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罗微微
2020-08-01
超越大盘的一周记
这周略微花了点儿时间操作A股和美股,手气飞涨直觉准确,然后马上告诉自己不能玩了,清掉80%,留了些长线,算了一下成绩:A股一周做到了XX%,美股XX%(太困了也就看了一天放弃。。。)我不知道成绩算不算好,对我这种几乎人生中没有短线操作的,已经算惊喜了。=。= 写完标题我就萎了,占位好了!=。= 写完标题我就萎了,占位好了!=。= 写完标题我就萎了,占位好了!=。= 写完标题我就萎了,占位好了!
超越大盘的一周记
罗微微
2020-07-30
60%
$理想汽车(LI)$
@小虎活动:猜理想汽车首日涨跌幅,赢66虎币!
罗微微
2020-07-30
60%
$理想汽车(LI)$
@小虎活动:猜理想汽车首日涨跌幅,赢66虎币!
罗微微
2020-07-30
$理想汽车(LI)$
60%,我猜。
罗微微
2020-07-29
$上证指数(000001.SH)$
[微笑] 最近三周对A股的预测准到炸的我,觉得该止盈。
罗微微
2020-07-29
$理想汽车(LI)$
我怎么能不留下名字。不会破发,首日涨幅大约在20%,长线表现会好于蔚来。(全靠猜的!)
罗微微
2020-07-29
$AMD(AMD)$
的确GPU比英伟达弱了点儿,但长期这的看好!(职业之热爱)
@孟浩:财报超给力,AMD,YES!
罗微微
2020-07-29
$英伟达(NVDA)$
非常有趣的是,我对这家公司的了解,来源于我是一个算法工程师(日常感叹他俩GPU贵的那种)。从行业趋势来讲,我长期看好,并且从他们的行业布局和技术布局来看,真的是太让人期待了,他有望成为一家伟大的公司。为啥我就懒得分析了。。。
罗微微
2020-07-29
$携程网(TCOM)$
因为朋友作为早期员工,手里留了不少股票,去年40的时候没有走成,接连贸易战和疫情,到了28左右。昨天放出私有化消息的时候,盘前到了30(意料之内),他焦虑的说要挂31出掉,我笑说,预计没有你走的机会。果然没走成。疫情会有长线的影响,短期想回到30会很难,但会向30靠拢,如果真的要私有化的话,价格会趋向32左右。(我猜的,这个题材研究太少了,当笔记吧哈哈。)
罗微微
2020-07-29
$蓝城兄弟(BLCT)$
最近总有朋友来咨询我这支,因为题材有趣?所以也格外关注。看了下招股书,600万月活来算,在社交app里实在微不足道的(同类的陌陌是一个亿),也说明天花板太低。另外收入结构实在不太好,90%来自直播。从数据看,近两年虽然营收规模增大而付费用户数一直在降低,日活增速又不及格。所以始终这只是一个利基市场,这类公司其实最好的方式是闷声发财,上市某种程度上就说明了其瓶颈明显了。想回到登录当日的价格很难,但因为流动性差,拉盘反而非常的容易。有点儿鸡肋吧。
罗微微
2020-07-29
$携程网(TCOM)$
私有化消息以后昨天一度上了30,然后迅速有大量的出货,和另外一支表现完全不同,所以如果后续价格32左右走了吧。
罗微微
2020-07-29
$蓝城兄弟(BLCT)$
好好看业务形态、财报和交易情况,这只股特征很明显的,小众,营收规模太小,流动性太差。所以也不需要太多钱也可以搞上去,看他们想不想吧。10以下可以考虑建仓,不建议长期持有。
罗微微
2020-07-29
$蔚来(NIO)$
看好。
罗微微
2020-07-29
$星巴克(SBUX)$
中短线不看好。
罗微微
2020-07-29
$拼多多(PDD)$
长期看好。
去老虎APP查看更多动态
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最近三周对A股的预测准到炸的我,觉得该止盈。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942966727","isVote":1,"tweetType":1,"viewCount":1301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942969293,"gmtCreate":1596037229012,"gmtModify":1704210773028,"author":{"id":"3559075561791813","authorId":"3559075561791813","authorIdStr":"3559075561791813","name":"罗微微","avatar":"https://static.tigerbbs.com/626bae94c140594090af47fc8be0a832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>我怎么能不留下名字。不会破发,首日涨幅大约在20%,长线表现会好于蔚来。(全靠猜的!)","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>我怎么能不留下名字。不会破发,首日涨幅大约在20%,长线表现会好于蔚来。(全靠猜的!)","text":"$理想汽车(LI)$我怎么能不留下名字。不会破发,首日涨幅大约在20%,长线表现会好于蔚来。(全靠猜的!)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942969293","isVote":1,"tweetType":1,"viewCount":1573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942985653,"gmtCreate":1596036461272,"gmtModify":1704210767911,"author":{"id":"3559075561791813","authorId":"3559075561791813","authorIdStr":"3559075561791813","name":"罗微微","avatar":"https://static.tigerbbs.com/626bae94c140594090af47fc8be0a832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>的确GPU比英伟达弱了点儿,但长期这的看好!(职业之热爱)","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>的确GPU比英伟达弱了点儿,但长期这的看好!(职业之热爱)","text":"$AMD(AMD)$的确GPU比英伟达弱了点儿,但长期这的看好!(职业之热爱)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942985653","repostId":"946722041","repostType":1,"repost":{"id":946722041,"gmtCreate":1596004530877,"gmtModify":1704210532765,"author":{"id":"58341441844653","authorId":"58341441844653","authorIdStr":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"财报超给力,AMD,YES!","htmlText":"摘要: AMD于7月28日盘后公布其第二季度财报。本次财报有哪些看点?上周大涨的原因在哪里?股价涨到目前的点位,空间还有多大?<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 发布2020年第二季度财报,营收和盈利均超预期,并上调全年营收指引,也盘后股价一度大涨10%,年初至今AMD涨幅近50%。财报显示,在截至6月27日的第二财季,AMD营收19.3亿美元,同比增长26%,高于市场预期的18.6亿美元,公司此前预计二季度营收在18.5亿美元左右。 当季的摊薄每股收益为0.13美元,高于市场预期的0.11美元,去年同期为0.03美元,今年一季度为0.14美元。经调整后的非GAAP每股收益为0.18美元,高于市场预期的0.16美元,去年同期为0.08美元,一季度为0.18美元。具体来看 AMD营收19.3亿美元,同比增长26%,主要受计算与图形事业部的营业额推动,环比增长8% 则受企业、嵌入式和半定制部门的业绩提振。 业绩第一功臣Ryzen CPU 以Ryzen为代表PC,以EPYC为代表的数据中心仍然是AMD最大、最稳定的增长点。其中以Ryzen为核心的计算与图像业务Q2表现亮眼,计算和图形部门的单季营收为13.67亿美元,高于去年同期的9.40亿美元;运营利润为2.00亿美元,相比之下去年同期的运营利润为2200万美元,同比增长近10倍。在计算与图像这部分业务中主要是受Ryzen CPU拉动,其ASP继续同比上升,且进一步蚕食Intel桌面端CPU市场份额。其实,在芯片市场英特尔才是AMD最有力的竞争对手。AMD的黄金时期是2004年-2006年,在这三年,AMD市场份额从7% 上升到26%,AMD与英特尔便形成分庭抗礼的市场格局,当时AMD和英特尔在消费和个人电脑市场的全球份额都在45%左","listText":"摘要: AMD于7月28日盘后公布其第二季度财报。本次财报有哪些看点?上周大涨的原因在哪里?股价涨到目前的点位,空间还有多大?<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 发布2020年第二季度财报,营收和盈利均超预期,并上调全年营收指引,也盘后股价一度大涨10%,年初至今AMD涨幅近50%。财报显示,在截至6月27日的第二财季,AMD营收19.3亿美元,同比增长26%,高于市场预期的18.6亿美元,公司此前预计二季度营收在18.5亿美元左右。 当季的摊薄每股收益为0.13美元,高于市场预期的0.11美元,去年同期为0.03美元,今年一季度为0.14美元。经调整后的非GAAP每股收益为0.18美元,高于市场预期的0.16美元,去年同期为0.08美元,一季度为0.18美元。具体来看 AMD营收19.3亿美元,同比增长26%,主要受计算与图形事业部的营业额推动,环比增长8% 则受企业、嵌入式和半定制部门的业绩提振。 业绩第一功臣Ryzen CPU 以Ryzen为代表PC,以EPYC为代表的数据中心仍然是AMD最大、最稳定的增长点。其中以Ryzen为核心的计算与图像业务Q2表现亮眼,计算和图形部门的单季营收为13.67亿美元,高于去年同期的9.40亿美元;运营利润为2.00亿美元,相比之下去年同期的运营利润为2200万美元,同比增长近10倍。在计算与图像这部分业务中主要是受Ryzen CPU拉动,其ASP继续同比上升,且进一步蚕食Intel桌面端CPU市场份额。其实,在芯片市场英特尔才是AMD最有力的竞争对手。AMD的黄金时期是2004年-2006年,在这三年,AMD市场份额从7% 上升到26%,AMD与英特尔便形成分庭抗礼的市场格局,当时AMD和英特尔在消费和个人电脑市场的全球份额都在45%左","text":"摘要: AMD于7月28日盘后公布其第二季度财报。本次财报有哪些看点?上周大涨的原因在哪里?股价涨到目前的点位,空间还有多大?$AMD(AMD)$ 发布2020年第二季度财报,营收和盈利均超预期,并上调全年营收指引,也盘后股价一度大涨10%,年初至今AMD涨幅近50%。财报显示,在截至6月27日的第二财季,AMD营收19.3亿美元,同比增长26%,高于市场预期的18.6亿美元,公司此前预计二季度营收在18.5亿美元左右。 当季的摊薄每股收益为0.13美元,高于市场预期的0.11美元,去年同期为0.03美元,今年一季度为0.14美元。经调整后的非GAAP每股收益为0.18美元,高于市场预期的0.16美元,去年同期为0.08美元,一季度为0.18美元。具体来看 AMD营收19.3亿美元,同比增长26%,主要受计算与图形事业部的营业额推动,环比增长8% 则受企业、嵌入式和半定制部门的业绩提振。 业绩第一功臣Ryzen CPU 以Ryzen为代表PC,以EPYC为代表的数据中心仍然是AMD最大、最稳定的增长点。其中以Ryzen为核心的计算与图像业务Q2表现亮眼,计算和图形部门的单季营收为13.67亿美元,高于去年同期的9.40亿美元;运营利润为2.00亿美元,相比之下去年同期的运营利润为2200万美元,同比增长近10倍。在计算与图像这部分业务中主要是受Ryzen CPU拉动,其ASP继续同比上升,且进一步蚕食Intel桌面端CPU市场份额。其实,在芯片市场英特尔才是AMD最有力的竞争对手。AMD的黄金时期是2004年-2006年,在这三年,AMD市场份额从7% 上升到26%,AMD与英特尔便形成分庭抗礼的市场格局,当时AMD和英特尔在消费和个人电脑市场的全球份额都在45%左","images":[{"img":"https://static.tigerbbs.com/8abec9cef01aca8fa6115fba07372a97","width":"2428","height":"1136"},{"img":"https://static.tigerbbs.com/73dbee05d068e627b4e5ae0ddc6b36bc","width":"2512","height":"1418"},{"img":"https://static.tigerbbs.com/6706fbe4fdcf27b1e2e57adea9a237ca","width":"660","height":"412"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946722041","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":962,"gmtBegin":1596004753616,"gmtEnd":1596177548749,"type":1,"upper":1,"title":"你看好AMD吗?","choices":[{"id":3737,"sort":1,"name":"看好","userSize":128,"voted":false},{"id":3738,"sort":2,"name":"不看好","userSize":17,"voted":false}]},"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942989680,"gmtCreate":1596035815040,"gmtModify":1704210760531,"author":{"id":"3559075561791813","authorId":"3559075561791813","authorIdStr":"3559075561791813","name":"罗微微","avatar":"https://static.tigerbbs.com/626bae94c140594090af47fc8be0a832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>非常有趣的是,我对这家公司的了解,来源于我是一个算法工程师(日常感叹他俩GPU贵的那种)。从行业趋势来讲,我长期看好,并且从他们的行业布局和技术布局来看,真的是太让人期待了,他有望成为一家伟大的公司。为啥我就懒得分析了。。。","listText":"<a 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来吧,虎友们,竞猜今夜理想汽车收盘涨幅,最接近的15位虎友将获得66虎币的奖励,如果将你的竞猜内容转发到个人主页,将额外赠送66虎币! 评论转发一条龙,132虎币大放送! 除了虎币奖励,预测涨跌幅最接近的8位虎友,还有理想周边礼品——环保编织袋赠送: 活动截止时间:今夜24点! 每账号限竞猜1次 举例: 记得竞猜的同时勾选【同时转发】哦!","listText":"继<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 汽车后,造成新势力<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 将在今晚登陆纳斯达克! 今年以来,新能源汽车迎来风口,蔚来股价从底部大涨700%+,<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 更是打爆空头,市值称霸汽车行业。 如此巨大的风口,加上高瓴资本、美团和王兴的助阵,今夜的理想汽车将如何演绎呢? 来吧,虎友们,竞猜今夜理想汽车收盘涨幅,最接近的15位虎友将获得66虎币的奖励,如果将你的竞猜内容转发到个人主页,将额外赠送66虎币! 评论转发一条龙,132虎币大放送! 除了虎币奖励,预测涨跌幅最接近的8位虎友,还有理想周边礼品——环保编织袋赠送: 活动截止时间:今夜24点! 每账号限竞猜1次 举例: 记得竞猜的同时勾选【同时转发】哦!","text":"继$蔚来(NIO)$ 汽车后,造成新势力$理想汽车(LI)$ 将在今晚登陆纳斯达克! 今年以来,新能源汽车迎来风口,蔚来股价从底部大涨700%+,$特斯拉(TSLA)$ 更是打爆空头,市值称霸汽车行业。 如此巨大的风口,加上高瓴资本、美团和王兴的助阵,今夜的理想汽车将如何演绎呢? 来吧,虎友们,竞猜今夜理想汽车收盘涨幅,最接近的15位虎友将获得66虎币的奖励,如果将你的竞猜内容转发到个人主页,将额外赠送66虎币! 评论转发一条龙,132虎币大放送! 除了虎币奖励,预测涨跌幅最接近的8位虎友,还有理想周边礼品——环保编织袋赠送: 活动截止时间:今夜24点! 每账号限竞猜1次 举例: 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写完标题我就萎了,占位好了!","listText":"这周略微花了点儿时间操作A股和美股,手气飞涨直觉准确,然后马上告诉自己不能玩了,清掉80%,留了些长线,算了一下成绩:A股一周做到了XX%,美股XX%(太困了也就看了一天放弃。。。)我不知道成绩算不算好,对我这种几乎人生中没有短线操作的,已经算惊喜了。=。= 写完标题我就萎了,占位好了!=。= 写完标题我就萎了,占位好了!=。= 写完标题我就萎了,占位好了!=。= 写完标题我就萎了,占位好了!","text":"这周略微花了点儿时间操作A股和美股,手气飞涨直觉准确,然后马上告诉自己不能玩了,清掉80%,留了些长线,算了一下成绩:A股一周做到了XX%,美股XX%(太困了也就看了一天放弃。。。)我不知道成绩算不算好,对我这种几乎人生中没有短线操作的,已经算惊喜了。=。= 写完标题我就萎了,占位好了!=。= 写完标题我就萎了,占位好了!=。= 写完标题我就萎了,占位好了!=。= 写完标题我就萎了,占位好了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942776819","isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942985653,"gmtCreate":1596036461272,"gmtModify":1704210767911,"author":{"id":"3559075561791813","authorId":"3559075561791813","authorIdStr":"3559075561791813","name":"罗微微","avatar":"https://static.tigerbbs.com/626bae94c140594090af47fc8be0a832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>的确GPU比英伟达弱了点儿,但长期这的看好!(职业之热爱)","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>的确GPU比英伟达弱了点儿,但长期这的看好!(职业之热爱)","text":"$AMD(AMD)$的确GPU比英伟达弱了点儿,但长期这的看好!(职业之热爱)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942985653","repostId":"946722041","repostType":1,"repost":{"id":946722041,"gmtCreate":1596004530877,"gmtModify":1704210532765,"author":{"id":"58341441844653","authorId":"58341441844653","authorIdStr":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"财报超给力,AMD,YES!","htmlText":"摘要: AMD于7月28日盘后公布其第二季度财报。本次财报有哪些看点?上周大涨的原因在哪里?股价涨到目前的点位,空间还有多大?<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 发布2020年第二季度财报,营收和盈利均超预期,并上调全年营收指引,也盘后股价一度大涨10%,年初至今AMD涨幅近50%。财报显示,在截至6月27日的第二财季,AMD营收19.3亿美元,同比增长26%,高于市场预期的18.6亿美元,公司此前预计二季度营收在18.5亿美元左右。 当季的摊薄每股收益为0.13美元,高于市场预期的0.11美元,去年同期为0.03美元,今年一季度为0.14美元。经调整后的非GAAP每股收益为0.18美元,高于市场预期的0.16美元,去年同期为0.08美元,一季度为0.18美元。具体来看 AMD营收19.3亿美元,同比增长26%,主要受计算与图形事业部的营业额推动,环比增长8% 则受企业、嵌入式和半定制部门的业绩提振。 业绩第一功臣Ryzen CPU 以Ryzen为代表PC,以EPYC为代表的数据中心仍然是AMD最大、最稳定的增长点。其中以Ryzen为核心的计算与图像业务Q2表现亮眼,计算和图形部门的单季营收为13.67亿美元,高于去年同期的9.40亿美元;运营利润为2.00亿美元,相比之下去年同期的运营利润为2200万美元,同比增长近10倍。在计算与图像这部分业务中主要是受Ryzen CPU拉动,其ASP继续同比上升,且进一步蚕食Intel桌面端CPU市场份额。其实,在芯片市场英特尔才是AMD最有力的竞争对手。AMD的黄金时期是2004年-2006年,在这三年,AMD市场份额从7% 上升到26%,AMD与英特尔便形成分庭抗礼的市场格局,当时AMD和英特尔在消费和个人电脑市场的全球份额都在45%左","listText":"摘要: AMD于7月28日盘后公布其第二季度财报。本次财报有哪些看点?上周大涨的原因在哪里?股价涨到目前的点位,空间还有多大?<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 发布2020年第二季度财报,营收和盈利均超预期,并上调全年营收指引,也盘后股价一度大涨10%,年初至今AMD涨幅近50%。财报显示,在截至6月27日的第二财季,AMD营收19.3亿美元,同比增长26%,高于市场预期的18.6亿美元,公司此前预计二季度营收在18.5亿美元左右。 当季的摊薄每股收益为0.13美元,高于市场预期的0.11美元,去年同期为0.03美元,今年一季度为0.14美元。经调整后的非GAAP每股收益为0.18美元,高于市场预期的0.16美元,去年同期为0.08美元,一季度为0.18美元。具体来看 AMD营收19.3亿美元,同比增长26%,主要受计算与图形事业部的营业额推动,环比增长8% 则受企业、嵌入式和半定制部门的业绩提振。 业绩第一功臣Ryzen CPU 以Ryzen为代表PC,以EPYC为代表的数据中心仍然是AMD最大、最稳定的增长点。其中以Ryzen为核心的计算与图像业务Q2表现亮眼,计算和图形部门的单季营收为13.67亿美元,高于去年同期的9.40亿美元;运营利润为2.00亿美元,相比之下去年同期的运营利润为2200万美元,同比增长近10倍。在计算与图像这部分业务中主要是受Ryzen CPU拉动,其ASP继续同比上升,且进一步蚕食Intel桌面端CPU市场份额。其实,在芯片市场英特尔才是AMD最有力的竞争对手。AMD的黄金时期是2004年-2006年,在这三年,AMD市场份额从7% 上升到26%,AMD与英特尔便形成分庭抗礼的市场格局,当时AMD和英特尔在消费和个人电脑市场的全球份额都在45%左","text":"摘要: AMD于7月28日盘后公布其第二季度财报。本次财报有哪些看点?上周大涨的原因在哪里?股价涨到目前的点位,空间还有多大?$AMD(AMD)$ 发布2020年第二季度财报,营收和盈利均超预期,并上调全年营收指引,也盘后股价一度大涨10%,年初至今AMD涨幅近50%。财报显示,在截至6月27日的第二财季,AMD营收19.3亿美元,同比增长26%,高于市场预期的18.6亿美元,公司此前预计二季度营收在18.5亿美元左右。 当季的摊薄每股收益为0.13美元,高于市场预期的0.11美元,去年同期为0.03美元,今年一季度为0.14美元。经调整后的非GAAP每股收益为0.18美元,高于市场预期的0.16美元,去年同期为0.08美元,一季度为0.18美元。具体来看 AMD营收19.3亿美元,同比增长26%,主要受计算与图形事业部的营业额推动,环比增长8% 则受企业、嵌入式和半定制部门的业绩提振。 业绩第一功臣Ryzen CPU 以Ryzen为代表PC,以EPYC为代表的数据中心仍然是AMD最大、最稳定的增长点。其中以Ryzen为核心的计算与图像业务Q2表现亮眼,计算和图形部门的单季营收为13.67亿美元,高于去年同期的9.40亿美元;运营利润为2.00亿美元,相比之下去年同期的运营利润为2200万美元,同比增长近10倍。在计算与图像这部分业务中主要是受Ryzen CPU拉动,其ASP继续同比上升,且进一步蚕食Intel桌面端CPU市场份额。其实,在芯片市场英特尔才是AMD最有力的竞争对手。AMD的黄金时期是2004年-2006年,在这三年,AMD市场份额从7% 上升到26%,AMD与英特尔便形成分庭抗礼的市场格局,当时AMD和英特尔在消费和个人电脑市场的全球份额都在45%左","images":[{"img":"https://static.tigerbbs.com/8abec9cef01aca8fa6115fba07372a97","width":"2428","height":"1136"},{"img":"https://static.tigerbbs.com/73dbee05d068e627b4e5ae0ddc6b36bc","width":"2512","height":"1418"},{"img":"https://static.tigerbbs.com/6706fbe4fdcf27b1e2e57adea9a237ca","width":"660","height":"412"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946722041","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":962,"gmtBegin":1596004753616,"gmtEnd":1596177548749,"type":1,"upper":1,"title":"你看好AMD吗?","choices":[{"id":3737,"sort":1,"name":"看好","userSize":128,"voted":false},{"id":3738,"sort":2,"name":"不看好","userSize":17,"voted":false}]},"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946742610,"gmtCreate":1596010710330,"gmtModify":1704210561407,"author":{"id":"3559075561791813","authorId":"3559075561791813","authorIdStr":"3559075561791813","name":"罗微微","avatar":"https://static.tigerbbs.com/626bae94c140594090af47fc8be0a832","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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