$赛灵思 (XLNX.US)$ 在中国历法上已经接近年底了。中国很快批准该协议的可能性很大。否则,将花费更长的时间。
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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 $美国超微公司 (AMD.US)$ at current levels then buying XLNX $赛灵思 (XLNX.US)$ 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 $美国超微公司 (AMD.US)$ at current levels then buying XLNX $赛灵思 (XLNX.US)$ instead is certainly more attractive today than it was yesterday.
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$美国超微公司 (AMD.US)$ $赛灵思 (XLNX.US)$
AMD和赛灵思的长期交易非常相似,但不是短期交易。我相信这是因为大多数购买赛灵思的人只是在收购完成之前持有或计划长期持有AMD。相反,交易短期市场波动的人很可能会买入/卖出 AMD。由于短期市场趋势,AMD的价格出现了多次大幅波动(上涨和下跌),但赛灵思往往保持相对稳定。到目前为止,在出现任何分歧之后,它们总是随着时间的推移而趋于一致。
由于中国风险和这些短期波动,套利仍然存在。2021年只剩下2周了,管理层对今年的收购交易表现出强烈的信心,因此,无论如何,我们都将很快做出某种裁决。我是 AMD 的长期持有者,在套利率更大的时候已经把所有东西都转换成了 Xilinx。
AMD和赛灵思的长期交易非常相似,但不是短期交易。我相信这是因为大多数购买赛灵思的人只是在收购完成之前持有或计划长期持有AMD。相反,交易短期市场波动的人很可能会买入/卖出 AMD。由于短期市场趋势,AMD的价格出现了多次大幅波动(上涨和下跌),但赛灵思往往保持相对稳定。到目前为止,在出现任何分歧之后,它们总是随着时间的推移而趋于一致。
由于中国风险和这些短期波动,套利仍然存在。2021年只剩下2周了,管理层对今年的收购交易表现出强烈的信心,因此,无论如何,我们都将很快做出某种裁决。我是 AMD 的长期持有者,在套利率更大的时候已经把所有东西都转换成了 Xilinx。
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$美国超微公司 (AMD.US)$ $赛灵思 (XLNX.US)$ 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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$美国超微公司 (AMD.US)$ 这显然是恐慌性抛售。AMD 的基本面没有变化。回调优质股票通常是长期投资的良好切入点。
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$美国超微公司 (AMD.US)$ 别忘了:每一次回调都是将弱势股票转为强势股票的机会。
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$苹果 (AAPL.US)$ 与其他大型科技公司相比,今年AAPL一直处于落后状态。是时候让它冲向人群了。
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$西部数据 (WDC.US)$ WDC 正在向上移动,紧随着 MU...
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$西部数据 (WDC.US)$ $MU 向上。它对WDC有帮助,因为MU将把部分工厂产能从NAND转移到DRAM,从而减少NAND的产量。这对像 WDC 这样的 NAND 制造商来说是件好事。
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