晶片界賤種：INTC AMD

天蠍座 2024-8-2 13:26:01 Gelsinger話蝕錢係因為想不計成本地更快生產Lunar lake ,真係咁有信心?

A decision to more rapidly produce Core Ultra PC chips that can handle artificial intelligence workloads contributed to the loss, CEO Pat Gelsinger said on a conference call with analysts.

“We previously signaled that our investments to be fine and drive the AI PC category would pressure margins in the near-term,” Gelsinger said. “We believe the trade-offs are worth it. The AI PC will grow from less than 10% of the market today to greater than 50% in 2026.”

https://www.cnbc.com/2024/08/01/intel-intc-q2-earnings-report-2024.html

好好運 2024-8-2 13:50:00 哈哈哈哈喂呀唔好咁啦

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坦克格(一年一冠 2024-8-2 13:51:04 佢都話佢鍾意輸錢

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咪坐吓囉

LUPINIII 2024-8-2 13:57:30 彈起？

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讀書不成 2024-8-2 14:48:43 笑到我

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讀書不成 2024-8-2 14:50:23 點解條友要買intel

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0針人士 2024-8-2 15:56:34 買錯邊係咁架啦

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先天不足 2024-8-2 16:52:08 intc今朝盤後跌到23蚊已經好誇張
估唔到盤前繼續有得跌

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0針人士 2024-8-2 17:05:01 唔建議接飛刀

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0針人士 2024-8-2 17:05:26 今鋪坐到2026年了

先天不足 2024-8-2 17:11:51 已經接左
仲有能力接幾次

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人窮冇藥醫 2024-8-2 17:12:05 amd 10雞個時都係咁

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0針人士 2024-8-2 17:14:57 用左年幾先recover 到

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intel 話2026 先搞得掂
今鋪真係幫自己做左個2年冇息定期

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坦克格(一年一冠 2024-8-2 17:17:45 唔使咁急啦根據以往經驗
一定會再落

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反正而家呢個價點升都係執平貨
等佢真係升個陣先追落後先唔遲

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百步笑百步 2024-8-2 19:41:07 再見各位

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坦克格(一年一冠 2024-8-2 20:34:57 未開始已經冇咗四分一

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公屋租戶 2024-8-2 20:58:52 上年有短炒下AMD,因為NVDA升得太勁驚摸頂
之後就發現無人氣既股玩黎晒時間, 有人追捧既股就點摸都摸唔到頂
INTC AMD 即使有得升都唔會夠當炒既升得多
總結, 跟住個氣氛炒好過走去分析間公司背景

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夜更保安 2024-8-2 21:06:48 43買到33忍痛斬左去玩NVDA 點知而家NV都死埋
唉

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坦克格(一年一冠 2024-8-2 21:18:18 前兩日見到AMD咁撚鬼都知個市不妙

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數鎂 2024-8-2 21:45:55 準備穿20
玩完

C.馬撚 2024-8-2 21:46:35

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高通啲廢機都冇人買

C.馬撚 2024-8-2 21:47:29

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PC gaming?
高通X Elite連 game都入唔到

米咪瞇銤 2024-8-3 00:05:19 息都唔派 hold intc想食息都收埋皮
一堆被動資金離場

智摩鳩 2024-8-3 03:00:31 加倉

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智摩鳩 2024-8-3 03:10:37

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