如果AMD营收100_老虎社区_美港股上老虎 - 老虎社区

往事随风_9182

如果AMD营收100美元利润10美元，特朗普要15%的营收，那么AMD将会出现亏损，这个核心问题的细节在于特朗普要求上交15％的营收还是纯利润。

英伟达或推迟AI芯片！做多AMD的机会？

据Fubon Financial分析师消息，英伟达下一代AI芯片Rubin可能面临推迟上市，原因为：为了更好应对AMD的竞争（尤其是AMD MI450）。AMD近半年来股价快速反弹，业务上正在加快AI芯片迭代节奏，力求缩小与英伟达的差距。【现在是否到做多AMD的时刻？AI芯片大战，你更看好英伟达orAMD？】

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

波浪前进
08-11
波浪前进
是不是傻？先看看供求关系，15%最终会由买方承担。
- james duan:
  不一定哦现在国内在押注**的芯片
- 生命源于光:
  那么买家会不会找更便宜的其他同行呢？
- 5702046G:
  你是懂的，卖方是绝对不会亏的。
少说多做
08-11
少说多做
这实际上是出口税，既不是营收也不是利润，amd产品毛利50以上肯定没问题，影响毛利的，不会出现越卖越亏的情况
说的好像bug是inte
08-11
说的好像bug是inte
利润率不是都超过50%，少赚点而已

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