仙女座
07-23
$英特尔(INTC)$
会涨吗
英特尔增发150亿跌4.1%,摊薄3%为何砸5%?
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?
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老鱻
08-04
老鱻
发生了吧！来得及的就有赚到这波put，现在就要等过95-98，期权到期站稳三位数开始call，过不去7都会看到， [吃瓜]
老鱻
07-24
老鱻
会，首先要守住103，守不住就伤脑筋啦！put 88
什么也没有了～
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