花粉小姐的部落

[標的] AMD 空

1. 標的:AMD

2. 分類:空

3. 分析/正文:

intel認錯

只要intel伺服器及PC CPU轉單給tsmc

那原有製程劣勢導致的效能發熱問題 逐漸會改善

此時AMD寄望由效能領先取得的市場份額便會下降

All that is gold does not glitter
not all those who wander are lost
The old that is strong does not wither
Deep roots are not reached by the frost
From the ashes a fire shall be woken
A light from the shadows shall spring
Renewed shall be blade that was broken
The crownless again shall be king

真金不一定閃閃發光
並非浪子都迷失方向
蒼老的人不顯衰老
根深就不畏冰霜
星星之火也可復燃
微光也能爆開黑暗
斷折聖劍再鑄之日
失去冠冕者再度為王

i皇永不為奴

4. 進退場機制:(非長期投資者,必須有停損機制)

AMD短空 無法超過70 直到intel未來方向明確 決定漲跌

tsmc會在年內到達500