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史丹福大學經濟政策研究院公布的影片,該校經濟系榮譽教授蕭文(John Shoven)詢問黃仁勳,對手宣稱自己產品夠好,雖然比不上輝達,但價錢更便宜,是否會構成威脅?
黃仁勳回答說,買賣晶片的人會思考晶片價格,但經營數據中心的人,會考慮營運成本,也就是總體擁有成本(TCO)
他說,輝達晶片在布署時間、表現、利用率、靈活性的優勢,「奇佳無比,就算競爭對手的晶片免費,都不夠便宜」
他強調,維持此種領先程度,具備此種無懈可擊的TCO,是輝達的目標
Hope Ytl can apply that on their data centre too with the help of nvidia.
The fundamentals of the company play only a part in what moves the stock up or down.
It’s ‘perceived value’ and potential for ‘earnings growth’ are most important to move forward It’s value to a higher price …..
english ada wor...bo·keh ˈbō-kā -kə : the blurred quality or effect seen in the out-of-focus portion of a photograph taken with a narrow depth of field. Good bokeh is smooth and pleasing, whereas bad bokeh produces a jagged and discordant effect. … The quality of bokeh is largely dependent on the construction of the lens
The legendary Jesse Livermore built his fortune by trading in leading stocks in the 1920s and 1930s . He made his 99% profits in the stock market by trading leading stocks .
Both YTL and YTLpower are the leading stocks in this mild bull run …….
Some resemblance occurs at the moment !
You cannot compared with glove counter, people know glove company cannot make profit after MCO. Ytl is different, it still able make a lot of profit currently and future.
Dividend due next week. Look like after dividend will continue drop below 2 again. Really still in down trend. Don’t get trap in for 4.5 cents dividend.