鸡汤也喝，鸡血也打。_老虎社区_美港股上老虎 - 老虎社区

点赞
评论
收藏

小洪赢麻了
01-03

鸡汤也喝，鸡血也打。无论从基本盘和估值都不太差，可AMD就是不涨，半导体现在就属它最拉跨，一直连跌快拿不住了。😓

AMD与博通的竞争格局：哪家半导体股更值得关注?

投资者或更倾向于选择AMD。

AMD与博通的竞争格局：哪家半导体股更值得关注?

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。

点赞

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":388422749741560,"tweetId":"388422749741560","gmtCreate":1735873115014,"gmtModify":1735873549300,"author":{"id":4186715384316972,"idStr":"4186715384316972","authorId":4186715384316972,"authorIdStr":"4186715384316972","name":"小洪赢麻了","avatar":"https://static.tigerbbs.com/564270cd04f7e4c66315a53419bf7ba5","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>鸡汤也喝，鸡血也打。无论从基本盘和估值都不太差，可AMD就是不涨，半导体现在就属它最拉跨，一直连跌快拿不住了。😓</p></body></html>","htmlText":"<html><head></head><body><p>鸡汤也喝，鸡血也打。无论从基本盘和估值都不太差，可AMD就是不涨，半导体现在就属它最拉跨，一直连跌快拿不住了。😓</p></body></html>","text":"鸡汤也喝，鸡血也打。无论从基本盘和估值都不太差，可AMD就是不涨，半导体现在就属它最拉跨，一直连跌快拿不住了。😓","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/388422749741560","repostId":1194634987,"repostType":2,"repost":{"id":"1194634987","kind":"news","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1091564020","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1735734091,"share":"https://www.laohu8.com/m/news/1194634987?lang=&edition=full","pubTime":"2025-01-01 20:21","market":"us","language":"zh","title":"AMD与博通的竞争格局：哪家半导体股更值得关注?","url":"https://stock-news.laohu8.com/highlight/detail?id=1194634987","media":"华尔街洞察","summary":"投资者或更倾向于选择AMD。","content":"<p>在过去一年,半导体行业经历了起起伏伏,不是所有公司都从市场的整体反弹中获益。两大半导体巨头AMD和Broadcom在股价表现上迥然有别,但它们在行业中扮演着同样重要的角色。</p><p>AMD尽管在2024年遇到一些挑战,但数据中心和PC市场的良好前景为其带来了未来的希望。分析预测,AMD在2025年的每股收益将增长54%至5.13美元,收入也将高速增长27%至325亿美元。AI GPU及Ryzen处理器的需求旺盛为AMD提供了支撑。</p><p>相比之下,Broadcom在AI芯片市场占据重要地位,得益于其定制AI处理器和网络芯片的出色表现,去年财年收入同比大涨220%。未来三年内,Broadcom在AI领域的收入有望进一步翻番。但其非AI半导体业务近期出现下滑,不过预计将在未来复苏。</p><p>综合来看,这两家芯片制造商在2025年及以后都有望实现强劲增长。但Broadcom的估值相比AMD更高,投资者或更倾向于选择AMD,因为后者的估值更合理,且增长潜力也令人期待。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1001d2154b5496d0c97cc94f0389ca6e\" tg-width=\"560\" tg-height=\"240\"></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d60dd7ed125fb028d96b1a7c2dd225c1\" tg-width=\"560\" tg-height=\"240\"></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD与博通的竞争格局：哪家半导体股更值得关注?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD与博通的竞争格局：哪家半导体股更值得关注?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1091564020\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2025-01-01 20:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>在过去一年,半导体行业经历了起起伏伏,不是所有公司都从市场的整体反弹中获益。两大半导体巨头AMD和Broadcom在股价表现上迥然有别,但它们在行业中扮演着同样重要的角色。</p><p>AMD尽管在2024年遇到一些挑战,但数据中心和PC市场的良好前景为其带来了未来的希望。分析预测,AMD在2025年的每股收益将增长54%至5.13美元,收入也将高速增长27%至325亿美元。AI GPU及Ryzen处理器的需求旺盛为AMD提供了支撑。</p><p>相比之下,Broadcom在AI芯片市场占据重要地位,得益于其定制AI处理器和网络芯片的出色表现,去年财年收入同比大涨220%。未来三年内,Broadcom在AI领域的收入有望进一步翻番。但其非AI半导体业务近期出现下滑,不过预计将在未来复苏。</p><p>综合来看,这两家芯片制造商在2025年及以后都有望实现强劲增长。但Broadcom的估值相比AMD更高,投资者或更倾向于选择AMD,因为后者的估值更合理,且增长潜力也令人期待。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1001d2154b5496d0c97cc94f0389ca6e\" tg-width=\"560\" tg-height=\"240\"></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d60dd7ed125fb028d96b1a7c2dd225c1\" tg-width=\"560\" tg-height=\"240\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194634987","content_text":"在过去一年,半导体行业经历了起起伏伏,不是所有公司都从市场的整体反弹中获益。两大半导体巨头AMD和Broadcom在股价表现上迥然有别,但它们在行业中扮演着同样重要的角色。AMD尽管在2024年遇到一些挑战,但数据中心和PC市场的良好前景为其带来了未来的希望。分析预测,AMD在2025年的每股收益将增长54%至5.13美元,收入也将高速增长27%至325亿美元。AI GPU及Ryzen处理器的需求旺盛为AMD提供了支撑。相比之下,Broadcom在AI芯片市场占据重要地位,得益于其定制AI处理器和网络芯片的出色表现,去年财年收入同比大涨220%。未来三年内,Broadcom在AI领域的收入有望进一步翻番。但其非AI半导体业务近期出现下滑,不过预计将在未来复苏。综合来看,这两家芯片制造商在2025年及以后都有望实现强劲增长。但Broadcom的估值相比AMD更高,投资者或更倾向于选择AMD,因为后者的估值更合理,且增长潜力也令人期待。","news_type":1,"symbols_score_info":{"AMD":1.1,"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":1098,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GFS","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":103,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}