$INTC 20260722 98.0 CALL$_老虎社区_美港股上老虎

英特尔周一收跌4.06%,消息是公司要增发约150亿美元股票为AI产能建设融资。账面上的摊薄只有约3%,但盘前一度被砸下5%,反应明显过头于稀释本身——市场真正在计价的是:重资产扩张需要不断补血,而代工客户的落地节奏还没跟上这个速度。上周它刚拿下一个值得关注的代工新客户,叙事本来在转暖。当扩产要靠股权融资来养,英特尔的AI故事该按成长还是按周期估?

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":588227957928352,"tweetId":"588227957928352","gmtCreate":1784641770705,"gmtModify":1784779473008,"author":{"id":3463446769405484,"idStr":"3463446769405484","authorId":3463446769405484,"authorIdStr":"3463446769405484","name":"2017 19 26","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.01.09","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1317,"starInvestorFlag":false},"themes":[{"themeId":"931dc2a7cbd6435a98b898fb3e7cc7fc","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"英特尔增发150亿跌4.1%,摊薄3%为何砸5%?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":931dc2a7cbd6435a98b898fb3e7cc7fc}&rnconfig={\"headerBarHidden\": true}","description":"英特尔周一收跌4.06%,消息是公司要增发约150亿美元股票为AI产能建设融资。账面上的摊薄只有约3%,但盘前一度被砸下5%,反应明显过头于稀释本身——市场真正在计价的是:重资产扩张需要不断补血,而代工客户的落地节奏还没跟上这个速度。上周它刚拿下一个值得关注的代工新客户,叙事本来在转暖。当扩产要靠股权融资来养,英特尔的AI故事该按成长还是按周期估?","image":"https://static.tigerbbs.com/9552ee6045168a9cefb30fc82946c07e"}],"images":[{"img":"https://static.tigerbbs.com/99cf2a7ee4e3cc7a8df9fa64b95aee17","width":"1080","height":"2190"}],"coverImages":[{"img":"https://static.tigerbbs.com/99cf2a7ee4e3cc7a8df9fa64b95aee17","width":"1080","height":"2190"}],"title":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/OPT/INTC 20260722 98.0 CALL\">$INTC 20260722 98.0 CALL$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/99cf2a7ee4e3cc7a8df9fa64b95aee17\" tg-width=\"1080\" tg-height=\"2190\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/OPT/INTC 20260722 98.0 CALL\">$INTC 20260722 98.0 CALL$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/99cf2a7ee4e3cc7a8df9fa64b95aee17\" tg-width=\"1080\" tg-height=\"2190\"></body></html>","text":"$INTC 20260722 98.0 CALL$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/588227957928352","repostId":0,"isVote":1,"tweetType":1,"viewCount":788,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":22,"optionInvolvedFlag":true,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/588227957928352"}