$美国超微公司(AM_老虎社区_美港股上老虎 - 老虎社区

安静的复苏

$美国超微公司(AMD)$ AMD真心不适合赌财报，往往财报不错，然后猛跌一把，来个盘后杀多头，再两周之内涨上去把空头干了。AMD我持有7-8年了，大部分财报都是这种情况[笑哭]

阿斯麦订单不及预期！芯片股还要跌多久？

阿斯麦Q1新增订单锐减45%，远不及预期，维持全年销售指引不变。英伟达、AMD一度重挫10%，收盘时跌幅收窄。阿斯麦CEO表示，近期关税增加了宏观环境的不确定性，形势还将持续一段时间；人工智能仍然是行业的主要增长动力。【芯片行业面临关税威胁和市场AI需求担忧，你是看多or看空？接下来你会怎么操作？】

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

申屠青竹
2024-11-01
申屠青竹
100倍以上市盈率。。你看基本面有多大意义 [开心]
- 申屠青竹回复安静的复苏:
  看整个行业的走势。。
  因为这个行业就那么几个玩家（基本就是红绿蓝），其他都是“others”加起来连2％都不到
- Xzhouz:
  好歹也是全球第二大显卡厂商，如果将来显卡有所突破，干掉英伟达也不是没可能 [开心]
- 安静的复苏:
  那看什么
Marvel
2024-10-31
Marvel
哦哦，原来如此。懂了，下次不会再上当了
- 安静的复苏:
  只是个人想法
MichelL
2024-10-31
MichelL
为什么买入的更多，还在往下跌？

发表看法

7

6

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