저자: JimmyK · 외국인
요약 보기
결론: AMD는 단기 반등 여지가 있으나 확실한 매수 신호는 아님, 향후 방향은 불확실하고 변동성이 큼. 최근 흐름: 5월 이후 지지선(약 9~10달러)과 저항선(약 13~14달러) 사이를 오가는 변동성이 컸고, 현재 저점권 근처에서 거래 중이라고 설명. 긍정 뉴스: 신규 GPU(Radeon) 출시로 이익률 개선 기대, Barron's 기사 인용 시 주가 약 0.58달러 상승해 10.87달러 수준. 애널리스트 의견: 한 애널리스트는 PC 점유율 확대에 여전히 회의적이나, Ryzen 등 제품이 도움이 될 것이라는 견해와 Ryzen이 제품 믹스에서 커지면 매출총이익률도 개선될 수 있다는 견해를 소개. 인텔 인사이드 프로그램 변화가 유통 채널에 도움이 될 수 있다는 추측도 언급. 애플 협업: 새 iMac Pro에 GPU 탑재 기대가 언급되며, 실적에는 아직 반영되지 않았다고 설명. 기술적 관점: 9.8~10달러 지지와 13~14달러 저항이 반복되어 왔고, 시간외 거래 고점 약 15달러 부근까지 간 적이 있다고 설명. 이전 저항 14달러 돌파 가능성 언급. 리스크: 변동성이 커 롱·숏 모두 기회가 될 수 있으나, 뉴스 흐름에 따라 방향이 바뀔 수 있음. 출연자 전망: 상승·하락 중 어느 쪽인지 단정하지 않고 'increase or decrease or stay the same'으로 불확실성을 강조, 중립에 가까운 태도.
다듬은 글
well hello everybody and welcome back to another how the stockmarket video here with your host Jimmy K from how to stock market for this video we'll be going over the stock AMD for the past couple of months since around may we see the volatility of the stock going from the support to resistance levels you know jumping back and forwards and currently it's trading at a at the lower range of the high tends to low Elevens recently there has been some positive news though for the stock that has been pushing it more upwards so here we can see the epic release the GPUs that boost profit margins for this company there's also this article here by Barron's here we can see that it's up eighty fifty eight cents up to ten dollars eighty seven cents from the support levels at the high nine dollar ranges so it's basically up about around the dollar but overall it's been dropped quite significantly from the highest resistance which was $14 so there there's still love room required for the stock to bounce back to its initial position of where was that if we look at the some some analysts like patchouli is saying that he's still skeptical by Andy gaining shares and the PCs but products such as the risin did help there's also such that we expect risin to grow in q4 barks get cool about share gains and consumer notebook and corporate PC segments that said we expect a SPS to improve as Rison becomes a larger portion of the mix which can also help gross margins that speculate the changes to Intel Inside program can also help AMD in the retail channels although our conversations with Intel suggests that the changes are mostly accounting related and you know there's also indications or thoughts beliefs that aim these GPU sales will increase speak with their partnership with Apple and their GPUs being included in their new iMac pros or maybe they're all with all their iMac Pro models and the start shipping last week so currently none of these numbers have been entered into the market and once this takes off it could be very bullish for AMD going forward and we could potentially even see this stock breaking the $14 the initial the previous resistance that the stock held so that's also something very something to look forward to here so if we look at the current and each short which if I can get to it okay cool just see what I was talking about about the resistance or support levels here you know it's very consistent it's like the it's like as if the market agrees on a on this certain price point on which is oversold right which is around the high around nine seventy nine point seven to around ten the low tens and they constantly bounces to the highs right consistently here as we can see almost nearing the fifteen dollar range here Peaks I don't believe the this was an actual peak I believe this was like more of enough shown in the after hours once the market closed so here I consistently hit these levels around the fourteen dollar range and 13s here you can see the multiple you know consolidations as it cycles through consistently within this range so I mean going forward after with the inclusion of their new GPUs and their competition with Intel and partnerships with them and there's also a continuously growing market both and their server computers and GPUs and all these other processors that they come out with especially with this new release of epic that still hasn't and included into the overall sales of the of the company in the Advanced Micro Devices so with that said guys I hope this all helped you all out maybe understand a little bit better on how am the may other stock may play out going forwards in the 2018 year well a you know increase will it decrease will it stay the same I um currently I do believe love news has been coming out with Andy and this is a very mean like stock and has a lot of volatility because of that and a lot of people are looking at it and you know there's a love opportunities both on the long and the short positions for something like for stocks like this so it's always good to be informed and up-to-date on the current you know news that this company comes out with so yeah I hope this all helped you guys out and I'll see you all on the next video thank you all bye-bye
Comments 0