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翻番
2017-04-11
$Advanced Micro Devices Inc.(AMD)$ lisa su 去年初说要服务 1 个亿 vr 玩家的话大家还记得不?这算不算是勿忘初心,兑现其深耕 gaming 的诺言? 你们是想要一个山河日落的 pc 市场,仅靠 amd 不断翻身的假设,同时和两大芯片巨头持续竞争?还是支持 amd 收购一个下游 vr 设备厂,在另一个维度尝试创造 gaming 市场的新需求呢? 此次收购案存在短期风险,但也让我能够畅想 amd 可以提供 vr 从芯片到设备一整条线的解决方案。这套方案即便 amd 自己真玩不转,未来也完全可以与微软家或索尼家进行二次勾兑。vr 作为概念已经远去,但作为技术和产品尤其需要 amd 这样的纯技术派来带头走下去。
翻番
2017-04-04
$Advanced Micro Devices Inc.(AMD)$说说个人看法吧,Intel 目前挑战重重,不仅是老对手 amd 在挑战,重资产的 fab 经营模式也被 tsmc 和三星压制,是三家中最不适合当下投资的标的。而 nvidia 刚刚被 ai 狂风吹飞了一整年,目前刚刚落地在蒙圈找方向,现在入场反而存在一定风险。至于 amd 则维持长期看好的预期,ryzen 已经大成功,即便不算 vega,那业绩也定然转正;产品赶超,困境反转,产业转捩点集聚一身,股价低估,不正是理想的投资时机吗?所谓的风险,不过是看它过去一年多涨了近十倍而看不清前路罢了。
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