| [: Ʒ Ư ũ(valuewalk.com) 2022 5 19 Դϴ. ֽĿ ǰ Դϴ.]
* ó: ų Ͻ(Keala Miles), ϺƮ(MarketBeat) ֳθƮ, "CAN NVIDIA BOUNCE BACK," 2022 5 19, https://www.valuewalk.com/can-nvidia-bounce-back/
϶ߴ 5 18 (Nvidia Corp: NASDAQ--NVDA) ְ 6% ̻ ϶ 169.38 ߴ. ̳ 5% ̻, ٿ S&P 500 3.57% 4.04% ϶ϸ鼭, ϶ߴ. ̳ ٿ 31490.07, S&P 500 3923.68 ߴ. ŷ 5410 ַ 50 ŷ 5650 ֺ 240 . * ó: ų Ͻ(Keala Miles), ϺƮ(MarketBeat) ֳθƮ, "CAN NVIDIA BOUNCE BACK," 2022 5 19, https://www.valuewalk.com/can-nvidia-bounce-back/
ְ, ū ϶
ְ ϶ ־ǿ ߴ. ũμƮ(MSFT), (INTC), ػ罺 νƮƮ(TXN) ڵ鵵 ϶ ߴ. 170.30 ػ罺 νƮƮ ϶ 2.7% , ũμƮ 4.55% ϶ 254.08 ƴ. 4.6% ̻ ϶ 42.35 ƴ.
ڵ鵵 ϶ϱ , ƿ ƴϾ. ̳ ƴ (2021 11 22 ) 52 346.47 177.09 ݿ ߴ. ְ ۳ ְ 346 50% ϶ ̴(5 20 ְ 166.94̴).
GPU ϶
ƴ PC Ű óġ(GPU) θ ˷ ִ. ̷ ƿ ֱ GPU ϶ ȸ ִ ϳ ܱ ũ ۿߴ. ݵ ִ ι̴. ۳ , ι 61% 124 ߴ.
ι ü Ǹ 忡 ұϰ, Ǹ ܰ ϶ Ȳ ״. ҵ Ⱓ ũĨ ´ ̵ GPU ǰ ǸŰ װ, ̷ GeForce RTX 30 ø AMD Radeon RX 6000 ø ۳ ߴ. 2022 鼭 GPU ϶ ϱ ߴ.
̿ , ݵüĨ 縦 ū Ÿ ߴ. , ߱ ִ ݵüĨ ߽ (Semiconductor Manufacturing International Corp.: SMIC) Ʈ PC ũ ϶ ̶ ߴ. SMIC CEO ڿ (Zhao Haijun) ߱ ں þ ũ̳ ħ 2 Ʈ 䰡 ٰ ߴ.
SMIC ư ٸ ٸ ̱ , SMIC ƿ ״ ִ. , ߱ ް ִ SMIC ξ ū ̶ ִ.
ִ°?
ұϰ, Ϻ ֳθƮ ְ ټ ŷ PER 31.5 ̶ ϰ ִ. Ƹ ߿ , Ϻ ֳθƮ 5Ⱓ 30% ϰ ִٴ ̴.
ư (4 Ǵ) 1б ǥ Ծ ϰ ִ. ֳθƮ 1б ִ 1.30, 43.4% 812000 ϰ ִ.
1б 5 25 ǥ ȴ. ̶ ֿ ǥ ֳθƮ ȸϸ ְ ְ, 뿡 ġ ϸ ְ ϶ δ.
ΰ ο θ鼭 ֳθƮ ְ ټ ̴. ֽ ż ִ ڶ--ְ ¼ Ȯϱ ؼ--5 ǥ Ǵϴ ּ ̴.
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