大周期行业_老虎社区_美港股上老虎 - 老虎社区

大周期行业

@CUBBE：聊一聊AMD的估值

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

我们需要你的真知灼见来填补这片空白

发表看法

1

3

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":990726052,"tweetId":"990726052","gmtCreate":1562821271176,"gmtModify":1704704373343,"author":{"id":10538173771684,"idStr":"10538173771684","authorId":10538173771684,"authorIdStr":"10538173771684","name":"Fany","avatar":"https://static.tigerbbs.com/c7763b812b02c905082d9ee5be453dfc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":9342,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>\n 大周期行业</body></html>","htmlText":"<html><head></head><body>\n 大周期行业</body></html>","text":"大周期行业","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/990726052","repostId":990444269,"repostType":1,"repost":{"magic":2,"id":990444269,"tweetId":"990444269","gmtCreate":1562768498651,"gmtModify":1704704273775,"author":{"id":309487271075094,"idStr":"309487271075094","authorId":309487271075094,"authorIdStr":"309487271075094","name":"CUBBE","avatar":"https://static.laohu8.com/b75907dfc79f99d11b9672fe5d3cea68","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":11,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"聊一聊AMD的估值","extraTitle":"","html":"<html><head></head><body><p><a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 还是忍不住聊一聊，amd的合理估值应该落在哪。新兴领域，不论是加速计算还是代币需求，说到底，amd而今相对英伟达的优势便是一部反垄断法，有效竞争？不，这样的市场份额，与其说刺激后者更新换代，不如说一个不落代差的追赶者扮演一个吉祥物，而也就构成了一种实际意义上的共生关系。如果可以就这样下去，何尝不是用空间换时间。而说到传统领域，也正是amd近来出彩之处，说来也有趣，amd的相对英特尔的优势依然源自它的短处，没有营收支撑晶圆厂，制程的落后导致了痛失两代，而当最终跳出格罗方德，纯设计又是多么使人欣喜，少了货币又少了太多无谓的投资者关注与责任，这难道不就是东方人所说的成也萧何败也萧何。那么冷静而言，在全球消费端/服务器市场，仍没有一个真正意义上可替代X86的架构背景下，对标英特尔2100的市值，试问10%的市场份额是多少，15%又对应多少，20%、25%、30%?</p></body></html>","htmlText":"<html><head></head><body><p><a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 还是忍不住聊一聊，amd的合理估值应该落在哪。新兴领域，不论是加速计算还是代币需求，说到底，amd而今相对英伟达的优势便是一部反垄断法，有效竞争？不，这样的市场份额，与其说刺激后者更新换代，不如说一个不落代差的追赶者扮演一个吉祥物，而也就构成了一种实际意义上的共生关系。如果可以就这样下去，何尝不是用空间换时间。而说到传统领域，也正是amd近来出彩之处，说来也有趣，amd的相对英特尔的优势依然源自它的短处，没有营收支撑晶圆厂，制程的落后导致了痛失两代，而当最终跳出格罗方德，纯设计又是多么使人欣喜，少了货币又少了太多无谓的投资者关注与责任，这难道不就是东方人所说的成也萧何败也萧何。那么冷静而言，在全球消费端/服务器市场，仍没有一个真正意义上可替代X86的架构背景下，对标英特尔2100的市值，试问10%的市场份额是多少，15%又对应多少，20%、25%、30%?</p></body></html>","text":"$AMD(AMD)$ 还是忍不住聊一聊，amd的合理估值应该落在哪。新兴领域，不论是加速计算还是代币需求，说到底，amd而今相对英伟达的优势便是一部反垄断法，有效竞争？不，这样的市场份额，与其说刺激后者更新换代，不如说一个不落代差的追赶者扮演一个吉祥物，而也就构成了一种实际意义上的共生关系。如果可以就这样下去，何尝不是用空间换时间。而说到传统领域，也正是amd近来出彩之处，说来也有趣，amd的相对英特尔的优势依然源自它的短处，没有营收支撑晶圆厂，制程的落后导致了痛失两代，而当最终跳出格罗方德，纯设计又是多么使人欣喜，少了货币又少了太多无谓的投资者关注与责任，这难道不就是东方人所说的成也萧何败也萧何。那么冷静而言，在全球消费端/服务器市场，仍没有一个真正意义上可替代X86的架构背景下，对标英特尔2100的市值，试问10%的市场份额是多少，15%又对应多少，20%、25%、30%?","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/990444269","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":708,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1055,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/990726052"}