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winsomegold
winsomegold
·
09-18
$英特尔(INTC)$
全美开炒intel
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winsomegold
winsomegold
·
2024-08-07
$美国超微公司(AMD)$
Amazon 销量前10的处理器中AMD 有9款型号,早已不是多年前的那个世界了,产品力已经发生了翻天覆地的变化。 讲完DC故事就到端。风物长宜放眼量
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winsomegold
winsomegold
·
2024-07-19
$美国超微公司(AMD)$
不卖中国=》需求减少=》订单减少=》生产减少。所以intel上涨的理由何来?背靠美国zf硬抢tsmc的订单?抢不到的话,还有什么支持上涨?
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winsomegold
winsomegold
·
2024-06-25
$美国超微公司(AMD)$
amd被tsmc砍了cowos订单?
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winsomegold
winsomegold
·
2024-03-21
$美国超微公司(AMD)$
和Intel一起,能把消费级市场培养起来吗?
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winsomegold
winsomegold
·
2024-03-06
Replying to
@MegumiKato
:按摩店AI PC算了吧。23年1月发售,卖了一整年比如Intel上市推广的有名堂。一点溢价卖不上,不然Client营收还这么屎。我情愿寄望MI300,特别苹果转向AI能再加点订单//
@MegumiKato
:AMD的市盈看看就好,Mi300和AI PC交付量起来的话,市盈率会爆降
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winsomegold
winsomegold
·
2024-03-01
$苹果(AAPL)$
转向AI,不是Arm就是AMD了,NV早就溢出了。Intel能够赶上趟吗?
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winsomegold
winsomegold
·
2024-01-26
$美国超微公司(AMD)$
16/17 vr热,lisa没说话,21/22的元宇宙也不说话,一直带领公司在服务器数据中心攻城掠地。23的AI,站台并提出Advancing AI。虽然不像Lenovo说All in AI,但这是否代表lisa看好市场机会和持续性?
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winsomegold
winsomegold
·
2023-01-28
这不是叫人换卡吗?别犹豫了,赶紧的
非常抱歉,此主贴已删除
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winsomegold
winsomegold
·
2022-09-01
$美国超微公司(AMD)$
跌得跟按摩店在中国市场占比很多一样。。。洗洗就该向上👆
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amd被tsmc砍了cowos订单?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/320686948815104","isVote":1,"tweetType":1,"viewCount":3588,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485385939767603","authorId":"3485385939767603","name":"求美股稳定一点","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3485385939767603","authorIdStr":"3485385939767603"},"content":"哪来的新闻","text":"哪来的新闻","html":"哪来的新闻"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286706283806920,"gmtCreate":1711016690598,"gmtModify":1711016695548,"author":{"id":"3451649048071035","authorId":"3451649048071035","name":"winsomegold","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451649048071035","authorIdStr":"3451649048071035"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ 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PC算了吧。23年1月发售,卖了一整年比如Intel上市推广的有名堂。一点溢价卖不上,不然Client营收还这么屎。我情愿寄望MI300,特别苹果转向AI能再加点订单//<a href=\"https://laohu8.com/U/4172278615319592\">@MegumiKato</a>:AMD的市盈看看就好,Mi300和AI PC交付量起来的话,市盈率会爆降","listText":"Replying to <a href=\"https://laohu8.com/U/4172278615319592\">@MegumiKato</a>:按摩店AI PC算了吧。23年1月发售,卖了一整年比如Intel上市推广的有名堂。一点溢价卖不上,不然Client营收还这么屎。我情愿寄望MI300,特别苹果转向AI能再加点订单//<a href=\"https://laohu8.com/U/4172278615319592\">@MegumiKato</a>:AMD的市盈看看就好,Mi300和AI PC交付量起来的话,市盈率会爆降","text":"Replying to @MegumiKato:按摩店AI PC算了吧。23年1月发售,卖了一整年比如Intel上市推广的有名堂。一点溢价卖不上,不然Client营收还这么屎。我情愿寄望MI300,特别苹果转向AI能再加点订单//@MegumiKato:AMD的市盈看看就好,Mi300和AI PC交付量起来的话,市盈率会爆降","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281436416721016","isVote":1,"tweetType":1,"viewCount":3435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279632498888984,"gmtCreate":1709291130593,"gmtModify":1709291131971,"author":{"id":"3451649048071035","authorId":"3451649048071035","name":"winsomegold","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451649048071035","authorIdStr":"3451649048071035"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 转向AI,不是Arm就是AMD了,NV早就溢出了。Intel能够赶上趟吗?","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 转向AI,不是Arm就是AMD了,NV早就溢出了。Intel能够赶上趟吗?","text":"$苹果(AAPL)$ 转向AI,不是Arm就是AMD了,NV早就溢出了。Intel能够赶上趟吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279632498888984","isVote":1,"tweetType":1,"viewCount":3372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":267127182458928,"gmtCreate":1706226135349,"gmtModify":1706237739799,"author":{"id":"3451649048071035","authorId":"3451649048071035","name":"winsomegold","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451649048071035","authorIdStr":"3451649048071035"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 16/17 vr热,lisa没说话,21/22的元宇宙也不说话,一直带领公司在服务器数据中心攻城掠地。23的AI,站台并提出Advancing AI。虽然不像Lenovo说All in AI,但这是否代表lisa看好市场机会和持续性?","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 16/17 vr热,lisa没说话,21/22的元宇宙也不说话,一直带领公司在服务器数据中心攻城掠地。23的AI,站台并提出Advancing AI。虽然不像Lenovo说All in AI,但这是否代表lisa看好市场机会和持续性?","text":"$美国超微公司(AMD)$ 16/17 vr热,lisa没说话,21/22的元宇宙也不说话,一直带领公司在服务器数据中心攻城掠地。23的AI,站台并提出Advancing AI。虽然不像Lenovo说All in AI,但这是否代表lisa看好市场机会和持续性?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/267127182458928","isVote":1,"tweetType":1,"viewCount":2802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626758924,"gmtCreate":1674905420169,"gmtModify":1674905422539,"author":{"id":"3451649048071035","authorId":"3451649048071035","name":"winsomegold","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451649048071035","authorIdStr":"3451649048071035"},"themes":[],"htmlText":"这不是叫人换卡吗?别犹豫了,赶紧的","listText":"这不是叫人换卡吗?别犹豫了,赶紧的","text":"这不是叫人换卡吗?别犹豫了,赶紧的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626758924","repostId":"2306285066","repostType":2,"isVote":1,"tweetType":1,"viewCount":3302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669924785,"gmtCreate":1662042577248,"gmtModify":1662042578343,"author":{"id":"3451649048071035","authorId":"3451649048071035","name":"winsomegold","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451649048071035","authorIdStr":"3451649048071035"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>跌得跟按摩店在中国市场占比很多一样。。。洗洗就该向上👆","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>跌得跟按摩店在中国市场占比很多一样。。。洗洗就该向上👆","text":"$美国超微公司(AMD)$跌得跟按摩店在中国市场占比很多一样。。。洗洗就该向上👆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/669924785","isVote":1,"tweetType":1,"viewCount":3624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}