图文 | 躺姐很显然,远超预期的业绩和盘后超过6%的股价跌幅之间,是投资者对AMD强烈的深层分歧:是应该把AMD继续视作传统的半导体公司?还是用对英伟达的投资逻辑对待AMD?如果以第一种视角来看,那AMD无疑已经陷入超买的境地,总市值已经超过2600亿美元,PE(TTM)超过94倍,行业绝对龙头英伟达才只有57倍;如果以后者的视角看,AMD显然还可以有进步的空间,毕竟其股价在去年初一度超过210...
Source Link图文 | 躺姐很显然,远超预期的业绩和盘后超过6%的股价跌幅之间,是投资者对AMD强烈的深层分歧:是应该把AMD继续视作传统的半导体公司?还是用对英伟达的投资逻辑对待AMD?如果以第一种视角来看,那AMD无疑已经陷入超买的境地,总市值已经超过2600亿美元,PE(TTM)超过94倍,行业绝对龙头英伟达才只有57倍;如果以后者的视角看,AMD显然还可以有进步的空间,毕竟其股价在去年初一度超过210...
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