$Xilinx(XLNX.US$ 它在中國日曆結束的年底。中國很有機會儘快批准該交易。如果不是,將需要更長的時間。
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my take (of which I'm sure there are many) would be that the uncertainty arises from the EOY deadline given by Dr Su is approaching increasingly fast and many figured it would be done by now.
While this is cutting it much closer to the wire than I was originally comfortable, nothing has materially changed. In fact, I would have expected a statement by now if they had. That said, even though I did recently hedge my position with some cheap-ass puts so I can sleep at night, if someone was considering buying AMD $美國超微公司(AMD.US$ at current levels then buying XLNX $Xilinx(XLNX.US$ instead is certainly more attractive today than it was yesterday.
While this is cutting it much closer to the wire than I was originally comfortable, nothing has materially changed. In fact, I would have expected a statement by now if they had. That said, even though I did recently hedge my position with some cheap-ass puts so I can sleep at night, if someone was considering buying AMD $美國超微公司(AMD.US$ at current levels then buying XLNX $Xilinx(XLNX.US$ instead is certainly more attractive today than it was yesterday.
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$美國超微公司(AMD.US$ $赛灵思(XLNX.US$
AMD 和 Xilinx 的長期交易非常相似,但不是短期交易。我相信這是因為大多數購買 Xilinx 的人只是持有直到收購完成或計劃長期持有 AMD。相反,交易短期市場波動的人可能是購買/出售 AMD。由於短期市場趨勢,AMD 的價格出現了多次大波動(上下),但 Xilinx 傾向於保持相對穩定。到目前為止,它們總是在任何差異之後隨著時間融合。
由於中國風險和這些短期波動,套利維持續。2021 年僅剩下 2 週,管理層對今年收購結束的信心充滿信心,因此無論如何,我們將盡快作出某種判決。我是一個長期的 AMD 持有者,在套利率更大的時候,已經將所有東西轉換為 Xilinx。
AMD 和 Xilinx 的長期交易非常相似,但不是短期交易。我相信這是因為大多數購買 Xilinx 的人只是持有直到收購完成或計劃長期持有 AMD。相反,交易短期市場波動的人可能是購買/出售 AMD。由於短期市場趨勢,AMD 的價格出現了多次大波動(上下),但 Xilinx 傾向於保持相對穩定。到目前為止,它們總是在任何差異之後隨著時間融合。
由於中國風險和這些短期波動,套利維持續。2021 年僅剩下 2 週,管理層對今年收購結束的信心充滿信心,因此無論如何,我們將盡快作出某種判決。我是一個長期的 AMD 持有者,在套利率更大的時候,已經將所有東西轉換為 Xilinx。
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$美國超微公司(AMD.US$ $赛灵思(XLNX.US$ While an increase in the short interest for a company is generally a negative sign indicating that more investors believe the share price will drop, in AMD's case it can also signify the resolution of its Xilinx merger proposal. Xilinx investors can hedge their bets for the company by taking short positions in AMD in the off event that the deal is not finalized and AMD's shares fall during the open market.
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$美國超微公司(AMD.US$ 這是顯而易見的驚險銷售AMD 的基本因素並沒有改變。良好股票的退回通常是長期投資的良好入口點。
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$美國超微公司(AMD.US$ 不要忘記:每次回調都是將弱股票轉換為強力衝擊的機會。
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$蘋果(AAPL.US$ 今年與其他大科技相比,AAPL 一直落後。現在是時候跑到包子上了。
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$西部數據(WDC.US$ WDC 正在上升,跟隨大學...
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$西部數據(WDC.US$ $ 畝起來。它有助於 $WDC,因為 MU 將其一些工廠容量從 NAND 轉移到 DRAM,從而減少 NAND 輸出。這對於像 WDC 這樣的 NAND 製造商來說很有好處。
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