老虎 - 老虎社区

名侦探巴菲特

$AMD(AMD)$ 我的意思是amd在我眼里目前的真正的掣肘只有台积电和美股高位了，amd的50美刀价格或者接近200的市盈我都不怎么在意，我只在意总市值和双英的对比，机会很多，路漫漫其修远兮，困难肯定有，amd你放开手去干，相信苏妈，以小博大，等待奇迹。

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精彩评论

winter_lee
2020-02-12
winter_lee
如果zen3架构继续暴打嘤嘤嘤嘤特尔，那么市值达到英特尔的一半是毫无压力的
- 名侦探巴菲特回复winter_lee:
  那要看你投资周期是多久了，也许一两年内amd无法撼动英伟达的奶酪只能喝喝汤，但是三五年后呢？另外就是如何预估gpu的市场规模了，这也是我强烈看好英伟达的原因，但是市场规模如此庞大是否英伟达一家独吃？谁也说不准，资金都是贪婪的，我也不例外。
- winter_lee回复名侦探巴菲特:
  gpu我反而觉得没有多大机会，英伟达有技术储备不挤牙膏，今年还要发布新架构，还要用台积电7nm，暂时是追不上的
- 名侦探巴菲特:
  眼光再长远点，以后是gpu的机会更大，图像定制处理，无人驾驶，ai，游戏市场，英伟达的市值也在增长，谁说amd不能抢肉吃？
洛哥
2020-03-14
洛哥
我更看好台积电。只要张忠谋还在掌舵
- 洛哥回复名侦探巴菲特:
  是我想的太简单了。还是您分析的比较到位，向您学习 [抱拳] [抱拳]AMD、英伟达的成长空间很大，创新能力、技术团队都是全球很强的
- 名侦探巴菲特:
  英伟达除了开发gpu芯片，也在积极布局自己的人工智能领域平台，自动驾驶云计算人工智能市场很大，这些生态就可以衍生出很多玩法。
- 名侦探巴菲特:
  进入其他领域也是非常重要的能力，亚马逊，谷歌，苹果，微软之所以能领风骚就是因为他们在大健康，大数据，云计算等各个领域伸出了魔爪，天花板迅速拔高，成长纵深高度不可测。相比之下，台积电进入其他领域的能力几乎为0。
- 名侦探巴菲特:
  你说的不错，毫无疑问台积电也是比较稳的，但是台积电的商业模式并不是我喜欢的。打个不恰当的比方，我说加州的淘金热，人工智能公司就是淘金者，最后谁能发财还要看运气，amd，英伟达是卖水桶铁锹的，这一波肯定能发财，但是其实还是有想象空间的，比如他们来发设计出了挖掘机？或者开发了云挖矿平台？而台积电是卖矿石的，虽然这几十年的挖矿热也是大卖，但是想象空间有限，天花板太低，进入其他领域的可能性也很小。
Tony特别帅
2020-02-12
Tony特别帅
对，看市值

发表看法

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