AMD财报后暴跌9%_老虎社区_美港股上老虎 - 老虎社区

2
4
收藏

价值投资为王
08-05

AMD财报后暴跌9%！

看了下原因，还是华尔街预期太高了，AMD预计三季度营收在130亿美元左右，明显高于分析师平均预期的125亿，但大家把股价暴跌的原因归于华尔街部分机构的预测远高于130亿。

好吧，现在半导体业绩超没超预期已经不重要了，涨跌真的有点随意了。

在业绩会上，AMD首席执行官苏姿丰向分析师表示，公司预计2027年数据中心营收将“增长逾一倍”。不过，多位分析师追问实现这一目标的具体构成，暗示市场认为这一展望本可以更强劲。

她表示:“在不透露具体数字的情况下”，这一增幅最终可能会“远超”100%。

除了估值高，AMD的基本面的确不需要担心，股价上蹿下跳，也是对投资者的折磨啊！ $美国超微公司(AMD)$

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。

2

举报

评论（4）

推荐
最新

秋赤音
·08-05
精彩
涨跌看华尔街。财报跟赌博一样
回复
1
举报
收起
- 价值投资为王:
  结合估值和财报前走势综合判断
  08-06
  回复
  举报
信仰接盘
·08-05
习惯就好
回复
点赞
举报
收起
- 价值投资为王:
  [开心]
  08-06
  回复
  举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":593454220440728,"tweetId":"593454220440728","gmtCreate":1785887885211,"gmtModify":1785887892193,"author":{"id":21347731130544,"idStr":"21347731130544","authorId":21347731130544,"authorIdStr":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.08.14","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[],"fanSize":50240,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/61d3bc56fed0fab8735c79351f736fa0","width":"1121","height":"381"}],"coverImages":[{"img":"https://static.tigerbbs.com/61d3bc56fed0fab8735c79351f736fa0","width":"1121","height":"381"}],"title":"","html":"<html><head></head><body><p>AMD财报后暴跌9%！</p>\n<p>看了下原因，还是华尔街预期太高了，AMD预计三季度营收在130亿美元左右，明显高于分析师平均预期的125亿，但大家把股价暴跌的原因归于华尔街部分机构的预测远高于130亿。</p>\n<p>好吧，现在半导体业绩超没超预期已经不重要了，涨跌真的有点随意了。</p>\n<p>在业绩会上，AMD首席执行官苏姿丰向分析师表示，公司预计2027年数据中心营收将“增长逾一倍”。不过，多位分析师追问实现这一目标的具体构成，暗示市场认为这一展望本可以更强劲。</p>\n<p>她表示:“在不透露具体数字的情况下”，这一增幅最终可能会“远超”100%。</p>\n<p>除了估值高，AMD的基本面的确不需要担心，股价上蹿下跳，也是对投资者的折磨啊！ <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d3bc56fed0fab8735c79351f736fa0\" tg-width=\"1121\" tg-height=\"381\"></p></body></html>","htmlText":"<html><head></head><body><p>AMD财报后暴跌9%！</p>\n<p>看了下原因，还是华尔街预期太高了，AMD预计三季度营收在130亿美元左右，明显高于分析师平均预期的125亿，但大家把股价暴跌的原因归于华尔街部分机构的预测远高于130亿。</p>\n<p>好吧，现在半导体业绩超没超预期已经不重要了，涨跌真的有点随意了。</p>\n<p>在业绩会上，AMD首席执行官苏姿丰向分析师表示，公司预计2027年数据中心营收将“增长逾一倍”。不过，多位分析师追问实现这一目标的具体构成，暗示市场认为这一展望本可以更强劲。</p>\n<p>她表示:“在不透露具体数字的情况下”，这一增幅最终可能会“远超”100%。</p>\n<p>除了估值高，AMD的基本面的确不需要担心，股价上蹿下跳，也是对投资者的折磨啊！ <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d3bc56fed0fab8735c79351f736fa0\" tg-width=\"1121\" tg-height=\"381\"></p></body></html>","text":"AMD财报后暴跌9%！ 看了下原因，还是华尔街预期太高了，AMD预计三季度营收在130亿美元左右，明显高于分析师平均预期的125亿，但大家把股价暴跌的原因归于华尔街部分机构的预测远高于130亿。 好吧，现在半导体业绩超没超预期已经不重要了，涨跌真的有点随意了。 在业绩会上，AMD首席执行官苏姿丰向分析师表示，公司预计2027年数据中心营收将“增长逾一倍”。不过，多位分析师追问实现这一目标的具体构成，暗示市场认为这一展望本可以更强劲。 她表示:“在不透露具体数字的情况下”，这一增幅最终可能会“远超”100%。 除了估值高，AMD的基本面的确不需要担心，股价上蹿下跳，也是对投资者的折磨啊！ $美国超微公司(AMD)$","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/593454220440728","repostId":0,"isVote":1,"tweetType":1,"viewCount":5204,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["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":542,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":593427129627152,"commentId":"593427129627152","gmtCreate":1785894226639,"gmtModify":1785894231913,"authorId":3522545820169723,"author":{"id":3522545820169723,"idStr":"3522545820169723","authorId":3522545820169723,"name":"秋赤音","avatar":"https://static.tigerbbs.com/6f5f9e35aed6574ae569a8d43dd7254e","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":593454220440728,"objectIdStr":"593454220440728","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"涨跌看华尔街。财报跟赌博一样","text":"涨跌看华尔街。财报跟赌博一样","html":"涨跌看华尔街。财报跟赌博一样","likeSize":1,"commentSize":1,"subComments":[{"id":593834924512080,"commentId":"593834924512080","gmtCreate":1785995914593,"gmtModify":1785995920031,"authorId":21347731130544,"author":{"id":21347731130544,"idStr":"21347731130544","authorId":21347731130544,"name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1680048000000,"redirectLinkValidityTo":1996358400000,"hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.08.14","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007,"isScarce":0,"effectEnabled":0,"wearingSort":0,"validityTo":"2026.09.13","validityToTimestamp":1789228849076}],"wearingBadges":[]},"repliedAuthorId":0,"objectId":593454220440728,"objectIdStr":"593454220440728","type":1,"supId":593427129627152,"supIdStr":"593427129627152","prevId":0,"prevIdStr":"0","content":"结合估值和财报前走势综合判断","text":"结合估值和财报前走势综合判断","html":"结合估值和财报前走势综合判断","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":593423837606112,"commentId":"593423837606112","gmtCreate":1785893354139,"gmtModify":1785893358388,"authorId":3535856219166205,"author":{"id":3535856219166205,"idStr":"3535856219166205","authorId":3535856219166205,"name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":593454220440728,"objectIdStr":"593454220440728","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"习惯就好","text":"习惯就好","html":"习惯就好","likeSize":0,"commentSize":1,"subComments":[{"id":593834885796480,"commentId":"593834885796480","gmtCreate":1785995924911,"gmtModify":1785995930017,"authorId":21347731130544,"author":{"id":21347731130544,"idStr":"21347731130544","authorId":21347731130544,"name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1680048000000,"redirectLinkValidityTo":1996358400000,"hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.08.14","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007,"isScarce":0,"effectEnabled":0,"wearingSort":0,"validityTo":"2026.09.13","validityToTimestamp":1789228849076}],"wearingBadges":[]},"repliedAuthorId":0,"objectId":593454220440728,"objectIdStr":"593454220440728","type":1,"supId":593423837606112,"supIdStr":"593423837606112","prevId":0,"prevIdStr":"0","content":"[开心]","text":"[开心]","html":"[开心]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}