d*1
2 楼
不是卢瑟的不要买卢瑟股
没有20年以上卢瑟经历还没对人生彻底失望的不要买AMD
没有20年以上卢瑟经历还没对人生彻底失望的不要买AMD
m*u
5 楼
做amd太难了,建议大家放过它。
f*e
7 楼
大牛技术大拿 nvda赚了不少吧
:这两天跌了好多. 惨啊.
:
:这两天跌了好多. 惨啊.
:
X*i
9 楼
本想指点,想想还是算了。
k*i
10 楼
是不是AMD的强项都被别人比下去了?
d*e
13 楼
架不住黑庄指鹿为马。
另外按摩店的财报不太透明,没有break down CPU/GPU:
"Looking at our Computing and Graphics segment, we made excellent progress
in the Q3, as the continued success of our Ryzen family of CPUs, combined
with significant graphics growth, resulted in a 74% increase in Computing
and Graphics segment revenue year-over-year."
牙膏厂好像没正面回答:
"We're going to start with CCG [Client Computing Group], which produced
exceptional results despite a declining PC TAM. PC market conditions
continued to improve, and we achieved record Core i5 plus Core i7 client mix
. Our focus on an annual beat rate of innovation and thoughtful segmentation
combined with an investment strategy designed to produce results, even in a
declining market, is paying off."
好像Client Compute是flat YoY,有时间再去查一查。
【在 z****n 的大作中提到】
: 老夫没觉得按摩店cpu不如牙膏厂。
: 事实上,按摩店财报挺好看的,盈利也超过预期
: 很奇怪是,牙膏厂财报更好看
: 那问题就来了,到底按摩店有没有抢牙膏厂的市场份额,如果没有,买按摩店的难道都
: 是鬼吗
: 显卡方面不多说了,本来也没干得过女大,早都price in
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