Maybe true. But I just built a gaming PC for my son. Gaming CPU x3d AMD CPU great value. A look at the mid range graphic cards, Intel b580 just came out and no stock. And the drivers still up in the air. Mid range AMD is better than anything Nvidia has. I bought a rx6800 and give my old rx6750 to my son. If you want ray tracing you need to have us$800 range graphic cards. All Nvidia $300 below are crappy with their new technology that you can not use. Mid range PC gaming is all AMD.
AMD has offically pulled the plug on competing with RTX-5090. AMD did well eating Intel's server lunch though. BTW, AMD's Raytracing is not in the same level as NVIDIA, which is using DLSS with AI. Mr Siu is wrong, NVLINK is developed by NVIDIA, not Mellanox. Mellanox is known for their Infiniband and it is the reason why NVIDIA brought the company.
Tom Hancock, partner and portfolio manager of GMO, and my colleague at IBM before he changed his career from engineering to investment management, now warned that AI stocks have become a “hype trade” and that any “hiccup” in the economy could result in these stocks crashing.
蕭生做的功課很全面，贊👍
多謝蕭生講解❤🎉
近一年來蕭生分析科技股其實吾錯既
唔係化，我睇左蕭生六年。除左元宙就未輸過，如果一開始聽就跟佢買已經可以退休。
是華人之光都支持，尤其是台灣
燈神果然好嘢,分析得很好! 謝謝!
打機市場amd cpu贏晒
gpu方面 nvida狂加價 intel同amd有追上態勢 Intel可以喘一口氣
可惜打機市場始終有限
支持蕭生🎉
根本唔係好多GAME支援DLSS
CPU方面INTEL近三代全部出事
所以新CPU只能選AMD
辛苦蕭先生。多謝講解❤
已建倉 感謝阿北
Maybe true. But I just built a gaming PC for my son. Gaming CPU x3d AMD CPU great value. A look at the mid range graphic cards, Intel b580 just came out and no stock. And the drivers still up in the air. Mid range AMD is better than anything Nvidia has. I bought a rx6800 and give my old rx6750 to my son. If you want ray tracing you need to have us$800 range graphic cards. All Nvidia $300 below are crappy with their new technology that you can not use. Mid range PC gaming is all AMD.
Old Siu apparently is not aware of that many giant IT (not just gaming) firms use AMD chips alongside with nvda as well.
AMD has offically pulled the plug on competing with RTX-5090. AMD did well eating Intel's server lunch though.
BTW, AMD's Raytracing is not in the same level as NVIDIA, which is using DLSS with AI.
Mr Siu is wrong, NVLINK is developed by NVIDIA, not Mellanox. Mellanox is known for their Infiniband and it is the reason why NVIDIA brought the company.
謝 蕭生分享
約年幾前在此平台我用AMD/NVDA兩者PE互換交差計算（無腦方法），得出AMD 遠遠不值$190，直至今天坊間仍然鼓吹這隻股票？
AMD 根本估值唔可能高Intel 一倍，Intel 如果write off代工 PC/DC收入跟市佔比AMD還要高，相反如果睇技術Intel掌握製程工藝，AMD只能競爭台積電產能，客製化晶片越來越多嘅年代，連蘋果都能夠用台積電技術製造自己嘅CPU，睇唔到AMD掌握到任何頂尖嘅技術優勢。 反而啲人話英特爾有問題，但係英特爾係世界上唯一能夠喺技術上追到台積電嘅公司，客製化晶片嘅時代應該有佢一席位。
有咩冇可能 宜家切電腦切咩組合
一係12代 一係AMD 13 14 15代去左邊??
買顯卡一係AMD一係N卡
MINI PC又係邊間晶片廠主導市埸
無錯，台積電爆肝文化已經嬴intel. 而且intel CPU 最大問題就係舊式x86指令集太擁腫，無得同ARM 尼d [小朋友]指令集競爭。 之前嗰位intel ceo 都想做到尼件事， 但可惜未完成就已經要辭職
Thanks
可唔可以講下Vertiv, Eaton, 和 Schneider Electrics的競爭，邊個好啲？
Tom Hancock, partner and portfolio manager of GMO, and my colleague at IBM before he changed his career from engineering to investment management, now warned that AI stocks have become a “hype trade” and that any “hiccup” in the economy could result in these stocks crashing.
蕭生 點睇 GRAB 呢隻call 車股
一直不敢玩个股。只敢买纳指100和标普500😂😂😂
谢谢分享 已经加仓AMD
聽起來都是不好，怎麼會加倉，應該出貨吧
如何購買賀年禮盒？
Support and like Mr Shiu thanks
AMD長遠增長真係唔睇好，CPU同GPU永遠都係「老二亞視命」，隔幾年先有一次贏到對手，但永遠贏唔長久，轉頭就俾Intel同Nivdia贏番
Intel 要翻身都唔會一朝一夕；重要睇下邊個做CEO
@@mizuri0704 Intel 主要問題係制程落後，追唔到自己CPU晶片設計要求，其實AMD贏到Intel主要原因都係因為台積電係制程優勢
听萧生咁讲马上入dAMD😂
😂😂😂😂真！
他肯定講唔掂啦。
升得
@@心心-k6s 我也認為逆轉勝
@@WongLingling-v4q都係現實啲好🤣AI唔掂，🤣GPU唔掂， 得返CPU仲可以同intel競爭，如果intel突然鹹魚翻身真系好大鍋喔。
AMD係美國本土晶片品牌～ 而打贏「古董」國產龍頭晶片intel所以比個鼓勵獎佢希望佢可以有望與Nvida對抗一下
Tesla 最好。。500 美金好快嚟啦～
賣給馬一龍吧
CUDA is pronounced as KOOL DA.
Data Center market 好大的
Intel 依家個腰斬股價反仲入得過AMD，長遠如果制程有改進，仲有翻身爆升機會，而近期入門display 卡 B580 性價比高，比同級AMD同Nivida便宜，新出賣斷貨
Intel收皮啦，性能仲不如AMD上一代嘅6700xt
@ 對手是RTX 4060 及 RX 7600，賣得俾佢地平，快少少，美國個邊斷晒貨
你有冇諗過斷貨 唔係需求多 而係供應少
@@travissiuReddit 大把人吹捧緊，所以首發好快就賣晒
交數🎉🎉🎉
叻
巴菲特只推薦普通人買標普500ETF。可以拎10%買晶片ETF SMH已經有晒NVDA ，TSM，博通--。後生嘅可以100%買股票，好似我幾年後退休，要做資產配置。60%股票，20%全美債券BND，20%美元現金。
BND 要交股息稅，直接買美債收利息就唔冼交稅。
@sunNet9771 美債好多種，就算美國國債都有長債短債TIPS，又有投資級別企業債，你買得幾多種，BND唔使煩，另外資產配置中的債，主要作用唔係收息，係平衡風險與回報。
intel有冇得救，川普会唔会救？
幾乎可以話係唯一可以在美國大量生產相對先進製程嘅生產商，你話會唔會救。除非台積電冚家搬噻去美國。🤣🤣🤣但係股價想上返去好難咯。除非有新嘅增長點。
不死不活 侵侵發台灣老脾intel係有機會的
但前提intel自己要爭氣
AMD 既然不能跟英伟达斗，AMD可不可以专供中国市场？之后股价可以再上升……
大陸唔係傻既，明知AMD 唔夠NVDIA 嚟，佢會唔會入阿二貨而唔係用盡一切方法偷運，而唔係買d 運算能力無咁高既貨
AMD冇得救
amd 不嬲吹水多過實際 好多打手所謂電腦友盲目吹棒 d card多bug技術落後 cpu同chipset都唔見得有乜好 根本唔值果個價
謝謝蕭生分享👍👍👍👍👍👍