$賽靈思 (XLNX.US)$ its close year end in chinese calendar. chance is high for china to approve the deal soon. if not, it would take much much longer.
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讚了
我认为(我确信有很多人也是这样认为)的观点是,苏医生设定了年底截止日期,这导致的不确定性越来越大,并且许多人认为这个时间应该已经结束了。
虽然这比我最初感到舒适的时间更接近了,但实际情况没有发生实质性的变化。事实上,如果有的话,我原本希望现在出现一份声明。话虽如此,尽管我最近用一些便宜的看跌期权对我的头寸进行了对冲,以便晚上能睡得安稳,但如果有人考虑购买AMD股票 $美國超微公司 (AMD.US)$ 在目前的水平上购买XLNX股票 $賽靈思 (XLNX.US)$ 相比昨天,今天购买XLNX股票确实更有吸引力。
虽然这比我最初感到舒适的时间更接近了,但实际情况没有发生实质性的变化。事实上,如果有的话,我原本希望现在出现一份声明。话虽如此,尽管我最近用一些便宜的看跌期权对我的头寸进行了对冲,以便晚上能睡得安稳,但如果有人考虑购买AMD股票 $美國超微公司 (AMD.US)$ 在目前的水平上购买XLNX股票 $賽靈思 (XLNX.US)$ 相比昨天,今天购买XLNX股票确实更有吸引力。
已翻譯
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70788430
評論了
$美國超微公司 (AMD.US)$ $賽靈思 (XLNX.US)$
AMD and Xilinx trade very similarly long term, but not short term. I believe this is because most people buying Xilinx are just holding until the acquisition completes or plan on holding AMD long term. Conversely, the people trading short term market swings are likely buying/selling AMD. AMD has had multiple big swings in price (up and down) due to short term market trends, but Xilinx tends to stay relatively stable. Thus far, they have always ended up converging with time after any divergence.
Due to China risk and these short term swings, the arbitrage stands. There's only 2 weeks left in 2021 and management showed strong confidence in the acquisition closing this year, so we're due for some kind of verdict soon regardless. I'm a long time AMD holder and already converted everything to Xilinx back when the arbitrage was much greater.
AMD and Xilinx trade very similarly long term, but not short term. I believe this is because most people buying Xilinx are just holding until the acquisition completes or plan on holding AMD long term. Conversely, the people trading short term market swings are likely buying/selling AMD. AMD has had multiple big swings in price (up and down) due to short term market trends, but Xilinx tends to stay relatively stable. Thus far, they have always ended up converging with time after any divergence.
Due to China risk and these short term swings, the arbitrage stands. There's only 2 weeks left in 2021 and management showed strong confidence in the acquisition closing this year, so we're due for some kind of verdict soon regardless. I'm a long time AMD holder and already converted everything to Xilinx back when the arbitrage was much greater.
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70788430
評論了
$美國超微公司 (AMD.US)$ $賽靈思 (XLNX.US)$ 雖然公司短期利息的增加通常是一個負面的跡象,表明更多投資者認為股價將下降,但在 AMD 的情況下,這也可以表示其 Xilinx 合併建議的解決方案。如果交易未完成並在開放市場期間下跌,Xilinx 投資者可以通過在 AMD 採用空頭頭寸來對沖公司的投注。
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$美國超微公司 (AMD.US)$ it's obvious panic selling. There is not change in fundamental for AMD. Pull-back of good stocks is usually a good entry point for long term investment.
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$美國超微公司 (AMD.US)$ 不要忘記:每次回調都是將弱股票轉換為強力衝擊的機會。
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評論了
$蘋果 (AAPL.US)$ Bought in! Hoping for an early EV entry!
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$蘋果 (AAPL.US)$ 今年與其他大科技相比,AAPL 一直落後。現在是時候跑到包子上了。
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$西部數據 (WDC.US)$ WDC 正在上升,跟隨大學...
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$西部數據 (WDC.US)$ $ 畝起來。它有助於 $WDC,因為 MU 將其一些工廠容量從 NAND 轉移到 DRAM,從而減少 NAND 輸出。這對於像 WDC 這樣的 NAND 製造商來說很有好處。
已翻譯