$AMD(AMD)$_老虎社区_美港股上老虎

2019-10-30

$AMD(AMD)$财报其实数字还行吧，证明苏妈不吹牛b。q4预期有点低，锅再一次甩给了半定制业务下滑，从预期毛利率的上升可以分析出确实是半定制疲软，粗略算了下当前计算和图形部门的综合毛利率大概在50%，半定制30%，所以半定制占比越低财报越高。3950x和tr再怎么出，diy总是小众，diy里买旗舰的更是小众，再怎么卖断货也卖不了多少钱。关键还是数据中心实打实的增长，还是给点力忽悠大客户买rome吧

聊聊半导体

Q3半导体公司财报披露过半，业绩有好有坏，你怎么看？

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

天虎
2019-11-02
天虎
大客户方面已经忽悠很多了，还记得橡树岭吗
hypnus
2019-10-30
hypnus
漏字，半定制占比越低财报毛利越高，弊端就是营收不高
小虎AV
2019-10-31
小虎AV
看苏妈预备什么时候发新品

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":936726846,"tweetId":"936726846","gmtCreate":1572441571785,"gmtModify":1704724313001,"author":{"id":3451085056227954,"authorId":3451085056227954,"authorIdStr":"3451085056227954","name":"hypnus","avatar":"https://static.tigerbbs.com/78cbbec78105b20744059f5753132eb8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":318,"starInvestorFlag":false},"themes":[{"themeId":"5686ba4e816b47dea2a26a610144a6a7","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"聊聊半导体","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":5686ba4e816b47dea2a26a610144a6a7}&rnconfig={\"headerBarHidden\": true}","description":"Q3半导体公司财报披露过半，业绩有好有坏，你怎么看？","image":"https://static.tigerbbs.com/bbb638dc7b85a250864425d8ca977222"}],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>财报其实数字还行吧，证明苏妈不吹牛b。q4预期有点低，锅再一次甩给了半定制业务下滑，从预期毛利率的上升可以分析出确实是半定制疲软，粗略算了下当前计算和图形部门的综合毛利率大概在50%，半定制30%，所以半定制占比越低财报越高。3950x和tr再怎么出，diy总是小众，diy里买旗舰的更是小众，再怎么卖断货也卖不了多少钱。关键还是数据中心实打实的增长，还是给点力忽悠大客户买rome吧</body></html>","htmlText":"<html><head></head><body> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>财报其实数字还行吧，证明苏妈不吹牛b。q4预期有点低，锅再一次甩给了半定制业务下滑，从预期毛利率的上升可以分析出确实是半定制疲软，粗略算了下当前计算和图形部门的综合毛利率大概在50%，半定制30%，所以半定制占比越低财报越高。3950x和tr再怎么出，diy总是小众，diy里买旗舰的更是小众，再怎么卖断货也卖不了多少钱。关键还是数据中心实打实的增长，还是给点力忽悠大客户买rome吧</body></html>","text":"$AMD(AMD)$财报其实数字还行吧，证明苏妈不吹牛b。q4预期有点低，锅再一次甩给了半定制业务下滑，从预期毛利率的上升可以分析出确实是半定制疲软，粗略算了下当前计算和图形部门的综合毛利率大概在50%，半定制30%，所以半定制占比越低财报越高。3950x和tr再怎么出，diy总是小众，diy里买旗舰的更是小众，再怎么卖断货也卖不了多少钱。关键还是数据中心实打实的增长，还是给点力忽悠大客户买rome吧","highlighted":1,"essential":2,"paper":1,"likeSize":15,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/936726846","repostId":0,"isVote":1,"tweetType":1,"viewCount":4082,"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":355,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":1927411,"gmtCreate":1572625549615,"gmtModify":1572625549615,"authorId":107960388968300,"author":{"id":107960388968300,"authorId":107960388968300,"name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":936726846,"type":1,"supId":0,"prevId":0,"content":"大客户方面已经忽悠很多了，还记得橡树岭吗","text":"大客户方面已经忽悠很多了，还记得橡树岭吗","html":"大客户方面已经忽悠很多了，还记得橡树岭吗","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1921362,"gmtCreate":1572441655078,"gmtModify":1572441655078,"authorId":3451085056227954,"author":{"id":3451085056227954,"authorId":3451085056227954,"name":"hypnus","avatar":"https://static.tigerbbs.com/78cbbec78105b20744059f5753132eb8","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":936726846,"type":1,"supId":0,"prevId":0,"content":"漏字，半定制占比越低财报毛利越高，弊端就是营收不高<br>","text":"漏字，半定制占比越低财报毛利越高，弊端就是营收不高<br>","html":"漏字，半定制占比越低财报毛利越高，弊端就是营收不高<br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1923288,"gmtCreate":1572501242108,"gmtModify":1572501242108,"authorId":3514329116425907,"author":{"id":3514329116425907,"authorId":3514329116425907,"name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","vip":4,"hat":"https://static.tigerbbs.com/5c5b6ed6e3b5dcb14f9ef3ceb365e412","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":936726846,"type":1,"supId":0,"prevId":0,"content":"看苏妈预备什么时候发新品","text":"看苏妈预备什么时候发新品","html":"看苏妈预备什么时候发新品","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/936726846"}