AI焦点从训练转向推_老虎社区_美港股上老虎

月下美人还是没人

04-24

AI焦点从训练转向推理，CPU从配角变主角。以前一个CPU拖8个GPU，以后可能只拖2-4个，数据中心CPU权重被重估。 $英特尔(INTC)$ 的估值逻辑变了。

英特尔绩后拉涨！股价看至？

芯片指数涨近2%，连涨17日、再创最长连涨纪录，季度业绩和指引强劲的德州仪器涨19%，一季度营收和二季度指引均优于预期的英特尔盘后一度涨超20%。【英特尔绩后股价持续飙升，股价能突破$100吗？现在你的操作策略是？】

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