$英特尔(INTC)_老虎社区_美港股上老虎

2024-10-31

$英特尔(INTC)$ 看看市值就知道，上个季度英特尔确实跌过头了。再怎么说，它也是主要的CPU供应商之一。红蓝绿三家里面，现在就英特尔的估值低得明显。市值只有AMD的五分之二，英伟达的二十五分之一。这股价，再跌也跌不到哪里去了。

郭明錤预测2027年交付苹果低端M芯片后，英特尔一日暴涨10%。报告称苹果已经与英特尔签署NDA，开始研究英特尔的18A制程，有望从2027年起让低端M系列由英特尔代工生产。【当前英特尔逼近十月底的前高，大家觉得还能上车吗？英特尔，大家看多or看空？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

terminatorl
2024-10-31
terminatorl
很简单，现在大公司买设备玩ai，宁愿花200万买计算卡，也不愿花一万买cpu。
- DeW:
  如果你真懂这个行业，你就说不出这样的话，为了插十几张卡，至少也得有一个xeon6这种cpu做计算卡服务器中心。cpu还是离不开的。
懒懒的胖道爷
2024-11-02
懒懒的胖道爷
是啊，算力集群中Xeon也算是硬需求了，咋回事儿估价这个鸟样

发表看法

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