$AMD(AMD)$_老虎社区_美港股上老虎

hypnus
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

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