Dina2003
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$美国超微公司 (AMD.US)$ 我不会在90美元以上买入它的任何股票。我相信它的市盈率应该高于100，远超NVDA的两倍。
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Dina2003
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$美国超微公司 (AMD.US)$ 分析师对AMD估值的总结：
财务报表中报告的嵌入式部门存在一个高达228亿美元的潜在Xilinx相关商誉减值的定时炸弹。该部门的营业收入同比下降33%，这引发了对AMD能否收回这笔高达490亿美元投资的担忧。进一步的商誉减值费用将使每股收益陷入负值，因为其历史最大净利润仅为……
财务报表中报告的嵌入式部门存在一个高达228亿美元的潜在Xilinx相关商誉减值的定时炸弹。该部门的营业收入同比下降33%，这引发了对AMD能否收回这笔高达490亿美元投资的担忧。进一步的商誉减值费用将使每股收益陷入负值，因为其历史最大净利润仅为……
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Dina2003 楼主 pootpoot : 我认为它也应该重新测试100。![[捂脸]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "捂脸")