$Xilinx(XLNX.US$ 在中国历法上已经接近年底了。中国很快批准该协议的可能性很大。否则,将花费更长的时间。
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我的看法(我敢肯定有很多)是,苏博士给出的EOY截止日期所带来的不确定性越来越快,许多人认为现在已经完成了。
虽然这把它切得比我本来舒服的要近得多,但没有任何实质性的改变。实际上,如果他们有的话,我本以为现在会有声明。话虽如此,尽管我最近确实用一些便宜的看跌期权来对冲头寸,这样如果有人考虑收购 AMD 我就能在晚上睡觉 $美国超微公司(AMD.US$ 在目前的水平上然后买入 XLNX $Xilinx(XLNX.US$ 相反,今天肯定比昨天更具吸引力。
虽然这把它切得比我本来舒服的要近得多,但没有任何实质性的改变。实际上,如果他们有的话,我本以为现在会有声明。话虽如此,尽管我最近确实用一些便宜的看跌期权来对冲头寸,这样如果有人考虑收购 AMD 我就能在晚上睡觉 $美国超微公司(AMD.US$ 在目前的水平上然后买入 XLNX $Xilinx(XLNX.US$ 相反,今天肯定比昨天更具吸引力。
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![图片](https://ussnsimg.moomoo.com/1639646170118-70040935-android-org.jpg/thumb)
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$美国超微公司(AMD.US$ $赛灵思(XLNX.US$
AMD and Xilinx trade very similarly long term, but not short term. I believe this is because most people buying Xilinx are just holding until the acquisition completes or plan on holding AMD long term. Conversely, the people trading short term market swings are likely buying/selling AMD. AMD has had multiple big swings in price (up and down) due to short term market trends, but Xilinx tends to stay relatively stable. Thus far, they have always ended up converging with time after any divergence.
Due to China risk and these short term swings, the arbitrage stands. There's only 2 weeks left in 2021 and management showed strong confidence in the acquisition closing this year, so we're due for some kind of verdict soon regardless. I'm a long time AMD holder and already converted everything to Xilinx back when the arbitrage was much greater.
AMD and Xilinx trade very similarly long term, but not short term. I believe this is because most people buying Xilinx are just holding until the acquisition completes or plan on holding AMD long term. Conversely, the people trading short term market swings are likely buying/selling AMD. AMD has had multiple big swings in price (up and down) due to short term market trends, but Xilinx tends to stay relatively stable. Thus far, they have always ended up converging with time after any divergence.
Due to China risk and these short term swings, the arbitrage stands. There's only 2 weeks left in 2021 and management showed strong confidence in the acquisition closing this year, so we're due for some kind of verdict soon regardless. I'm a long time AMD holder and already converted everything to Xilinx back when the arbitrage was much greater.
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$美国超微公司(AMD.US$ $赛灵思(XLNX.US$ 尽管公司空头利息的增加通常是一个负面信号,表明越来越多的投资者认为股价将下跌,但就AMD而言,这也可能标志着其赛灵思合并提案的解决。如果交易未完成,AMD的股价在公开市场上下跌,赛灵思投资者可以通过持有AMD的空头头寸来对冲他们对公司的押注。
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$美国超微公司(AMD.US$ 这显然是恐慌性抛售。AMD 的基本面没有变化。回调优质股票通常是长期投资的良好切入点。
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$美国超微公司(AMD.US$ don't forget: Every pull-back is an opportunity to switch weak stock to strong strocks.
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$苹果(AAPL.US$ AAPL has been lagging compared to other big tech this year. It's time for it to run up toward the pack.
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$西部数据(WDC.US$ WDC on the move up, following MU....
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$西部数据(WDC.US$ $MU up. It helps $WDC because MU will move some of its factory capacity from NAND to DRAM, reducing NAND output. This is good for NAND manufacturers like WDC.