半导体板块因为昨天的TXN季报而大跌，带动AMD下跌。AMD盘后会公布季报，应该会不错。RBC昨天升级AMD，调高AMD的股价目标到40元。俺认为盘后应该可以到27元以上，除非出现意外。AMD的芯片是透过TSM代工的，理论上不会受到中美贸易战直接影响。 (谈股论金) 197次阅读
作者: 雅歌 
, 发表于: 2018-10-24 (2012天前) @ 嵩山
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- 10/24/2018 聊天室。可以任意发表评论，建议和聊天。也可以在这里提出关于股票的问题，为了方便大家聚焦在当天股市的交易，其中重要的股票操作建议，会转到上面置顶区里 (谈股论金) - 胖胖, 2018-10-23
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- +18 - 踏浪, 2018-10-24
- Laoshi, what happens to AMD? - 嵩山, 2018-10-24
- 半导体板块因为昨天的TXN季报而大跌，带动AMD下跌。AMD盘后会公布季报，应该会不错。RBC昨天升级AMD，调高AMD的股价目标到40元。俺认为盘后应该可以到27元以上，除非出现意外。AMD的芯片是透过TSM代工的，理论上不会受到中美贸易战直接影响。 - 雅歌, 2018-10-24
- 谢谢老师，等盘后卖 - 菜鸟, 2018-10-24
- thanks - tiger1130, 2018-10-24
- AMD大跌 - 菜鸟, 2018-10-24
- 33% draw-down,幸亏没买。现在17是否可以进些。Revenue miss, EPS in line. - ttjj, 2018-10-24
- 33% draw-down,幸亏没买。现在17是否可以进些。Revenue miss, EPS in line.
- 谢谢老师，等盘后卖
- 半导体板块因为昨天的TXN季报而大跌，带动AMD下跌。AMD盘后会公布季报，应该会不错。RBC昨天升级AMD，调高AMD的股价目标到40元。俺认为盘后应该可以到27元以上，除非出现意外。AMD的芯片是透过TSM代工的，理论上不会受到中美贸易战直接影响。
- 老师，什么让AKS跌这样？ - 雨过天青, 2018-10-24
- AMD Q3 季报盈利0.13元，比预期的0.12元高。但营收1.65B， 不如市场预期的1.7B。 Q4 的营收展望也稍微不如市场预期的1.6B， 公司预期在1.4-1.5B。 盘后AMD股价继续下跌，跌至18.8元附近。俺觉得可以买进抄底，在18.6-18.9元之间买进。AMD的季报不算差，只是市场期望太高。 另外新的ＣＰＵ在９月份才上市，Ｑ４会抢占Ｉｎｔｅｌ的市场。ＡＭＤ的影像卡销售不如预期，是造成营收不到１．７Ｂ的主因。但影像卡因虚拟货币如比特币的挖矿退潮，这是可以理解的。俺仍旧看好ＡＭＤ， ＡＭＤ股价会重上２５－２７元。 - 雅歌, 2018-10-24
- ＡＭＤ现在跌至１７．４５元了！ - 雅歌, 2018-10-24
- Advanced Micro Devices Inc. (AMD) shares plummeted in the extended session Wednesday after the chip maker's outlook and revenue fell short of Wall Street estimates owing to weaker-than-expected graphics sales. AMD shares tumbled 18% after hours, following a 9.2% drop to close the regular session at $22.79 . The company reported third-quarter net income of $102 million , or 9 cents a share, compared with $61 million , or 6 cents a share, in the year-ago period. Adjusted earnings were 13 cents a share. Revenue rose to $1.65 billion from $1.58 billion in the year-ago period. Analysts surveyed by FactSet had estimated earnings of 12 cents a share on revenue of $1.7 billion . "Client and server processor sales increased significantly although graphics channel sales were lower in the quarter," said Lisa Su , AMD chief executive, in a statement. AMD reported computing and graphics sales of $938 million for the third quarter, while analysts expected $1.05 bil - 雅歌, 2018-10-24
- 谢老师分享分析。抱着应该没有太大问题。 - 秋凉, 2018-10-24
- 谢老师分享分析。抱着应该没有太大问题。
- Advanced Micro Devices Inc. (AMD) shares plummeted in the extended session Wednesday after the chip maker's outlook and revenue fell short of Wall Street estimates owing to weaker-than-expected graphics sales. AMD shares tumbled 18% after hours, following a 9.2% drop to close the regular session at $22.79 . The company reported third-quarter net income of $102 million , or 9 cents a share, compared with $61 million , or 6 cents a share, in the year-ago period. Adjusted earnings were 13 cents a share. Revenue rose to $1.65 billion from $1.58 billion in the year-ago period. Analysts surveyed by FactSet had estimated earnings of 12 cents a share on revenue of $1.7 billion . "Client and server processor sales increased significantly although graphics channel sales were lower in the quarter," said Lisa Su , AMD chief executive, in a statement. AMD reported computing and graphics sales of $938 million for the third quarter, while analysts expected $1.05 bil
- 谢谢老师，那就拿着吧！ - 菜鸟, 2018-10-24
- ＡＭＤ现在跌至１７．４５元了！
- +10 - cjfa, 2018-10-24
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