AMD 2018 Q3 財報不如預期,Q4預期疲軟 - 3C

By Charlie
at 2018-10-25T05:27
at 2018-10-25T05:27
Table of Contents
來源:Seeking Alpha
這是我自己整理的
大家還沒睡的就加減看吧,反正我是胃痛到睡不著QQ
EPS:0.09/Revenue:1.65B
毛利:40%
收入增加
RYZEN、EPYC、伺服器
收入減少
GPU、半客製業務、挖礦
Q4預期
Revenue:1.45B(2017 Q4為1.34B)
毛利:41%
個人不專業分析:
GPU部分就不用說了,老黃或成最大贏家
挖礦這部分好像以前佔的比例比預期高,然後這季跌很慘
半客製業務目前$ONY跟MS都沒推新機應該是沒什麼機會
毛利終於拉到40%
看來膠水大法真的很強
而且應該也是從I皇那邊搶到一些市場了
雖然說Q4預期不好
不過CPU部分還是增長的
所以應該沒理由崩盤成這樣,難道是之前期待太高嗎QQ
以上
給大家參考一下
--
這是我自己整理的
大家還沒睡的就加減看吧,反正我是胃痛到睡不著QQ
EPS:0.09/Revenue:1.65B
毛利:40%
收入增加
RYZEN、EPYC、伺服器
收入減少
GPU、半客製業務、挖礦
Q4預期
Revenue:1.45B(2017 Q4為1.34B)
毛利:41%
個人不專業分析:
GPU部分就不用說了,老黃或成最大贏家
挖礦這部分好像以前佔的比例比預期高,然後這季跌很慘
半客製業務目前$ONY跟MS都沒推新機應該是沒什麼機會
毛利終於拉到40%
看來膠水大法真的很強
而且應該也是從I皇那邊搶到一些市場了
雖然說Q4預期不好
不過CPU部分還是增長的
所以應該沒理由崩盤成這樣,難道是之前期待太高嗎QQ
以上
給大家參考一下
--
Tags:
3C
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